AHLT vs SOXY
Comparison between AMERICAN BEACON AHL TREND ETF (AHLT, ETF) and YIELDMAX(R) TARGET 12(TM) SEMICONDUCTOR OPTION INCOME ETF (SOXY, ETF).
AHLT vs SOXY - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
AHLT vs SOXY - Holdings Comparison
AHLT and SOXY have 0 common holdings. Overlap is 0.00%
AHLT's top 25 holdings weight is 25.31%. SOXY's top 25 holdings weight is 85.89%.
| Rank | AHLT | SOXY |
|---|---|---|
| #1 | AMERICAN BEACON AHL TREND ETF (AHLT) - 25.31% | ARM HOLDINGS PLC ADR (ARM) - 6.50% |
| #2 | N/A | MICRON TECHNOLOGY INC (MU) - 6.11% |
| #3 | N/A | MARVELL TECHNOLOGY INC (MRVL) - 6.04% |
| #4 | N/A | NVIDIA CORP (NVDA) - 5.87% |
| #5 | N/A | ADVANCED MICRO DEVICES INC (AMD) - 5.03% |
| #6 | N/A | BROADCOM INC (AVGO) - 4.81% |
| #7 | N/A | ACM RESEARCH INC CLASS A (ACMR) - 4.40% |
| #8 | N/A | LAM RESEARCH CORP (LRCX) - 4.39% |
| #9 | N/A | ASML HOLDING NV ADR (ASML) - 4.30% |
| #10 | N/A | INTEL CORP (INTC) - 4.11% |
| #11 | N/A | QUALCOMM INC (QCOM) - 4.05% |
| #12 | N/A | STMICROELECTRONICS NV ADR (STM) - 3.92% |
| #13 | N/A | UNITED MICROELECTRONICS CORP ADR (UMC) - 3.92% |
| #14 | N/A | TEXAS INSTRUMENTS INC (TXN) - 3.65% |
| #15 | N/A | KLA CORP (KLAC) - 3.64% |
| #16 | N/A | APPLIED MATERIALS INC (AMAT) - 3.47% |
| #17 | N/A | ANALOG DEVICES INC (ADI) - 3.31% |
| #18 | N/A | NXP SEMICONDUCTORS NV (NXPI) - 3.16% |
| #19 | N/A | MONOLITHIC POWER SYSTEMS INC (MPWR) - 3.13% |
| #20 | N/A | n/a (TSM) - 3.07% |
| #21 | N/A | MCHP US 06/18/26 C105 (n/a) - -0.13% |
| #22 | N/A | SNPS US 06/18/26 C560 (n/a) - -0.18% |
| #23 | N/A | ADI US 06/18/26 C430 (n/a) - -0.21% |
| #24 | N/A | NVDA US 06/18/26 C240 (n/a) - -0.21% |
| #25 | N/A | TSM US 06/18/26 C410 (n/a) - -0.26% |
| Total Holdings | 1 | 46 |
AHLT vs SOXY - Historical Returns
Returns include dividend reinvestment.
AHLT vs SOXY - Annual Returns (2023 - 2026)
Returns include dividend reinvestment.
| Year | AHLT | SOXY |
|---|---|---|
| 2026 | +8.34% | +64.11% |
| 2025 | +12.73% | +35.38% |
| 2024 | +7.20% | -1.18% |
| 2023 | -8.22% | N/A |
AHLT vs SOXY Drawdown Comparison
The maximum drawdown for AHLT was -20.09%, occurring on May 14, 2025. Recovery took 556 trading sessions.
The maximum drawdown for SOXY was -30.26%, occurring on Apr 8, 2025. Recovery took 105 trading sessions.
The current AHLT drawdown is -3.52%. The current SOXY drawdown is -10.21%.
| Rank | AHLT | SOXY |
|---|---|---|
| #1 | -20.09% Oct 3, 2023 - Dec 19, 2025 | -30.26% Jan 22, 2025 - Jun 24, 2025 |
| #2 | -6.63% Jan 29, 2026 - May 12, 2026 | -13.69% Feb 25, 2026 - Apr 9, 2026 |
| #3 | -3.52% May 14, 2026 - Jun 5, 2026 | -10.45% Oct 29, 2025 - Dec 8, 2025 |
| #4 | -3.28% Dec 26, 2025 - Jan 6, 2026 | -10.21% Jun 3, 2026 - Jun 5, 2026 |
| #5 | -1.91% Jan 14, 2026 - Jan 22, 2026 | -8.59% Dec 10, 2025 - Jan 2, 2026 |
| #6 | -1.78% Jan 6, 2026 - Jan 12, 2026 | -6.88% Jan 28, 2026 - Feb 11, 2026 |
| #7 | -1.73% Sep 27, 2023 - Oct 2, 2023 | -5.62% May 14, 2026 - May 21, 2026 |
| #8 | -1.06% Sep 19, 2023 - Sep 25, 2023 | -5.49% Oct 8, 2025 - Oct 20, 2025 |
| #9 | -1.03% Sep 6, 2023 - Sep 14, 2023 | -4.76% Dec 16, 2024 - Jan 3, 2025 |
| #10 | -0.50% Jan 12, 2026 - Jan 14, 2026 | -4.45% Jan 6, 2025 - Jan 21, 2025 |
| #11 | -0.47% Sep 14, 2023 - Sep 19, 2023 | -4.31% Apr 24, 2026 - Apr 30, 2026 |
| #12 | N/A | -4.00% Jul 30, 2025 - Aug 12, 2025 |
| #13 | N/A | -3.97% Aug 14, 2025 - Sep 10, 2025 |
| #14 | N/A | -3.82% Dec 4, 2024 - Dec 16, 2024 |
| #15 | N/A | -3.06% May 6, 2026 - May 8, 2026 |
Correlation
Correlation between AHLT and SOXY is 0.84 which considered as a strong positive correlation - the stocks tend to move together.
Dividend Comparison (2023 - 2026)
AHLT vs SOXY dividend yield comparison.
| Year | AHLT | SOXY |
|---|---|---|
| 2026 | 0.00% | 4.00% |
| 2025 | 1.70% | 11.47% |
| 2023 | 3.72% | 0.00% |
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