POSKX vs. SOXX
Compare and contrast key facts about PrimeCap Odyssey Stock Fund (POSKX) and iShares PHLX Semiconductor ETF (SOXX).
POSKX is managed by PRIMECAP Odyssey Funds. It was launched on Nov 1, 2004. 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: POSKX or SOXX.
Performance
POSKX vs. SOXX - Performance Comparison
Returns By Period
In the year-to-date period, POSKX achieves a 15.88% return, which is significantly higher than SOXX's 13.10% return. Over the past 10 years, POSKX has underperformed SOXX with an annualized return of 11.41%, while SOXX has yielded a comparatively higher 23.12% annualized return.
POSKX
15.88%
1.96%
5.09%
23.62%
12.30%
11.41%
SOXX
13.10%
-4.37%
-9.05%
26.75%
24.30%
23.12%
Key characteristics
| POSKX | SOXX | |
|---|---|---|
| Sharpe Ratio | 1.17 | 0.78 |
| Sortino Ratio | 1.76 | 1.22 |
| Omega Ratio | 1.30 | 1.16 |
| Calmar Ratio | 2.12 | 1.07 |
| Martin Ratio | 5.52 | 2.60 |
| Ulcer Index | 4.28% | 10.28% |
| Daily Std Dev | 20.25% | 34.27% |
| Max Drawdown | -50.18% | -70.21% |
| Current Drawdown | -1.48% | -18.38% |
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POSKX vs. SOXX - Expense Ratio Comparison
POSKX has a 0.65% expense ratio, which is higher than SOXX's 0.46% expense ratio.
Correlation
The correlation between POSKX and SOXX is 0.78, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Risk-Adjusted Performance
POSKX vs. SOXX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for PrimeCap Odyssey Stock Fund (POSKX) 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
POSKX vs. SOXX - Dividend Comparison
POSKX's dividend yield for the trailing twelve months is around 1.04%, more than SOXX's 0.68% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
POSKX PrimeCap Odyssey Stock Fund | 1.04% | 1.21% | 1.29% | 0.70% | 1.37% | 1.36% | 1.19% | 0.96% | 1.18% | 1.03% | 1.31% | 1.14% |
SOXX iShares PHLX Semiconductor ETF | 0.68% | 0.78% | 1.25% | 0.64% | 0.81% | 1.23% | 1.37% | 0.90% | 1.08% | 1.29% | 1.56% | 1.18% |
Drawdowns
POSKX vs. SOXX - Drawdown Comparison
The maximum POSKX drawdown since its inception was -50.18%, smaller than the maximum SOXX drawdown of -70.21%. Use the drawdown chart below to compare losses from any high point for POSKX and SOXX. For additional features, visit the drawdowns tool.
Volatility
POSKX vs. SOXX - Volatility Comparison
The current volatility for PrimeCap Odyssey Stock Fund (POSKX) is 3.95%, while iShares PHLX Semiconductor ETF (SOXX) has a volatility of 9.04%. This indicates that POSKX 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.