FCNCA vs. SOXQ
Compare and contrast key facts about First Citizens BancShares, Inc. (FCNCA) and Invesco PHLX Semiconductor ETF (SOXQ).
SOXQ is a passively managed fund by Invesco that tracks the performance of the PHLX / Semiconductor. It was launched on Jun 11, 2021.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FCNCA or SOXQ.
Key characteristics
| FCNCA | SOXQ | |
|---|---|---|
| YTD Return | 27.01% | 10.85% |
| 1Y Return | 80.42% | 59.57% |
| Sharpe Ratio | 2.58 | 2.12 |
| Daily Std Dev | 31.92% | 28.56% |
| Max Drawdown | -63.51% | -46.01% |
| Current Drawdown | 0.00% | -10.52% |
Correlation
The correlation between FCNCA and SOXQ is 0.40, 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
FCNCA vs. SOXQ - Performance Comparison
In the year-to-date period, FCNCA achieves a 27.01% return, which is significantly higher than SOXQ's 10.85% return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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Risk-Adjusted Performance
FCNCA vs. SOXQ - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for First Citizens BancShares, Inc. (FCNCA) 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.
Dividends
FCNCA vs. SOXQ - Dividend Comparison
FCNCA's dividend yield for the trailing twelve months is around 0.27%, less than SOXQ's 0.76% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FCNCA First Citizens BancShares, Inc. | 0.27% | 0.27% | 0.28% | 0.23% | 0.29% | 0.30% | 0.38% | 0.31% | 0.34% | 0.46% | 0.47% | 0.54% |
SOXQ Invesco PHLX Semiconductor ETF | 0.76% | 0.87% | 1.36% | 0.72% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
FCNCA vs. SOXQ - Drawdown Comparison
The maximum FCNCA drawdown since its inception was -63.51%, which is greater than SOXQ's maximum drawdown of -46.01%. Use the drawdown chart below to compare losses from any high point for FCNCA and SOXQ. For additional features, visit the drawdowns tool.
Volatility
FCNCA vs. SOXQ - Volatility Comparison
First Citizens BancShares, Inc. (FCNCA) has a higher volatility of 11.27% compared to Invesco PHLX Semiconductor ETF (SOXQ) at 9.26%. This indicates that FCNCA'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.