IWP vs SOXL
Comparison between ISHARES RUSSELL MID-CAP GROWTH ETF (IWP, ETF) and DIREXION DAILY SEMICONDUCTOR BULL 3X SHARES (SOXL, ETF).
5-Year PerformanceSOXL has outperformed IWP, delivering a return of +25.2% compared to +5.3%
IWP vs SOXL - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
IWP
$20B
SOXL
$19B
Expense Ratio
IWP
0.23%
SOXL
N/A
Max Drawdown
Winner
IWP
57.34%
SOXL
90.51%
Sharpe Ratio
IWP
0.06
Winner
SOXL
1.81
5Y Beta
Winner
IWP
1.16
SOXL
5.93
P/E Ratio
Winner
IWP
50.35
SOXL
51.01
Forward P/E
IWP
27.43
Winner
SOXL
22.69
PEG Ratio
IWP
N/A
SOXL
0.24
5Y Dividends CAGR
IWP
9.93%
Winner
SOXL
40.17%
5Y EPS CAGR
IWP
N/A
SOXL
32.51%
Debt to Equity
IWP
336.52%
SOXL
N/A
P/S Ratio
Winner
IWP
2.48
SOXL
3.23
P/B Ratio
IWP
11.70
Winner
SOXL
10.66
IWP vs SOXL - Holdings Comparison
IWP and SOXL have 7 common holdings. Overlap is 4.42%
IWP's top 25 holdings weight is 35.76%. SOXL's top 25 holdings weight is 107.14%.
| Rank | IWP | SOXL |
|---|---|---|
| #1 | SNOWFLAKE INC ORDINARY SHARES (SNOW) - 3.06% | GOLDMAN FINL SQ TRSRY INST 506 (n/a) - 18.11% |
| #2 | CLOUDFLARE INC (NET) - 2.70% | DREYFUS TRSRY SECURITIES CASH MGMT (n/a) - 9.04% |
| #3 | DATADOG INC CLASS A (DDOG) - 2.17% | CASH (n/a) - 7.88% |
| #4 | SIMON PROPERTY GROUP INC (SPG) - 1.94% | DREYFUS GOVT CASH MAN INS (n/a) - 6.86% |
| #5 | LUMENTUM HOLDINGS INC (LITE) - 1.82% | NVIDIA CORP (NVDA) - 6.05% |
| #6 | TERADYNE INC (TER) - 1.73% | BROADCOM INC (AVGO) - 5.46% |
| #7 | COMFORT SYSTEMS USA INC (FIX) - 1.66% | ADVANCED MICRO DEVICES INC (AMD) - 5.34% |
| #8 | ROBINHOOD MARKETS INC CLASS A (HOOD) - 1.66% | MICRON TECHNOLOGY INC (MU) - 5.16% |
| #9 | CENCORA INC (COR) - 1.61% | JP MORGAN 100 US TRSY CAPITAL 3163 (n/a) - 4.23% |
| #10 | TARGA RESOURCES CORP (TRGP) - 1.57% | INTEL CORP (INTC) - 3.66% |
| #11 | AUTODESK INC (ADSK) - 1.45% | APPLIED MATERIALS INC (AMAT) - 3.42% |
| #12 | MARATHON PETROLEUM CORP (MPC) - 1.44% | MARVELL TECHNOLOGY INC (MRVL) - 3.04% |
| #13 | VISTRA CORP (VST) - 1.36% | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD ADR (TSM) - 2.98% |
| #14 | FASTENAL CO (FAST) - 1.35% | KLA CORP (KLAC) - 2.94% |
| #15 | ASTERA LABS INC (ALAB) - 1.34% | LAM RESEARCH CORP (LRCX) - 2.79% |
| #16 | W.W. GRAINGER INC (GWW) - 1.34% | ANALOG DEVICES INC (ADI) - 2.69% |
| #17 | AXON ENTERPRISE INC (AXON) - 1.27% | TEXAS INSTRUMENTS INC (TXN) - 2.67% |
| #18 | ANGLOGOLD ASHANTI PLC (AU) - 1.23% | MONOLITHIC POWER SYSTEMS INC (MPWR) - 2.36% |
| #19 | TAKE-TWO INTERACTIVE SOFTWARE INC (TTWO) - 1.22% | NXP SEMICONDUCTORS NV (NXPI) - 2.13% |
| #20 | CREDO TECHNOLOGY GROUP HOLDING LTD (CRDO) - 1.21% | TERADYNE INC (TER) - 2.09% |
| #21 | TEXAS PACIFIC LAND CORP (TPL) - 0.55% | QUALCOMM INC (QCOM) - 1.91% |
| #22 | SYSCO CORP (SYY) - 0.53% | ASTERA LABS INC (ALAB) - 1.66% |
| #23 | FAIR ISAAC CORP (FICO) - 0.53% | MICROCHIP TECHNOLOGY INC (MCHP) - 1.60% |
| #24 | VIKING HOLDINGS LTD (VIK) - 0.51% | ASML HOLDING NV ADR (ASML) - 1.60% |
| #25 | ZSCALER INC (ZS) - 0.51% | CREDO TECHNOLOGY GROUP HOLDING LTD (CRDO) - 1.47% |
| Total Holdings | 229 | 37 |
IWP vs SOXL - Historical Returns
Returns include dividend reinvestment.
1M
Winner
IWP
+2.88%
SOXL
-23.93%
3M
Winner
IWP
+4.36%
SOXL
-32.40%
6M
IWP
+5.68%
Winner
SOXL
+79.70%
1Y
IWP
+3.53%
Winner
SOXL
+375.88%
5Y(CAGR)
IWP
+5.31%
Winner
SOXL
+25.16%
10Y(CAGR)
IWP
+12.00%
Winner
SOXL
+46.97%
Max(CAGR)
IWP
+9.28%
Winner
SOXL
+38.03%
IWP vs SOXL - Annual Returns (2001 - 2026)
Returns include dividend reinvestment.
| Year | IWP | SOXL |
|---|---|---|
| 2026 | +4.10% | +155.29% |
| 2025 | +7.84% | +52.85% |
| 2024 | +23.83% | -1.84% |
| 2023 | +26.60% | +237.81% |
| 2022 | -26.14% | -86.47% |
| 2021 | +14.23% | +121.91% |
| 2020 | +33.86% | +60.01% |
| 2019 | +35.72% | +223.28% |
| 2018 | -5.68% | -43.70% |
| 2017 | +24.12% | +141.32% |
| 2016 | +8.86% | +131.06% |
| 2015 | -0.33% | -20.58% |
| 2014 | +12.77% | +104.52% |
| 2013 | +32.21% | +127.69% |
| 2012 | +14.17% | -0.07% |
| 2011 | -2.97% | -49.20% |
| 2010 | +24.30% | +26.18% |
| 2009 | +40.22% | N/A |
| 2008 | -43.79% | N/A |
| 2007 | +11.28% | N/A |
| 2006 | +8.69% | N/A |
| 2005 | +13.54% | N/A |
| 2004 | +15.71% | N/A |
| 2003 | +37.61% | N/A |
| 2002 | -27.76% | N/A |
| 2001 | -2.79% | N/A |
IWP vs SOXL Drawdown Comparison
The maximum drawdown for IWP was -56.92%, occurring on Nov 20, 2008. Recovery took 824 trading sessions.
The maximum drawdown for SOXL was -90.46%, occurring on Oct 14, 2022. Recovery took 1044 trading sessions.
The current IWP drawdown is -2.74%. The current SOXL drawdown is -59.90%.
| Rank | IWP | SOXL |
|---|---|---|
| #1 | -56.92% Oct 9, 2007 - Jan 14, 2011 | -90.46% Dec 27, 2021 - Feb 25, 2026 |
| #2 | -39.72% Aug 1, 2001 - Dec 1, 2003 | -80.38% Feb 19, 2020 - Nov 5, 2020 |
| #3 | -38.62% Nov 16, 2021 - Oct 11, 2024 | -72.61% Feb 17, 2011 - Feb 13, 2014 |
| #4 | -35.87% Feb 19, 2020 - Jul 8, 2020 | -69.42% Jun 22, 2026 - Jul 29, 2026 |
| #5 | -25.20% Feb 18, 2025 - Jul 3, 2025 | -66.51% Mar 12, 2018 - Apr 24, 2019 |
| #6 | -25.03% Jul 7, 2011 - Mar 26, 2012 | -62.93% Jun 1, 2015 - Aug 19, 2016 |
| #7 | -22.49% Sep 14, 2018 - Mar 21, 2019 | -60.56% Apr 26, 2010 - Jan 7, 2011 |
| #8 | -20.26% Apr 23, 2015 - Aug 23, 2016 | -47.16% Apr 24, 2019 - Jul 24, 2019 |
| #9 | -14.79% Oct 27, 2025 - Jun 30, 2026 | -43.47% Feb 25, 2026 - Apr 9, 2026 |
| #10 | -14.14% Apr 5, 2004 - Nov 11, 2004 | -43.28% Sep 18, 2014 - Nov 24, 2014 |
| #11 | -13.73% May 8, 2006 - Nov 15, 2006 | -40.92% Feb 16, 2021 - Aug 4, 2021 |
| #12 | -13.49% Feb 12, 2021 - Jun 24, 2021 | -35.61% Jun 3, 2026 - Jun 22, 2026 |
| #13 | -11.47% Jul 19, 2007 - Oct 5, 2007 | -34.75% Jan 23, 2018 - Mar 9, 2018 |
| #14 | -11.32% Apr 2, 2012 - Sep 13, 2012 | -33.19% Jul 24, 2019 - Oct 28, 2019 |
| #15 | -10.16% Sep 5, 2014 - Nov 6, 2014 | -28.90% Jun 8, 2017 - Sep 18, 2017 |
Correlation
Correlation between IWP and SOXL is 0.68 which considered as a moderate positive correlation - the stocks show some tendency to move together.
0.68
-101
Dividend Comparison (2001 - 2026)
IWP vs SOXL dividend yield comparison.
| Year | IWP | SOXL |
|---|---|---|
| 2026 | 0.15% | 0.00% |
| 2025 | 0.37% | 0.34% |
| 2024 | 0.40% | 1.18% |
| 2023 | 0.54% | 0.51% |
| 2022 | 0.77% | 1.07% |
| 2021 | 0.30% | 0.04% |
| 2020 | 0.38% | 0.05% |
| 2019 | 0.60% | 0.38% |
| 2018 | 1.02% | 1.30% |
| 2017 | 0.78% | 0.09% |
| 2016 | 1.16% | 4.84% |
| 2015 | 0.98% | 0.00% |
| 2014 | 1.03% | 0.00% |
| 2013 | 0.80% | 0.00% |
| 2012 | 1.32% | 0.00% |
| 2011 | 0.93% | 0.00% |
| 2010 | 0.85% | 0.01% |
| 2009 | 0.87% | 0.00% |
| 2008 | 1.26% | 0.00% |
| 2007 | 0.63% | 0.00% |
| 2006 | 0.70% | 0.00% |
| 2005 | 0.47% | 0.00% |
| 2004 | 0.28% | 0.00% |
| 2003 | 0.18% | 0.00% |
| 2002 | 0.13% | 0.00% |
| 2001 | 0.03% | 0.00% |
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