ELS vs. SOXX
Compare and contrast key facts about Equity LifeStyle Properties, Inc. (ELS) 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: ELS or SOXX.
Correlation
The correlation between ELS and SOXX is 0.47, 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.
Performance
ELS vs. SOXX - Performance Comparison
Key characteristics
ELS:
0.25
SOXX:
-0.22
ELS:
0.48
SOXX:
-0.03
ELS:
1.06
SOXX:
1.00
ELS:
0.19
SOXX:
-0.23
ELS:
0.63
SOXX:
-0.56
ELS:
8.11%
SOXX:
17.37%
ELS:
20.68%
SOXX:
43.48%
ELS:
-58.96%
SOXX:
-70.21%
ELS:
-21.49%
SOXX:
-30.02%
Returns By Period
In the year-to-date period, ELS achieves a -4.57% return, which is significantly higher than SOXX's -14.13% return. Over the past 10 years, ELS has underperformed SOXX with an annualized return of 11.37%, while SOXX has yielded a comparatively higher 20.74% annualized return.
ELS
-4.57%
-5.39%
-7.75%
6.87%
3.39%
11.37%
SOXX
-14.13%
-6.88%
-19.27%
-12.42%
20.27%
20.74%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Risk-Adjusted Performance
ELS vs. SOXX — Risk-Adjusted Performance Rank
ELS
SOXX
ELS vs. SOXX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Equity LifeStyle Properties, Inc. (ELS) 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
ELS vs. SOXX - Dividend Comparison
ELS's dividend yield for the trailing twelve months is around 3.09%, more than SOXX's 0.80% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
ELS Equity LifeStyle Properties, Inc. | 3.09% | 2.87% | 2.54% | 2.54% | 1.66% | 2.17% | 1.74% | 2.27% | 2.19% | 2.36% | 2.25% | 2.52% |
SOXX iShares PHLX Semiconductor ETF | 0.80% | 0.67% | 0.78% | 1.25% | 0.64% | 0.81% | 1.23% | 1.37% | 0.90% | 1.08% | 1.29% | 1.56% |
Drawdowns
ELS vs. SOXX - Drawdown Comparison
The maximum ELS drawdown since its inception was -58.96%, smaller than the maximum SOXX drawdown of -70.21%. Use the drawdown chart below to compare losses from any high point for ELS and SOXX. For additional features, visit the drawdowns tool.
Volatility
ELS vs. SOXX - Volatility Comparison
The current volatility for Equity LifeStyle Properties, Inc. (ELS) is 8.47%, while iShares PHLX Semiconductor ETF (SOXX) has a volatility of 25.98%. This indicates that ELS 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.