ATEX vs. SOXQ
ATEX (Anterix Inc.) is a stock, while SOXQ (Invesco PHLX Semiconductor ETF) is Semiconductors fund tracking the PHLX Semiconductor Sector Index. Over the past 5 years, ATEX returned 9.99%/yr vs 31.52%/yr for SOXQ. At a 0.25 correlation, their price movements are largely independent.
Performance
ATEX vs. SOXQ - Performance Comparison
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Returns By Period
In the year-to-date period, ATEX achieves a 330.46% return, which is significantly higher than SOXQ's 67.78% return.
ATEX
- 1D
- -10.79%
- 1M
- 21.05%
- 6M
- 283.24%
- YTD
- 330.46%
- 1Y
- 306.62%
- 3Y*
- 47.47%
- 5Y*
- 9.99%
- 10Y*
- 14.87%
SOXQ
- 1D
- -4.27%
- 1M
- -10.66%
- 6M
- 51.71%
- YTD
- 67.78%
- 1Y
- 109.28%
- 3Y*
- 46.67%
- 5Y*
- 31.52%
- 10Y*
- —
ATEX vs. SOXQ - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | |
|---|---|---|---|---|---|---|
ATEX Anterix Inc. | 330.46% | -28.82% | -7.95% | 3.57% | -45.25% | 16.82% |
SOXQ Invesco PHLX Semiconductor ETF | 67.78% | 43.11% | 20.16% | 66.74% | -35.59% | 25.19% |
Correlation
The correlation between ATEX and SOXQ is 0.27, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.27 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.25 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.25 |
Correlation (All Time) Calculated using the full available price history since Jun 11, 2021 | 0.25 |
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Return for Risk
ATEX vs. SOXQ — Risk / Return Rank
ATEX
SOXQ
ATEX vs. SOXQ - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Anterix Inc. (ATEX) and Invesco PHLX Semiconductor ETF (SOXQ). 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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| ATEX | SOXQ | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +2.56 | ||
| Sortino ratioReturn per unit of downside risk | +2.03 | ||
| Omega ratioGain probability vs. loss probability | 1.60 | 1.40 | +0.20 |
| Calmar ratioReturn relative to maximum drawdown | 12.75 | 5.83 | +6.93 |
| Martin ratioReturn relative to average drawdown | 38.66 | 20.69 | +17.98 |
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Drawdowns
ATEX vs. SOXQ - Drawdown Comparison
The maximum ATEX drawdown since its inception was -72.27%, which is greater than SOXQ's maximum drawdown of -46.01%. Use the drawdown chart below to compare losses from any high point for ATEX and SOXQ.
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Drawdown Indicators
| ATEX | SOXQ | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -72.27% | -46.01% | -26.26% |
Max Drawdown (1Y)Largest decline over 1 year | -24.22% | -18.86% | -5.36% |
Max Drawdown (3Y)Largest decline over 3 years | -57.35% | -39.36% | -17.99% |
Max Drawdown (5Y)Largest decline over 5 years | -72.27% | -46.01% | -26.26% |
Max Drawdown (10Y)Largest decline over 10 years | -72.27% | — | — |
Current DrawdownCurrent decline from peak | -13.16% | -18.86% | +5.70% |
Average DrawdownAverage peak-to-trough decline | -38.41% | -12.85% | -25.56% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 8.04% | 5.30% | +2.74% |
Volatility
ATEX vs. SOXQ - Volatility Comparison
Anterix Inc. (ATEX) has a higher volatility of 24.45% compared to Invesco PHLX Semiconductor ETF (SOXQ) at 19.92%. This indicates that ATEX's price experiences larger fluctuations and is considered to be riskier than SOXQ based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| ATEX | SOXQ | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 24.45% | 19.92% | +4.53% |
Volatility (6M)Calculated over the trailing 6-month period | 47.91% | 35.76% | +12.15% |
Volatility (1Y)Calculated over the trailing 1-year period | 59.41% | 41.59% | +17.82% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 45.47% | 37.91% | +7.56% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 50.84% | 37.65% | +13.19% |
Dividends
ATEX vs. SOXQ - Dividend Comparison
ATEX has not paid dividends to shareholders, while SOXQ's dividend yield for the trailing twelve months is around 0.30%.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 |
|---|---|---|---|---|---|---|
ATEX Anterix Inc. | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
SOXQ Invesco PHLX Semiconductor ETF | 0.30% | 0.50% | 0.68% | 0.87% | 1.36% | 0.72% |
Frequently Asked Questions
ATEX and SOXQ have a correlation of 0.27, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
ATEX has higher volatility (24.45%) compared to SOXQ (19.92%). In terms of maximum drawdown, ATEX dropped -72.27% vs SOXQ's -46.01%.
ATEX currently has the higher Sharpe Ratio (5.20 vs 2.64), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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