Correlation
The correlation between FCNCA and SOXQ is 0.53, 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.
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.
Performance
FCNCA vs. SOXQ - Performance Comparison
Loading data...
Key characteristics
FCNCA:
0.19
SOXQ:
-0.17
FCNCA:
0.46
SOXQ:
-0.02
FCNCA:
1.06
SOXQ:
1.00
FCNCA:
0.13
SOXQ:
-0.26
FCNCA:
0.33
SOXQ:
-0.59
FCNCA:
13.49%
SOXQ:
17.27%
FCNCA:
39.83%
SOXQ:
44.96%
FCNCA:
-63.51%
SOXQ:
-46.01%
FCNCA:
-21.20%
SOXQ:
-19.05%
Returns By Period
In the year-to-date period, FCNCA achieves a -12.32% return, which is significantly lower than SOXQ's -4.28% return.
FCNCA
-12.32%
4.03%
-19.28%
7.68%
38.69%
37.33%
23.04%
SOXQ
-4.28%
12.52%
-3.05%
-7.51%
16.51%
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.
Loading data...
Dividends
FCNCA vs. SOXQ - Dividend Comparison
FCNCA's dividend yield for the trailing twelve months is around 0.49%, less than SOXQ's 0.71% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FCNCA First Citizens BancShares, Inc. | 0.49% | 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 | 0.71% | 0.68% | 0.87% | 1.36% | 0.72% | 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.
Loading data...
Volatility
FCNCA vs. SOXQ - Volatility Comparison
The current volatility for First Citizens BancShares, Inc. (FCNCA) is 9.03%, while Invesco PHLX Semiconductor ETF (SOXQ) has a volatility of 9.78%. 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.
Loading data...