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SOXX vs IWV

iShares Semiconductor ETF vs iShares Russell 3000 ETF

SOXX

iShares Semiconductor ETF

Annual cost

0.34%

Fund size

$38.4B

IWV

iShares Russell 3000 ETF

Annual cost

0.20%

Fund size

$19.8B

Key differences

Both SOXX and IWV are equity ETFs. SOXX charges 0.34% a year and IWV 0.20%. The main difference: SOXX covers global markets; IWV covers North America.

  • SOXX covers global markets; IWV covers North America.
  • IWV costs 0.14% less per year.
  • Over the last three years, SOXX has delivered higher annualized returns.

Side-by-side comparison

SOXXIWV
Annual cost (TER)0.34%0.20%
Fund size (AUM)$38.4B$19.8B
Since20012000
Dividend yield0.29%0.85%
Asset classequityequity
Regionglobalnorth america
Strategyindex trackingindex tracking
CAGR 1Y+164.9%+24.5%
CAGR 3Y+56.0%+21.2%
CAGR 5Y+33.8%+12.2%
Sharpe 3Y1.291.11
Volatility 1Y37.35%12.57%
Max drawdown-45.75%-35.22%

Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.

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