IBTI vs SOXS

Comparison between ISHARES IBONDS DEC 2028 TERM TREASURY ETF (IBTI, ETF) and Direxion Daily Semiconductor Bear 3X Shares (SOXS, ETF).

5-Year PerformanceIBTI has outperformed SOXS, delivering a return of +0.2% compared to -80.0%

IBTI vs SOXS - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	IBTI(ETF)	SOXS(ETF)
Net Assets	$1.70B	$1.80B
Expense Ratio	0.07%	N/A
Max Drawdown	20.83%	100.00%
Sharpe Ratio	-0.21	-2.70
5Y Beta	-0.02	0.00
5Y Dividends CAGR	36.89%	-64.69%

Net Assets

IBTI

$1.70B

Winner

SOXS

$1.80B

Expense Ratio

IBTI

0.07%

SOXS

N/A

Max Drawdown

Winner

IBTI

20.83%

SOXS

100.00%

Sharpe Ratio

Winner

IBTI

-0.21

SOXS

-2.70

5Y Beta

Winner

IBTI

-0.02

SOXS

0.00

5Y Dividends CAGR

Winner

IBTI

36.89%

SOXS

-64.69%

IBTI vs SOXS - Historical Returns

Returns include dividend reinvestment.

Period	IBTI	SOXS
1 month	+0.09%	-55.18%
3 months	-0.15%	-88.19%
6 months	+0.36%	-93.94%
1 year	+3.26%	-97.54%
5 years(CAGR)	+0.20%	-79.96%
10 years(CAGR)	N/A	-79.26%
Max(CAGR)	+0.19%	-71.39%

Winner

IBTI

+0.09%

SOXS

-55.18%

Winner

IBTI

-0.15%

SOXS

-88.19%

Winner

IBTI

+0.36%

SOXS

-93.94%

Winner

IBTI

+3.26%

SOXS

-97.54%

5Y(CAGR)

Winner

IBTI

+0.20%

SOXS

-79.96%

10Y(CAGR)

IBTI

N/A

SOXS

-79.26%

Max(CAGR)

Winner

IBTI

+0.19%

SOXS

-71.39%

IBTI vs SOXS - Annual Returns (2010 - 2026)

Returns include dividend reinvestment.

Year	IBTI	SOXS
2026	+0.18%	-91.83%
2025	+6.24%	-85.29%
2024	+2.84%	-63.31%
2023	+4.22%	-85.08%
2022	-10.75%	+22.94%
2021	-3.53%	-81.18%
2020	+3.65%	-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%

IBTI vs SOXS Drawdown Comparison

The maximum drawdown for IBTI was -18.46%, occurring on Oct 20, 2022. This drawdown has not yet recovered.

The maximum drawdown for SOXS was -100.00%, occurring on Jun 15, 2026. This drawdown has not yet recovered.

The current IBTI drawdown is -4.00%. The current SOXS drawdown is -100.00%.

Rank	IBTI	SOXS
#1	-18.46% Aug 4, 2020 - Oct 20, 2022	-100.00% Aug 31, 2010 - Jun 15, 2026
#2	-4.63% Mar 9, 2020 - Apr 1, 2020	-37.46% Mar 15, 2010 - Aug 31, 2010
#3	-1.69% Apr 21, 2020 - Jul 17, 2020	N/A
#4	-0.94% Apr 3, 2020 - Apr 15, 2020	N/A
#5	-0.21% Apr 16, 2020 - Apr 20, 2020	N/A
#6	-0.19% Jul 23, 2020 - Jul 28, 2020	N/A
#7	-0.12% Jul 31, 2020 - Aug 4, 2020	N/A
#8	-0.04% Mar 3, 2020 - Mar 5, 2020	N/A
#9	-0.04% Apr 1, 2020 - Apr 3, 2020	N/A

Correlation

Correlation between IBTI and SOXS is 0.34 which considered as a weak positive correlation - the stocks show a slight tendency to move together.

0.34

-101

Dividend Comparison (2010 - 2026)

IBTI vs SOXS dividend yield comparison.

Year	IBTI	SOXS
2026	1.54%	6.50%
2025	3.87%	10.80%
2024	3.92%	5.45%
2023	3.26%	9.22%
2022	1.70%	0.19%
2021	0.90%	0.00%
2020	0.56%	3.58%
2019	0.00%	2.30%
2018	0.00%	0.76%
2011	0.00%	1.31%
2010	0.00%	4.56%