WEGZY vs. SOXX
Compare and contrast key facts about WEG SA ADR (WEGZY) 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: WEGZY or SOXX.
Correlation
The correlation between WEGZY and SOXX is 0.17, 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. SOXX - Performance Comparison
Key characteristics
WEGZY:
1.50
SOXX:
0.31
WEGZY:
2.13
SOXX:
0.64
WEGZY:
1.29
SOXX:
1.08
WEGZY:
1.78
SOXX:
0.44
WEGZY:
6.12
SOXX:
0.87
WEGZY:
7.07%
SOXX:
12.53%
WEGZY:
28.95%
SOXX:
35.27%
WEGZY:
-55.87%
SOXX:
-70.21%
WEGZY:
-9.15%
SOXX:
-18.16%
Returns By Period
In the year-to-date period, WEGZY achieves a 9.34% return, which is significantly higher than SOXX's 0.42% return.
WEGZY
9.34%
9.92%
8.59%
43.00%
18.98%
N/A
SOXX
0.42%
-2.73%
5.98%
8.05%
21.34%
23.13%
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Risk-Adjusted Performance
WEGZY vs. SOXX — Risk-Adjusted Performance Rank
WEGZY
SOXX
WEGZY vs. SOXX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for WEG SA ADR (WEGZY) 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
WEGZY vs. SOXX - Dividend Comparison
WEGZY's dividend yield for the trailing twelve months is around 1.52%, more than SOXX's 0.67% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
WEGZY WEG SA ADR | 1.52% | 1.66% | 1.61% | 1.36% | 1.35% | 0.62% | 1.25% | 2.08% | 2.00% | 0.00% | 0.00% | 0.00% |
SOXX iShares PHLX Semiconductor ETF | 0.67% | 0.67% | 0.78% | 1.25% | 0.64% | 0.81% | 1.23% | 1.37% | 0.90% | 1.08% | 1.29% | 1.56% |
Drawdowns
WEGZY vs. SOXX - Drawdown Comparison
The maximum WEGZY drawdown since its inception was -55.87%, smaller than the maximum SOXX drawdown of -70.21%. Use the drawdown chart below to compare losses from any high point for WEGZY and SOXX. For additional features, visit the drawdowns tool.
Volatility
WEGZY vs. SOXX - Volatility Comparison
WEG SA ADR (WEGZY) has a higher volatility of 12.01% compared to iShares PHLX Semiconductor ETF (SOXX) at 11.15%. This indicates that WEGZY's price experiences larger fluctuations and is considered to be riskier than SOXX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.