SMPIX vs. SOXX

In the year-to-date period, SMPIX achieves a -21.62% return, which is significantly lower than SOXX's -9.89% return. Over the past 10 years, SMPIX has outperformed SOXX with an annualized return of 24.62%, while SOXX has yielded a comparatively lower 21.26% annualized return.

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.

SMPIX has a 1.49% expense ratio, which is higher than SOXX's 0.46% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for ProFunds Semiconductor UltraSector Fund (SMPIX) 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.

The current SMPIX Sharpe Ratio is -0.07, which is higher than the SOXX Sharpe Ratio of -0.24. The chart below compares the historical Sharpe Ratios of SMPIX and SOXX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

SMPIX's dividend yield for the trailing twelve months is around 0.21%, less than SOXX's 0.76% yield.

The maximum SMPIX drawdown since its inception was -93.97%, which is greater than SOXX's maximum drawdown of -70.21%. Use the drawdown chart below to compare losses from any high point for SMPIX and SOXX. For additional features, visit the drawdowns tool.

ProFunds Semiconductor UltraSector Fund (SMPIX) has a higher volatility of 20.50% compared to iShares PHLX Semiconductor ETF (SOXX) at 13.16%. This indicates that SMPIX's price experiences larger fluctuations and is considered to be riskier than SOXX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.