MTDR vs. SOXX
Compare and contrast key facts about Matador Resources Company (MTDR) 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: MTDR or SOXX.
Key characteristics
| MTDR | SOXX | |
|---|---|---|
| YTD Return | 15.21% | 8.71% |
| 1Y Return | 34.78% | 59.44% |
| 3Y Return (Ann) | 41.06% | 16.13% |
| 5Y Return (Ann) | 27.76% | 28.42% |
| 10Y Return (Ann) | 9.11% | 27.63% |
| Sharpe Ratio | 0.84 | 1.90 |
| Daily Std Dev | 35.71% | 28.47% |
| Max Drawdown | -96.50% | -69.65% |
| Current Drawdown | -9.48% | -12.20% |
Correlation
The correlation between MTDR and SOXX is 0.32, 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
MTDR vs. SOXX - Performance Comparison
In the year-to-date period, MTDR achieves a 15.21% return, which is significantly higher than SOXX's 8.71% return. Over the past 10 years, MTDR has underperformed SOXX with an annualized return of 9.11%, while SOXX has yielded a comparatively higher 27.63% 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
MTDR vs. SOXX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Matador Resources Company (MTDR) 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
MTDR vs. SOXX - Dividend Comparison
MTDR's dividend yield for the trailing twelve months is around 1.07%, less than SOXX's 1.76% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
MTDR Matador Resources Company | 1.07% | 1.14% | 0.52% | 0.34% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
SOXX iShares PHLX Semiconductor ETF | 1.76% | 2.35% | 3.76% | 1.91% | 2.43% | 3.70% | 4.11% | 2.70% | 3.23% | 3.86% | 4.69% | 3.55% |
Drawdowns
MTDR vs. SOXX - Drawdown Comparison
The maximum MTDR drawdown since its inception was -96.50%, which is greater than SOXX's maximum drawdown of -69.65%. Use the drawdown chart below to compare losses from any high point for MTDR and SOXX. For additional features, visit the drawdowns tool.
Volatility
MTDR vs. SOXX - Volatility Comparison
The current volatility for Matador Resources Company (MTDR) is 7.79%, while iShares PHLX Semiconductor ETF (SOXX) has a volatility of 8.79%. This indicates that MTDR 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.