WST vs. SOXX
WST (West Pharmaceutical Services, Inc.) is a stock, while SOXX (iShares Semiconductor ETF) is Semiconductors fund tracking the NYSE Semiconductor Index. Over the past 10 years, WST returned 15.91%/yr vs 32.19%/yr for SOXX. Their 0.42 correlation means their historical movements had little consistent relationship.
Performance
WST vs. SOXX - Performance Comparison
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Returns By Period
In the year-to-date period, WST achieves a 24.21% return, which is significantly lower than SOXX's 67.84% return. Over the past 10 years, WST has underperformed SOXX with an annualized return of 15.91%, while SOXX has yielded a comparatively higher 32.19% annualized return.
WST
- 1D
- 0.40%
- 1M
- -6.71%
- 6M
- 47.73%
- YTD
- 24.21%
- 1Y
- 42.95%
- 3Y*
- -2.56%
- 5Y*
- -3.45%
- 10Y*
- 15.91%
- ALL TIME*
- 11.71%
SOXX
- 1D
- 0.07%
- 1M
- -10.85%
- 6M
- 45.95%
- YTD
- 67.84%
- 1Y
- 113.81%
- 3Y*
- 42.35%
- 5Y*
- 28.10%
- 10Y*
- 32.19%
- ALL TIME*
- 13.83%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $6.04B | $5.84B | $5.80B | |
| $362.83M | $291.60M | $272.21M |
WST vs. SOXX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
WST West Pharmaceutical Services, Inc. | 24.21% | -15.73% | -6.75% | 49.97% | -49.70% | 65.88% | 89.05% | 54.13% | -0.08% | 17.02% |
SOXX iShares Semiconductor ETF | 67.84% | 40.74% | 12.92% | 67.12% | -35.09% | 44.09% | 52.72% | 62.42% | -6.49% | 39.79% |
Correlation
The correlation between WST and SOXX is 0.22, which is low. Their historical price movements had little consistent relationship.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.22 |
Correlation (3Y) Balances recent behavior with more history. | 0.24 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.36 |
Correlation (10Y) Provides a long-term view across more market conditions. | 0.40 |
Correlation (All Time) Calculated using the full available price history since Jul 13, 2001 | 0.42 |
Over the past year, the correlation between WST and SOXX has dropped to 0.22 - well below their long-term average of 0.42, suggesting their price drivers have been diverging.
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Return for Risk
WST vs. SOXX — Risk / Return Rank
WST
SOXX
WST vs. SOXX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for West Pharmaceutical Services, Inc. (WST) and iShares 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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| WST | SOXX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -1.25 | ||
| Sortino ratioReturn per unit of downside risk | -0.85 | ||
| Omega ratioGain probability vs. loss probability | 1.25 | 1.38 | -0.13 |
| Calmar ratioReturn relative to maximum drawdown | 1.75 | 3.86 | -2.11 |
| Martin ratioReturn relative to average drawdown | 3.78 | 16.24 | -12.46 |
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Drawdowns
WST vs. SOXX - Drawdown Comparison
The maximum WST drawdown since its inception was -59.29%, smaller than the maximum SOXX drawdown of -70.21%. Use the drawdown chart below to compare losses from any high point for WST and SOXX.
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Drawdown Indicators
| WST | SOXX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -59.29% | -70.21% | +10.92% |
Max Drawdown (1Y)Largest decline over 1 year | -24.70% | -29.01% | +4.31% |
Max Drawdown (3Y)Largest decline over 3 years | -53.79% | -41.36% | -12.43% |
Max Drawdown (5Y)Largest decline over 5 years | -59.29% | -45.75% | -13.54% |
Max Drawdown (10Y)Largest decline over 10 years | -59.29% | -45.75% | -13.54% |
Current DrawdownCurrent decline from peak | -26.74% | -22.92% | -3.82% |
Average DrawdownAverage peak-to-trough decline | -16.92% | -19.92% | +3.00% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 11.41% | 6.88% | +4.53% |
Volatility
WST vs. SOXX - Volatility Comparison
The current volatility for West Pharmaceutical Services, Inc. (WST) is 9.56%, while iShares Semiconductor ETF (SOXX) has a volatility of 17.83%. This indicates that WST 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.
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Volatility by Period
| WST | SOXX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 9.56% | 17.83% | -8.27% |
Volatility (6M)Calculated over the trailing 6-month period | 24.58% | 38.92% | -14.34% |
Volatility (1Y)Calculated over the trailing 1-year period | 34.01% | 44.48% | -10.47% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 40.73% | 38.24% | +2.49% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 34.73% | 34.54% | +0.19% |
Dividends
WST vs. SOXX - Dividend Comparison
WST's dividend yield for the trailing twelve months is around 0.26%, less than SOXX's 0.29% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SOXX iShares Semiconductor ETF | 0.29% | 0.57% | 0.67% | 0.78% | 1.26% | 0.64% | 0.81% | 1.23% | 1.37% | 0.90% | 1.08% | 1.29% |
WST West Pharmaceutical Services, Inc. | 0.26% | 0.31% | 0.25% | 0.22% | 0.31% | 0.15% | 0.23% | 0.41% | 0.58% | 0.54% | 0.58% | 0.75% |
Frequently Asked Questions
WST and SOXX have a correlation of 0.22, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
SOXX has higher volatility (17.83%) compared to WST (9.56%). In terms of maximum drawdown, WST dropped -59.29% vs SOXX's -70.21%.
SOXX currently has the higher Sharpe Ratio (2.53 vs 1.28), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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