IUSV vs SOXL
Comparison between ISHARES CORE S&P U.S. VALUE ETF (IUSV, ETF) and DIREXION DAILY SEMICONDUCTOR BULL 3X SHARES (SOXL, ETF).
5-Year PerformanceSOXL has outperformed IUSV, delivering a return of +42.9% compared to +11.2%
IUSV vs SOXL - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
IUSV
$26B
SOXL
$26B
Expense Ratio
IUSV
0.04%
SOXL
N/A
Max Drawdown
Winner
IUSV
61.95%
SOXL
90.51%
Sharpe Ratio
IUSV
1.60
Winner
SOXL
2.70
5Y Beta
Winner
IUSV
0.70
SOXL
5.87
P/E Ratio
Winner
IUSV
24.20
SOXL
59.71
Forward P/E
Winner
IUSV
18.66
SOXL
28.58
PEG Ratio
IUSV
N/A
SOXL
0.06
5Y Dividends CAGR
IUSV
6.15%
Winner
SOXL
40.17%
5Y EPS CAGR
IUSV
12.04%
SOXL
N/A
Debt to Equity
IUSV
42.68%
SOXL
N/A
P/S Ratio
Winner
IUSV
2.12
SOXL
4.26
P/B Ratio
Winner
IUSV
3.60
SOXL
11.66
IUSV vs SOXL - Holdings Comparison
IUSV and SOXL have 11 common holdings. Overlap is 4.93%
IUSV's top 25 holdings weight is 35.62%. SOXL's top 25 holdings weight is 159.52%.
| Rank | IUSV | SOXL |
|---|---|---|
| #1 | APPLE INC (AAPL) - 7.37% | ICE SEMICONDUCTOR INDEX SWAP (n/a) - 40.21% |
| #2 | AMAZON.COM INC (AMZN) - 3.97% | DREYFUS TRSRY SECURITIES CASH MGMT (n/a) - 20.56% |
| #3 | EXXON MOBIL CORP (XOM) - 2.10% | CASH (n/a) - 17.46% |
| #4 | INTEL CORP (INTC) - 1.83% | DREYFUS GOVT CASH MAN INS (n/a) - 15.37% |
| #5 | WALMART INC (WMT) - 1.71% | JP MORGAN 100 US TRSY CAPITAL 3163 (n/a) - 8.07% |
| #6 | COSTCO WHOLESALE CORP (COST) - 1.48% | MICRON TECHNOLOGY INC (MU) - 6.97% |
| #7 | TESLA INC (TSLA) - 1.48% | ADVANCED MICRO DEVICES INC (AMD) - 5.53% |
| #8 | CHEVRON CORP (CVX) - 1.17% | MARVELL TECHNOLOGY INC (MRVL) - 5.35% |
| #9 | UNITEDHEALTH GROUP INC (UNH) - 1.14% | BROADCOM INC (AVGO) - 3.76% |
| #10 | BANK OF AMERICA CORP (BAC) - 1.12% | INTEL CORP (INTC) - 3.66% |
| #11 | PROCTER & GAMBLE CO (PG) - 1.09% | GOLDMAN FINL SQ TRSRY INST 506 (n/a) - 3.60% |
| #12 | THE HOME DEPOT INC (HD) - 1.01% | NVIDIA CORP (NVDA) - 3.57% |
| #13 | MERCK & CO INC (MRK) - 0.99% | APPLIED MATERIALS INC (AMAT) - 2.99% |
| #14 | TEXAS INSTRUMENTS INC (TXN) - 0.91% | QUALCOMM INC (QCOM) - 2.32% |
| #15 | JPMORGAN CHASE & CO (JPM) - 0.86% | LAM RESEARCH CORP (LRCX) - 2.10% |
| #16 | QUALCOMM INC (QCOM) - 0.83% | KLA CORP (KLAC) - 2.09% |
| #17 | VISA INC CLASS A (V) - 0.81% | TEXAS INSTRUMENTS INC (TXN) - 2.08% |
| #18 | LINDE PLC (LIN) - 0.79% | MONOLITHIC POWER SYSTEMS INC (MPWR) - 2.07% |
| #19 | WELLS FARGO & CO (WFC) - 0.77% | NXP SEMICONDUCTORS NV (NXPI) - 2.01% |
| #20 | JOHNSON & JOHNSON (JNJ) - 0.75% | TERADYNE INC (TER) - 1.77% |
| #21 | CISCO SYSTEMS INC (CSCO) - 0.73% | ANALOG DEVICES INC (ADI) - 1.72% |
| #22 | CITIGROUP INC (C) - 0.71% | ASML HOLDING NV ADR (ASML) - 1.68% |
| #23 | PEPSICO INC (PEP) - 0.67% | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD ADR (TSM) - 1.58% |
| #24 | ABBVIE INC (ABBV) - 0.67% | MICROCHIP TECHNOLOGY INC (MCHP) - 1.52% |
| #25 | VERIZON COMMUNICATIONS INC (VZ) - 0.66% | ON SEMICONDUCTOR CORP (ON) - 1.48% |
| Total Holdings | 747 | 37 |
IUSV vs SOXL - Historical Returns
Returns include dividend reinvestment.
1M
IUSV
+3.10%
Winner
SOXL
+37.77%
3M
IUSV
+8.48%
Winner
SOXL
+321.29%
6M
IUSV
+9.56%
Winner
SOXL
+458.63%
1Y
IUSV
+21.83%
Winner
SOXL
+936.07%
5Y(CAGR)
IUSV
+11.16%
Winner
SOXL
+42.85%
10Y(CAGR)
IUSV
+12.29%
Winner
SOXL
+62.59%
Max(CAGR)
IUSV
+11.46%
Winner
SOXL
+43.98%
IUSV vs SOXL - Annual Returns (2000 - 2026)
Returns include dividend reinvestment.
| Year | IUSV | SOXL |
|---|---|---|
| 2026 | +8.70% | +378.81% |
| 2025 | +13.34% | +52.85% |
| 2024 | +11.50% | -1.84% |
| 2023 | +21.28% | +237.81% |
| 2022 | -5.82% | -86.47% |
| 2021 | +27.06% | +121.91% |
| 2020 | +1.23% | +60.01% |
| 2019 | +30.87% | +223.28% |
| 2018 | -9.66% | -43.70% |
| 2017 | +14.27% | +141.32% |
| 2016 | +23.15% | +131.06% |
| 2015 | +0.85% | -20.58% |
| 2014 | +18.09% | +104.52% |
| 2013 | +34.59% | +127.69% |
| 2012 | +20.94% | -0.07% |
| 2011 | +2.85% | -49.20% |
| 2010 | +18.76% | +26.18% |
| 2009 | +23.56% | N/A |
| 2008 | -31.56% | N/A |
| 2007 | +3.44% | N/A |
| 2006 | +25.10% | N/A |
| 2005 | +12.83% | N/A |
| 2004 | +21.73% | N/A |
| 2003 | +32.31% | N/A |
| 2002 | -12.09% | N/A |
| 2001 | +0.72% | N/A |
| 2000 | +9.53% | N/A |
IUSV vs SOXL Drawdown Comparison
The maximum drawdown for IUSV was -56.91%, occurring on Mar 9, 2009. Recovery took 840 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 -19.37%.
| Rank | IUSV | SOXL |
|---|---|---|
| #1 | -56.91% Oct 9, 2007 - Feb 8, 2011 | -90.46% Dec 27, 2021 - Feb 25, 2026 |
| #2 | -37.54% Jan 17, 2020 - Dec 31, 2020 | -80.38% Feb 19, 2020 - Nov 5, 2020 |
| #3 | -30.83% Mar 19, 2002 - Sep 18, 2003 | -72.61% Feb 17, 2011 - Feb 13, 2014 |
| #4 | -20.41% Jul 7, 2011 - Feb 3, 2012 | -66.51% Mar 12, 2018 - Apr 24, 2019 |
| #5 | -19.50% May 22, 2001 - Mar 11, 2002 | -62.93% Jun 1, 2015 - Aug 19, 2016 |
| #6 | -18.96% Jan 26, 2018 - Apr 23, 2019 | -60.56% Apr 26, 2010 - Jan 7, 2011 |
| #7 | -17.94% Apr 20, 2022 - Feb 1, 2023 | -47.16% Apr 24, 2019 - Jul 24, 2019 |
| #8 | -17.76% Nov 29, 2024 - Aug 22, 2025 | -43.47% Feb 25, 2026 - Apr 9, 2026 |
| #9 | -13.64% Jul 16, 2015 - Apr 1, 2016 | -43.28% Sep 18, 2014 - Nov 24, 2014 |
| #10 | -12.99% Feb 12, 2001 - May 16, 2001 | -40.92% Feb 16, 2021 - Aug 4, 2021 |
| #11 | -11.27% Jul 31, 2023 - Dec 1, 2023 | -35.61% Jun 3, 2026 - Jun 10, 2026 |
| #12 | -10.44% Jul 13, 2007 - Oct 5, 2007 | -34.75% Jan 23, 2018 - Mar 9, 2018 |
| #13 | -10.11% Mar 26, 2012 - Aug 6, 2012 | -33.19% Jul 24, 2019 - Oct 28, 2019 |
| #14 | -9.83% Feb 2, 2023 - Jun 15, 2023 | -28.90% Jun 8, 2017 - Sep 18, 2017 |
| #15 | -7.87% May 3, 2019 - Jul 1, 2019 | -24.56% Sep 16, 2021 - Nov 1, 2021 |
Correlation
Correlation between IUSV and SOXL is 0.69 which considered as a moderate positive correlation - the stocks show some tendency to move together.
0.69
-101
Dividend Comparison (2000 - 2026)
IUSV vs SOXL dividend yield comparison.
| Year | IUSV | SOXL |
|---|---|---|
| 2026 | 0.76% | 0.00% |
| 2025 | 1.78% | 0.34% |
| 2024 | 2.15% | 1.18% |
| 2023 | 1.75% | 0.51% |
| 2022 | 2.22% | 1.07% |
| 2021 | 1.87% | 0.04% |
| 2020 | 2.40% | 0.05% |
| 2019 | 2.19% | 0.38% |
| 2018 | 2.66% | 1.30% |
| 2017 | 1.93% | 0.09% |
| 2016 | 4.44% | 4.84% |
| 2015 | 7.63% | 0.00% |
| 2014 | 5.58% | 0.00% |
| 2013 | 5.85% | 0.00% |
| 2012 | 6.73% | 0.00% |
| 2011 | 6.69% | 0.00% |
| 2010 | 5.94% | 0.01% |
| 2009 | 6.89% | 0.00% |
| 2008 | 10.74% | 0.00% |
| 2007 | 7.17% | 0.00% |
| 2006 | 5.76% | 0.00% |
| 2005 | 6.74% | 0.00% |
| 2004 | 5.61% | 0.00% |
| 2003 | 5.64% | 0.00% |
| 2002 | 6.14% | 0.00% |
| 2001 | 5.05% | 0.00% |
| 2000 | 2.49% | 0.00% |
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