RWO vs SOXS

Comparison between STATE STREET(R) SPDR(R) DOW JONES(R) GLOBAL REAL ESTATE ETF (RWO, ETF) and Direxion Daily Semiconductor Bear 3X ETF (SOXS, ETF).

5-Year PerformanceRWO has outperformed SOXS, delivering a return of +2.5% compared to -79.4%

RWO vs SOXS - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	RWO(ETF)	SOXS(ETF)
Net Assets	$1.30B	$1.40B
Expense Ratio	0.50%	N/A
Max Drawdown	68.76%	100.00%
Sharpe Ratio	0.92	-1.86
5Y Beta	0.48	0.00
P/E Ratio	39.71	N/A
Forward P/E	40.71	N/A
5Y Dividends CAGR	3.72%	N/A
5Y EPS CAGR	16.15%	N/A
Debt to Equity	92.21%	N/A
P/S Ratio	7.99	N/A
P/B Ratio	2.53	N/A

Net Assets

RWO

$1.30B

Winner

SOXS

$1.40B

Expense Ratio

RWO

0.50%

SOXS

N/A

Max Drawdown

Winner

RWO

68.76%

SOXS

100.00%

Sharpe Ratio

Winner

RWO

0.92

SOXS

-1.86

5Y Beta

RWO

0.48

Winner

SOXS

0.00

P/E Ratio

RWO

39.71

SOXS

N/A

Forward P/E

RWO

40.71

SOXS

N/A

5Y Dividends CAGR

RWO

3.72%

SOXS

N/A

5Y EPS CAGR

RWO

16.15%

SOXS

N/A

Debt to Equity

RWO

92.21%

SOXS

N/A

P/S Ratio

RWO

7.99

SOXS

N/A

P/B Ratio

RWO

2.53

SOXS

N/A

RWO vs SOXS - Holdings Comparison

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

RWO's top 25 holdings weight is 57.37%. SOXS's top 25 holdings weight is 112.23%.

Rank	RWO	SOXS
#1	WELLTOWER INC (WELL) - 9.53%	BNY DREYFUS GOVT CASH MGMT INSTL (DGCXX) - 58.55%
#2	PROLOGIS INC (PLD) - 7.73%	BNY DREYFUS TREASURY SECS CSH MGMT INST (DIRXX) - 37.92%
#3	EQUINIX INC (EQIX) - 5.83%	GOLDMAN SACHS FS TREASURY INTMS D (FRDXX) - 15.76%
#4	SIMON PROPERTY GROUP INC (SPG) - 4.16%	N/A
#5	DIGITAL REALTY TRUST INC (DLR) - 3.54%	N/A
#6	REALTY INCOME CORP (O) - 3.41%	N/A
#7	PUBLIC STORAGE (PSA) - 2.88%	N/A
#8	VENTAS INC (VTR) - 2.60%	N/A
#9	EXTRA SPACE STORAGE INC (EXR) - 1.77%	N/A
#10	AVALONBAY COMMUNITIES INC (AVB) - 1.53%	N/A
#11	MITSUI FUDOSAN CO LTD (n/a) - 1.52%	N/A
#12	EQUITY RESIDENTIAL (EQR) - 1.35%	N/A
#13	ESSEX PROPERTY TRUST INC (ESS) - 1.09%	N/A
#14	KIMCO REALTY CORP (KIM) - 0.98%	N/A
#15	INVITATION HOMES INC (INVH) - 0.94%	N/A
#16	W.P. CAREY INC (WPC) - 0.93%	N/A
#17	SEGRO PLC (n/a) - 0.91%	N/A
#18	MID-AMERICA APARTMENT COMMUNITIES INC (MAA) - 0.89%	N/A
#19	HOST HOTELS & RESORTS INC (HST) - 0.88%	N/A
#20	HEALTHPEAK PROPERTIES INC (DOC) - 0.87%	N/A
#21	OMEGA HEALTHCARE INVESTORS INC (OHI) - 0.83%	N/A
#22	n/a (n/a) - 0.83%	N/A
#23	SCENTRE GROUP (n/a) - 0.82%	N/A
#24	SUN COMMUNITIES INC (SUI) - 0.79%	N/A
#25	REGENCY CENTERS CORP (REG) - 0.76%	N/A
Total Holdings	244	3

RWO vs SOXS - Historical Returns

Returns include dividend reinvestment.

Period	RWO	SOXS
1 month	-1.81%	+4.21%
3 months	+2.93%	-42.74%
6 months	+3.80%	-85.93%
1 year	+16.68%	-96.71%
5 years(CAGR)	+2.45%	-79.37%
10 years(CAGR)	+3.55%	-78.01%
Max(CAGR)	+4.02%	-70.89%

RWO

-1.81%

Winner

SOXS

+4.21%

Winner

RWO

+2.93%

SOXS

-42.74%

Winner

RWO

+3.80%

SOXS

-85.93%

Winner

RWO

+16.68%

SOXS

-96.71%

5Y(CAGR)

Winner

RWO

+2.45%

SOXS

-79.37%

10Y(CAGR)

Winner

RWO

+3.55%

SOXS

-78.01%

Max(CAGR)

Winner

RWO

+4.02%

SOXS

-70.89%

RWO vs SOXS - Annual Returns (2008 - 2026)

Returns include dividend reinvestment.

Year	RWO	SOXS
2026	+13.25%	-91.30%
2025	+9.72%	-85.29%
2024	+1.46%	-63.31%
2023	+10.75%	-85.08%
2022	-24.87%	+22.94%
2021	+34.51%	-81.18%
2020	-9.82%	-92.42%
2019	+23.21%	-83.37%
2018	-5.86%	-12.21%
2017	+7.63%	-69.30%
2016	+5.19%	-74.03%
2015	+0.37%	-25.17%
2014	+19.49%	-65.79%
2013	+1.06%	-67.79%
2012	+24.06%	-39.67%
2011	-4.48%	-24.71%
2010	+23.12%	-59.45%
2009	+31.21%	N/A
2008	-46.74%	N/A

RWO vs SOXS Drawdown Comparison

The maximum drawdown for RWO was -67.74%, occurring on Mar 9, 2009. Recovery took 1041 trading sessions.

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

The current RWO drawdown is -2.88%. The current SOXS drawdown is -100.00%.

Rank	RWO	SOXS
#1	-67.74% May 30, 2008 - Jul 17, 2012	-100.00% Aug 31, 2010 - Jun 30, 2026
#2	-43.26% Feb 14, 2020 - Jun 1, 2021	-37.46% Mar 15, 2010 - Aug 31, 2010
#3	-32.84% Jan 4, 2022 - Feb 13, 2026	N/A
#4	-15.56% Jan 26, 2015 - May 6, 2016	N/A
#5	-15.31% May 21, 2013 - May 16, 2014	N/A
#6	-13.57% Jul 29, 2016 - Jul 6, 2018	N/A
#7	-11.29% Aug 28, 2018 - Jan 30, 2019	N/A
#8	-9.52% Feb 26, 2026 - Apr 17, 2026	N/A
#9	-7.75% Sep 5, 2014 - Oct 31, 2014	N/A
#10	-6.94% Sep 2, 2021 - Oct 28, 2021	N/A
#11	-5.72% Sep 14, 2012 - Dec 18, 2012	N/A
#12	-5.11% Nov 24, 2021 - Dec 8, 2021	N/A
#13	-5.02% May 10, 2016 - Jun 23, 2016	N/A
#14	-4.61% Oct 23, 2019 - Jan 21, 2020	N/A
#15	-4.53% Jul 10, 2019 - Sep 4, 2019	N/A

Correlation

Correlation between RWO and SOXS is -0.70 which considered as a moderate negative correlation - the stocks show some tendency to move in opposite directions.

-0.70

-101

Dividend Comparison (2008 - 2026)

RWO vs SOXS dividend yield comparison.

Year	RWO	SOXS
2026	1.41%	6.96%
2025	3.62%	10.80%
2024	3.68%	5.45%
2023	3.53%	9.22%
2022	3.69%	0.19%
2021	2.79%	0.00%
2020	3.25%	3.58%
2019	3.97%	2.30%
2018	3.90%	0.76%
2017	3.26%	0.00%
2016	3.77%	0.00%
2015	2.97%	0.00%
2014	3.08%	0.00%
2013	3.77%	0.00%
2012	3.97%	0.00%
2011	3.10%	1.31%
2010	7.08%	4.56%
2009	4.31%	0.00%
2008	4.21%	0.00%

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RWO vs SOXS

RWO vs SOXS - Performance Comparison

Key Characteristics

RWO vs SOXS - Holdings Comparison

RWO vs SOXS - Historical Returns

RWO vs SOXS - Annual Returns (2008 - 2026)

RWO vs SOXS Drawdown Comparison

Correlation

Dividend Comparison (2008 - 2026)

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