KLIC vs. SOXX
Compare and contrast key facts about Kulicke and Soffa Industries, Inc. (KLIC) 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: KLIC or SOXX.
Key characteristics
| KLIC | SOXX | |
|---|---|---|
| YTD Return | -11.86% | 16.96% |
| 1Y Return | 0.83% | 63.09% |
| 3Y Return (Ann) | 2.27% | 21.78% |
| 5Y Return (Ann) | 20.95% | 32.34% |
| 10Y Return (Ann) | 14.45% | 28.47% |
| Sharpe Ratio | 0.12 | 2.35 |
| Daily Std Dev | 33.45% | 28.69% |
| Max Drawdown | -97.35% | -69.65% |
| Current Drawdown | -32.57% | -5.53% |
Correlation
The correlation between KLIC and SOXX is 0.70, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Performance
KLIC vs. SOXX - Performance Comparison
In the year-to-date period, KLIC achieves a -11.86% return, which is significantly lower than SOXX's 16.96% return. Over the past 10 years, KLIC has underperformed SOXX with an annualized return of 14.45%, while SOXX has yielded a comparatively higher 28.47% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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Risk-Adjusted Performance
KLIC vs. SOXX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Kulicke and Soffa Industries, Inc. (KLIC) 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
KLIC vs. SOXX - Dividend Comparison
KLIC's dividend yield for the trailing twelve months is around 1.62%, which matches SOXX's 1.63% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
KLIC Kulicke and Soffa Industries, Inc. | 1.62% | 1.41% | 1.58% | 0.97% | 1.57% | 1.76% | 1.78% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
SOXX iShares PHLX Semiconductor ETF | 1.63% | 2.35% | 3.76% | 1.91% | 2.43% | 3.70% | 4.11% | 2.70% | 3.23% | 3.86% | 4.69% | 3.55% |
Drawdowns
KLIC vs. SOXX - Drawdown Comparison
The maximum KLIC drawdown since its inception was -97.35%, which is greater than SOXX's maximum drawdown of -69.65%. Use the drawdown chart below to compare losses from any high point for KLIC and SOXX. For additional features, visit the drawdowns tool.
Volatility
KLIC vs. SOXX - Volatility Comparison
The current volatility for Kulicke and Soffa Industries, Inc. (KLIC) is 8.47%, while iShares PHLX Semiconductor ETF (SOXX) has a volatility of 9.22%. This indicates that KLIC 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.