VCR vs. SOXX
Compare and contrast key facts about Vanguard Consumer Discretionary ETF (VCR) and iShares PHLX Semiconductor ETF (SOXX).
VCR and SOXX are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. VCR is a passively managed fund by Vanguard that tracks the performance of the MSCI US Investable Market Consumer Discretionary 25/50 Index. It was launched on Jan 26, 2004. 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 VCR 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: VCR or SOXX.
Key characteristics
| VCR | SOXX | |
|---|---|---|
| YTD Return | 0.93% | 12.68% |
| 1Y Return | 26.57% | 63.29% |
| 3Y Return (Ann) | 0.60% | 19.67% |
| 5Y Return (Ann) | 12.33% | 28.88% |
| 10Y Return (Ann) | 12.96% | 28.04% |
| Sharpe Ratio | 1.44 | 2.17 |
| Daily Std Dev | 17.71% | 28.73% |
| Max Drawdown | -61.54% | -69.65% |
| Current Drawdown | -11.82% | -8.98% |
Correlation
The correlation between VCR and SOXX is 0.71, 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
VCR vs. SOXX - Performance Comparison
In the year-to-date period, VCR achieves a 0.93% return, which is significantly lower than SOXX's 12.68% return. Over the past 10 years, VCR has underperformed SOXX with an annualized return of 12.96%, while SOXX has yielded a comparatively higher 28.04% annualized return. 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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VCR vs. SOXX - Expense Ratio Comparison
VCR has a 0.10% expense ratio, which is lower than SOXX's 0.46% expense ratio.
Risk-Adjusted Performance
VCR vs. SOXX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Vanguard Consumer Discretionary ETF (VCR) 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
VCR vs. SOXX - Dividend Comparison
VCR's dividend yield for the trailing twelve months is around 0.81%, less than SOXX's 1.70% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VCR Vanguard Consumer Discretionary ETF | 0.81% | 0.84% | 0.98% | 0.79% | 1.71% | 1.17% | 1.37% | 1.21% | 1.60% | 1.32% | 1.23% | 0.84% |
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% |
Drawdowns
VCR vs. SOXX - Drawdown Comparison
The maximum VCR drawdown since its inception was -61.54%, smaller than the maximum SOXX drawdown of -69.65%. Use the drawdown chart below to compare losses from any high point for VCR and SOXX. For additional features, visit the drawdowns tool.
Volatility
VCR vs. SOXX - Volatility Comparison
The current volatility for Vanguard Consumer Discretionary ETF (VCR) is 5.44%, while iShares PHLX Semiconductor ETF (SOXX) has a volatility of 10.07%. This indicates that VCR 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.