POSKX vs. SOXX
POSKX (PrimeCap Odyssey Stock Fund) and SOXX (iShares Semiconductor ETF) are both funds - POSKX is a Large Cap Blend Equities fund managed by PRIMECAP Odyssey Funds, while SOXX is a Semiconductors fund tracking the NYSE Semiconductor Index. Over the past 10 years, POSKX returned 17.20%/yr vs 36.08%/yr for SOXX. A 0.78 correlation means they provide meaningful diversification when combined. POSKX charges 0.65%/yr vs 0.34%/yr for SOXX.
Performance
POSKX vs. SOXX - Performance Comparison
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Returns By Period
In the year-to-date period, POSKX achieves a 26.80% return, which is significantly lower than SOXX's 100.58% return. Over the past 10 years, POSKX has underperformed SOXX with an annualized return of 17.20%, while SOXX has yielded a comparatively higher 36.08% annualized return.
POSKX
- 1D
- 1.20%
- 1M
- 6.08%
- YTD
- 26.80%
- 6M
- 25.51%
- 1Y
- 53.32%
- 3Y*
- 25.86%
- 5Y*
- 16.80%
- 10Y*
- 17.20%
SOXX
- 1D
- -7.88%
- 1M
- 12.35%
- YTD
- 100.58%
- 6M
- 98.07%
- 1Y
- 167.63%
- 3Y*
- 56.18%
- 5Y*
- 33.69%
- 10Y*
- 36.08%
POSKX vs. SOXX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
POSKX PrimeCap Odyssey Stock Fund | 26.80% | 25.73% | 12.77% | 21.18% | -11.12% | 32.48% | 10.13% | 27.15% | -7.19% | 25.99% |
SOXX iShares Semiconductor ETF | 100.58% | 40.74% | 12.92% | 67.12% | -35.09% | 44.09% | 52.72% | 62.42% | -6.49% | 39.79% |
Correlation
The correlation between POSKX and SOXX is 0.75, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.75 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.75 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.78 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.77 |
Correlation (All Time) Calculated using the full available price history since Nov 2, 2004 | 0.78 |
The correlation between POSKX and SOXX has been stable across timeframes, ranging from 0.75 to 0.78 - a consistent structural relationship.
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Return for Risk
POSKX vs. SOXX — Risk / Return Rank
POSKX
SOXX
POSKX vs. SOXX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for PrimeCap Odyssey Stock Fund (POSKX) and iShares 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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| POSKX | SOXX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -1.04 | ||
| Sortino ratioReturn per unit of downside risk | +0.24 | ||
| Omega ratioGain probability vs. loss probability | 1.57 | 1.60 | -0.03 |
| Calmar ratioReturn relative to maximum drawdown | 5.47 | 10.70 | -5.23 |
| Martin ratioReturn relative to average drawdown | 22.70 | 38.46 | -15.76 |
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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.
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Drawdown Indicators
| POSKX | SOXX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -50.18% | -70.21% | +20.03% |
Max Drawdown (1Y)Largest decline over 1 year | -9.99% | -15.77% | +5.78% |
Max Drawdown (3Y)Largest decline over 3 years | -20.25% | -41.36% | +21.11% |
Max Drawdown (5Y)Largest decline over 5 years | -22.96% | -45.75% | +22.79% |
Max Drawdown (10Y)Largest decline over 10 years | -36.88% | -45.75% | +8.87% |
Current DrawdownCurrent decline from peak | 0.00% | -7.88% | +7.88% |
Average DrawdownAverage peak-to-trough decline | -6.14% | -19.94% | +13.80% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.40% | 4.38% | -1.98% |
Volatility
POSKX vs. SOXX - Volatility Comparison
The current volatility for PrimeCap Odyssey Stock Fund (POSKX) is 6.72%, while iShares Semiconductor ETF (SOXX) has a volatility of 22.75%. 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.
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Volatility by Period
| POSKX | SOXX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.72% | 22.75% | -16.03% |
Volatility (6M)Calculated over the trailing 6-month period | 13.83% | 33.44% | -19.61% |
Volatility (1Y)Calculated over the trailing 1-year period | 16.94% | 39.42% | -22.48% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 18.05% | 37.21% | -19.16% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 19.09% | 34.00% | -14.91% |
POSKX vs. SOXX - Expense Ratio Comparison
POSKX has a 0.65% expense ratio, which is higher than SOXX's 0.34% expense ratio.
Dividends
POSKX vs. SOXX - Dividend Comparison
POSKX's dividend yield for the trailing twelve months is around 21.64%, more than SOXX's 0.24% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
POSKX PrimeCap Odyssey Stock Fund | 21.64% | 27.44% | 18.13% | 10.14% | 12.13% | 14.58% | 7.85% | 6.03% | 3.03% | 2.17% | 2.93% | 1.92% |
SOXX iShares Semiconductor ETF | 0.24% | 0.57% | 0.67% | 0.78% | 1.26% | 0.64% | 0.81% | 1.23% | 1.37% | 0.90% | 1.08% | 1.29% |
Frequently Asked Questions
POSKX and SOXX have a correlation of 0.75, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
SOXX has higher volatility (22.75%) compared to POSKX (6.72%). In terms of maximum drawdown, POSKX dropped -50.18% vs SOXX's -70.21%.
SOXX currently has the higher Sharpe Ratio (4.28 vs 3.23), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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