AVIV vs SOXS

Comparison between AVANTIS INTERNATIONAL LARGE CAP VALUE ETF (AVIV, ETF) and Direxion Daily Semiconductor Bear 3X Shares (SOXS, ETF).

5-Year PerformanceAVIV has outperformed SOXS, delivering a return of +13.8% compared to -79.8%

AVIV vs SOXS - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	AVIV(ETF)	SOXS(ETF)
Net Assets	$1.80B	$1.80B
Expense Ratio	0.25%	N/A
Max Drawdown	29.14%	100.00%
Sharpe Ratio	1.70	-2.68
5Y Beta	0.68	0.00
5Y Dividends CAGR	N/A	-64.69%

Net Assets

AVIV

$1.80B

SOXS

$1.80B

Expense Ratio

AVIV

0.25%

SOXS

N/A

Max Drawdown

Winner

AVIV

29.14%

SOXS

100.00%

Sharpe Ratio

Winner

AVIV

1.70

SOXS

-2.68

5Y Beta

AVIV

0.68

Winner

SOXS

0.00

5Y Dividends CAGR

AVIV

N/A

SOXS

-64.69%

AVIV vs SOXS - Holdings Comparison

AVIV and SOXS have 0 common holdings. Overlap is 0.00%

AVIV's top 25 holdings weight is 26.44%. SOXS's top 25 holdings weight is 66.35%.

Rank	AVIV	SOXS
#1	n/a (SHEL) - 2.24%	GOLDMAN SACHS FS TREASURY INTMS INSTL (FTIXX) - 66.35%
#2	BANCO BILBAO VIZCAYA ARGENTARIA SA ADR (BBVA) - 2.09%	N/A
#3	ROCHE HOLDING AG ORDINARY SHARES NEW (n/a) - 1.79%	N/A
#4	BHP GROUP LTD ADR (BHP) - 1.54%	N/A
#5	ROLLS-ROYCE HOLDINGS PLC (n/a) - 1.47%	N/A
#6	BP PLC ADR (BP) - 1.40%	N/A
#7	ZURICH INSURANCE GROUP AG (n/a) - 1.23%	N/A
#8	GSK PLC ADR (GSK) - 1.06%	N/A
#9	VINCI SA (n/a) - 1.05%	N/A
#10	ENI SPA ADR (E) - 1.04%	N/A
#11	THE TORONTO-DOMINION BANK (n/a) - 1.04%	N/A
#12	ALLIANZ SE (n/a) - 1.02%	N/A
#13	DEUTSCHE TELEKOM AG (n/a) - 0.99%	N/A
#14	INTESA SANPAOLO (n/a) - 0.96%	N/A
#15	ASML HOLDING NV ADR (ASML) - 0.94%	N/A
#16	CANADIAN NATURAL RESOURCES LTD (CNQ) - 0.94%	N/A
#17	TOYOTA MOTOR CORP ADR (TM) - 0.92%	N/A
#18	REPSOL SA (n/a) - 0.92%	N/A
#19	SOFTBANK GROUP CORP (n/a) - 0.91%	N/A
#20	SUNCOR ENERGY INC (SU) - 0.90%	N/A
#21	FIRST QUANTUM MINERALS LTD (n/a) - 0.41%	N/A
#22	TDK CORP (n/a) - 0.40%	N/A
#23	SAIPEM SPA (n/a) - 0.40%	N/A
#24	RIO TINTO LTD (n/a) - 0.40%	N/A
#25	ORIX CORP ADR (IX) - 0.38%	N/A
Total Holdings	606	1

AVIV vs SOXS - Historical Returns

Returns include dividend reinvestment.

Period	AVIV	SOXS
1 month	+0.86%	-47.26%
3 months	+6.70%	-88.61%
6 months	+13.52%	-92.67%
1 year	+31.22%	-97.40%
5 years(CAGR)	+13.80%	-79.81%
10 years(CAGR)	N/A	-79.09%
Max(CAGR)	+13.80%	-71.32%

Winner

AVIV

+0.86%

SOXS

-47.26%

Winner

AVIV

+6.70%

SOXS

-88.61%

Winner

AVIV

+13.52%

SOXS

-92.67%

Winner

AVIV

+31.22%

SOXS

-97.40%

5Y(CAGR)

Winner

AVIV

+13.80%

SOXS

-79.81%

10Y(CAGR)

AVIV

N/A

SOXS

-79.09%

Max(CAGR)

Winner

AVIV

+13.80%

SOXS

-71.32%

AVIV vs SOXS - Annual Returns (2010 - 2026)

Returns include dividend reinvestment.

Year	AVIV	SOXS
2026	+10.81%	-91.35%
2025	+42.08%	-85.29%
2024	+5.24%	-63.31%
2023	+18.14%	-85.08%
2022	-9.00%	+22.94%
2021	+1.92%	-81.18%
2020	N/A	-92.42%
2019	N/A	-83.37%
2018	N/A	-12.21%
2017	N/A	-69.30%
2016	N/A	-74.03%
2015	N/A	-25.17%
2014	N/A	-65.79%
2013	N/A	-67.79%
2012	N/A	-39.67%
2011	N/A	-24.71%
2010	N/A	-59.45%

AVIV vs SOXS Drawdown Comparison

The maximum drawdown for AVIV was -27.72%, occurring on Sep 27, 2022. Recovery took 384 trading sessions.

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

The current AVIV drawdown is -0.89%. The current SOXS drawdown is -100.00%.

Rank	AVIV	SOXS
#1	-27.72% Jan 14, 2022 - Jul 28, 2023	-100.00% Aug 31, 2010 - Jun 12, 2026
#2	-14.13% Mar 19, 2025 - Apr 28, 2025	-37.46% Mar 15, 2010 - Aug 31, 2010
#3	-10.78% Feb 27, 2026 - Mar 20, 2026	N/A
#4	-9.85% Jul 31, 2023 - Dec 13, 2023	N/A
#5	-8.07% Sep 26, 2024 - Feb 13, 2025	N/A
#6	-7.53% Jul 17, 2024 - Aug 21, 2024	N/A
#7	-7.09% Nov 8, 2021 - Jan 7, 2022	N/A
#8	-4.75% Nov 12, 2025 - Dec 3, 2025	N/A
#9	-4.46% May 20, 2024 - Jul 12, 2024	N/A
#10	-4.35% Dec 27, 2023 - Feb 23, 2024	N/A
#11	-4.21% Apr 9, 2024 - May 14, 2024	N/A
#12	-3.92% Aug 30, 2024 - Sep 19, 2024	N/A
#13	-3.48% Jul 23, 2025 - Aug 12, 2025	N/A
#14	-2.97% Oct 6, 2025 - Oct 27, 2025	N/A
#15	-2.34% Mar 7, 2025 - Mar 17, 2025	N/A

Correlation

Correlation between AVIV and SOXS is -0.66 which considered as a moderate negative correlation - the stocks show some tendency to move in opposite directions.

-0.66

-101

Dividend Comparison (2010 - 2026)

AVIV vs SOXS dividend yield comparison.

Year	AVIV	SOXS
2026	1.23%	6.14%
2025	3.01%	10.80%
2024	3.46%	5.45%
2023	3.64%	9.22%
2022	2.84%	0.19%
2021	0.57%	0.00%
2020	0.00%	3.58%
2019	0.00%	2.30%
2018	0.00%	0.76%
2011	0.00%	1.31%
2010	0.00%	4.56%