PWC vs. SOXX
Compare and contrast key facts about Invesco Dynamic Market ETF (PWC) and iShares PHLX Semiconductor ETF (SOXX).
PWC and SOXX are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. PWC is a passively managed fund by Invesco that tracks the performance of the Dynamic Market Intellidex Index (AMEX). It was launched on May 1, 2003. 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. Both PWC and SOXX are passive ETFs, meaning that they are not actively managed but aim to replicate the performance of the underlying index as closely as possible.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: PWC or SOXX.
Correlation
The correlation between PWC and SOXX is 0.70, 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
PWC vs. SOXX - Performance Comparison
Key characteristics
Returns By Period
PWC
N/A
N/A
N/A
N/A
N/A
N/A
SOXX
6.98%
0.34%
-1.65%
13.24%
23.13%
23.18%
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PWC vs. SOXX - Expense Ratio Comparison
PWC has a 0.60% expense ratio, which is higher than SOXX's 0.46% expense ratio.
Risk-Adjusted Performance
PWC vs. SOXX — Risk-Adjusted Performance Rank
PWC
SOXX
PWC vs. SOXX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Invesco Dynamic Market ETF (PWC) 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
PWC vs. SOXX - Dividend Comparison
PWC has not paid dividends to shareholders, while SOXX's dividend yield for the trailing twelve months is around 0.63%.
TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|
PWC Invesco Dynamic Market ETF | 0.00% | 0.80% | 1.67% | 1.51% | 0.56% | 1.09% | 0.95% | 1.44% | 1.75% | 1.35% | 1.02% | 0.82% |
SOXX iShares PHLX Semiconductor ETF | 0.63% | 0.67% | 0.78% | 1.25% | 0.64% | 0.81% | 1.23% | 1.37% | 0.90% | 1.08% | 1.29% | 1.56% |
Drawdowns
PWC vs. SOXX - Drawdown Comparison
Volatility
PWC vs. SOXX - Volatility Comparison
The current volatility for Invesco Dynamic Market ETF (PWC) is 0.00%, while iShares PHLX Semiconductor ETF (SOXX) has a volatility of 10.14%. This indicates that PWC 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.