SOXQ vs. FSELX

In the year-to-date period, SOXQ achieves a -2.75% return, which is significantly higher than FSELX's -2.94% return.

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

SOXQ has a 0.00% expense ratio, which is lower than FSELX's 0.68% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Invesco PHLX Semiconductor ETF (SOXQ) and Fidelity Select Semiconductors Portfolio (FSELX). 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 SOXQ Sharpe Ratio is -0.11, which is lower than the FSELX Sharpe Ratio of 0.04. The chart below compares the historical Sharpe Ratios of SOXQ and FSELX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

SOXQ's dividend yield for the trailing twelve months is around 0.70%, less than FSELX's 8.90% yield.

The maximum SOXQ drawdown since its inception was -46.01%, smaller than the maximum FSELX drawdown of -81.70%. Use the drawdown chart below to compare losses from any high point for SOXQ and FSELX.

Invesco PHLX Semiconductor ETF (SOXQ) and Fidelity Select Semiconductors Portfolio (FSELX) have volatilities of 9.83% and 10.25%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.