SOXX vs VOO: Complete Comparison

iShares Semiconductor ETF vs Vanguard S&P 500 ETF โ€” overlap, correlation, performance & risk analysis

Holdings Overlap
11.76%
Very Low Overlap
Shared Holdings
11 of 30
Complete portfolio analysis
Calculation Method
Min Weight
Weighted intersection

Visual Overlap

SOXX
VOO
11.8%
SOXX Only
Overlap
VOO Only

Price Performance

Historical price comparison over 3M

SOXX Return
+25.32%
VOO Return
+8.55%
Winner
SOXX
+16.78%
Max Drawdown
SOXX: -13.4%
VOO: -5.1%
SOXX Volatility (annualized)32.21%
VOO Volatility (annualized)11.37%

๐Ÿ“ˆ Comparison

Metric
SOXX
VOO
1 Year Return
+42.5%โœ“
+26.5%
3 Year Return
+22.5%โœ“
+10.2%
5 Year Return
+28.5%โœ“
+15.8%
Volatility
32.50%
18.20%โœ“
Expense Ratio
0.35%
0.03%โœ“
โš ๏ธ Past performance does not guarantee future results. Data may be delayed.

โš ๏ธRisk Metrics

Metric
SOXX
VOO
Volatility
32.50%
18.20%โœ“
Sharpe Ratio
0.85
0.82
Sortino Ratio
1.15
1.15
Max Drawdown
-42.80%
-33.80%โœ“
Beta
1.35
1.00

Interpretation:

  • ๐Ÿ“Š Lower volatility = smoother ride
  • โšก Higher Sharpe/Sortino = better risk-adjusted returns
  • โš ๏ธ Smaller max drawdown = less worst-case pain
  • ๐Ÿ“ˆ Beta > 1 = more volatile than S&P 500

โš”๏ธ Comparison

5 - 13

๐Ÿ† VOO wins this comparison

Key Factors

๐Ÿ’ฐ Expense Ratio
SOXX:0.35%โœ“
vs
VOO:0.03%โœ“
๐ŸŽฏ Number of Holdings
SOXX:30 holdingsโœ“
vs
VOO:503 holdingsโœ“
๐Ÿ“ˆ 5-Year Return
SOXX:+28.5%โœ“
vs
VOO:+15.8%โœ“
โ–ถAdditional Metrics (5)
โš–๏ธ Concentration Risk
SOXX: 58.5% in top 10
VOO: 39.6% in top 10โœ“
๐Ÿ“Š Assets Under Management
SOXX: $12B
VOO: $380B โœ“โœ“
โšก Sharpe Ratio
SOXX: 0.85
VOO: 0.82
๐Ÿ“‰ Volatility
SOXX: 32.5%
VOO: 18.2%โœ“
๐Ÿ” Uniqueness vs SPY
SOXX: 87.1% uniqueโœ“
VOO: 18.4% unique

Bottom line: VOO wins with better expense ratio and number of holdings. Consider VOO for your portfolio, but SOXX is still a solid choice if you prefer its specific advantages.

Detailed Overlap Analysis

11 shared holdings representing 11.8% portfolio overlap

Top Shared Holdings

#StockSOXX WeightVOO WeightOverlap
1
NVDA
NVDA
6.55%7.37%6.55%
2
AVGO
AVGO
8.30%3.24%3.24%
3
KLAC
KLAC
4.32%0.26%0.26%
4
TXN
TXN
4.10%0.26%0.26%
5
ADI
ADI
3.42%0.22%0.22%
6
MPWR
MPWR
3.62%0.08%0.08%
7
NXPI
NXPI
3.00%0.08%0.08%
8
MCHP
MCHP
3.04%0.05%0.05%
9
TER
TER
2.75%0.05%0.05%
10
ON
ON
1.96%0.04%0.04%

Overlap by Sector

Technology
6 stocks ยท 10.44% overlap
Other
5 stocks ยท 0.41% overlap

Showing top 5 sectors by overlap contribution

11
Shared Stocks
11.8%
Total Overlap
2
Sectors Represented

Top Holdings Only in SOXX

Unique to SOXX

โ†Scroll horizontally to see all dataโ†’
SymbolNameWeight
AMDAMD8.36%
MUMU6.38%
AMATAMAT5.13%
QCOMQCOM5.01%
LRCXLRCX5.00%

Top Holdings Only in VOO

Unique to VOO

โ†Scroll horizontally to see all dataโ†’
SymbolNameWeight
AAPLAAPL7.07%
MSFTMSFT6.24%
AMZNAMZN3.86%
GOOGLGOOGL3.18%
GOOGGOOG2.55%

Price Correlation

How We Calculate Overlap

We use the minimum weight method with normalization to calculate portfolio overlap:

Overlap = ฮฃ min(weightA, weightB) for each shared holding

Normalization: Holdings weights are normalized to sum to 100% before comparison. This ensures accurate overlap calculations even when analyzing partial holdings data (e.g., top 50 positions).

Conservative approach: We consider only the smaller allocation for each shared position, giving you a realistic view of true portfolio overlap.

๐Ÿ“Š This analysis is based on publicly available holdings data. For the most current and complete holdings information, please visit the official ETF provider websites.

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