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 0.37, 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:
1.64
SOXQ:
0.74
FCNCA:
2.62
SOXQ:
1.17
FCNCA:
1.35
SOXQ:
1.15
FCNCA:
4.00
SOXQ:
1.03
FCNCA:
8.85
SOXQ:
2.32
FCNCA:
6.55%
SOXQ:
11.13%
FCNCA:
35.40%
SOXQ:
35.14%
FCNCA:
-63.51%
SOXQ:
-46.01%
FCNCA:
-5.66%
SOXQ:
-7.15%
Returns By Period
In the year-to-date period, FCNCA achieves a 4.97% return, which is significantly lower than SOXQ's 9.79% return.
FCNCA
4.97%
4.24%
19.31%
53.65%
34.09%
25.74%
SOXQ
9.79%
6.93%
7.57%
24.57%
N/A
N/A
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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 0.31%, less than SOXQ's 0.62% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FCNCA First Citizens BancShares, Inc. | 0.31% | 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 | 0.62% | 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 6.23%, while Invesco PHLX Semiconductor ETF (SOXQ) has a volatility of 8.05%. 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.