StockComparison Logo
vs

IUSG vs SOXL

Comparison between ISHARES CORE S&P U.S. GROWTH ETF (IUSG, ETF) and DIREXION DAILY SEMICONDUCTOR BULL 3X SHARES (SOXL, ETF).

5-Year PerformanceSOXL has outperformed IUSG, delivering a return of +31.3% compared to +13.4%

IUSG vs SOXL - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
Winner
IUSG
$32B
SOXL
$32B
Expense Ratio
IUSG
0.04%
SOXL
N/A
Max Drawdown
Winner
IUSG
65.79%
SOXL
90.51%
Sharpe Ratio
IUSG
1.02
Winner
SOXL
2.02
5Y Beta
Winner
IUSG
1.20
SOXL
5.96
P/E Ratio
Winner
IUSG
32.00
SOXL
52.34
Forward P/E
Winner
IUSG
21.95
SOXL
22.78
PEG Ratio
IUSG
0.26
Winner
SOXL
0.05
5Y Dividends CAGR
IUSG
3.88%
Winner
SOXL
40.12%
5Y EPS CAGR
Winner
IUSG
38.36%
SOXL
31.78%
Debt to Equity
IUSG
26.44%
SOXL
N/A
P/S Ratio
IUSG
7.70
Winner
SOXL
3.56
P/B Ratio
Winner
IUSG
8.57
SOXL
11.05

IUSG vs SOXL - Holdings Comparison

IUSG and SOXL have 12 common holdings. Overlap is 17.86%

IUSG's top 25 holdings weight is 70.87%. SOXL's top 25 holdings weight is 109.68%.

RankIUSGSOXL
#1
NVIDIA CORP (NVDA) - 13.72%
DREYFUS TRSRY SECURITIES CASH MGMT (n/a) - 17.21%
#2
MICROSOFT CORP (MSFT) - 7.65%
GOLDMAN FINL SQ TRSRY INST 506 (n/a) - 14.81%
#3
APPLE INC (AAPL) - 6.18%
CASH (n/a) - 10.31%
#4
ALPHABET INC CLASS A (GOOGL) - 5.64%
JP MORGAN 100 US TRSY CAPITAL 3163 (n/a) - 5.60%
#5
BROADCOM INC (AVGO) - 4.93%
ADVANCED MICRO DEVICES INC (AMD) - 5.53%
#6
ALPHABET INC CLASS C (GOOG) - 4.52%
MICRON TECHNOLOGY INC (MU) - 5.27%
#7
META PLATFORMS INC CLASS A (META) - 3.88%
NVIDIA CORP (NVDA) - 5.22%
#8
AMAZON.COM INC (AMZN) - 3.43%
BROADCOM INC (AVGO) - 4.53%
#9
MICRON TECHNOLOGY INC (MU) - 2.96%
INTEL CORP (INTC) - 3.54%
#10
ELI LILLY AND CO (LLY) - 2.44%
APPLIED MATERIALS INC (AMAT) - 3.44%
#11
BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 2.41%
KLA CORP (KLAC) - 3.12%
#12
ADVANCED MICRO DEVICES INC (AMD) - 2.39%
LAM RESEARCH CORP (LRCX) - 2.83%
#13
TESLA INC (TSLA) - 1.85%
MARVELL TECHNOLOGY INC (MRVL) - 2.82%
#14
JPMORGAN CHASE & CO (JPM) - 1.67%
TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD ADR (TSM) - 2.72%
#15
APPLIED MATERIALS INC (AMAT) - 1.26%
GOLDMAN SACHS FIN GOV 465 INSTITUT (n/a) - 2.66%
#16
LAM RESEARCH CORP (LRCX) - 1.16%
TEXAS INSTRUMENTS INC (TXN) - 2.60%
#17
CATERPILLAR INC (CAT) - 1.15%
ANALOG DEVICES INC (ADI) - 2.47%
#18
JOHNSON & JOHNSON (JNJ) - 0.96%
DREYFUS GOVT CASH MAN INS (n/a) - 2.33%
#19
VISA INC CLASS A (V) - 0.87%
NXP SEMICONDUCTORS NV (NXPI) - 2.30%
#20
NETFLIX INC (NFLX) - 0.83%
MONOLITHIC POWER SYSTEMS INC (MPWR) - 2.11%
#21
BOEING CO (BA) - 0.20%
QUALCOMM INC (QCOM) - 1.85%
#22
HILTON WORLDWIDE HOLDINGS INC (HLT) - 0.20%
TERADYNE INC (TER) - 1.78%
#23
DOORDASH INC ORDINARY SHARES CLASS A (DASH) - 0.19%
ASTERA LABS INC (ALAB) - 1.64%
#24
ROYAL CARIBBEAN GROUP (RCL) - 0.19%
MICROCHIP TECHNOLOGY INC (MCHP) - 1.50%
#25
O'REILLY AUTOMOTIVE INC (ORLY) - 0.19%
ASML HOLDING NV ADR (ASML) - 1.49%
Total Holdings35738

IUSG vs SOXL - Historical Returns

Returns include dividend reinvestment.

1M
Winner
IUSG
-0.48%
SOXL
-47.29%
3M
IUSG
+7.42%
Winner
SOXL
+61.63%
6M
IUSG
+11.84%
Winner
SOXL
+149.75%
1Y
IUSG
+21.86%
Winner
SOXL
+476.68%
5Y(CAGR)
IUSG
+13.40%
Winner
SOXL
+31.31%
10Y(CAGR)
IUSG
+17.22%
Winner
SOXL
+54.51%
Max(CAGR)
IUSG
+8.15%
Winner
SOXL
+40.59%

IUSG vs SOXL - Annual Returns (2000 - 2026)

Returns include dividend reinvestment.

YearIUSGSOXL
2026+11.09%+235.61%
2025+21.33%+52.85%
2024+36.86%-1.84%
2023+30.83%+237.81%
2022-29.33%-86.47%
2021+33.12%+121.91%
2020+31.02%+60.01%
2019+30.94%+223.28%
2018-1.58%-43.70%
2017+25.94%+141.32%
2016+9.35%+131.06%
2015+5.40%-20.58%
2014+13.35%+104.52%
2013+30.64%+127.69%
2012+13.49%-0.07%
2011+0.87%-49.20%
2010+15.79%+26.18%
2009+32.45%N/A
2008-37.63%N/A
2007+11.12%N/A
2006+7.90%N/A
2005+5.85%N/A
2004+6.64%N/A
2003+26.11%N/A
2002-28.32%N/A
2001-14.40%N/A
2000-19.48%N/A

IUSG vs SOXL Drawdown Comparison

The maximum drawdown for IUSG was -63.40%, occurring on Mar 9, 2009. Recovery took 3246 trading sessions.

The maximum drawdown for SOXL was -90.46%, occurring on Oct 14, 2022. Recovery took 1044 trading sessions.

The current IUSG drawdown is -3.46%. The current SOXL drawdown is -47.29%.

RankIUSGSOXL
#1-63.40%
Sep 1, 2000 - Aug 1, 2013		-90.46%
Dec 27, 2021 - Feb 25, 2026
#2-32.35%
Feb 19, 2020 - Jul 6, 2020		-80.38%
Feb 19, 2020 - Nov 5, 2020
#3-32.21%
Dec 27, 2021 - Feb 29, 2024		-72.61%
Feb 17, 2011 - Feb 13, 2014
#4-22.28%
Jan 23, 2025 - Jun 24, 2025		-66.51%
Mar 12, 2018 - Apr 24, 2019
#5-20.69%
Oct 1, 2018 - Apr 23, 2019		-62.93%
Jun 1, 2015 - Aug 19, 2016
#6-14.84%
Jul 20, 2015 - Jul 11, 2016		-60.56%
Apr 26, 2010 - Jan 7, 2011
#7-13.07%
Oct 29, 2025 - Apr 15, 2026		-54.96%
Jun 22, 2026 - Jul 17, 2026
#8-12.54%
Jul 10, 2024 - Oct 11, 2024		-47.16%
Apr 24, 2019 - Jul 24, 2019
#9-10.96%
Sep 2, 2020 - Dec 1, 2020		-43.47%
Feb 25, 2026 - Apr 9, 2026
#10-9.87%
Jan 26, 2018 - Jun 5, 2018		-43.28%
Sep 18, 2014 - Nov 24, 2014
#11-8.61%
Feb 12, 2021 - Apr 5, 2021		-40.92%
Feb 16, 2021 - Aug 4, 2021
#12-7.30%
Sep 2, 2014 - Oct 31, 2014		-35.61%
Jun 3, 2026 - Jun 22, 2026
#13-7.18%
Sep 3, 2021 - Oct 26, 2021		-34.75%
Jan 23, 2018 - Mar 9, 2018
#14-6.85%
Jun 1, 2026 - Jun 10, 2026		-33.19%
Jul 24, 2019 - Oct 28, 2019
#15-6.73%
Mar 22, 2024 - May 14, 2024		-28.90%
Jun 8, 2017 - Sep 18, 2017

Correlation

Correlation between IUSG and SOXL is 0.73 which considered as a strong positive correlation - the stocks tend to move together.

0.73
-101

Dividend Comparison (2000 - 2026)

IUSG vs SOXL dividend yield comparison.

YearIUSGSOXL
20260.22%0.00%
20250.54%0.34%
20240.59%1.18%
20231.12%0.51%
20221.07%1.07%
20210.59%0.04%
20200.93%0.05%
20191.64%0.38%
20181.32%1.30%
20171.28%0.09%
20161.48%4.84%
20151.29%0.00%
20141.21%0.00%
20131.22%0.00%
20121.56%0.00%
20111.31%0.00%
20101.17%0.01%
20091.30%0.00%
20081.49%0.00%
20070.85%0.00%
20060.82%0.00%
20050.84%0.00%
20041.03%0.00%
20030.66%0.00%
20020.81%0.00%
20010.36%0.00%
20000.06%0.00%

Select Stocks to Compare

Popular: IUSG vs SPYSOXL vs SPY

More Comparisons

Compare with similar stocks