FELIX vs. SOXX
Compare and contrast key facts about Fidelity Advisor Semiconductors Fund Class I (FELIX) and iShares PHLX Semiconductor ETF (SOXX).
FELIX is managed by Fidelity. It was launched on Dec 27, 2000. SOXX is a passively managed fund by iShares that tracks the performance of the PHLX Semiconductor Sector Index. It was launched on Jul 10, 2001.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FELIX or SOXX.
Correlation
The correlation between FELIX and SOXX is 0.40, 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
FELIX vs. SOXX - Performance Comparison
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Key characteristics
FELIX:
16.55%
SOXX:
18.51%
FELIX:
-0.87%
SOXX:
-0.95%
FELIX:
0.00%
SOXX:
0.00%
Returns By Period
FELIX
N/A
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SOXX
N/A
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FELIX vs. SOXX - Expense Ratio Comparison
FELIX has a 0.75% expense ratio, which is higher than SOXX's 0.46% expense ratio.
Risk-Adjusted Performance
FELIX vs. SOXX — Risk-Adjusted Performance Rank
FELIX
SOXX
FELIX vs. SOXX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Advisor Semiconductors Fund Class I (FELIX) 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.
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Dividends
FELIX vs. SOXX - Dividend Comparison
FELIX's dividend yield for the trailing twelve months is around 7.42%, more than SOXX's 0.76% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FELIX Fidelity Advisor Semiconductors Fund Class I | 7.42% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
SOXX iShares PHLX Semiconductor ETF | 0.76% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
FELIX vs. SOXX - Drawdown Comparison
The maximum FELIX drawdown since its inception was -0.87%, smaller than the maximum SOXX drawdown of -0.95%. Use the drawdown chart below to compare losses from any high point for FELIX and SOXX. For additional features, visit the drawdowns tool.
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Volatility
FELIX vs. SOXX - Volatility Comparison
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