IWO vs SOXL
Comparison between ISHARES RUSSELL 2000 GROWTH ETF (IWO, ETF) and DIREXION DAILY SEMICONDUCTOR BULL 3X SHARES (SOXL, ETF).
5-Year PerformanceSOXL has outperformed IWO, delivering a return of +37.6% compared to +5.0%
IWO vs SOXL - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
IWO
$12B
SOXL
$12B
Expense Ratio
IWO
0.24%
SOXL
N/A
Max Drawdown
Winner
IWO
60.31%
SOXL
90.51%
Sharpe Ratio
IWO
1.65
Winner
SOXL
3.08
5Y Beta
Winner
IWO
1.20
SOXL
5.72
P/E Ratio
IWO
100.91
Winner
SOXL
58.52
Forward P/E
Winner
IWO
18.63
SOXL
25.59
PEG Ratio
IWO
N/A
SOXL
0.31
5Y Dividends CAGR
IWO
8.29%
Winner
SOXL
40.17%
P/S Ratio
Winner
IWO
2.27
SOXL
3.81
P/B Ratio
Winner
IWO
4.45
SOXL
10.21
IWO vs SOXL - Holdings Comparison
IWO and SOXL have 3 common holdings. Overlap is 1.41%
IWO's top 25 holdings weight is 20.10%. SOXL's top 25 holdings weight is 167.94%.
| Rank | IWO | SOXL |
|---|---|---|
| #1 | BLOOM ENERGY CORP CLASS A (BE) - 3.02% | ICE SEMICONDUCTOR INDEX SWAP (n/a) - 44.70% |
| #2 | CREDO TECHNOLOGY GROUP HOLDING LTD (CRDO) - 1.72% | DREYFUS TRSRY SECURITIES CASH MGMT (n/a) - 22.43% |
| #3 | FABRINET (FN) - 1.46% | CASH (n/a) - 21.21% |
| #4 | RAMBUS INC (RMBS) - 0.90% | DREYFUS GOVT CASH MAN INS (n/a) - 14.92% |
| #5 | STERLING INFRASTRUCTURE INC (STRL) - 0.89% | JP MORGAN 100 US TRSY CAPITAL 3163 (n/a) - 9.93% |
| #6 | IONQ INC CLASS A (IONQ) - 0.89% | GOLDMAN FINL SQ TRSRY INST 506 (n/a) - 5.96% |
| #7 | ADVANCED ENERGY INDUSTRIES INC (AEIS) - 0.86% | BROADCOM INC (AVGO) - 4.41% |
| #8 | NEXTPOWER INC CLASS A (NXT) - 0.84% | MICRON TECHNOLOGY INC (MU) - 4.31% |
| #9 | MODINE MANUFACTURING CO (MOD) - 0.76% | NVIDIA CORP (NVDA) - 4.24% |
| #10 | SITIME CORP ORDINARY SHARES (SITM) - 0.73% | ADVANCED MICRO DEVICES INC (AMD) - 4.24% |
| #11 | DYCOM INDUSTRIES INC (DY) - 0.72% | MARVELL TECHNOLOGY INC (MRVL) - 3.30% |
| #12 | BRIDGEBIO PHARMA INC (BBIO) - 0.70% | INTEL CORP (INTC) - 3.26% |
| #13 | KRATOS DEFENSE & SECURITY SOLUTIONS INC (KTOS) - 0.67% | APPLIED MATERIALS INC (AMAT) - 2.69% |
| #14 | GUARDANT HEALTH INC (GH) - 0.65% | MONOLITHIC POWER SYSTEMS INC (MPWR) - 2.33% |
| #15 | ENSIGN GROUP INC (ENSG) - 0.63% | TEXAS INSTRUMENTS INC (TXN) - 2.20% |
| #16 | SPX TECHNOLOGIES INC (SPXC) - 0.63% | KLA CORP (KLAC) - 2.09% |
| #17 | VIAVI SOLUTIONS INC (VIAV) - 0.61% | TERADYNE INC (TER) - 2.09% |
| #18 | ARROWHEAD PHARMACEUTICALS INC (ARWR) - 0.59% | ANALOG DEVICES INC (ADI) - 1.90% |
| #19 | PLANET LABS PBC CLASS A (PL) - 0.57% | LAM RESEARCH CORP (LRCX) - 1.89% |
| #20 | COEUR MINING INC (CDE) - 0.57% | QUALCOMM INC (QCOM) - 1.86% |
| #21 | VARONIS SYSTEMS INC (VRNS) - 0.34% | NXP SEMICONDUCTORS NV (NXPI) - 1.79% |
| #22 | CENTRUS ENERGY CORP CLASS A (LEU) - 0.34% | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD ADR (TSM) - 1.69% |
| #23 | UPSTART HOLDINGS INC ORDINARY SHARES (UPST) - 0.34% | MICROCHIP TECHNOLOGY INC (MCHP) - 1.63% |
| #24 | PROTAGONIST THERAPEUTICS INC (PTGX) - 0.34% | ASML HOLDING NV ADR (ASML) - 1.54% |
| #25 | RIGETTI COMPUTING INC (RGTI) - 0.33% | ON SEMICONDUCTOR CORP (ON) - 1.33% |
| Total Holdings | 1012 | 36 |
IWO vs SOXL - Historical Returns
Returns include dividend reinvestment.
1M
IWO
+11.46%
Winner
SOXL
+162.13%
3M
IWO
+7.68%
Winner
SOXL
+176.34%
6M
IWO
+15.23%
Winner
SOXL
+323.91%
1Y
IWO
+41.27%
Winner
SOXL
+1199.38%
5Y(CAGR)
IWO
+5.01%
Winner
SOXL
+37.60%
10Y(CAGR)
IWO
+11.59%
Winner
SOXL
+62.86%
Max(CAGR)
IWO
+7.04%
Winner
SOXL
+42.15%
IWO vs SOXL - Annual Returns (2000 - 2026)
Returns include dividend reinvestment.
| Year | IWO | SOXL |
|---|---|---|
| 2026 | +12.83% | +274.56% |
| 2025 | +12.52% | +52.85% |
| 2024 | +16.13% | -1.84% |
| 2023 | +19.56% | +237.81% |
| 2022 | -27.17% | -86.47% |
| 2021 | +4.06% | +121.91% |
| 2020 | +34.46% | +60.01% |
| 2019 | +28.07% | +223.27% |
| 2018 | -10.30% | -43.70% |
| 2017 | +21.71% | +141.32% |
| 2016 | +14.71% | +131.06% |
| 2015 | -0.66% | -20.58% |
| 2014 | +6.99% | +104.52% |
| 2013 | +39.28% | +127.69% |
| 2012 | +13.33% | -0.07% |
| 2011 | -4.60% | -49.20% |
| 2010 | +26.19% | +26.18% |
| 2009 | +31.85% | N/A |
| 2008 | -37.46% | N/A |
| 2007 | +6.76% | N/A |
| 2006 | +10.89% | N/A |
| 2005 | +5.59% | N/A |
| 2004 | +13.00% | N/A |
| 2003 | +44.40% | N/A |
| 2002 | -30.51% | N/A |
| 2001 | -4.63% | N/A |
| 2000 | -14.94% | N/A |
IWO vs SOXL Drawdown Comparison
The maximum drawdown for IWO was -60.11%, occurring on Oct 9, 2002. Recovery took 1624 trading sessions.
The maximum drawdown for SOXL was -90.46%, occurring on Oct 14, 2022. Recovery took 1044 trading sessions.
The current IWO drawdown is -1.38%.
| Rank | IWO | SOXL |
|---|---|---|
| #1 | -60.11% Sep 1, 2000 - Feb 22, 2007 | -90.46% Dec 27, 2021 - Feb 25, 2026 |
| #2 | -57.62% Oct 10, 2007 - Dec 21, 2010 | -80.38% Feb 19, 2020 - Nov 5, 2020 |
| #3 | -42.02% Feb 9, 2021 - Oct 6, 2025 | -72.61% Feb 17, 2011 - Feb 13, 2014 |
| #4 | -39.81% Feb 19, 2020 - Aug 7, 2020 | -66.51% Mar 12, 2018 - Apr 24, 2019 |
| #5 | -29.23% Apr 29, 2011 - Sep 14, 2012 | -62.93% Jun 1, 2015 - Aug 19, 2016 |
| #6 | -28.80% Aug 31, 2018 - Jan 14, 2020 | -60.56% Apr 26, 2010 - Jan 7, 2011 |
| #7 | -28.69% Jun 23, 2015 - Dec 8, 2016 | -47.16% Apr 24, 2019 - Jul 24, 2019 |
| #8 | -14.87% Jan 22, 2026 - Apr 17, 2026 | -43.47% Feb 25, 2026 - Apr 9, 2026 |
| #9 | -14.44% Mar 4, 2014 - Dec 22, 2014 | -43.28% Sep 18, 2014 - Nov 24, 2014 |
| #10 | -10.85% Sep 14, 2012 - Jan 2, 2013 | -40.92% Feb 16, 2021 - Aug 4, 2021 |
| #11 | -10.26% Jul 19, 2007 - Oct 5, 2007 | -34.75% Jan 23, 2018 - Mar 9, 2018 |
| #12 | -10.24% Oct 15, 2025 - Dec 11, 2025 | -33.19% Jul 24, 2019 - Oct 28, 2019 |
| #13 | -9.04% Jan 26, 2018 - Mar 9, 2018 | -28.90% Jun 8, 2017 - Sep 18, 2017 |
| #14 | -8.73% Feb 22, 2007 - Apr 16, 2007 | -24.56% Sep 16, 2021 - Nov 1, 2021 |
| #15 | -7.76% Sep 2, 2020 - Oct 5, 2020 | -23.82% Nov 24, 2017 - Jan 17, 2018 |
Correlation
Correlation between IWO and SOXL is 0.80 which considered as a strong positive correlation - the stocks tend to move together.
0.80
-101
Dividend Comparison (2000 - 2026)
IWO vs SOXL dividend yield comparison.
| Year | IWO | SOXL |
|---|---|---|
| 2026 | 0.03% | 0.00% |
| 2025 | 0.56% | 0.34% |
| 2024 | 0.80% | 1.18% |
| 2023 | 0.73% | 0.51% |
| 2022 | 0.73% | 1.07% |
| 2021 | 0.32% | 0.04% |
| 2020 | 0.44% | 0.05% |
| 2019 | 0.71% | 0.38% |
| 2018 | 0.76% | 1.30% |
| 2017 | 0.73% | 0.09% |
| 2016 | 0.97% | 4.84% |
| 2015 | 0.89% | 0.00% |
| 2014 | 0.73% | 0.00% |
| 2013 | 0.72% | 0.00% |
| 2012 | 1.46% | 0.00% |
| 2011 | 0.68% | 0.00% |
| 2010 | 0.66% | 0.01% |
| 2009 | 0.50% | 0.00% |
| 2008 | 1.10% | 0.00% |
| 2007 | 0.59% | 0.00% |
| 2006 | 0.32% | 0.00% |
| 2005 | 0.47% | 0.00% |
| 2004 | 0.24% | 0.00% |
| 2003 | 0.34% | 0.00% |
| 2002 | 0.43% | 0.00% |
| 2001 | 0.19% | 0.00% |
| 2000 | 0.09% | 0.00% |
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