WOMN vs. SOXX
Compare and contrast key facts about Impact Shares YWCA Women’s Empowerment ETF (WOMN) and iShares PHLX Semiconductor ETF (SOXX).
WOMN and SOXX are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. WOMN is a passively managed fund by Impact Shares that tracks the performance of the Morningstar Women’s Empowerment Index. It was launched on Aug 24, 2018. 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 WOMN 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: WOMN or SOXX.
Correlation
The correlation between WOMN 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
WOMN vs. SOXX - Performance Comparison
Key characteristics
WOMN:
1.57
SOXX:
0.50
WOMN:
2.20
SOXX:
0.89
WOMN:
1.29
SOXX:
1.11
WOMN:
2.90
SOXX:
0.70
WOMN:
9.89
SOXX:
1.53
WOMN:
1.76%
SOXX:
11.36%
WOMN:
11.08%
SOXX:
34.58%
WOMN:
-32.20%
SOXX:
-70.21%
WOMN:
-4.90%
SOXX:
-18.76%
Returns By Period
In the year-to-date period, WOMN achieves a 16.67% return, which is significantly higher than SOXX's 12.58% return.
WOMN
16.67%
-1.28%
8.10%
18.58%
15.62%
N/A
SOXX
12.58%
0.38%
-14.49%
17.33%
21.88%
22.57%
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WOMN vs. SOXX - Expense Ratio Comparison
WOMN has a 0.75% expense ratio, which is higher than SOXX's 0.46% expense ratio.
Risk-Adjusted Performance
WOMN vs. SOXX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Impact Shares YWCA Women’s Empowerment ETF (WOMN) 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
WOMN vs. SOXX - Dividend Comparison
WOMN's dividend yield for the trailing twelve months is around 1.58%, more than SOXX's 0.67% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
WOMN Impact Shares YWCA Women’s Empowerment ETF | 1.58% | 1.80% | 8.82% | 3.10% | 6.15% | 1.11% | 0.90% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
SOXX iShares PHLX Semiconductor ETF | 0.67% | 0.78% | 1.25% | 0.64% | 0.81% | 1.23% | 1.37% | 0.90% | 1.08% | 1.29% | 1.56% | 1.18% |
Drawdowns
WOMN vs. SOXX - Drawdown Comparison
The maximum WOMN drawdown since its inception was -32.20%, smaller than the maximum SOXX drawdown of -70.21%. Use the drawdown chart below to compare losses from any high point for WOMN and SOXX. For additional features, visit the drawdowns tool.
Volatility
WOMN vs. SOXX - Volatility Comparison
The current volatility for Impact Shares YWCA Women’s Empowerment ETF (WOMN) is 3.44%, while iShares PHLX Semiconductor ETF (SOXX) has a volatility of 8.33%. This indicates that WOMN 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.