FDTX vs. SOXX

In the year-to-date period, FDTX achieves a -0.65% return, which is significantly higher than SOXX's -3.41% return.

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FDTX has a 0.50% expense ratio, which is higher than SOXX's 0.46% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Fidelity Disruptive Technology ETF (FDTX) 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.

The current FDTX Sharpe Ratio is 0.39, which is higher than the SOXX Sharpe Ratio of -0.11. The chart below compares the historical Sharpe Ratios of FDTX and SOXX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

FDTX has not paid dividends to shareholders, while SOXX's dividend yield for the trailing twelve months is around 0.71%.

The maximum FDTX drawdown since its inception was -27.23%, smaller than the maximum SOXX drawdown of -70.21%. Use the drawdown chart below to compare losses from any high point for FDTX and SOXX. For additional features, visit the drawdowns tool.

The current volatility for Fidelity Disruptive Technology ETF (FDTX) is 8.10%, while iShares PHLX Semiconductor ETF (SOXX) has a volatility of 11.27%. This indicates that FDTX 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.