DIVS vs. SOXX
Compare and contrast key facts about SmartETFs Dividend Builder ETF (DIVS) and iShares PHLX Semiconductor ETF (SOXX).
DIVS and SOXX are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. DIVS is an actively managed fund by Guinness Atkinson Asset Management. It was launched on Mar 29, 2021. 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: DIVS or SOXX.
Performance
DIVS vs. SOXX - Performance Comparison
Returns By Period
In the year-to-date period, DIVS achieves a 13.67% return, which is significantly higher than SOXX's 11.94% return.
DIVS
13.67%
-4.13%
4.78%
20.42%
N/A
N/A
SOXX
11.94%
-6.72%
-7.94%
25.31%
23.79%
23.14%
Key characteristics
| DIVS | SOXX | |
|---|---|---|
| Sharpe Ratio | 2.20 | 0.76 |
| Sortino Ratio | 3.11 | 1.20 |
| Omega Ratio | 1.38 | 1.15 |
| Calmar Ratio | 4.09 | 1.05 |
| Martin Ratio | 13.00 | 2.62 |
| Ulcer Index | 1.59% | 10.01% |
| Daily Std Dev | 9.40% | 34.38% |
| Max Drawdown | -29.55% | -70.21% |
| Current Drawdown | -4.13% | -19.22% |
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DIVS vs. SOXX - Expense Ratio Comparison
DIVS has a 0.65% expense ratio, which is higher than SOXX's 0.46% expense ratio.
Correlation
The correlation between DIVS and SOXX is 0.67, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Risk-Adjusted Performance
DIVS vs. SOXX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for SmartETFs Dividend Builder ETF (DIVS) 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
DIVS vs. SOXX - Dividend Comparison
DIVS's dividend yield for the trailing twelve months is around 2.69%, more than SOXX's 0.68% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
DIVS SmartETFs Dividend Builder ETF | 2.69% | 3.14% | 5.93% | 3.76% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
SOXX iShares PHLX Semiconductor ETF | 0.68% | 0.78% | 1.25% | 0.64% | 0.81% | 1.23% | 1.37% | 0.90% | 1.08% | 1.29% | 1.56% | 1.18% |
Drawdowns
DIVS vs. SOXX - Drawdown Comparison
The maximum DIVS drawdown since its inception was -29.55%, smaller than the maximum SOXX drawdown of -70.21%. Use the drawdown chart below to compare losses from any high point for DIVS and SOXX. For additional features, visit the drawdowns tool.
Volatility
DIVS vs. SOXX - Volatility Comparison
The current volatility for SmartETFs Dividend Builder ETF (DIVS) is 2.58%, while iShares PHLX Semiconductor ETF (SOXX) has a volatility of 8.87%. This indicates that DIVS experiences smaller price fluctuations and is considered to be less risky than SOXX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.