KGX.DE vs. SOXQ
KGX.DE (KION GROUP AG) is a stock, while SOXQ (Invesco PHLX Semiconductor ETF) is Semiconductors fund tracking the PHLX Semiconductor Sector Index. Over the past 3 years, KGX.DE returned 8.63%/yr vs 49.15%/yr for SOXQ. At a 0.28 correlation, their price movements are largely independent.
Performance
KGX.DE vs. SOXQ - Performance Comparison
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Different Trading Currencies
KGX.DE is traded in EUR, while SOXQ is traded in USD. To make them comparable, the SOXQ values have been converted to EUR using the latest available exchange rates.
Returns By Period
In the year-to-date period, KGX.DE achieves a -39.21% return, which is significantly lower than SOXQ's 76.25% return.
KGX.DE
- 1D
- 0.00%
- 1M
- -13.57%
- YTD
- -39.21%
- 6M
- -36.27%
- 1Y
- -5.02%
- 3Y*
- 8.63%
- 5Y*
- -13.22%
- 10Y*
- -0.25%
SOXQ
- 1D
- -9.47%
- 1M
- 8.70%
- YTD
- 76.25%
- 6M
- 69.78%
- 1Y
- 143.45%
- 3Y*
- 49.15%
- 5Y*
- —
- 10Y*
- —
KGX.DE vs. SOXQ - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | |
|---|---|---|---|---|---|---|
KGX.DE KION GROUP AG | -39.21% | 118.46% | -16.29% | 45.25% | -71.32% | 8.38% |
SOXQ Invesco PHLX Semiconductor ETF | 76.25% | 26.12% | 28.09% | 61.74% | -31.60% | 32.94% |
Correlation
The correlation between KGX.DE and SOXQ is 0.26, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.26 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.27 |
Correlation (All Time) Calculated using the full available price history since Jun 14, 2021 | 0.28 |
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Return for Risk
KGX.DE vs. SOXQ — Risk / Return Rank
KGX.DE
SOXQ
KGX.DE vs. SOXQ - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for KION GROUP AG (KGX.DE) and Invesco PHLX Semiconductor ETF (SOXQ). 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.
| KGX.DE | SOXQ | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -4.25 | ||
| Sortino ratioReturn per unit of downside risk | -4.01 | ||
| Omega ratioGain probability vs. loss probability | 1.01 | 1.58 | -0.57 |
| Calmar ratioReturn relative to maximum drawdown | -0.11 | 11.08 | -11.19 |
| Martin ratioReturn relative to average drawdown | -0.25 | 37.99 | -38.23 |
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
| KGX.DE | SOXQ | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | -0.11 | 4.14 | -4.25 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | -0.29 | — | — |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | -0.01 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.16 | 0.93 | -0.77 |
Drawdowns
KGX.DE vs. SOXQ - Drawdown Comparison
The maximum KGX.DE drawdown since its inception was -80.67%, which is greater than SOXQ's maximum drawdown of -40.05%. Use the drawdown chart below to compare losses from any high point for KGX.DE and SOXQ.
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Drawdown Indicators
| KGX.DE | SOXQ | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -80.67% | -40.05% | -40.62% |
Max Drawdown (1Y)Largest decline over 1 year | -41.28% | -13.03% | -28.25% |
Max Drawdown (3Y)Largest decline over 3 years | -41.28% | -40.05% | -1.23% |
Max Drawdown (5Y)Largest decline over 5 years | -80.67% | — | — |
Max Drawdown (10Y)Largest decline over 10 years | -80.67% | — | — |
Current DrawdownCurrent decline from peak | -56.68% | -11.54% | -45.14% |
Average DrawdownAverage peak-to-trough decline | -27.92% | -11.40% | -16.52% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 18.68% | 3.79% | +14.89% |
Volatility
KGX.DE vs. SOXQ - Volatility Comparison
The current volatility for KION GROUP AG (KGX.DE) is 10.61%, while Invesco PHLX Semiconductor ETF (SOXQ) has a volatility of 16.64%. This indicates that KGX.DE experiences smaller price fluctuations and is considered to be less risky than SOXQ based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| KGX.DE | SOXQ | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 10.61% | 16.64% | -6.03% |
Volatility (6M)Calculated over the trailing 6-month period | 31.64% | 27.92% | +3.72% |
Volatility (1Y)Calculated over the trailing 1-year period | 39.95% | 34.92% | +5.03% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 44.67% | 35.93% | +8.74% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 40.21% | 35.93% | +4.28% |
Dividends
KGX.DE vs. SOXQ - Dividend Comparison
KGX.DE's dividend yield for the trailing twelve months is around 1.52%, more than SOXQ's 0.29% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
KGX.DE KION GROUP AG | 1.52% | 1.20% | 2.20% | 0.49% | 5.60% | 0.42% | 1.88% | 1.95% | 2.23% | 1.11% | 1.46% | 1.20% |
SOXQ Invesco PHLX Semiconductor ETF | 0.29% | 0.50% | 0.68% | 0.87% | 1.36% | 0.72% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Frequently Asked Questions
KGX.DE and SOXQ have a correlation of 0.26, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
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