ALFA.L vs. SOXX
Compare and contrast key facts about Alfa Financial Software Holdings plc (ALFA.L) and iShares PHLX Semiconductor ETF (SOXX).
SOXX is a passively managed fund by iShares that tracks the performance of the PHLX Semiconductor Sector Index. It was launched on Jul 10, 2001.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: ALFA.L or SOXX.
Correlation
The correlation between ALFA.L and SOXX is 0.11, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Performance
ALFA.L vs. SOXX - Performance Comparison
Key characteristics
ALFA.L:
1.82
SOXX:
0.44
ALFA.L:
2.76
SOXX:
0.81
ALFA.L:
1.34
SOXX:
1.10
ALFA.L:
0.90
SOXX:
0.60
ALFA.L:
10.33
SOXX:
1.31
ALFA.L:
5.79%
SOXX:
11.53%
ALFA.L:
32.65%
SOXX:
34.58%
ALFA.L:
-90.36%
SOXX:
-70.21%
ALFA.L:
-46.39%
SOXX:
-16.18%
Returns By Period
In the year-to-date period, ALFA.L achieves a 59.80% return, which is significantly higher than SOXX's 16.15% return.
ALFA.L
59.80%
-3.80%
18.26%
59.23%
19.58%
N/A
SOXX
16.15%
4.44%
-9.77%
15.29%
22.55%
23.07%
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Risk-Adjusted Performance
ALFA.L vs. SOXX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Alfa Financial Software Holdings plc (ALFA.L) and iShares PHLX Semiconductor ETF (SOXX). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
Dividends
ALFA.L vs. SOXX - Dividend Comparison
ALFA.L's dividend yield for the trailing twelve months is around 3.49%, more than SOXX's 0.65% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
ALFA.L Alfa Financial Software Holdings plc | 3.49% | 4.79% | 4.58% | 5.80% | 11.36% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
SOXX iShares PHLX Semiconductor ETF | 0.65% | 0.78% | 1.25% | 0.64% | 0.81% | 1.23% | 1.37% | 0.90% | 1.08% | 1.29% | 1.56% | 1.18% |
Drawdowns
ALFA.L vs. SOXX - Drawdown Comparison
The maximum ALFA.L drawdown since its inception was -90.36%, which is greater than SOXX's maximum drawdown of -70.21%. Use the drawdown chart below to compare losses from any high point for ALFA.L and SOXX. For additional features, visit the drawdowns tool.
Volatility
ALFA.L vs. SOXX - Volatility Comparison
Alfa Financial Software Holdings plc (ALFA.L) has a higher volatility of 9.07% compared to iShares PHLX Semiconductor ETF (SOXX) at 8.51%. This indicates that ALFA.L's price experiences larger fluctuations and is considered to be riskier than SOXX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.