IWV vs SOXL
Comparison between ISHARES RUSSELL 3000 ETF (IWV, ETF) and DIREXION DAILY SEMICONDUCTOR BULL 3X SHARES (SOXL, ETF).
5-Year PerformanceSOXL has outperformed IWV, delivering a return of +20.7% compared to +11.6%
IWV vs SOXL - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
IWV
$20B
SOXL
$19B
Expense Ratio
IWV
0.20%
SOXL
N/A
Max Drawdown
Winner
IWV
56.66%
SOXL
90.51%
Sharpe Ratio
IWV
1.17
Winner
SOXL
1.79
5Y Beta
Winner
IWV
0.98
SOXL
5.86
P/E Ratio
Winner
IWV
24.41
SOXL
49.56
Forward P/E
Winner
IWV
18.44
SOXL
19.61
PEG Ratio
IWV
N/A
SOXL
0.22
5Y Dividends CAGR
IWV
6.17%
Winner
SOXL
40.17%
5Y EPS CAGR
IWV
24.44%
Winner
SOXL
32.96%
Debt to Equity
IWV
55.17%
SOXL
N/A
P/S Ratio
IWV
3.17
Winner
SOXL
3.16
P/B Ratio
Winner
IWV
4.60
SOXL
10.65
IWV vs SOXL - Holdings Comparison
IWV and SOXL have 21 common holdings. Overlap is 8.73%
IWV's top 25 holdings weight is 44.15%. SOXL's top 25 holdings weight is 104.50%.
| Rank | IWV | SOXL |
|---|---|---|
| #1 | NVIDIA CORP (NVDA) - 6.90% | GOLDMAN FINL SQ TRSRY INST 506 (n/a) - 17.88% |
| #2 | MICROSOFT CORP (MSFT) - 6.51% | DREYFUS GOVT CASH MAN INS (n/a) - 10.64% |
| #3 | APPLE INC (AAPL) - 4.91% | DREYFUS TRSRY SECURITIES CASH MGMT (n/a) - 8.44% |
| #4 | AMAZON.COM INC (AMZN) - 3.33% | NVIDIA CORP (NVDA) - 6.22% |
| #5 | META PLATFORMS INC CLASS A (META) - 2.78% | MICRON TECHNOLOGY INC (MU) - 6.09% |
| #6 | BROADCOM INC (AVGO) - 2.25% | ADVANCED MICRO DEVICES INC (AMD) - 5.61% |
| #7 | ALPHABET INC CLASS A (GOOGL) - 1.86% | BROADCOM INC (AVGO) - 5.04% |
| #8 | ALPHABET INC CLASS C (GOOG) - 1.52% | JP MORGAN 100 US TRSY CAPITAL 3163 (n/a) - 3.65% |
| #9 | TESLA INC (TSLA) - 1.43% | MARVELL TECHNOLOGY INC (MRVL) - 3.54% |
| #10 | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.39% | INTEL CORP (INTC) - 3.47% |
| #11 | JPMORGAN CHASE & CO (JPM) - 1.34% | APPLIED MATERIALS INC (AMAT) - 3.35% |
| #12 | ELI LILLY AND CO (LLY) - 1.01% | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD ADR (TSM) - 3.18% |
| #13 | VISA INC CLASS A (V) - 0.95% | LAM RESEARCH CORP (LRCX) - 3.02% |
| #14 | NETFLIX INC (NFLX) - 0.81% | KLA CORP (KLAC) - 2.93% |
| #15 | MASTERCARD INC CLASS A (MA) - 0.76% | ANALOG DEVICES INC (ADI) - 2.76% |
| #16 | EXXON MOBIL CORP (XOM) - 0.76% | TEXAS INSTRUMENTS INC (TXN) - 2.64% |
| #17 | WALMART INC (WMT) - 0.71% | MONOLITHIC POWER SYSTEMS INC (MPWR) - 2.37% |
| #18 | COSTCO WHOLESALE CORP (COST) - 0.70% | TERADYNE INC (TER) - 2.22% |
| #19 | ORACLE CORP (ORCL) - 0.69% | NXP SEMICONDUCTORS NV (NXPI) - 2.15% |
| #20 | JOHNSON & JOHNSON (JNJ) - 0.67% | QUALCOMM INC (QCOM) - 1.96% |
| #21 | THE HOME DEPOT INC (HD) - 0.62% | ASML HOLDING NV ADR (ASML) - 1.73% |
| #22 | PROCTER & GAMBLE CO (PG) - 0.58% | MICROCHIP TECHNOLOGY INC (MCHP) - 1.54% |
| #23 | n/a (PLTR) - 0.58% | ASTERA LABS INC (ALAB) - 1.52% |
| #24 | ABBVIE INC (ABBV) - 0.57% | CREDO TECHNOLOGY GROUP HOLDING LTD (CRDO) - 1.45% |
| #25 | BANK OF AMERICA CORP (BAC) - 0.52% | ON SEMICONDUCTOR CORP (ON) - 1.10% |
| Total Holdings | 2126 | 38 |
IWV vs SOXL - Historical Returns
Returns include dividend reinvestment.
1M
Winner
IWV
-0.22%
SOXL
-16.17%
3M
Winner
IWV
+2.13%
SOXL
-55.36%
6M
IWV
+12.82%
Winner
SOXL
+107.14%
1Y
IWV
+19.67%
Winner
SOXL
+357.37%
5Y(CAGR)
IWV
+11.62%
Winner
SOXL
+20.65%
10Y(CAGR)
IWV
+14.63%
Winner
SOXL
+45.96%
Max(CAGR)
IWV
+8.65%
Winner
SOXL
+37.69%
IWV vs SOXL - Annual Returns (2000 - 2026)
Returns include dividend reinvestment.
| Year | IWV | SOXL |
|---|---|---|
| 2026 | +13.43% | +148.26% |
| 2025 | +17.14% | +52.85% |
| 2024 | +24.28% | -1.84% |
| 2023 | +26.44% | +237.81% |
| 2022 | -19.74% | -86.47% |
| 2021 | +27.22% | +121.91% |
| 2020 | +19.60% | +60.01% |
| 2019 | +30.62% | +223.28% |
| 2018 | -6.12% | -43.70% |
| 2017 | +20.12% | +141.32% |
| 2016 | +14.48% | +131.06% |
| 2015 | +0.42% | -20.58% |
| 2014 | +13.32% | +104.52% |
| 2013 | +29.90% | +127.69% |
| 2012 | +14.80% | -0.07% |
| 2011 | -0.33% | -49.20% |
| 2010 | +14.92% | +26.18% |
| 2009 | +24.80% | N/A |
| 2008 | -36.46% | N/A |
| 2007 | +4.73% | N/A |
| 2006 | +13.92% | N/A |
| 2005 | +7.10% | N/A |
| 2004 | +12.09% | N/A |
| 2003 | +26.49% | N/A |
| 2002 | -22.00% | N/A |
| 2001 | -8.37% | N/A |
| 2000 | -3.32% | N/A |
IWV vs SOXL Drawdown Comparison
The maximum drawdown for IWV was -55.60%, occurring on Mar 9, 2009. Recovery took 1117 trading sessions.
The maximum drawdown for SOXL was -90.46%, occurring on Oct 14, 2022. Recovery took 1044 trading sessions.
The current IWV drawdown is -1.09%. The current SOXL drawdown is -61.01%.
| Rank | IWV | SOXL |
|---|---|---|
| #1 | -55.60% Oct 9, 2007 - Mar 15, 2012 | -90.46% Dec 27, 2021 - Feb 25, 2026 |
| #2 | -47.64% Sep 1, 2000 - Sep 26, 2006 | -80.38% Feb 19, 2020 - Nov 5, 2020 |
| #3 | -35.22% Feb 19, 2020 - Aug 12, 2020 | -72.61% Feb 17, 2011 - Feb 13, 2014 |
| #4 | -25.11% Dec 27, 2021 - Dec 18, 2023 | -69.42% Jun 22, 2026 - Jul 29, 2026 |
| #5 | -20.13% Sep 20, 2018 - Apr 23, 2019 | -66.51% Mar 12, 2018 - Apr 24, 2019 |
| #6 | -19.27% Feb 19, 2025 - Jun 27, 2025 | -62.93% Jun 1, 2015 - Aug 19, 2016 |
| #7 | -15.16% Jun 23, 2015 - Jun 8, 2016 | -60.56% Apr 26, 2010 - Jan 7, 2011 |
| #8 | -9.97% Mar 26, 2012 - Aug 16, 2012 | -47.16% Apr 24, 2019 - Jul 24, 2019 |
| #9 | -9.87% Jan 26, 2018 - Jul 25, 2018 | -43.47% Feb 25, 2026 - Apr 9, 2026 |
| #10 | -9.80% Jul 19, 2007 - Oct 5, 2007 | -43.28% Sep 18, 2014 - Nov 24, 2014 |
| #11 | -9.29% Sep 2, 2020 - Nov 9, 2020 | -40.92% Feb 16, 2021 - Aug 4, 2021 |
| #12 | -8.89% Jan 27, 2026 - Apr 14, 2026 | -35.61% Jun 3, 2026 - Jun 22, 2026 |
| #13 | -8.39% Jul 16, 2024 - Sep 19, 2024 | -34.75% Jan 23, 2018 - Mar 9, 2018 |
| #14 | -7.58% Sep 14, 2012 - Jan 2, 2013 | -33.19% Jul 24, 2019 - Oct 28, 2019 |
| #15 | -7.55% Sep 18, 2014 - Oct 31, 2014 | -28.90% Jun 8, 2017 - Sep 18, 2017 |
Correlation
Correlation between IWV and SOXL is 0.74 which considered as a strong positive correlation - the stocks tend to move together.
0.74
-101
Dividend Comparison (2000 - 2026)
IWV vs SOXL dividend yield comparison.
| Year | IWV | SOXL |
|---|---|---|
| 2026 | 0.39% | 0.00% |
| 2025 | 0.96% | 0.34% |
| 2024 | 1.08% | 1.18% |
| 2023 | 1.30% | 0.51% |
| 2022 | 1.56% | 1.07% |
| 2021 | 1.04% | 0.04% |
| 2020 | 1.30% | 0.05% |
| 2019 | 1.69% | 0.38% |
| 2018 | 1.97% | 1.30% |
| 2017 | 1.58% | 0.09% |
| 2016 | 1.79% | 4.84% |
| 2015 | 1.99% | 0.00% |
| 2014 | 1.63% | 0.00% |
| 2013 | 1.61% | 0.00% |
| 2012 | 1.95% | 0.00% |
| 2011 | 1.81% | 0.00% |
| 2010 | 1.59% | 0.01% |
| 2009 | 1.83% | 0.00% |
| 2008 | 2.52% | 0.00% |
| 2007 | 1.66% | 0.00% |
| 2006 | 1.43% | 0.00% |
| 2005 | 1.78% | 0.00% |
| 2004 | 1.60% | 0.00% |
| 2003 | 1.40% | 0.00% |
| 2002 | 1.76% | 0.00% |
| 2001 | 1.00% | 0.00% |
| 2000 | 0.49% | 0.00% |
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