AVDV vs SOXL
Comparison between AVANTIS INTERNATIONAL SMALL CAP VALUE ETF (AVDV, ETF) and DIREXION DAILY SEMICONDUCTOR BULL 3X SHARES (SOXL, ETF).
5-Year PerformanceSOXL has outperformed AVDV, delivering a return of +25.4% compared to +14.7%
AVDV vs SOXL - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
AVDV
$19B
Winner
SOXL
$19B
Expense Ratio
AVDV
0.36%
SOXL
N/A
Max Drawdown
Winner
AVDV
43.01%
SOXL
90.51%
Sharpe Ratio
AVDV
1.73
Winner
SOXL
1.99
5Y Beta
Winner
AVDV
0.72
SOXL
5.96
P/E Ratio
AVDV
N/A
SOXL
49.92
Forward P/E
AVDV
N/A
SOXL
22.06
PEG Ratio
AVDV
N/A
SOXL
0.05
5Y Dividends CAGR
AVDV
35.62%
Winner
SOXL
40.17%
5Y EPS CAGR
AVDV
N/A
SOXL
32.00%
P/S Ratio
AVDV
N/A
SOXL
3.05
P/B Ratio
AVDV
N/A
SOXL
10.20
AVDV vs SOXL - Holdings Comparison
AVDV and SOXL have 1 common holdings. Overlap is -15.26%
AVDV's top 25 holdings weight is 14.58%. SOXL's top 25 holdings weight is 123.45%.
| Rank | AVDV | SOXL |
|---|---|---|
| #1 | MITSUI KINZOKU CO LTD (n/a) - 1.28% | GOLDMAN FINL SQ TRSRY INST 506 (n/a) - 27.60% |
| #2 | n/a (n/a) - 1.18% | DREYFUS TRSRY SECURITIES CASH MGMT (n/a) - 10.26% |
| #3 | SAIPEM SPA (n/a) - 0.74% | CASH (n/a) - 10.10% |
| #4 | OCEANAGOLD CORP (n/a) - 0.73% | DREYFUS GOVT CASH MAN INS (n/a) - 8.37% |
| #5 | PERSEUS MINING LTD (n/a) - 0.70% | NVIDIA CORP (NVDA) - 5.91% |
| #6 | CLAL INSURANCE ENTERPRISES HOLDINGS LTD (n/a) - 0.69% | ADVANCED MICRO DEVICES INC (AMD) - 5.67% |
| #7 | DRAX GROUP PLC (n/a) - 0.62% | BROADCOM INC (AVGO) - 5.30% |
| #8 | WHITEHAVEN COAL LTD (n/a) - 0.61% | MICRON TECHNOLOGY INC (MU) - 5.16% |
| #9 | COEUR MINING INC (CDE) - 0.61% | JP MORGAN 100 US TRSY CAPITAL 3163 (n/a) - 4.84% |
| #10 | REGIS RESOURCES LTD (n/a) - 0.59% | APPLIED MATERIALS INC (AMAT) - 3.48% |
| #11 | n/a (n/a) - 0.58% | INTEL CORP (INTC) - 3.47% |
| #12 | WHITECAP RESOURCES INC (WCPRF) - 0.58% | GOLDMAN SACHS FIN GOV 465 INSTITUT (n/a) - 3.18% |
| #13 | B2GOLD CORP (n/a) - 0.57% | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD ADR (TSM) - 3.05% |
| #14 | HUDBAY MINERALS INC (HBM) - 0.56% | KLA CORP (KLAC) - 2.87% |
| #15 | JOHNSON MATTHEY PLC (n/a) - 0.55% | MARVELL TECHNOLOGY INC (MRVL) - 2.85% |
| #16 | TAMARACK VALLEY ENERGY LTD (n/a) - 0.55% | LAM RESEARCH CORP (LRCX) - 2.80% |
| #17 | LION FINANCE GROUP PLC (n/a) - 0.54% | TEXAS INSTRUMENTS INC (TXN) - 2.66% |
| #18 | VALLOUREC SA (n/a) - 0.50% | ANALOG DEVICES INC (ADI) - 2.64% |
| #19 | n/a (ZIM) - 0.45% | MONOLITHIC POWER SYSTEMS INC (MPWR) - 2.39% |
| #20 | MITSUBISHI MATERIALS CORP (n/a) - 0.45% | TERADYNE INC (TER) - 2.14% |
| #21 | PACIFIC BASIN SHIPPING LTD (n/a) - 0.30% | NXP SEMICONDUCTORS NV (NXPI) - 2.11% |
| #22 | UACJ CORP (n/a) - 0.30% | QUALCOMM INC (QCOM) - 1.82% |
| #23 | OVS SPA (n/a) - 0.30% | ASTERA LABS INC (ALAB) - 1.69% |
| #24 | BUCHER INDUSTRIES AG (n/a) - 0.30% | ASML HOLDING NV ADR (ASML) - 1.59% |
| #25 | PAN AFRICAN RESOURCES PLC (n/a) - 0.30% | MICROCHIP TECHNOLOGY INC (MCHP) - 1.50% |
| Total Holdings | 1692 | 38 |
AVDV vs SOXL - Historical Returns
Returns include dividend reinvestment.
1M
Winner
AVDV
+5.64%
SOXL
-15.14%
3M
Winner
AVDV
+3.06%
SOXL
-7.79%
6M
AVDV
+7.03%
Winner
SOXL
+127.13%
1Y
AVDV
+36.15%
Winner
SOXL
+461.17%
5Y(CAGR)
AVDV
+14.68%
Winner
SOXL
+25.37%
10Y(CAGR)
AVDV
N/A
SOXL
+50.65%
Max(CAGR)
AVDV
+15.62%
Winner
SOXL
+39.41%
AVDV vs SOXL - Annual Returns (2010 - 2026)
Returns include dividend reinvestment.
| Year | AVDV | SOXL |
|---|---|---|
| 2026 | +17.31% | +196.89% |
| 2025 | +49.11% | +52.85% |
| 2024 | +9.81% | -1.84% |
| 2023 | +16.75% | +237.81% |
| 2022 | -11.95% | -86.47% |
| 2021 | +15.73% | +121.91% |
| 2020 | +3.99% | +60.01% |
| 2019 | +12.05% | +223.28% |
| 2018 | N/A | -43.70% |
| 2017 | N/A | +141.32% |
| 2016 | N/A | +131.06% |
| 2015 | N/A | -20.58% |
| 2014 | N/A | +104.52% |
| 2013 | N/A | +127.69% |
| 2012 | N/A | -0.07% |
| 2011 | N/A | -49.20% |
| 2010 | N/A | +26.18% |
AVDV vs SOXL Drawdown Comparison
The maximum drawdown for AVDV was -43.01%, occurring on Mar 23, 2020. Recovery took 234 trading sessions.
The maximum drawdown for SOXL was -90.46%, occurring on Oct 14, 2022. Recovery took 1044 trading sessions.
The current SOXL drawdown is -53.37%.
| Rank | AVDV | SOXL |
|---|---|---|
| #1 | -43.01% Jan 2, 2020 - Dec 4, 2020 | -90.46% Dec 27, 2021 - Feb 25, 2026 |
| #2 | -28.10% Sep 3, 2021 - Dec 26, 2023 | -80.38% Feb 19, 2020 - Nov 5, 2020 |
| #3 | -14.17% Mar 19, 2025 - Apr 28, 2025 | -72.61% Feb 17, 2011 - Feb 13, 2014 |
| #4 | -13.19% Feb 27, 2026 - May 13, 2026 | -69.42% Jun 22, 2026 - Jul 29, 2026 |
| #5 | -8.15% Sep 26, 2024 - Mar 5, 2025 | -66.51% Mar 12, 2018 - Apr 24, 2019 |
| #6 | -8.10% Jul 16, 2024 - Aug 19, 2024 | -62.93% Jun 1, 2015 - Aug 19, 2016 |
| #7 | -7.37% Jun 7, 2021 - Sep 3, 2021 | -60.56% Apr 26, 2010 - Jan 7, 2011 |
| #8 | -6.27% May 26, 2026 - Aug 7, 2026 | -47.16% Apr 24, 2019 - Jul 24, 2019 |
| #9 | -4.73% Jan 14, 2021 - Feb 8, 2021 | -43.47% Feb 25, 2026 - Apr 9, 2026 |
| #10 | -4.65% Aug 27, 2024 - Sep 19, 2024 | -43.28% Sep 18, 2014 - Nov 24, 2014 |
| #11 | -4.39% Dec 27, 2023 - Mar 1, 2024 | -40.92% Feb 16, 2021 - Aug 4, 2021 |
| #12 | -4.21% Jun 3, 2024 - Jul 11, 2024 | -35.61% Jun 3, 2026 - Jun 22, 2026 |
| #13 | -4.00% Apr 9, 2024 - May 9, 2024 | -34.75% Jan 23, 2018 - Mar 9, 2018 |
| #14 | -3.83% Jul 23, 2025 - Aug 8, 2025 | -33.19% Jul 24, 2019 - Oct 28, 2019 |
| #15 | -3.75% Nov 12, 2025 - Nov 26, 2025 | -28.90% Jun 8, 2017 - Sep 18, 2017 |
Correlation
Correlation between AVDV and SOXL is 0.69 which considered as a moderate positive correlation - the stocks show some tendency to move together.
0.69
-101
Dividend Comparison (2010 - 2026)
AVDV vs SOXL dividend yield comparison.
| Year | AVDV | SOXL |
|---|---|---|
| 2026 | 1.38% | 0.00% |
| 2025 | 3.05% | 0.34% |
| 2024 | 4.31% | 1.18% |
| 2023 | 3.29% | 0.51% |
| 2022 | 3.17% | 1.07% |
| 2021 | 2.39% | 0.04% |
| 2020 | 1.67% | 0.05% |
| 2019 | 0.36% | 0.38% |
| 2018 | 0.00% | 1.30% |
| 2017 | 0.00% | 0.09% |
| 2016 | 0.00% | 4.84% |
| 2014 | 0.00% | 0.00% |
| 2010 | 0.00% | 0.01% |
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