FELCX vs. SOXL
Compare and contrast key facts about Fidelity Advisor Semiconductors Fund Class C (FELCX) and Direxion Daily Semiconductor Bull 3x Shares (SOXL).
FELCX is managed by Fidelity. It was launched on Dec 27, 2000. SOXL is a passively managed fund by Direxion that tracks the performance of the PHLX Semiconductor Index (300%). It was launched on Mar 11, 2010.
Performance
FELCX vs. SOXL - Performance Comparison
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FELCX vs. SOXL - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
FELCX Fidelity Advisor Semiconductors Fund Class C | 7.22% | 43.80% | 42.66% | 73.83% | -35.56% | 56.29% | 42.50% | 62.54% | -13.48% | 33.04% |
SOXL Direxion Daily Semiconductor Bull 3x Shares | 24.34% | 54.91% | -12.31% | 226.98% | -85.66% | 118.84% | 70.04% | 231.83% | -39.07% | 141.71% |
Returns By Period
In the year-to-date period, FELCX achieves a 7.22% return, which is significantly lower than SOXL's 24.34% return. Over the past 10 years, FELCX has underperformed SOXL with an annualized return of 29.54%, while SOXL has yielded a comparatively higher 41.10% annualized return.
FELCX
- 1D
- 7.12%
- 1M
- -4.53%
- YTD
- 7.22%
- 6M
- 13.91%
- 1Y
- 86.87%
- 3Y*
- 40.21%
- 5Y*
- 27.74%
- 10Y*
- 29.54%
SOXL
- 1D
- 9.08%
- 1M
- -16.73%
- YTD
- 24.34%
- 6M
- 41.78%
- 1Y
- 228.78%
- 3Y*
- 42.83%
- 5Y*
- 4.90%
- 10Y*
- 41.10%
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FELCX vs. SOXL - Expense Ratio Comparison
FELCX has a 1.76% expense ratio, which is higher than SOXL's 0.99% expense ratio.
Return for Risk
FELCX vs. SOXL — Risk / Return Rank
FELCX
SOXL
FELCX vs. SOXL - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Advisor Semiconductors Fund Class C (FELCX) and Direxion Daily Semiconductor Bull 3x Shares (SOXL). 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.
| FELCX | SOXL | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 2.21 | 1.93 | +0.28 |
Sortino ratioReturn per unit of downside risk | 2.82 | 2.46 | +0.36 |
Omega ratioGain probability vs. loss probability | 1.40 | 1.35 | +0.04 |
Calmar ratioReturn relative to maximum drawdown | 5.09 | 4.64 | +0.45 |
Martin ratioReturn relative to average drawdown | 19.20 | 14.09 | +5.10 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| FELCX | SOXL | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 2.21 | 1.93 | +0.28 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.73 | 0.05 | +0.69 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.86 | 0.42 | +0.44 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.38 | 0.36 | +0.01 |
Correlation
The correlation between FELCX and SOXL is 0.97, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Dividends
FELCX vs. SOXL - Dividend Comparison
FELCX's dividend yield for the trailing twelve months is around 7.79%, more than SOXL's 0.15% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FELCX Fidelity Advisor Semiconductors Fund Class C | 7.79% | 8.35% | 8.97% | 4.24% | 4.07% | 4.95% | 5.13% | 0.93% | 22.41% | 10.39% | 0.14% | 11.27% |
SOXL Direxion Daily Semiconductor Bull 3x Shares | 0.15% | 0.34% | 1.18% | 0.51% | 1.07% | 0.04% | 0.05% | 0.38% | 1.30% | 0.09% | 4.84% | 0.00% |
Drawdowns
FELCX vs. SOXL - Drawdown Comparison
The maximum FELCX drawdown since its inception was -72.55%, smaller than the maximum SOXL drawdown of -90.46%. Use the drawdown chart below to compare losses from any high point for FELCX and SOXL.
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Drawdown Indicators
| FELCX | SOXL | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -72.55% | -90.46% | +17.91% |
Max Drawdown (1Y)Largest decline over 1 year | -17.11% | -49.26% | +32.15% |
Max Drawdown (5Y)Largest decline over 5 years | -46.47% | -90.46% | +43.99% |
Max Drawdown (10Y)Largest decline over 10 years | -46.47% | -90.46% | +43.99% |
Current DrawdownCurrent decline from peak | -8.64% | -27.28% | +18.64% |
Average DrawdownAverage peak-to-trough decline | -23.72% | -35.34% | +11.62% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.54% | 16.23% | -11.69% |
Volatility
FELCX vs. SOXL - Volatility Comparison
The current volatility for Fidelity Advisor Semiconductors Fund Class C (FELCX) is 12.79%, while Direxion Daily Semiconductor Bull 3x Shares (SOXL) has a volatility of 38.35%. This indicates that FELCX experiences smaller price fluctuations and is considered to be less risky than SOXL based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| FELCX | SOXL | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 12.79% | 38.35% | -25.56% |
Volatility (6M)Calculated over the trailing 6-month period | 25.67% | 79.93% | -54.26% |
Volatility (1Y)Calculated over the trailing 1-year period | 40.19% | 119.50% | -79.31% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 38.07% | 105.40% | -67.33% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 34.42% | 97.72% | -63.30% |