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.
Correlation
The correlation between FCNCA and SOXQ is 0.39, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Performance
FCNCA vs. SOXQ - Performance Comparison
Key characteristics
FCNCA:
0.21
SOXQ:
-0.33
FCNCA:
0.62
SOXQ:
-0.20
FCNCA:
1.09
SOXQ:
0.97
FCNCA:
0.26
SOXQ:
-0.38
FCNCA:
0.77
SOXQ:
-0.99
FCNCA:
11.21%
SOXQ:
15.00%
FCNCA:
40.43%
SOXQ:
44.18%
FCNCA:
-63.51%
SOXQ:
-46.01%
FCNCA:
-27.71%
SOXQ:
-31.58%
Returns By Period
The year-to-date returns for both investments are quite close, with FCNCA having a -19.57% return and SOXQ slightly higher at -19.10%.
FCNCA
-19.57%
-6.06%
-16.07%
10.82%
41.03%
21.65%
SOXQ
-19.10%
-12.47%
-21.49%
-13.47%
N/A
N/A
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
FCNCA vs. SOXQ — Risk-Adjusted Performance Rank
FCNCA
SOXQ
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 0.42%, less than SOXQ's 0.84% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FCNCA First Citizens BancShares, Inc. | 0.42% | 0.33% | 0.27% | 0.28% | 0.23% | 0.29% | 0.30% | 0.38% | 0.31% | 0.34% | 0.46% | 0.47% |
SOXQ Invesco PHLX Semiconductor ETF | 0.84% | 0.68% | 0.87% | 1.36% | 0.73% | 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
The current volatility for First Citizens BancShares, Inc. (FCNCA) is 19.77%, while Invesco PHLX Semiconductor ETF (SOXQ) has a volatility of 24.83%. This indicates that FCNCA experiences smaller price fluctuations and is considered to be less risky than SOXQ based on this measure. The chart below showcases a comparison of their rolling one-month volatility.