Compare · 2 funds side by side · dividends reinvested

SPY and SOXX

SPYSPDR×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

SPY and SOXX, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

State Street SPDR S&P 500 ETFLow-Cost Core · S&P 5000.09%1.03%+8.7%+9.7%+21.7%+11.3%−8.9%13.6%$778B1.5

iShares Semiconductor ETFThematic · AI & semis0.33%0.76%+36.2%+34.5%+40.3%+21.9%−39.5%49.4%$39.1B1.5

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: SPY 1993 · SOXX 2001

Head to Head

Swap sides Versus in desk

Head to Head

State Street SPDR S&P 500 ETF · $778B$17,118

SPY

SOXX

iShares Semiconductor ETF · $39.1B$26,892

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

SPYMeasureSOXX

+8.7%Year to dateJan 1 → Nov 6+36.2%

+9.7%1 yearTotal return+34.5%

+21.7%3 years · per year$10,000 became $18,039 · $27,604+40.3%

+11.3%5 years · per year$10,000 became $17,118 · $26,892+21.9%

0.09%Expense ratio$9 · $33 a year on $10k · lower is better0.33%

1.03%Trailing 12-mo yield$103 · $76 a year on $10k0.76%

−8.9%Worst dropSmaller is better−39.5%

13.6%VolatilityLower is calmer49.4%

SPYSOXX 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

SPY vs SOXX: Top 5 Holdings

Today

SPY

27.8%in top 5

SOXX

in top 538.6%

SPYStockSOXX

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

SPY vs SOXX Returns, Every Period

SPDRSPY

+11.3%

5 years, per year

SOXXiShares

+21.9%

5 years, per year

SPYSOXXFaded: behind in that period

0–4SOXX wins

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

Core vs Thematic: SPY vs SOXX

YTD

SPDRSPY

+8.7%

SOXXiShares

+36.2%

+8.7%Year to date+36.2%

−8.9%Worst drop · 1Y−39.5%

13.6%Volatility · 1Y49.4%

1.0%Yield0.8%

$778BAssets$39.1B

3–1SPY wins

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

Cost, Income and Risk

Fees: SPY, SOXX

Today

0.09%lowest, SPY

FundExpense ratioFee$10k

SPY0.09%$9

SOXX0.33%$33

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

Yields: SPY, SOXX

1.03%highest, SPY

FundTrailing yieldYield$10k

SPY1.03%$103

SOXX0.76%$76

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

Income After Fees on $10,000

$94most kept, SPY

SPY$103 − $9 = $94

SOXX$76 − $33 = $43

KeptFee

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

Overlap: SPY, SOXX

Today

14.2%most shared, SPY and SOXX

SPYSOXX

SPY—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

SPYWorst 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

SPYSOXX

+8.7%Year to date+36.2%

1.0%Yield0.8%

+9.7%Past year+34.5%

0.09%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%

$178BAssets$778B

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

$39.1BAssets$60.7B

2–0SOXX wins

End-of-day Nov 6, 2026

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026