MFA vs. SOXQ
Compare and contrast key facts about MFA Financial, Inc. (MFA) and Invesco PHLX Semiconductor ETF (SOXQ).
SOXQ is a passively managed fund by Invesco that tracks the performance of the PHLX / Semiconductor. It was launched on Jun 11, 2021.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: MFA or SOXQ.
Correlation
The correlation between MFA and SOXQ is 0.40, 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
MFA vs. SOXQ - Performance Comparison
Key characteristics
MFA:
0.60
SOXQ:
0.45
MFA:
0.96
SOXQ:
0.82
MFA:
1.12
SOXQ:
1.11
MFA:
0.33
SOXQ:
0.64
MFA:
1.63
SOXQ:
1.38
MFA:
9.09%
SOXQ:
11.71%
MFA:
24.50%
SOXQ:
36.19%
MFA:
-95.52%
SOXQ:
-46.01%
MFA:
-36.69%
SOXQ:
-12.35%
Returns By Period
In the year-to-date period, MFA achieves a 4.51% return, which is significantly higher than SOXQ's 3.65% return.
MFA
4.51%
5.45%
-4.48%
11.21%
-8.35%
0.76%
SOXQ
3.65%
-2.77%
0.05%
14.67%
N/A
N/A
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Risk-Adjusted Performance
MFA vs. SOXQ — Risk-Adjusted Performance Rank
MFA
SOXQ
MFA vs. SOXQ - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for MFA Financial, Inc. (MFA) 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.
Dividends
MFA vs. SOXQ - Dividend Comparison
MFA's dividend yield for the trailing twelve months is around 13.15%, more than SOXQ's 0.66% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
MFA MFA Financial, Inc. | 13.15% | 13.74% | 12.42% | 16.95% | 8.44% | 8.35% | 10.46% | 11.98% | 10.10% | 10.48% | 12.12% | 10.01% |
SOXQ Invesco PHLX Semiconductor ETF | 0.66% | 0.68% | 0.87% | 1.36% | 0.73% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
MFA vs. SOXQ - Drawdown Comparison
The maximum MFA drawdown since its inception was -95.52%, which is greater than SOXQ's maximum drawdown of -46.01%. Use the drawdown chart below to compare losses from any high point for MFA and SOXQ. For additional features, visit the drawdowns tool.
Volatility
MFA vs. SOXQ - Volatility Comparison
The current volatility for MFA Financial, Inc. (MFA) is 5.51%, while Invesco PHLX Semiconductor ETF (SOXQ) has a volatility of 11.77%. This indicates that MFA 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.