HELE vs. SOXX
Compare and contrast key facts about Helen of Troy Limited (HELE) and iShares PHLX Semiconductor ETF (SOXX).
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: HELE or SOXX.
Correlation
The correlation between HELE and SOXX 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
HELE vs. SOXX - Performance Comparison
Key characteristics
HELE:
-1.10
SOXX:
0.27
HELE:
-1.64
SOXX:
0.59
HELE:
0.76
SOXX:
1.08
HELE:
-0.64
SOXX:
0.38
HELE:
-1.26
SOXX:
0.73
HELE:
41.59%
SOXX:
12.87%
HELE:
47.53%
SOXX:
35.09%
HELE:
-83.39%
SOXX:
-70.21%
HELE:
-78.50%
SOXX:
-15.64%
Returns By Period
In the year-to-date period, HELE achieves a -5.52% return, which is significantly lower than SOXX's 3.52% return. Over the past 10 years, HELE has underperformed SOXX with an annualized return of -3.12%, while SOXX has yielded a comparatively higher 22.80% annualized return.
HELE
-5.52%
-12.27%
10.56%
-53.69%
-21.97%
-3.12%
SOXX
3.52%
-2.90%
-4.76%
7.73%
21.22%
22.80%
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Risk-Adjusted Performance
HELE vs. SOXX — Risk-Adjusted Performance Rank
HELE
SOXX
HELE vs. SOXX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Helen of Troy Limited (HELE) 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.
Dividends
HELE vs. SOXX - Dividend Comparison
HELE has not paid dividends to shareholders, while SOXX's dividend yield for the trailing twelve months is around 0.65%.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
HELE Helen of Troy Limited | 0.00% | 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 | 0.65% | 0.67% | 0.78% | 1.25% | 0.64% | 0.81% | 1.23% | 1.37% | 0.90% | 1.08% | 1.29% | 1.56% |
Drawdowns
HELE vs. SOXX - Drawdown Comparison
The maximum HELE drawdown since its inception was -83.39%, which is greater than SOXX's maximum drawdown of -70.21%. Use the drawdown chart below to compare losses from any high point for HELE and SOXX. For additional features, visit the drawdowns tool.
Volatility
HELE vs. SOXX - Volatility Comparison
Helen of Troy Limited (HELE) and iShares PHLX Semiconductor ETF (SOXX) have volatilities of 9.91% and 10.25%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.