INTR vs. SOXX
INTR (Inter & Co. Inc. Class A Common Shares) is a stock, while SOXX (iShares Semiconductor ETF) is Semiconductors fund tracking the NYSE Semiconductor Index. Over the past 3 years, INTR returned 13.78%/yr vs 42.35%/yr for SOXX. Their 0.21 correlation means their historical movements had little consistent relationship.
Performance
INTR vs. SOXX - Performance Comparison
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Returns By Period
In the year-to-date period, INTR achieves a -33.13% return, which is significantly lower than SOXX's 67.84% return.
INTR
- 1D
- -0.71%
- 1M
- 2.38%
- 6M
- -39.22%
- YTD
- -33.13%
- 1Y
- -12.62%
- 3Y*
- 13.78%
- 5Y*
- —
- 10Y*
- —
- ALL TIME*
- 9.56%
SOXX
- 1D
- 0.07%
- 1M
- -10.85%
- 6M
- 45.95%
- YTD
- 67.84%
- 1Y
- 113.81%
- 3Y*
- 42.35%
- 5Y*
- 28.10%
- 10Y*
- 32.19%
- ALL TIME*
- 13.83%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $20.61M | $23.33M | $36.89M | |
| $6.04B | $5.84B | $5.80B |
INTR vs. SOXX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | |
|---|---|---|---|---|---|
INTR Inter & Co. Inc. Class A Common Shares | -33.13% | 103.99% | -23.68% | 134.60% | -40.45% |
SOXX iShares Semiconductor ETF | 67.84% | 40.74% | 12.92% | 67.12% | -2.41% |
Correlation
The correlation between INTR and SOXX is 0.31, which is low. Their historical price movements had little consistent relationship.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.31 |
Correlation (3Y) Balances recent behavior with more history. | 0.26 |
Correlation (All Time) Calculated using the full available price history since Jun 23, 2022 | 0.21 |
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Return for Risk
INTR vs. SOXX — Risk / Return Rank
INTR
SOXX
INTR vs. SOXX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Inter & Co. Inc. Class A Common Shares (INTR) and iShares 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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| INTR | SOXX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -2.79 | ||
| Sortino ratioReturn per unit of downside risk | -2.88 | ||
| Omega ratioGain probability vs. loss probability | 0.99 | 1.38 | -0.39 |
| Calmar ratioReturn relative to maximum drawdown | -0.28 | 3.86 | -4.14 |
| Martin ratioReturn relative to average drawdown | -0.56 | 16.24 | -16.80 |
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Drawdowns
INTR vs. SOXX - Drawdown Comparison
The maximum INTR drawdown since its inception was -68.40%, roughly equal to the maximum SOXX drawdown of -70.21%. Use the drawdown chart below to compare losses from any high point for INTR and SOXX.
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Drawdown Indicators
| INTR | SOXX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -68.40% | -70.21% | +1.81% |
Max Drawdown (1Y)Largest decline over 1 year | -48.03% | -29.01% | -19.02% |
Max Drawdown (3Y)Largest decline over 3 years | -49.36% | -41.36% | -8.00% |
Max Drawdown (5Y)Largest decline over 5 years | — | -45.75% | — |
Max Drawdown (10Y)Largest decline over 10 years | — | -45.75% | — |
Current DrawdownCurrent decline from peak | -44.46% | -22.92% | -21.54% |
Average DrawdownAverage peak-to-trough decline | -21.78% | -19.92% | -1.86% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 23.79% | 6.88% | +16.91% |
Volatility
INTR vs. SOXX - Volatility Comparison
The current volatility for Inter & Co. Inc. Class A Common Shares (INTR) is 12.86%, while iShares Semiconductor ETF (SOXX) has a volatility of 17.83%. This indicates that INTR 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.
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Volatility by Period
| INTR | SOXX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 12.86% | 17.83% | -4.97% |
Volatility (6M)Calculated over the trailing 6-month period | 37.68% | 38.92% | -1.24% |
Volatility (1Y)Calculated over the trailing 1-year period | 49.95% | 44.48% | +5.47% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 63.18% | 38.24% | +24.94% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 63.18% | 34.54% | +28.64% |
Dividends
INTR vs. SOXX - Dividend Comparison
INTR's dividend yield for the trailing twelve months is around 2.02%, more than SOXX's 0.29% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
INTR Inter & Co. Inc. Class A Common Shares | 2.02% | 0.94% | 0.71% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
SOXX iShares Semiconductor ETF | 0.29% | 0.57% | 0.67% | 0.78% | 1.26% | 0.64% | 0.81% | 1.23% | 1.37% | 0.90% | 1.08% | 1.29% |
Frequently Asked Questions
INTR and SOXX have a correlation of 0.31, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
SOXX has higher volatility (17.83%) compared to INTR (12.86%). In terms of maximum drawdown, INTR dropped -68.40% vs SOXX's -70.21%.
SOXX currently has the higher Sharpe Ratio (2.53 vs -0.27), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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