RWK vs SOXS

Comparison between INVESCO S&P MIDCAP 400 REVENUE ETF (RWK, ETF) and Direxion Daily Semiconductor Bear 3X ETF (SOXS, ETF).

5-Year PerformanceRWK has outperformed SOXS, delivering a return of +12.4% compared to -79.3%

RWK vs SOXS - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	RWK(ETF)	SOXS(ETF)
Net Assets	$1.30B	$1.40B
Expense Ratio	0.39%	N/A
Max Drawdown	56.86%	100.00%
Sharpe Ratio	1.43	-2.03
5Y Beta	0.95	0.00
P/E Ratio	18.91	N/A
Forward P/E	13.48	N/A
PEG Ratio	0.11	N/A
5Y Dividends CAGR	19.47%	N/A
5Y EPS CAGR	10.21%	N/A
Debt to Equity	8.26%	N/A
P/S Ratio	0.52	N/A
P/B Ratio	2.43	N/A

Net Assets

RWK

$1.30B

Winner

SOXS

$1.40B

Expense Ratio

RWK

0.39%

SOXS

N/A

Max Drawdown

Winner

RWK

56.86%

SOXS

100.00%

Sharpe Ratio

Winner

RWK

1.43

SOXS

-2.03

5Y Beta

RWK

0.95

Winner

SOXS

0.00

P/E Ratio

RWK

18.91

SOXS

N/A

Forward P/E

RWK

13.48

SOXS

N/A

PEG Ratio

RWK

0.11

SOXS

N/A

5Y Dividends CAGR

RWK

19.47%

SOXS

N/A

5Y EPS CAGR

RWK

10.21%

SOXS

N/A

Debt to Equity

RWK

8.26%

SOXS

N/A

P/S Ratio

RWK

0.52

SOXS

N/A

P/B Ratio

RWK

2.43

SOXS

N/A

RWK vs SOXS - Holdings Comparison

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

RWK's top 25 holdings weight is 32.51%. SOXS's top 25 holdings weight is 114.45%.

Rank	RWK	SOXS
#1	PERFORMANCE FOOD GROUP CO (PFGC) - 2.92%	BNY DREYFUS TREASURY SECS CSH MGMT INST (DIRXX) - 62.88%
#2	AMERICAN AIRLINES GROUP INC (AAL) - 2.71%	BNY DREYFUS GOVT CASH MGMT INSTL (DGCXX) - 34.52%
#3	TD SYNNEX CORP (SNX) - 2.51%	GOLDMAN SACHS FS TREASURY INTMS D (FRDXX) - 17.05%
#4	ALBERTSONS COMPANIES INC CLASS A (ACI) - 2.39%	N/A
#5	PBF ENERGY INC CLASS A (PBF) - 1.83%	N/A
#6	LITHIA MOTORS INC CLASS A (LAD) - 1.80%	N/A
#7	US FOODS HOLDING CORP (USFD) - 1.71%	N/A
#8	PENSKE AUTOMOTIVE GROUP INC (PAG) - 1.49%	N/A
#9	ARROW ELECTRONICS INC (ARW) - 1.39%	N/A
#10	HF SINCLAIR CORP (DINO) - 1.35%	N/A
#11	JONES LANG LASALLE INC (JLL) - 1.29%	N/A
#12	TENET HEALTHCARE CORP (THC) - 1.29%	N/A
#13	AUTONATION INC (AN) - 1.20%	N/A
#14	REINSURANCE GROUP OF AMERICA INC (RGA) - 1.12%	N/A
#15	AVNET INC (AVT) - 1.06%	N/A
#16	WESCO INTERNATIONAL INC (WCC) - 1.06%	N/A
#17	MACY'S INC (M) - 1.01%	N/A
#18	BJ'S WHOLESALE CLUB HOLDINGS INC (BJ) - 0.90%	N/A
#19	LEAR CORP (LEA) - 0.83%	N/A
#20	COREBRIDGE FINANCIAL INC (CRBG) - 0.83%	N/A
#21	OVINTIV INC (OVV) - 0.37%	N/A
#22	JEFFERIES FINANCIAL GROUP INC (JEF) - 0.37%	N/A
#23	CACI INTERNATIONAL INC CLASS A (CACI) - 0.36%	N/A
#24	AVANTOR INC (AVTR) - 0.36%	N/A
#25	ALCOA CORP (AA) - 0.36%	N/A
Total Holdings	357	3

RWK vs SOXS - Historical Returns

Returns include dividend reinvestment.

Period	RWK	SOXS
1 month	+4.19%	-12.33%
3 months	+8.89%	-59.93%
6 months	+9.33%	-88.56%
1 year	+29.80%	-97.14%
5 years(CAGR)	+12.42%	-79.28%
10 years(CAGR)	+12.99%	-78.48%
Max(CAGR)	+11.65%	-71.17%

Winner

RWK

+4.19%

SOXS

-12.33%

Winner

RWK

+8.89%

SOXS

-59.93%

Winner

RWK

+9.33%

SOXS

-88.56%

Winner

RWK

+29.80%

SOXS

-97.14%

5Y(CAGR)

Winner

RWK

+12.42%

SOXS

-79.28%

10Y(CAGR)

Winner

RWK

+12.99%

SOXS

-78.48%

Max(CAGR)

Winner

RWK

+11.65%

SOXS

-71.17%

RWK vs SOXS - Annual Returns (2008 - 2026)

Returns include dividend reinvestment.

Year	RWK	SOXS
2026	+18.92%	-92.22%
2025	+10.81%	-85.29%
2024	+12.34%	-63.31%
2023	+24.64%	-85.08%
2022	-8.33%	+22.94%
2021	+37.09%	-81.18%
2020	+10.96%	-92.42%
2019	+27.67%	-83.37%
2018	-15.60%	-12.21%
2017	+12.47%	-69.30%
2016	+22.86%	-74.03%
2015	-5.22%	-25.17%
2014	+10.62%	-65.79%
2013	+37.24%	-67.79%
2012	+14.53%	-39.67%
2011	-2.71%	-24.71%
2010	+21.37%	-59.45%
2009	+47.01%	N/A
2008	-34.94%	N/A

RWK vs SOXS Drawdown Comparison

The maximum drawdown for RWK was -56.48%, occurring on Mar 6, 2009. Recovery took 452 trading sessions.

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

The current RWK drawdown is -0.42%. The current SOXS drawdown is -100.00%.

Rank	RWK	SOXS
#1	-56.48% Jun 5, 2008 - Mar 23, 2010	-100.00% Aug 31, 2010 - Jun 30, 2026
#2	-46.19% Jan 16, 2020 - Nov 16, 2020	-37.46% Mar 15, 2010 - Aug 31, 2010
#3	-28.25% Apr 28, 2011 - Feb 23, 2012	N/A
#4	-25.24% Aug 29, 2018 - Dec 12, 2019	N/A
#5	-24.59% Nov 25, 2024 - Aug 27, 2025	N/A
#6	-22.05% Nov 16, 2021 - Jan 31, 2023	N/A
#7	-22.00% Jun 23, 2015 - Aug 15, 2016	N/A
#8	-20.17% Apr 23, 2010 - Dec 2, 2010	N/A
#9	-13.54% Mar 15, 2012 - Dec 18, 2012	N/A
#10	-13.24% Feb 2, 2023 - Jul 11, 2023	N/A
#11	-13.10% Aug 1, 2023 - Dec 13, 2023	N/A
#12	-12.51% Sep 2, 2014 - Nov 24, 2014	N/A
#13	-11.14% Feb 6, 2026 - Apr 17, 2026	N/A
#14	-10.83% Feb 26, 2008 - Apr 30, 2008	N/A
#15	-10.68% Jan 22, 2018 - Aug 6, 2018	N/A

Correlation

Correlation between RWK and SOXS is -0.48 which considered as a weak negative correlation - the stocks show a slight tendency to move in opposite directions.

-0.48

-101

Dividend Comparison (2008 - 2026)

RWK vs SOXS dividend yield comparison.

Year	RWK	SOXS
2026	0.49%	7.78%
2025	1.25%	10.80%
2024	1.11%	5.45%
2023	1.05%	9.22%
2022	1.18%	0.19%
2021	0.85%	0.00%
2020	0.96%	3.58%
2019	1.09%	2.30%
2018	1.22%	0.76%
2017	0.99%	0.00%
2016	1.30%	0.00%
2015	0.92%	0.00%
2014	1.04%	0.00%
2013	1.29%	0.00%
2012	1.32%	0.00%
2011	3.10%	1.31%
2010	0.57%	4.56%
2009	0.63%	0.00%
2008	1.07%	0.00%