RLY vs SOXS

Comparison between STATE STREET(R) MULTI-ASSET REAL RETURN ETF (RLY, ETF) and Direxion Daily Semiconductor Bear 3X ETF (SOXS, ETF).

5-Year PerformanceRLY has outperformed SOXS, delivering a return of +10.8% compared to -79.3%

RLY vs SOXS - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	RLY(ETF)	SOXS(ETF)
Net Assets	$1.30B	$1.40B
Expense Ratio	0.50%	N/A
Max Drawdown	46.18%	100.00%
Sharpe Ratio	1.99	-2.03
5Y Beta	0.39	0.00
5Y Dividends CAGR	19.70%	N/A

Net Assets

RLY

$1.30B

Winner

SOXS

$1.40B

Expense Ratio

RLY

0.50%

SOXS

N/A

Max Drawdown

Winner

RLY

46.18%

SOXS

100.00%

Sharpe Ratio

Winner

RLY

1.99

SOXS

-2.03

5Y Beta

RLY

0.39

Winner

SOXS

0.00

5Y Dividends CAGR

RLY

19.70%

SOXS

N/A

RLY vs SOXS - Holdings Comparison

RLY and SOXS have 0 common holdings. Overlap is 0.00%

RLY's top 25 holdings weight is 99.93%. SOXS's top 25 holdings weight is 114.45%.

Rank	RLY	SOXS
#1	SPDR® S&P® GLOBAL INFRASTRUCTURE ETF (GII) - 24.20%	BNY DREYFUS TREASURY SECS CSH MGMT INST (DIRXX) - 62.88%
#2	SPDR® S&P GLOBAL NATURAL RESOURCES ETF (GNR) - 22.47%	BNY DREYFUS GOVT CASH MGMT INSTL (DGCXX) - 34.52%
#3	SPDR BLMBRG ENH ROLL Y CMD STGY NOK-1ETF (CERY) - 22.12%	GOLDMAN SACHS FS TREASURY INTMS D (FRDXX) - 17.05%
#4	SPDR® BLMBG 1-10 YEAR TIPS ETF (TIPX) - 9.97%	N/A
#5	THE ENERGY SELECT SECTOR SPDR® ETF (XLE) - 6.46%	N/A
#6	SPDR® FTSE INTL GOVT INFL-PROTD BD ETF (WIP) - 4.85%	N/A
#7	SPDR® BLMBG 1-3 MTH T-BILL ETF (BIL) - 4.55%	N/A
#8	SPDR® S&P METALS AND MINING ETF (XME) - 4.29%	N/A
#9	SPDR® DOW JONES® REIT ETF (RWR) - 0.51%	N/A
#10	SPDR® DOW JONES® INTERNATIONAL RELESTETF (RWX) - 0.27%	N/A
#11	VANECK AGRIBUSINESS ETF (MOO) - 0.24%	N/A
#12	N/A	N/A
#13	N/A	N/A
#14	N/A	N/A
#15	N/A	N/A
#16	N/A	N/A
#17	N/A	N/A
#18	N/A	N/A
#19	N/A	N/A
#20	N/A	N/A
#21	N/A	N/A
#22	N/A	N/A
#23	N/A	N/A
#24	N/A	N/A
#25	N/A	N/A
Total Holdings	11	3

RLY vs SOXS - Historical Returns

Returns include dividend reinvestment.

Period	RLY	SOXS
1 month	+4.04%	-12.33%
3 months	+0.03%	-59.93%
6 months	+6.75%	-88.56%
1 year	+26.79%	-97.14%
5 years(CAGR)	+10.79%	-79.28%
10 years(CAGR)	+8.23%	-78.48%
Max(CAGR)	+4.78%	-71.17%

Winner

RLY

+4.04%

SOXS

-12.33%

Winner

RLY

+0.03%

SOXS

-59.93%

Winner

RLY

+6.75%

SOXS

-88.56%

Winner

RLY

+26.79%

SOXS

-97.14%

5Y(CAGR)

Winner

RLY

+10.79%

SOXS

-79.28%

10Y(CAGR)

Winner

RLY

+8.23%

SOXS

-78.48%

Max(CAGR)

Winner

RLY

+4.78%

SOXS

-71.17%

RLY vs SOXS - Annual Returns (2010 - 2026)

Returns include dividend reinvestment.

Year	RLY	SOXS
2026	+15.42%	-92.22%
2025	+19.44%	-85.29%
2024	+2.65%	-63.31%
2023	+4.03%	-85.08%
2022	+7.15%	+22.94%
2021	+22.87%	-81.18%
2020	-0.85%	-92.42%
2019	+15.37%	-83.37%
2018	-12.47%	-12.21%
2017	+10.30%	-69.30%
2016	+12.88%	-74.03%
2015	-15.09%	-25.17%
2014	-5.89%	-65.79%
2013	-4.17%	-67.79%
2012	+3.50%	-39.67%
2011	N/A	-24.71%
2010	N/A	-59.45%

RLY vs SOXS Drawdown Comparison

The maximum drawdown for RLY was -37.74%, occurring on Mar 18, 2020. Recovery took 1673 trading sessions.

The maximum drawdown for SOXS was -100.00%, occurring on Jun 30, 2026. This drawdown has not yet recovered.

The current RLY drawdown is -2.05%. The current SOXS drawdown is -100.00%.

Rank	RLY	SOXS
#1	-37.74% Jul 2, 2014 - Feb 24, 2021	-100.00% Aug 31, 2010 - Jun 30, 2026
#2	-18.95% Jun 7, 2022 - Oct 1, 2024	-37.46% Mar 15, 2010 - Aug 31, 2010
#3	-12.53% Sep 14, 2012 - May 14, 2014	N/A
#4	-10.07% Oct 7, 2024 - May 20, 2025	N/A
#5	-9.23% May 1, 2012 - Sep 7, 2012	N/A
#6	-8.50% Apr 18, 2022 - Jun 7, 2022	N/A
#7	-7.55% May 12, 2026 - Jul 1, 2026	N/A
#8	-7.10% Oct 20, 2021 - Jan 7, 2022	N/A
#9	-6.47% Jun 11, 2021 - Oct 5, 2021	N/A
#10	-4.38% Mar 11, 2021 - Apr 15, 2021	N/A
#11	-4.08% Mar 8, 2022 - Mar 21, 2022	N/A
#12	-3.71% Jan 29, 2026 - Feb 9, 2026	N/A
#13	-3.23% Feb 24, 2021 - Mar 10, 2021	N/A
#14	-3.22% Mar 2, 2026 - Apr 2, 2026	N/A
#15	-2.87% Nov 12, 2025 - Nov 28, 2025	N/A

Correlation

Correlation between RLY and SOXS is -0.21 which considered as a very weak or no correlation - the stocks move independently of each other.

-0.21

-101

Dividend Comparison (2010 - 2026)

RLY vs SOXS dividend yield comparison.

Year	RLY	SOXS
2026	0.92%	7.78%
2025	3.24%	10.80%
2024	3.31%	5.45%
2023	3.71%	9.22%
2022	5.66%	0.19%
2021	12.15%	0.00%
2020	2.16%	3.58%
2019	3.45%	2.30%
2018	2.76%	0.76%
2017	1.85%	0.00%
2016	2.07%	0.00%
2015	1.80%	0.00%
2014	1.89%	0.00%
2013	2.15%	0.00%
2012	1.83%	0.00%
2011	0.00%	1.31%
2010	0.00%	4.56%