WEGZY vs. SOXQ
Compare and contrast key facts about WEG SA ADR (WEGZY) and Invesco PHLX Semiconductor ETF (SOXQ).
SOXQ is a passively managed fund by Invesco that tracks the performance of the PHLX / Semiconductor. It was launched on Jun 11, 2021.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: WEGZY or SOXQ.
Correlation
The correlation between WEGZY and SOXQ is 0.22, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Performance
WEGZY vs. SOXQ - Performance Comparison
Key characteristics
WEGZY:
1.44
SOXQ:
0.45
WEGZY:
2.07
SOXQ:
0.82
WEGZY:
1.27
SOXQ:
1.11
WEGZY:
1.82
SOXQ:
0.64
WEGZY:
5.78
SOXQ:
1.38
WEGZY:
7.29%
SOXQ:
11.71%
WEGZY:
29.41%
SOXQ:
36.19%
WEGZY:
-55.87%
SOXQ:
-46.01%
WEGZY:
-8.47%
SOXQ:
-12.35%
Returns By Period
In the year-to-date period, WEGZY achieves a 10.16% return, which is significantly higher than SOXQ's 3.65% return.
WEGZY
10.16%
5.00%
-2.97%
42.97%
16.49%
N/A
SOXQ
3.65%
0.17%
0.05%
13.84%
N/A
N/A
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Risk-Adjusted Performance
WEGZY vs. SOXQ — Risk-Adjusted Performance Rank
WEGZY
SOXQ
WEGZY vs. SOXQ - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for WEG SA ADR (WEGZY) and Invesco PHLX Semiconductor ETF (SOXQ). 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
WEGZY vs. SOXQ - Dividend Comparison
WEGZY's dividend yield for the trailing twelve months is around 1.51%, more than SOXQ's 0.66% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
WEGZY WEG SA ADR | 1.51% | 1.66% | 1.61% | 1.36% | 1.35% | 0.62% | 1.25% | 2.08% | 2.00% | 0.00% | 0.00% | 0.00% |
SOXQ Invesco PHLX Semiconductor ETF | 0.66% | 0.68% | 0.87% | 1.36% | 0.73% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
WEGZY vs. SOXQ - Drawdown Comparison
The maximum WEGZY drawdown since its inception was -55.87%, which is greater than SOXQ's maximum drawdown of -46.01%. Use the drawdown chart below to compare losses from any high point for WEGZY and SOXQ. For additional features, visit the drawdowns tool.
Volatility
WEGZY vs. SOXQ - Volatility Comparison
WEG SA ADR (WEGZY) has a higher volatility of 12.46% compared to Invesco PHLX Semiconductor ETF (SOXQ) at 11.77%. This indicates that WEGZY's price experiences larger fluctuations and is considered to be riskier than SOXQ based on this measure. The chart below showcases a comparison of their rolling one-month volatility.