HFXI vs SOXS

Comparison between NYLI FTSE INTERNATIONAL EQUITY CURRENCY NEUTRAL ETF (HFXI, ETF) and Direxion Daily Semiconductor Bear 3X Shares (SOXS, ETF).

5-Year PerformanceHFXI has outperformed SOXS, delivering a return of +12.2% compared to -80.9%

HFXI vs SOXS - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	HFXI(ETF)	SOXS(ETF)
Net Assets	$1.70B	$1.80B
Expense Ratio	0.20%	N/A
Max Drawdown	34.20%	100.00%
Sharpe Ratio	1.75	-2.66
5Y Beta	0.75	0.00
5Y Dividends CAGR	29.05%	N/A

Net Assets

HFXI

$1.70B

Winner

SOXS

$1.80B

Expense Ratio

HFXI

0.20%

SOXS

N/A

Max Drawdown

Winner

HFXI

34.20%

SOXS

100.00%

Sharpe Ratio

Winner

HFXI

1.75

SOXS

-2.66

5Y Beta

HFXI

0.75

Winner

SOXS

0.00

5Y Dividends CAGR

HFXI

29.05%

SOXS

N/A

HFXI vs SOXS - Holdings Comparison

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

HFXI's top 25 holdings weight is 25.31%. SOXS's top 25 holdings weight is 66.35%.

Rank	HFXI	SOXS
#1	SAMSUNG ELECTRONICS CO LTD (n/a) - 3.18%	GOLDMAN SACHS FS TREASURY INTMS INSTL (FTIXX) - 66.35%
#2	ASML HOLDING NV (n/a) - 2.21%	N/A
#3	SK HYNIX INC (n/a) - 1.91%	N/A
#4	HSBC HOLDINGS PLC (n/a) - 1.24%	N/A
#5	ROCHE HOLDING AG ORDINARY SHARES NEW (n/a) - 1.18%	N/A
#6	NOVARTIS AG REGISTERED SHARES (n/a) - 1.13%	N/A
#7	ASTRAZENECA PLC (AZN:XLON) - 1.12%	N/A
#8	SHELL PLC (n/a) - 1.03%	N/A
#9	NESTLE SA (n/a) - 1.02%	N/A
#10	SIEMENS AG (n/a) - 0.87%	N/A
#11	COMMONWEALTH BANK OF AUSTRALIA (n/a) - 0.85%	N/A
#12	TOYOTA MOTOR CORP (n/a) - 0.83%	N/A
#13	MITSUBISHI UFJ FINANCIAL GROUP INC (n/a) - 0.81%	N/A
#14	BHP GROUP LTD (n/a) - 0.79%	N/A
#15	ALLIANZ SE (n/a) - 0.71%	N/A
#16	SAP SE (n/a) - 0.70%	N/A
#17	BANCO SANTANDER SA (n/a) - 0.70%	N/A
#18	TOTALENERGIES SE (TTE) - 0.69%	N/A
#19	SCHNEIDER ELECTRIC SE (n/a) - 0.69%	N/A
#20	ABB LTD (n/a) - 0.64%	N/A
#21	VANGUARD FTSE DEVELOPED MARKETS ETF (VEA) - 0.64%	N/A
#22	IBERDROLA SA (n/a) - 0.63%	N/A
#23	SIEMENS ENERGY AG ORDINARY SHARES (n/a) - 0.63%	N/A
#24	UBS GROUP AG REGISTERED SHARES (n/a) - 0.56%	N/A
#25	HITACHI LTD (n/a) - 0.55%	N/A
Total Holdings	803	1

HFXI vs SOXS - Historical Returns

Returns include dividend reinvestment.

Period	HFXI	SOXS
1 month	+1.54%	-47.24%
3 months	+12.78%	-89.51%
6 months	+16.56%	-93.17%
1 year	+34.81%	-97.80%
5 years(CAGR)	+12.24%	-80.93%
10 years(CAGR)	+11.28%	-79.51%
Max(CAGR)	+9.40%	-71.88%

Winner

HFXI

+1.54%

SOXS

-47.24%

Winner

HFXI

+12.78%

SOXS

-89.51%

Winner

HFXI

+16.56%

SOXS

-93.17%

Winner

HFXI

+34.81%

SOXS

-97.80%

5Y(CAGR)

Winner

HFXI

+12.24%

SOXS

-80.93%

10Y(CAGR)

Winner

HFXI

+11.28%

SOXS

-79.51%

Max(CAGR)

Winner

HFXI

+9.40%

SOXS

-71.88%

HFXI vs SOXS - Annual Returns (2010 - 2026)

Returns include dividend reinvestment.

Year	HFXI	SOXS
2026	+14.60%	-92.53%
2025	+30.00%	-85.82%
2024	+8.11%	-64.99%
2023	+18.35%	-85.76%
2022	-11.18%	+22.70%
2021	+13.38%	-81.18%
2020	+5.66%	-92.44%
2019	+20.05%	-83.57%
2018	-13.16%	-12.94%
2017	+21.53%	-69.30%
2016	+4.51%	-74.03%
2015	-7.15%	-25.17%
2014	N/A	-65.79%
2013	N/A	-67.79%
2012	N/A	-39.67%
2011	N/A	-25.57%
2010	N/A	-61.20%

HFXI vs SOXS Drawdown Comparison

The maximum drawdown for HFXI was -32.42%, occurring on Mar 16, 2020. Recovery took 214 trading sessions.

The maximum drawdown for SOXS was -100.00%, occurring on Jun 22, 2026. This drawdown has not yet recovered.

The current HFXI drawdown is -3.31%. The current SOXS drawdown is -100.00%.

Rank	HFXI	SOXS
#1	-32.42% Jan 17, 2020 - Nov 20, 2020	-100.00% Aug 31, 2010 - Jun 22, 2026
#2	-22.34% Sep 7, 2021 - Jun 13, 2023	-37.46% Mar 15, 2010 - Aug 31, 2010
#3	-20.76% Aug 10, 2015 - Mar 15, 2017	N/A
#4	-19.69% Jan 26, 2018 - Nov 5, 2019	N/A
#5	-13.52% Mar 19, 2025 - May 2, 2025	N/A
#6	-10.83% Feb 25, 2026 - May 6, 2026	N/A
#7	-9.62% Jul 28, 2023 - Dec 11, 2023	N/A
#8	-8.98% Jul 12, 2024 - Aug 30, 2024	N/A
#9	-6.77% Sep 26, 2024 - Feb 13, 2025	N/A
#10	-5.09% Nov 12, 2025 - Dec 15, 2025	N/A
#11	-4.60% Jun 15, 2021 - Aug 11, 2021	N/A
#12	-4.54% Jun 2, 2026 - Jun 15, 2026	N/A
#13	-4.28% Jan 8, 2021 - Feb 11, 2021	N/A
#14	-4.02% Mar 27, 2024 - May 7, 2024	N/A
#15	-3.63% Jul 23, 2025 - Aug 12, 2025	N/A

Correlation

Correlation between HFXI and SOXS is -0.46 which considered as a weak negative correlation - the stocks show a slight tendency to move in opposite directions.

-0.46

-101

Dividend Comparison (2010 - 2026)

HFXI vs SOXS dividend yield comparison.

Year	HFXI	SOXS
2026	0.87%	8.12%
2025	4.19%	0.54%
2024	2.68%	0.19%
2023	2.49%	0.05%
2022	4.65%	0.00%
2021	3.10%	0.00%
2020	2.00%	0.00%
2019	3.19%	0.00%
2018	4.33%	0.00%
2017	2.56%	0.00%
2016	2.71%	0.00%
2015	0.78%	0.00%
2011	0.00%	0.00%
2010	0.00%	0.00%