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PREF vs SOXS

Comparison between PRINCIPAL SPECTRUM PREFERRED SECURITIES ACTIVE ETF (PREF, ETF) and Direxion Daily Semiconductor Bear 3X Shares (SOXS, ETF).

5-Year PerformancePREF has outperformed SOXS, delivering a return of +3.1% compared to -80.9%

PREF vs SOXS - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
PREF
$1.70B
Winner
SOXS
$1.80B
Expense Ratio
PREF
0.55%
SOXS
N/A
Max Drawdown
Winner
PREF
23.28%
SOXS
100.00%
Sharpe Ratio
Winner
PREF
0.72
SOXS
-2.66
5Y Beta
PREF
0.08
Winner
SOXS
0.00
5Y Dividends CAGR
PREF
2.28%
SOXS
N/A

PREF vs SOXS - Historical Returns

Returns include dividend reinvestment.

1M
Winner
PREF
+0.66%
SOXS
-47.24%
3M
Winner
PREF
+2.15%
SOXS
-89.51%
6M
Winner
PREF
+2.24%
SOXS
-93.17%
1Y
Winner
PREF
+6.11%
SOXS
-97.80%
5Y(CAGR)
Winner
PREF
+3.08%
SOXS
-80.93%
10Y(CAGR)
Winner
PREF
+11.25%
SOXS
-79.51%
Max(CAGR)
Winner
PREF
+11.25%
SOXS
-71.88%

PREF vs SOXS - Annual Returns (2010 - 2026)

Returns include dividend reinvestment.

YearPREFSOXS
2026+1.79%-92.53%
2025+7.58%-85.82%
2024+11.55%-64.99%
2023+6.79%-85.76%
2022-11.84%+22.70%
2021+2.13%-81.18%
2020+18.33%-92.44%
2019+42.50%-83.57%
2018+16.39%-12.94%
2017+11.91%-69.30%
2016N/A-74.03%
2015N/A-25.17%
2014N/A-65.79%
2013N/A-67.79%
2012N/A-39.67%
2011N/A-25.57%
2010N/A-61.20%

PREF vs SOXS Drawdown Comparison

The maximum drawdown for PREF was -21.88%, occurring on Mar 19, 2020. Recovery took 61 trading sessions.

The maximum drawdown for SOXS was -100.00%, occurring on Jun 22, 2026. This drawdown has not yet recovered.

The current PREF drawdown is -0.08%. The current SOXS drawdown is -100.00%.

RankPREFSOXS
#1-21.88%
Mar 4, 2020 - Jun 1, 2020
-100.00%
Aug 31, 2010 - Jun 22, 2026
#2-16.99%
Sep 16, 2021 - Jul 12, 2024
-37.46%
Mar 15, 2010 - Aug 31, 2010
#3-2.88%
Feb 24, 2026 - May 27, 2026
N/A
#4-2.56%
Mar 20, 2025 - May 12, 2025
N/A
#5-2.25%
Feb 21, 2020 - Mar 4, 2020
N/A
#6-1.98%
Feb 11, 2021 - Apr 21, 2021
N/A
#7-1.86%
Jun 8, 2020 - Jul 1, 2020
N/A
#8-1.77%
Dec 3, 2018 - Dec 27, 2018
N/A
#9-1.58%
Nov 9, 2018 - Dec 3, 2018
N/A
#10-1.50%
Dec 5, 2017 - Dec 22, 2017
N/A
#11-1.26%
Mar 8, 2018 - Apr 2, 2018
N/A
#12-1.25%
Feb 1, 2018 - Mar 1, 2018
N/A
#13-1.22%
Oct 1, 2018 - Nov 1, 2018
N/A
#14-1.18%
Sep 17, 2020 - Nov 5, 2020
N/A
#15-1.17%
May 1, 2018 - Jun 1, 2018
N/A

Correlation

Correlation between PREF and SOXS is -0.87 which considered as a strong negative correlation - the stocks tend to move in opposite directions.

-0.87
-101

Dividend Comparison (2010 - 2026)

PREF vs SOXS dividend yield comparison.

YearPREFSOXS
20262.19%8.12%
20254.87%0.54%
20244.65%0.19%
20234.67%0.05%
20224.63%0.00%
20214.07%0.00%
202013.51%0.00%
201923.37%0.00%
201827.44%0.00%
201711.74%0.00%
20110.00%0.00%
20100.00%0.00%

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