FNDX vs SOXL
Comparison between SCHWAB FUNDAMENTAL U.S. LARGE COMPANY INDEX ETF (FNDX, ETF) and DIREXION DAILY SEMICONDUCTOR BULL 3X SHARES (SOXL, ETF).
5-Year PerformanceSOXL has outperformed FNDX, delivering a return of +47.6% compared to +13.3%
FNDX vs SOXL - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
FNDX
$26B
Winner
SOXL
$26B
Expense Ratio
FNDX
0.25%
SOXL
N/A
Max Drawdown
Winner
FNDX
37.72%
SOXL
90.51%
Sharpe Ratio
FNDX
2.35
Winner
SOXL
2.70
5Y Beta
Winner
FNDX
0.77
SOXL
5.87
P/E Ratio
Winner
FNDX
25.72
SOXL
59.71
Forward P/E
Winner
FNDX
15.99
SOXL
28.58
PEG Ratio
FNDX
N/A
SOXL
0.06
5Y Dividends CAGR
FNDX
6.14%
Winner
SOXL
40.17%
5Y EPS CAGR
FNDX
13.12%
SOXL
N/A
Debt to Equity
FNDX
24.46%
SOXL
N/A
P/S Ratio
Winner
FNDX
1.43
SOXL
4.26
P/B Ratio
Winner
FNDX
3.04
SOXL
11.66
FNDX vs SOXL - Holdings Comparison
FNDX and SOXL have 18 common holdings. Overlap is 8.49%
FNDX's top 25 holdings weight is 36.42%. SOXL's top 25 holdings weight is 159.52%.
| Rank | FNDX | SOXL |
|---|---|---|
| #1 | APPLE INC (AAPL) - 4.55% | ICE SEMICONDUCTOR INDEX SWAP (n/a) - 40.21% |
| #2 | INTEL CORP (INTC) - 2.45% | DREYFUS TRSRY SECURITIES CASH MGMT (n/a) - 20.56% |
| #3 | MICROSOFT CORP (MSFT) - 2.38% | CASH (n/a) - 17.46% |
| #4 | ALPHABET INC CLASS A (GOOGL) - 2.36% | DREYFUS GOVT CASH MAN INS (n/a) - 15.37% |
| #5 | EXXON MOBIL CORP (XOM) - 2.35% | JP MORGAN 100 US TRSY CAPITAL 3163 (n/a) - 8.07% |
| #6 | ALPHABET INC CLASS C (GOOG) - 1.87% | MICRON TECHNOLOGY INC (MU) - 6.97% |
| #7 | AMAZON.COM INC (AMZN) - 1.79% | ADVANCED MICRO DEVICES INC (AMD) - 5.53% |
| #8 | MICRON TECHNOLOGY INC (MU) - 1.70% | MARVELL TECHNOLOGY INC (MRVL) - 5.35% |
| #9 | CHEVRON CORP (CVX) - 1.51% | BROADCOM INC (AVGO) - 3.76% |
| #10 | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.40% | INTEL CORP (INTC) - 3.66% |
| #11 | UNITEDHEALTH GROUP INC (UNH) - 1.37% | GOLDMAN FINL SQ TRSRY INST 506 (n/a) - 3.60% |
| #12 | JPMORGAN CHASE & CO (JPM) - 1.37% | NVIDIA CORP (NVDA) - 3.57% |
| #13 | META PLATFORMS INC CLASS A (META) - 1.18% | APPLIED MATERIALS INC (AMAT) - 2.99% |
| #14 | WALMART INC (WMT) - 1.00% | QUALCOMM INC (QCOM) - 2.32% |
| #15 | VERIZON COMMUNICATIONS INC (VZ) - 0.99% | LAM RESEARCH CORP (LRCX) - 2.10% |
| #16 | JOHNSON & JOHNSON (JNJ) - 0.96% | KLA CORP (KLAC) - 2.09% |
| #17 | CVS HEALTH CORP (CVS) - 0.91% | TEXAS INSTRUMENTS INC (TXN) - 2.08% |
| #18 | CISCO SYSTEMS INC (CSCO) - 0.91% | MONOLITHIC POWER SYSTEMS INC (MPWR) - 2.07% |
| #19 | CITIGROUP INC (C) - 0.88% | NXP SEMICONDUCTORS NV (NXPI) - 2.01% |
| #20 | BANK OF AMERICA CORP (BAC) - 0.87% | TERADYNE INC (TER) - 1.77% |
| #21 | AT&T INC (T) - 0.80% | ANALOG DEVICES INC (ADI) - 1.72% |
| #22 | VALERO ENERGY CORP (VLO) - 0.74% | ASML HOLDING NV ADR (ASML) - 1.68% |
| #23 | GENERAL MOTORS CO (GM) - 0.73% | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD ADR (TSM) - 1.58% |
| #24 | PFIZER INC (PFE) - 0.68% | MICROCHIP TECHNOLOGY INC (MCHP) - 1.52% |
| #25 | WELLS FARGO & CO (WFC) - 0.67% | ON SEMICONDUCTOR CORP (ON) - 1.48% |
| Total Holdings | 730 | 37 |
FNDX vs SOXL - Historical Returns
Returns include dividend reinvestment.
1M
FNDX
+3.73%
Winner
SOXL
+65.98%
3M
FNDX
+12.50%
Winner
SOXL
+407.54%
6M
FNDX
+15.33%
Winner
SOXL
+561.73%
1Y
FNDX
+32.33%
Winner
SOXL
+1148.19%
5Y(CAGR)
FNDX
+13.29%
Winner
SOXL
+47.63%
10Y(CAGR)
FNDX
+14.49%
Winner
SOXL
+65.64%
Max(CAGR)
FNDX
+13.27%
Winner
SOXL
+45.65%
FNDX vs SOXL - Annual Returns (2010 - 2026)
Returns include dividend reinvestment.
| Year | FNDX | SOXL |
|---|---|---|
| 2026 | +15.00% | +476.84% |
| 2025 | +17.28% | +52.85% |
| 2024 | +16.68% | -1.84% |
| 2023 | +18.38% | +237.81% |
| 2022 | -7.68% | -86.47% |
| 2021 | +33.32% | +121.91% |
| 2020 | +8.38% | +60.01% |
| 2019 | +28.34% | +223.28% |
| 2018 | -8.02% | -43.70% |
| 2017 | +16.22% | +141.32% |
| 2016 | +17.88% | +131.06% |
| 2015 | -2.97% | -20.58% |
| 2014 | +13.26% | +104.52% |
| 2013 | +11.33% | +127.69% |
| 2012 | N/A | -0.07% |
| 2011 | N/A | -49.20% |
| 2010 | N/A | +26.18% |
FNDX vs SOXL Drawdown Comparison
The maximum drawdown for FNDX was -37.72%, occurring on Mar 23, 2020. Recovery took 192 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 -2.87%.
| Rank | FNDX | SOXL |
|---|---|---|
| #1 | -37.72% Feb 12, 2020 - Nov 13, 2020 | -90.46% Dec 27, 2021 - Feb 25, 2026 |
| #2 | -19.64% Sep 21, 2018 - Jul 3, 2019 | -80.38% Feb 19, 2020 - Nov 5, 2020 |
| #3 | -19.04% Jan 12, 2022 - Jul 12, 2023 | -72.61% Feb 17, 2011 - Feb 13, 2014 |
| #4 | -16.30% Feb 19, 2025 - Jul 1, 2025 | -66.51% Mar 12, 2018 - Apr 24, 2019 |
| #5 | -14.24% May 21, 2015 - Apr 27, 2016 | -62.93% Jun 1, 2015 - Aug 19, 2016 |
| #6 | -10.80% Jan 26, 2018 - Aug 27, 2018 | -60.56% Apr 26, 2010 - Jan 7, 2011 |
| #7 | -10.14% Jul 31, 2023 - Dec 1, 2023 | -47.16% Apr 24, 2019 - Jul 24, 2019 |
| #8 | -7.77% Sep 19, 2014 - Nov 6, 2014 | -43.47% Feb 25, 2026 - Apr 9, 2026 |
| #9 | -6.77% Jul 26, 2019 - Sep 11, 2019 | -43.28% Sep 18, 2014 - Nov 24, 2014 |
| #10 | -6.45% Jul 16, 2024 - Aug 23, 2024 | -40.92% Feb 16, 2021 - Aug 4, 2021 |
| #11 | -6.20% Dec 31, 2013 - Feb 28, 2014 | -35.61% Jun 3, 2026 - Jun 10, 2026 |
| #12 | -6.07% Feb 11, 2026 - Apr 16, 2026 | -34.75% Jan 23, 2018 - Mar 9, 2018 |
| #13 | -6.05% Nov 29, 2024 - Feb 19, 2025 | -33.19% Jul 24, 2019 - Oct 28, 2019 |
| #14 | -5.42% Jun 8, 2021 - Aug 11, 2021 | -28.90% Jun 8, 2017 - Sep 18, 2017 |
| #15 | -5.38% Nov 8, 2021 - Dec 27, 2021 | -24.56% Sep 16, 2021 - Nov 1, 2021 |
Correlation
Correlation between FNDX and SOXL is 0.68 which considered as a moderate positive correlation - the stocks show some tendency to move together.
0.68
-101
Dividend Comparison (2010 - 2026)
FNDX vs SOXL dividend yield comparison.
| Year | FNDX | SOXL |
|---|---|---|
| 2026 | 0.35% | 0.00% |
| 2025 | 1.63% | 0.34% |
| 2024 | 1.76% | 1.18% |
| 2023 | 1.82% | 0.51% |
| 2022 | 2.07% | 1.07% |
| 2021 | 1.65% | 0.04% |
| 2020 | 2.29% | 0.05% |
| 2019 | 2.23% | 0.38% |
| 2018 | 2.40% | 1.30% |
| 2017 | 1.87% | 0.09% |
| 2016 | 2.01% | 4.84% |
| 2015 | 2.01% | 0.00% |
| 2014 | 1.62% | 0.00% |
| 2013 | 0.53% | 0.00% |
| 2010 | 0.00% | 0.01% |
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