SOXX vs VRT: Correlation
How closely do iShares Semiconductor ETF (SOXX) and Vertiv (VRT) trade together? Their weekly returns over three years give a correlation of 0.64, which is strong.
Data as of 2026-08-27 · refreshed every trading day · weekly returns · methodology
How correlated are SOXX and VRT?
Across a 3-year window, the weekly returns of SOXX and VRT correlate at 0.64, strong. Recent behaviour matches the longer record: 0.56 over 1 year against 0.64 over 3. Stretching to 5 years gives 0.57, with an annualized covariance of 1284.3 %².
Among the 127 assets we track against SOXX, VRT ranks #69 by 3-year correlation. Their 12-month results are close: +110.0% for SOXX against +108.5% for VRT. On a rolling one-year basis the correlation drifted between 0.31 and 0.74, a moderate band. Note the risk asymmetry: VRT runs 1.6 times the annualized volatility of the other leg, so equal-weighting the two is not an equal-risk position.
How is this computed?
Pearson correlation on weekly returns: ρ(A,B) = cov(rA, rB) / (σA · σB), over windows of 52, 156 and 260 weeks. Covariance is annualized (×52) and expressed in %². Full definitions on the methodology page.
SOXX vs VRT: side by side
| SOXX (iShares Semiconductor ETF) | VRT (Vertiv) | |
|---|---|---|
| 1-year return | +110.0% | +108.5% |
| 5-year return | +247.5% | +847.7% |
| Volatility (ann.) | 35.2% | 57.1% |
| Beta vs S&P 500 | 1.93 | 2.36 |
| Max drawdown (3Y) | -41.4% | -61.3% |
| Market cap | – | $103.7B |
| P/E (trailing) | – | 59.6 |
| Dividend yield | 0.29% | 0.07% |
| Expense ratio | 0.33% | – |
| Assets under management | $44.7B | – |
| Sector / category | ETF · Thematic | Industrials |
SOXX is a Technology fund from iShares: $44.7B under management, 30 holdings, a 0.33% expense ratio, a 0.29% trailing dividend yield.
Year-by-year returns
| Year | SOXX | VRT |
|---|---|---|
| 2022 | -35.1% | -45.3% |
| 2023 | +67.1% | +251.8% |
| 2024 | +12.9% | +136.8% |
| 2025 | +40.7% | +42.8% |
| 2026 | +74.7% | +66.3% |
Calendar-year price returns; the current year is year-to-date as of the data date above.
Are SOXX and VRT good diversifiers for each other?
Somewhat, no more. With 0.64 correlation, most large moves hit both names, and the diversification benefit stays modest.
FAQ
What is the correlation between SOXX and VRT?
As of 2026-08-27, the correlation of weekly returns between SOXX and VRT is 0.64 over 3 years, 0.56 over 1 year and 0.57 over 5 years.
Is VRT a good diversifier for SOXX?
Somewhat, no more. With 0.64 correlation, most large moves hit both names, and the diversification benefit stays modest.
What does a correlation of 0.64 mean?
On the −1 to +1 scale, 0.64 describes how much the two returns move together: +1 is lockstep, 0 is independence, negative values mean opposite directions. It says nothing about which performed better.
Use this data
$ curl https://www.pairbook.io/api/v1/pairs/soxx-vs-vrt.json
Drop this badge in a README or notebook; it updates with the data:
[](https://www.pairbook.io/pair/soxx-vs-vrt/)
The core API is free. Terms and every endpoint in the API documentation.
Related comparisons
Hubs: SOXX correlations · VRT correlations
