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CHPS vs. ^SOX
Performance
Return for Risk
Drawdowns
Volatility

Performance

CHPS vs. ^SOX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Xtrackers Semiconductor Select Equity ETF (CHPS) and PHLX Semiconductor Index (^SOX). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, CHPS achieves a 92.17% return, which is significantly higher than ^SOX's 78.76% return.


CHPS

1D
2.67%
1M
-5.95%
6M
72.81%
YTD
92.17%
1Y
156.63%
3Y*
54.34%
5Y*
10Y*

^SOX

1D
2.54%
1M
-5.31%
6M
63.42%
YTD
78.76%
1Y
124.24%
3Y*
50.02%
5Y*
31.52%
10Y*
33.14%
*Multi-year figures are annualized to reflect compound growth (CAGR)

CHPS vs. ^SOX - Yearly Performance Comparison


2026 (YTD)202520242023
CHPS
Xtrackers Semiconductor Select Equity ETF
92.17%58.47%7.75%10.88%
^SOX
PHLX Semiconductor Index
78.76%42.23%19.27%12.20%

Correlation

The correlation between CHPS and ^SOX is 0.97 - these two move nearly in lockstep. At this level, holding both provides almost no diversification benefit. If you already own one, adding the other does little to reduce portfolio risk.


Correlation
Correlation (1Y)
Calculated over the trailing 1-year period

0.97

Correlation (3Y)
Calculated over the trailing 3-year period

0.96

Correlation (All Time)
Calculated using the full available price history since Jul 13, 2023

0.96

The correlation between CHPS and ^SOX has been stable across timeframes, ranging from 0.96 to 0.97 - a consistent structural relationship.

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Return for Risk

CHPS vs. ^SOX — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

CHPS
CHPS Risk / Return Rank: 9595
Overall Rank
CHPS Sharpe Ratio Rank: 9797
Sharpe Ratio Rank
CHPS Sortino Ratio Rank: 9393
Sortino Ratio Rank
CHPS Omega Ratio Rank: 9393
Omega Ratio Rank
CHPS Calmar Ratio Rank: 9797
Calmar Ratio Rank
CHPS Martin Ratio Rank: 9696
Martin Ratio Rank

^SOX
^SOX Risk / Return Rank: 9696
Overall Rank
^SOX Sharpe Ratio Rank: 9696
Sharpe Ratio Rank
^SOX Sortino Ratio Rank: 9494
Sortino Ratio Rank
^SOX Omega Ratio Rank: 9696
Omega Ratio Rank
^SOX Calmar Ratio Rank: 9898
Calmar Ratio Rank
^SOX Martin Ratio Rank: 9898
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

CHPS vs. ^SOX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Xtrackers Semiconductor Select Equity ETF (CHPS) and PHLX Semiconductor Index (^SOX). 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.


CHPS^SOXDifference
Sharpe ratioReturn per unit of total volatility

+0.66

Sortino ratioReturn per unit of downside risk

+0.49

Omega ratioGain probability vs. loss probability

1.50

1.44

+0.06

Calmar ratioReturn relative to maximum drawdown

8.85

7.83

+1.02

Martin ratioReturn relative to average drawdown

28.22

24.48

+3.74

CHPS vs. ^SOX - Sharpe Ratio Comparison

The current CHPS Sharpe Ratio is 3.68, which is comparable to the ^SOX Sharpe Ratio of 3.02. The chart below compares the historical Sharpe Ratios of CHPS and ^SOX, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.


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Drawdowns

CHPS vs. ^SOX - Drawdown Comparison

The maximum CHPS drawdown since its inception was -39.44%, smaller than the maximum ^SOX drawdown of -87.15%. Use the drawdown chart below to compare losses from any high point for CHPS and ^SOX.


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Drawdown Indicators


CHPS^SOXDifference

Max Drawdown

Largest peak-to-trough decline

-39.44%

-87.15%

+47.71%

Max Drawdown (1Y)

Largest decline over 1 year

-17.80%

-15.95%

-1.85%

Max Drawdown (3Y)

Largest decline over 3 years

-39.44%

-39.66%

+0.22%

Max Drawdown (5Y)

Largest decline over 5 years

-46.47%

Max Drawdown (10Y)

Largest decline over 10 years

-46.47%

Current Drawdown

Current decline from peak

-15.60%

-13.48%

-2.12%

Average Drawdown

Average peak-to-trough decline

-9.13%

-39.37%

+30.24%

Ulcer Index

Depth and duration of drawdowns from previous peaks

5.57%

5.09%

+0.48%

Volatility

CHPS vs. ^SOX - Volatility Comparison

Xtrackers Semiconductor Select Equity ETF (CHPS) has a higher volatility of 21.97% compared to PHLX Semiconductor Index (^SOX) at 20.28%. This indicates that CHPS's price experiences larger fluctuations and is considered to be riskier than ^SOX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


CHPS^SOXDifference

Volatility (1M)

Calculated over the trailing 1-month period

21.97%

20.28%

+1.69%

Volatility (6M)

Calculated over the trailing 6-month period

37.59%

35.39%

+2.20%

Volatility (1Y)

Calculated over the trailing 1-year period

42.83%

41.37%

+1.46%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

36.45%

37.98%

-1.53%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

36.45%

34.65%

+1.80%

Frequently Asked Questions


With a correlation of 0.97, CHPS and ^SOX move almost identically. Holding both adds very little diversification - you're essentially doubling your position in the same market segment. Choosing one is usually more capital-efficient.

CHPS has higher volatility (21.97%) compared to ^SOX (20.28%). In terms of maximum drawdown, CHPS dropped -39.44% vs ^SOX's -87.15%.

CHPS currently has the higher Sharpe Ratio (3.68 vs 3.02), 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.

Portfolio Optimizer

Find the right allocation for CHPS and ^SOX

Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.

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