PXI vs. SXC
Compare and contrast key facts about Invesco DWA Energy Momentum ETF (PXI) and SunCoke Energy, Inc. (SXC).
PXI is a passively managed fund by Invesco that tracks the performance of the Dynamic Energy Sector Intellidex Index. It was launched on Oct 12, 2006.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: PXI or SXC.
Correlation
The correlation between PXI and SXC is 0.52, 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
PXI vs. SXC - Performance Comparison
Key characteristics
PXI:
0.23
SXC:
-0.14
PXI:
0.46
SXC:
0.08
PXI:
1.06
SXC:
1.01
PXI:
0.20
SXC:
-0.10
PXI:
0.61
SXC:
-0.36
PXI:
8.79%
SXC:
15.83%
PXI:
23.42%
SXC:
39.57%
PXI:
-85.08%
SXC:
-90.41%
PXI:
-17.70%
SXC:
-46.95%
Returns By Period
In the year-to-date period, PXI achieves a 3.25% return, which is significantly higher than SXC's -9.53% return. Over the past 10 years, PXI has outperformed SXC with an annualized return of 1.59%, while SXC has yielded a comparatively lower -2.63% annualized return.
PXI
3.25%
0.07%
5.38%
8.97%
16.05%
1.59%
SXC
-9.53%
-6.83%
10.87%
-7.93%
14.44%
-2.63%
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Risk-Adjusted Performance
PXI vs. SXC — Risk-Adjusted Performance Rank
PXI
SXC
PXI vs. SXC - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Invesco DWA Energy Momentum ETF (PXI) and SunCoke Energy, Inc. (SXC). 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
PXI vs. SXC - Dividend Comparison
PXI's dividend yield for the trailing twelve months is around 1.47%, less than SXC's 4.55% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PXI Invesco DWA Energy Momentum ETF | 1.47% | 1.52% | 1.82% | 3.14% | 0.57% | 1.73% | 2.80% | 0.93% | 0.80% | 0.73% | 2.06% | 1.15% |
SXC SunCoke Energy, Inc. | 4.55% | 4.11% | 3.35% | 3.24% | 3.64% | 5.52% | 0.96% | 0.00% | 0.00% | 0.00% | 12.51% | 0.31% |
Drawdowns
PXI vs. SXC - Drawdown Comparison
The maximum PXI drawdown since its inception was -85.08%, smaller than the maximum SXC drawdown of -90.41%. Use the drawdown chart below to compare losses from any high point for PXI and SXC. For additional features, visit the drawdowns tool.
Volatility
PXI vs. SXC - Volatility Comparison
The current volatility for Invesco DWA Energy Momentum ETF (PXI) is 6.60%, while SunCoke Energy, Inc. (SXC) has a volatility of 7.89%. This indicates that PXI experiences smaller price fluctuations and is considered to be less risky than SXC based on this measure. The chart below showcases a comparison of their rolling one-month volatility.