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TAN vs SOXX

Invesco Solar ETF vs iShares Semiconductor ETF

TAN

Invesco Solar ETF

Invesco

Annual cost

0.70%

Fund size

$1.6B

SOXX

iShares Semiconductor ETF

iShares

Annual cost

0.34%

Fund size

$29.6B

Key differences

  • SOXX costs 0.36% less per year.
  • SOXX is significantly larger than TAN — larger funds tend to be more liquid and less likely to close.
  • 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

TANSOXX
Annual cost (TER)0.70%0.34%
Fund size (AUM)$1.6B$29.6B
Since20082001
Dividend yield0.00%0.36%
Asset classequityequity
Regionnorth america
Strategyindex trackingindex tracking
CAGR 1Y+94.1%+178.8%
CAGR 3Y-2.5%+57.7%
CAGR 5Y-1.4%+34.9%
Sharpe 3Y0.031.35
Volatility 1Y37.40%33.99%
Max drawdown-78.53%-45.75%

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

Similar to TAN and SOXX