Compare · 2 funds side by side · dividends reinvested

SOXQ and IVV

SOXQInvesco×IVViShares×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$31,818SOXQ · best of the two

02 / 04

SOXQ and IVV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Invesco PHLX Semiconductor ETFThematic · AI & semis0.19%0.36%+45.4%+41.8%+48.6%+26.0%−29.7%46.4%$2.7B1.5

iShares Core S&P 500 ETFLow-Cost Core · S&P 5000.03%1.09%+13.4%+13.5%+24.2%+12.6%−8.9%12.9%$872B1.5

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

End-of-day Nov 4, 2026 · returns include dividends · since: SOXQ 2021 · IVV 2000

Head to Head

Swap sides Versus in desk

Head to Head

Invesco PHLX Semiconductor ETF · $2.7B$31,818

SOXQ

IVV

iShares Core S&P 500 ETF · $872B$18,118

$10,000 five years ago, dividends reinvested · they hold 16.2% in common

SOXQMeasureIVV

+45.4%Year to dateJan 1 → Nov 4+13.4%

+41.8%1 yearTotal return+13.5%

+48.6%3 years · per year$10,000 became $32,839 · $19,178+24.2%

+26.0%5 years · per year$10,000 became $31,818 · $18,118+12.6%

0.19%Expense ratio$19 · $3 a year on $10k · lower is better0.03%

0.36%Trailing 12-mo yield$36 · $109 a year on $10k1.09%

−29.7%Worst dropSmaller is better−8.9%

46.4%VolatilityLower is calmer12.9%

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

4–4Level

End-of-day Nov 4, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

SOXQ vs IVV: Top 5 Holdings

Today

SOXQ

40.0%in top 5

IVV

in top 527.3%

SOXQStockIVV

12.2%NVDA7.7%

9.8%AVGOnot top 5

7.8%MUnot top 5

not top 5AAPL7.4%

not top 5MSFT5.9%

5.2%TXNnot top 5

5.0%ADInot top 5

not top 5AMZN3.8%

not top 5GOOGL2.5%

Held in common16.2%

End-of-day Nov 4, 2026 · share of each fund

SOXQ vs IVV Returns, Every Period

InvescoSOXQ

+26.0%

5 years, per year

IVViShares

+12.6%

5 years, per year

SOXQIVVFaded: behind in that period

4–0SOXQ wins

End-of-day Nov 4, 2026 · dividends in · faded = behind in that period

Thematic vs Core: SOXQ vs IVV

YTD

InvescoSOXQ

+45.4%

IVViShares

+13.4%

+45.4%Year to date+13.4%

−29.7%Worst drop · 1Y−8.9%

46.4%Volatility · 1Y12.9%

0.4%Yield1.1%

$2.7BAssets$872B

3–1IVV wins

End-of-day Nov 4, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: SOXQ, IVV

Today

0.03%lowest, IVV

FundExpense ratioFee$10k

IVV0.03%$3

SOXQ0.19%$19

End-of-day Nov 4, 2026 · fee on $10,000 a year

Yields: SOXQ, IVV

1.09%highest, IVV

FundTrailing yieldYield$10k

IVV1.09%$109

SOXQ0.36%$36

End-of-day Nov 4, 2026 · trailing 12-month yield

Income After Fees on $10,000

$106most kept, IVV

IVV$109 − $3 = $106

SOXQ$36 − $19 = $17

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee

Overlap: SOXQ, IVV

Today

16.2%most shared, SOXQ and IVV

SOXQIVV

SOXQ—16.2%

IVV16.2%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+41.8%SOXQ, at 46.4% volatility

IVVWorst drop−8.9%12.9% vol

SOXQWorst drop−29.7%46.4% vol

End-of-day Nov 4, 2026 · up and left is better

Paid More vs Made More

YTD

IVVSOXQ

+13.4%Year to date+45.4%

1.1%Yield0.4%

+13.5%Past year+41.8%

0.03%Fee0.19%

2–2level

End-of-day Nov 4, 2026

Popular Pairs Near These Two

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$185BAssets$798B

1–0SPYM wins

End-of-day Nov 4, 2026

SOXX vs SMH

YTD

iSharesSOXX

+49.8%

SMHVanEck

+40.0%

+49.8%Year to date+40.0%

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

$44.3BAssets$65.8B

2–0SOXX wins

End-of-day Nov 4, 2026

VOO vs IVV

YTD

VanguardVOO

+13.4%

IVViShares

+13.4%

+13.4%Year to date+13.4%

1.1%Yield1.1%

$1.00TAssets$872B

0–0level

End-of-day Nov 4, 2026