Compare · 2 funds side by side · dividends reinvested

IVV and SOXX

IVViShares×SOXXiShares×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$26,892SOXX · best of the two

02 / 04

IVV and SOXX, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Core S&P 500 ETFLow-Cost Core · S&P 5000.03%1.14%+8.7%+9.8%+21.8%+11.4%−8.9%13.6%$850B1.5

iShares Semiconductor ETFThematic · AI & semis0.33%0.76%+36.2%+34.5%+40.3%+21.9%−39.5%49.4%$37.6B1.5

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 6, 2026 · returns include dividends · since: IVV 2000 · SOXX 2001

Head to Head

Swap sides Versus in desk

Head to Head

iShares Core S&P 500 ETF · $850B$17,177

IVV

SOXX

iShares Semiconductor ETF · $37.6B$26,892

$10,000 five years ago, dividends reinvested · they hold 14.2% in common

IVVMeasureSOXX

+8.7%Year to dateJan 1 → Nov 6+36.2%

+9.8%1 yearTotal return+34.5%

+21.8%3 years · per year$10,000 became $18,084 · $27,604+40.3%

+11.4%5 years · per year$10,000 became $17,177 · $26,892+21.9%

0.03%Expense ratio$3 · $33 a year on $10k · lower is better0.33%

1.14%Trailing 12-mo yield$114 · $76 a year on $10k0.76%

−8.9%Worst dropSmaller is better−39.5%

13.6%VolatilityLower is calmer49.4%

IVVSOXX Winner of the row, in its colourEach row: the bigger of the two fills its side

4–4Level

End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

IVV vs SOXX: Top 5 Holdings

Today

IVV

27.8%in top 5

SOXX

in top 538.6%

IVVStockSOXX

not top 5AMD8.9%

6.9%NVDA8.5%

not top 5AVGO8.1%

7.9%AAPLnot top 5

not top 5MU7.1%

6.3%MSFTnot top 5

not top 5INTC6.0%

4.0%AMZNnot top 5

2.6%GOOGLnot top 5

Held in common14.2%

End-of-day Nov 6, 2026 · share of each fund

IVV vs SOXX Returns, Every Period

iSharesIVV

+11.4%

5 years, per year

SOXXiShares

+21.9%

5 years, per year

IVVSOXXFaded: behind in that period

0–4SOXX wins

End-of-day Nov 6, 2026 · dividends in · faded = behind in that period

Core vs Thematic: IVV vs SOXX

YTD

iSharesIVV

+8.7%

SOXXiShares

+36.2%

+8.7%Year to date+36.2%

−8.9%Worst drop · 1Y−39.5%

13.6%Volatility · 1Y49.4%

1.1%Yield0.8%

$850BAssets$37.6B

3–1IVV wins

End-of-day Nov 6, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: IVV, SOXX

Today

0.03%lowest, IVV

FundExpense ratioFee$10k

IVV0.03%$3

SOXX0.33%$33

End-of-day Nov 6, 2026 · fee on $10,000 a year

Yields: IVV, SOXX

1.14%highest, IVV

FundTrailing yieldYield$10k

IVV1.14%$114

SOXX0.76%$76

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

$111most kept, IVV

IVV$114 − $3 = $111

SOXX$76 − $33 = $43

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee

Overlap: IVV, SOXX

Today

14.2%most shared, IVV and SOXX

IVVSOXX

IVV—14.2%

SOXX14.2%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+34.5%SOXX, at 49.4% volatility

IVVWorst drop−8.9%13.6% vol

SOXXWorst drop−39.5%49.4% vol

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

IVVSOXX

+8.7%Year to date+36.2%

1.1%Yield0.8%

+9.8%Past year+34.5%

0.03%Fee0.33%

2–2level

End-of-day Nov 6, 2026

Popular Pairs Near These Two

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026

SOXX vs SMH

YTD

iSharesSOXX

+36.2%

SMHVanEck

+28.8%

+36.2%Year to date+28.8%

0.33% · $33Fee · on $10k a year0.35% · $35

$37.6BAssets$57.7B

2–0SOXX wins

End-of-day Nov 6, 2026

VOO vs IVV

YTD

VanguardVOO

+8.7%

IVViShares

+8.7%

+8.7%Year to date+8.7%

1.1%Yield1.1%

$1.00TAssets$850B

0–0level

End-of-day Nov 6, 2026