AOM vs SOXS

Comparison between ISHARES CORE 40/60 MODERATE ALLOCATION ETF (AOM, ETF) and Direxion Daily Semiconductor Bear 3X Shares (SOXS, ETF).

5-Year PerformanceAOM has outperformed SOXS, delivering a return of +4.7% compared to -79.8%

AOM vs SOXS - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	AOM(ETF)	SOXS(ETF)
Net Assets	$1.80B	$1.80B
Expense Ratio	0.15%	N/A
Max Drawdown	21.59%	100.00%
Sharpe Ratio	1.34	-2.68
5Y Beta	0.40	0.00
5Y Dividends CAGR	14.67%	-64.69%

Net Assets

AOM

$1.80B

SOXS

$1.80B

Expense Ratio

AOM

0.15%

SOXS

N/A

Max Drawdown

Winner

AOM

21.59%

SOXS

100.00%

Sharpe Ratio

Winner

AOM

1.34

SOXS

-2.68

5Y Beta

AOM

0.40

Winner

SOXS

0.00

5Y Dividends CAGR

Winner

AOM

14.67%

SOXS

-64.69%

AOM vs SOXS - Historical Returns

Returns include dividend reinvestment.

Period	AOM	SOXS
1 month	+0.77%	-47.26%
3 months	+4.95%	-88.61%
6 months	+5.32%	-92.67%
1 year	+12.79%	-97.40%
5 years(CAGR)	+4.66%	-79.81%
10 years(CAGR)	+6.27%	-79.09%
Max(CAGR)	+6.72%	-71.32%

Winner

AOM

+0.77%

SOXS

-47.26%

Winner

AOM

+4.95%

SOXS

-88.61%

Winner

AOM

+5.32%

SOXS

-92.67%

Winner

AOM

+12.79%

SOXS

-97.40%

5Y(CAGR)

Winner

AOM

+4.66%

SOXS

-79.81%

10Y(CAGR)

Winner

AOM

+6.27%

SOXS

-79.09%

Max(CAGR)

Winner

AOM

+6.72%

SOXS

-71.32%

AOM vs SOXS - Annual Returns (2008 - 2026)

Returns include dividend reinvestment.

Year	AOM	SOXS
2026	+4.48%	-91.35%
2025	+13.40%	-85.29%
2024	+8.57%	-63.31%
2023	+11.84%	-85.08%
2022	-14.50%	+22.94%
2021	+7.13%	-81.18%
2020	+9.61%	-92.42%
2019	+15.48%	-83.37%
2018	-4.21%	-12.21%
2017	+11.47%	-69.30%
2016	+6.20%	-74.03%
2015	-1.18%	-25.17%
2014	+5.12%	-65.79%
2013	+8.94%	-67.79%
2012	+7.99%	-39.67%
2011	+1.82%	-24.71%
2010	+7.03%	-59.45%
2009	+12.74%	N/A
2008	+7.29%	N/A

AOM vs SOXS Drawdown Comparison

The maximum drawdown for AOM was -19.96%, occurring on Oct 14, 2022. Recovery took 656 trading sessions.

The maximum drawdown for SOXS was -100.00%, occurring on Jun 12, 2026. This drawdown has not yet recovered.

The current AOM drawdown is -0.70%. The current SOXS drawdown is -100.00%.

Rank	AOM	SOXS
#1	-19.96% Nov 5, 2021 - Jun 18, 2024	-100.00% Aug 31, 2010 - Jun 12, 2026
#2	-16.90% Feb 14, 2020 - Jul 15, 2020	-37.46% Mar 15, 2010 - Aug 31, 2010
#3	-15.69% Jan 5, 2009 - Jul 23, 2009	N/A
#4	-10.27% Nov 24, 2008 - Dec 8, 2008	N/A
#5	-8.42% Nov 19, 2008 - Nov 24, 2008	N/A
#6	-8.06% Jan 26, 2018 - Mar 29, 2019	N/A
#7	-7.85% Apr 27, 2015 - Jun 8, 2016	N/A
#8	-7.34% Jul 22, 2011 - Jan 27, 2012	N/A
#9	-6.54% Feb 14, 2025 - May 13, 2025	N/A
#10	-5.81% Apr 15, 2010 - Sep 20, 2010	N/A
#11	-5.27% May 21, 2013 - Sep 18, 2013	N/A
#12	-5.11% Feb 25, 2026 - Apr 17, 2026	N/A
#13	-4.29% Jan 14, 2010 - Mar 16, 2010	N/A
#14	-4.27% Apr 2, 2012 - Aug 6, 2012	N/A
#15	-4.07% Dec 10, 2008 - Dec 30, 2008	N/A

Correlation

Correlation between AOM and SOXS is -0.57 which considered as a moderate negative correlation - the stocks show some tendency to move in opposite directions.

-0.57

-101

Dividend Comparison (2008 - 2026)

AOM vs SOXS dividend yield comparison.

Year	AOM	SOXS
2026	0.62%	6.14%
2025	2.98%	10.80%
2024	3.10%	5.45%
2023	2.79%	9.22%
2022	2.27%	0.19%
2021	1.56%	0.00%
2020	2.02%	3.58%
2019	2.66%	2.30%
2018	2.53%	0.76%
2017	3.31%	0.00%
2016	2.14%	0.00%
2015	1.98%	0.00%
2014	2.08%	0.00%
2013	1.87%	0.00%
2012	2.11%	0.00%
2011	2.33%	1.31%
2010	1.72%	4.56%
2009	2.01%	0.00%
2008	0.58%	0.00%