PODD vs. SOXX
Compare and contrast key facts about Insulet Corporation (PODD) 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: PODD or SOXX.
Key characteristics
| PODD | SOXX | |
|---|---|---|
| YTD Return | -21.53% | 7.78% |
| 1Y Return | -45.92% | 53.52% |
| 3Y Return (Ann) | -16.78% | 16.83% |
| 5Y Return (Ann) | 12.02% | 27.79% |
| 10Y Return (Ann) | 16.54% | 27.43% |
| Sharpe Ratio | -1.11 | 1.83 |
| Daily Std Dev | 42.15% | 28.62% |
| Max Drawdown | -90.28% | -69.65% |
| Current Drawdown | -48.44% | -12.95% |
Correlation
The correlation between PODD and SOXX is 0.40, 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
PODD vs. SOXX - Performance Comparison
In the year-to-date period, PODD achieves a -21.53% return, which is significantly lower than SOXX's 7.78% return. Over the past 10 years, PODD has underperformed SOXX with an annualized return of 16.54%, while SOXX has yielded a comparatively higher 27.43% 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
PODD vs. SOXX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Insulet Corporation (PODD) 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
PODD vs. SOXX - Dividend Comparison
PODD has not paid dividends to shareholders, while SOXX's dividend yield for the trailing twelve months is around 1.77%.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PODD Insulet Corporation | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
SOXX iShares PHLX Semiconductor ETF | 1.77% | 2.35% | 3.76% | 1.91% | 2.43% | 3.70% | 4.11% | 2.70% | 3.23% | 3.86% | 4.69% | 3.55% |
Drawdowns
PODD vs. SOXX - Drawdown Comparison
The maximum PODD drawdown since its inception was -90.28%, which is greater than SOXX's maximum drawdown of -69.65%. Use the drawdown chart below to compare losses from any high point for PODD and SOXX. For additional features, visit the drawdowns tool.
Volatility
PODD vs. SOXX - Volatility Comparison
The current volatility for Insulet Corporation (PODD) is 8.80%, while iShares PHLX Semiconductor ETF (SOXX) has a volatility of 9.82%. This indicates that PODD 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.