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SOXX vs SHV

iShares Semiconductor ETF vs iShares 0–1 Year Treasury Bond ETF

SOXX

iShares Semiconductor ETF

iShares

Annual cost

0.34%

Fund size

$29.6B

SHV

iShares 0–1 Year Treasury Bond ETF

iShares

Annual cost

0.15%

Fund size

$20.6B

Key differences

  • SHV costs 0.19% less per year.
  • SOXX is classified as equity, while SHV is fixed income — different risk/return profiles.
  • Over the last 3 years, SOXX has delivered higher annualized returns.
  • SOXX has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

SOXXSHV
Annual cost (TER)0.34%0.15%
Fund size (AUM)$29.6B$20.6B
Since20012007
Dividend yield0.36%3.92%
Asset classequityfixed income
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+178.8%+3.9%
CAGR 3Y+57.7%+4.7%
CAGR 5Y+34.9%+3.3%
Sharpe 3Y1.354.34
Volatility 1Y33.99%0.21%
Max drawdown-45.75%-0.45%

Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.

Similar to SOXX and SHV