WAT vs. SOXX
Compare and contrast key facts about Waters Corporation (WAT) and iShares PHLX Semiconductor ETF (SOXX).
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.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: WAT or SOXX.
Correlation
The correlation between WAT and SOXX is 0.48, 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
WAT vs. SOXX - Performance Comparison
Key characteristics
WAT:
0.86
SOXX:
0.56
WAT:
1.67
SOXX:
0.96
WAT:
1.20
SOXX:
1.12
WAT:
0.87
SOXX:
0.78
WAT:
3.18
SOXX:
1.61
WAT:
9.17%
SOXX:
12.04%
WAT:
33.94%
SOXX:
34.59%
WAT:
-80.12%
SOXX:
-70.21%
WAT:
-6.36%
SOXX:
-15.46%
Returns By Period
In the year-to-date period, WAT achieves a 7.20% return, which is significantly higher than SOXX's 3.74% return. Over the past 10 years, WAT has underperformed SOXX with an annualized return of 13.40%, while SOXX has yielded a comparatively higher 23.67% annualized return.
WAT
7.20%
6.33%
26.50%
29.07%
10.71%
13.40%
SOXX
3.74%
-0.15%
-7.98%
20.49%
22.05%
23.67%
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Risk-Adjusted Performance
WAT vs. SOXX — Risk-Adjusted Performance Rank
WAT
SOXX
WAT vs. SOXX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Waters Corporation (WAT) 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
WAT vs. SOXX - Dividend Comparison
WAT has not paid dividends to shareholders, while SOXX's dividend yield for the trailing twelve months is around 0.65%.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
WAT Waters Corporation | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
SOXX iShares PHLX Semiconductor ETF | 0.65% | 0.67% | 0.78% | 1.25% | 0.64% | 0.81% | 1.23% | 1.37% | 0.90% | 1.08% | 1.29% | 1.56% |
Drawdowns
WAT vs. SOXX - Drawdown Comparison
The maximum WAT drawdown since its inception was -80.12%, which is greater than SOXX's maximum drawdown of -70.21%. Use the drawdown chart below to compare losses from any high point for WAT and SOXX. For additional features, visit the drawdowns tool.
Volatility
WAT vs. SOXX - Volatility Comparison
The current volatility for Waters Corporation (WAT) is 7.76%, while iShares PHLX Semiconductor ETF (SOXX) has a volatility of 8.43%. This indicates that WAT 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.