IBDX vs SOXS

Comparison between ISHARES IBONDS DEC 2032 TERM CORPORATE ETF (IBDX, ETF) and Direxion Daily Semiconductor Bear 3X Shares (SOXS, ETF).

IBDX vs SOXS - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	IBDX(ETF)	SOXS(ETF)
Net Assets	$1.70B	$1.80B
Expense Ratio	0.10%	N/A
Max Drawdown	13.89%	100.00%
Sharpe Ratio	0.36	-2.66
5Y Beta	0.09	0.00

Net Assets

IBDX

$1.70B

Winner

SOXS

$1.80B

Expense Ratio

IBDX

0.10%

SOXS

N/A

Max Drawdown

Winner

IBDX

13.89%

SOXS

100.00%

Sharpe Ratio

Winner

IBDX

0.36

SOXS

-2.66

5Y Beta

IBDX

0.09

Winner

SOXS

0.00

IBDX vs SOXS - Historical Returns

Returns include dividend reinvestment.

Period	IBDX	SOXS
1 month	+0.44%	-47.24%
3 months	+0.75%	-89.51%
6 months	+0.48%	-93.17%
1 year	+5.09%	-97.80%
5 years(CAGR)	N/A	-80.93%
10 years(CAGR)	N/A	-79.51%
Max(CAGR)	+4.74%	-71.88%

Winner

IBDX

+0.44%

SOXS

-47.24%

Winner

IBDX

+0.75%

SOXS

-89.51%

Winner

IBDX

+0.48%

SOXS

-93.17%

Winner

IBDX

+5.09%

SOXS

-97.80%

5Y(CAGR)

IBDX

N/A

SOXS

-80.93%

10Y(CAGR)

IBDX

N/A

SOXS

-79.51%

Max(CAGR)

Winner

IBDX

+4.74%

SOXS

-71.88%

IBDX vs SOXS - Annual Returns (2010 - 2026)

Returns include dividend reinvestment.

Year	IBDX	SOXS
2026	+0.28%	-92.53%
2025	+8.96%	-85.82%
2024	+3.04%	-64.99%
2023	+8.83%	-85.76%
2022	-1.81%	+22.70%
2021	N/A	-81.18%
2020	N/A	-92.44%
2019	N/A	-83.57%
2018	N/A	-12.94%
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	-25.57%
2010	N/A	-61.20%

IBDX vs SOXS Drawdown Comparison

The maximum drawdown for IBDX was -12.52%, occurring on Oct 20, 2022. Recovery took 345 trading sessions.

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

The current IBDX drawdown is -1.35%. The current SOXS drawdown is -100.00%.

Rank	IBDX	SOXS
#1	-12.52% Aug 1, 2022 - Dec 13, 2023	-100.00% Aug 31, 2010 - Jun 22, 2026
#2	-4.72% Sep 16, 2024 - Jun 4, 2025	-37.46% Mar 15, 2010 - Aug 31, 2010
#3	-4.11% Dec 27, 2023 - Jul 8, 2024	N/A
#4	-2.76% Feb 27, 2026 - Mar 26, 2026	N/A
#5	-1.11% Aug 2, 2024 - Aug 14, 2024	N/A
#6	-1.10% Jul 5, 2022 - Jul 13, 2022	N/A
#7	-1.08% Oct 27, 2025 - Nov 25, 2025	N/A
#8	-0.96% Jul 16, 2024 - Jul 30, 2024	N/A
#9	-0.86% Jun 30, 2025 - Jul 22, 2025	N/A
#10	-0.81% Sep 16, 2025 - Oct 14, 2025	N/A
#11	-0.80% Jun 4, 2025 - Jun 12, 2025	N/A
#12	-0.69% Nov 26, 2025 - Dec 26, 2025	N/A
#13	-0.66% Jan 14, 2026 - Feb 5, 2026	N/A
#14	-0.64% Jul 15, 2022 - Jul 21, 2022	N/A
#15	-0.64% Jul 22, 2022 - Jul 27, 2022	N/A

Correlation

Correlation between IBDX and SOXS is -0.70 which considered as a moderate negative correlation - the stocks show some tendency to move in opposite directions.

-0.70

-101