SOXX vs. FSELX
Compare and contrast key facts about iShares PHLX Semiconductor ETF (SOXX) and Fidelity Select Semiconductors Portfolio (FSELX).
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. FSELX is managed by Fidelity. It was launched on Jul 29, 1985.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: SOXX or FSELX.
Key characteristics
| SOXX | FSELX | |
|---|---|---|
| YTD Return | 12.68% | 25.11% |
| 1Y Return | 63.29% | 76.23% |
| 3Y Return (Ann) | 19.67% | 29.06% |
| 5Y Return (Ann) | 28.88% | 31.78% |
| 10Y Return (Ann) | 28.04% | 27.61% |
| Sharpe Ratio | 2.17 | 2.34 |
| Daily Std Dev | 28.73% | 31.81% |
| Max Drawdown | -69.65% | -81.70% |
| Current Drawdown | -8.98% | -5.72% |
Correlation
The correlation between SOXX and FSELX is 0.96, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Performance
SOXX vs. FSELX - Performance Comparison
In the year-to-date period, SOXX achieves a 12.68% return, which is significantly lower than FSELX's 25.11% return. Both investments have delivered pretty close results over the past 10 years, with SOXX having a 28.04% annualized return and FSELX not far behind at 27.61%. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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SOXX vs. FSELX - Expense Ratio Comparison
SOXX has a 0.46% expense ratio, which is lower than FSELX's 0.68% expense ratio.
Risk-Adjusted Performance
SOXX vs. FSELX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares PHLX Semiconductor ETF (SOXX) 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.
Dividends
SOXX vs. FSELX - Dividend Comparison
SOXX's dividend yield for the trailing twelve months is around 1.70%, less than FSELX's 5.61% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SOXX iShares PHLX Semiconductor ETF | 1.70% | 2.35% | 3.76% | 1.91% | 2.43% | 3.70% | 4.11% | 2.70% | 3.23% | 3.86% | 4.69% | 3.55% |
FSELX Fidelity Select Semiconductors Portfolio | 5.61% | 7.20% | 6.69% | 6.99% | 8.13% | 3.36% | 26.80% | 14.65% | 3.82% | 16.31% | 3.48% | 0.61% |
Drawdowns
SOXX vs. FSELX - Drawdown Comparison
The maximum SOXX drawdown since its inception was -69.65%, smaller than the maximum FSELX drawdown of -81.70%. Use the drawdown chart below to compare losses from any high point for SOXX and FSELX. For additional features, visit the drawdowns tool.
Volatility
SOXX vs. FSELX - Volatility Comparison
The current volatility for iShares PHLX Semiconductor ETF (SOXX) is 10.07%, while Fidelity Select Semiconductors Portfolio (FSELX) has a volatility of 11.52%. This indicates that SOXX experiences smaller price fluctuations and is considered to be less risky than FSELX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.