SOXL vs AVUV
Comparison between DIREXION DAILY SEMICONDUCTOR BULL 3X SHARES (SOXL, ETF) and AVANTIS U.S. SMALL CAP VALUE ETF (AVUV, ETF).
5-Year PerformanceSOXL has outperformed AVUV, delivering a return of +31.3% compared to +13.4%
SOXL vs AVUV - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
SOXL
$32B
AVUV
$29B
Expense Ratio
SOXL
N/A
AVUV
0.25%
Max Drawdown
SOXL
90.51%
Winner
AVUV
49.62%
Sharpe Ratio
Winner
SOXL
2.02
AVUV
1.68
5Y Beta
SOXL
5.96
Winner
AVUV
0.99
P/E Ratio
SOXL
52.34
Winner
AVUV
28.23
Forward P/E
SOXL
22.78
Winner
AVUV
12.55
PEG Ratio
SOXL
0.05
AVUV
N/A
5Y Dividends CAGR
Winner
SOXL
40.12%
AVUV
18.93%
5Y EPS CAGR
Winner
SOXL
31.78%
AVUV
11.89%
P/S Ratio
SOXL
3.56
Winner
AVUV
0.79
P/B Ratio
SOXL
11.05
Winner
AVUV
1.56
SOXL vs AVUV - Holdings Comparison
SOXL and AVUV have 1 common holdings. Overlap is -0.03%
SOXL's top 25 holdings weight is 109.68%. AVUV's top 25 holdings weight is 16.85%.
| Rank | SOXL | AVUV |
|---|---|---|
| #1 | DREYFUS TRSRY SECURITIES CASH MGMT (n/a) - 17.21% | MATSON INC (MATX) - 1.10% |
| #2 | GOLDMAN FINL SQ TRSRY INST 506 (n/a) - 14.81% | VIASAT INC (VSAT) - 1.07% |
| #3 | CASH (n/a) - 10.31% | LANTHEUS HOLDINGS INC (LNTH) - 0.82% |
| #4 | JP MORGAN 100 US TRSY CAPITAL 3163 (n/a) - 5.60% | LEAR CORP (LEA) - 0.79% |
| #5 | ADVANCED MICRO DEVICES INC (AMD) - 5.53% | MACY'S INC (M) - 0.77% |
| #6 | MICRON TECHNOLOGY INC (MU) - 5.27% | GATX CORP (GATX) - 0.75% |
| #7 | NVIDIA CORP (NVDA) - 5.22% | AVNET INC (AVT) - 0.74% |
| #8 | BROADCOM INC (AVGO) - 4.53% | SM ENERGY CO (SM) - 0.74% |
| #9 | INTEL CORP (INTC) - 3.54% | CABOT CORP (CBT) - 0.72% |
| #10 | APPLIED MATERIALS INC (AMAT) - 3.44% | OSCAR HEALTH INC CLASS A (OSCR) - 0.71% |
| #11 | KLA CORP (KLAC) - 3.12% | STONEX GROUP INC (SNEX) - 0.69% |
| #12 | LAM RESEARCH CORP (LRCX) - 2.83% | IRIDIUM COMMUNICATIONS INC (IRDM) - 0.68% |
| #13 | MARVELL TECHNOLOGY INC (MRVL) - 2.82% | SKYWEST INC (SKYW) - 0.68% |
| #14 | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD ADR (TSM) - 2.72% | ARCHROCK INC (AROC) - 0.67% |
| #15 | GOLDMAN SACHS FIN GOV 465 INSTITUT (n/a) - 2.66% | RUSH ENTERPRISES INC CLASS A (RUSHA) - 0.66% |
| #16 | TEXAS INSTRUMENTS INC (TXN) - 2.60% | CAL-MAINE FOODS INC (CALM) - 0.64% |
| #17 | ANALOG DEVICES INC (ADI) - 2.47% | ALASKA AIR GROUP INC (ALK) - 0.63% |
| #18 | DREYFUS GOVT CASH MAN INS (n/a) - 2.33% | AXOS FINANCIAL INC (AX) - 0.60% |
| #19 | NXP SEMICONDUCTORS NV (NXPI) - 2.30% | PRICESMART INC (PSMT) - 0.60% |
| #20 | MONOLITHIC POWER SYSTEMS INC (MPWR) - 2.11% | MAGNOLIA OIL & GAS CORP CLASS A (MGY) - 0.59% |
| #21 | QUALCOMM INC (QCOM) - 1.85% | CNX RESOURCES CORP (CNX) - 0.45% |
| #22 | TERADYNE INC (TER) - 1.78% | THE CHEESECAKE FACTORY INC (CAKE) - 0.45% |
| #23 | ASTERA LABS INC (ALAB) - 1.64% | n/a (WFRD) - 0.44% |
| #24 | MICROCHIP TECHNOLOGY INC (MCHP) - 1.50% | PAR PACIFIC HOLDINGS INC (PARR) - 0.43% |
| #25 | ASML HOLDING NV ADR (ASML) - 1.49% | HANCOCK WHITNEY CORP (HWC) - 0.43% |
| Total Holdings | 38 | 758 |
SOXL vs AVUV - Historical Returns
Returns include dividend reinvestment.
1M
SOXL
-47.29%
Winner
AVUV
+3.01%
3M
Winner
SOXL
+61.63%
AVUV
+7.42%
6M
Winner
SOXL
+149.75%
AVUV
+15.21%
1Y
Winner
SOXL
+476.68%
AVUV
+36.51%
5Y(CAGR)
Winner
SOXL
+31.31%
AVUV
+13.44%
10Y(CAGR)
SOXL
+54.51%
AVUV
N/A
Max(CAGR)
Winner
SOXL
+40.59%
AVUV
+16.31%
SOXL vs AVUV - Annual Returns (2010 - 2026)
Returns include dividend reinvestment.
| Year | SOXL | AVUV |
|---|---|---|
| 2026 | +235.61% | +23.01% |
| 2025 | +52.85% | +7.60% |
| 2024 | -1.84% | +9.70% |
| 2023 | +237.81% | +24.01% |
| 2022 | -86.47% | -6.16% |
| 2021 | +121.91% | +43.56% |
| 2020 | +60.01% | +7.01% |
| 2019 | +223.28% | +8.50% |
| 2018 | -43.70% | N/A |
| 2017 | +141.32% | N/A |
| 2016 | +131.06% | N/A |
| 2015 | -20.58% | N/A |
| 2014 | +104.52% | N/A |
| 2013 | +127.69% | N/A |
| 2012 | -0.07% | N/A |
| 2011 | -49.20% | N/A |
| 2010 | +26.18% | N/A |
SOXL vs AVUV Drawdown Comparison
The maximum drawdown for SOXL was -90.46%, occurring on Oct 14, 2022. Recovery took 1044 trading sessions.
The maximum drawdown for AVUV was -49.42%, occurring on Mar 23, 2020. Recovery took 234 trading sessions.
The current SOXL drawdown is -47.29%. The current AVUV drawdown is -0.09%.
| Rank | SOXL | AVUV |
|---|---|---|
| #1 | -90.46% Dec 27, 2021 - Feb 25, 2026 | -49.42% Dec 19, 2019 - Nov 23, 2020 |
| #2 | -80.38% Feb 19, 2020 - Nov 5, 2020 | -28.78% Nov 25, 2024 - Dec 10, 2025 |
| #3 | -72.61% Feb 17, 2011 - Feb 13, 2014 | -20.56% Nov 8, 2021 - Jan 31, 2023 |
| #4 | -66.51% Mar 12, 2018 - Apr 24, 2019 | -17.15% Feb 2, 2023 - Jul 28, 2023 |
| #5 | -62.93% Jun 1, 2015 - Aug 19, 2016 | -12.48% Jul 31, 2023 - Dec 11, 2023 |
| #6 | -60.56% Apr 26, 2010 - Jan 7, 2011 | -12.19% Jun 8, 2021 - Oct 18, 2021 |
| #7 | -54.96% Jun 22, 2026 - Jul 17, 2026 | -10.98% Jul 31, 2024 - Nov 6, 2024 |
| #8 | -47.16% Apr 24, 2019 - Jul 24, 2019 | -9.02% Mar 15, 2021 - May 5, 2021 |
| #9 | -43.47% Feb 25, 2026 - Apr 9, 2026 | -7.95% Feb 20, 2026 - Apr 9, 2026 |
| #10 | -43.28% Sep 18, 2014 - Nov 24, 2014 | -7.24% Mar 28, 2024 - May 15, 2024 |
| #11 | -40.92% Feb 16, 2021 - Aug 4, 2021 | -6.99% Dec 26, 2023 - Mar 20, 2024 |
| #12 | -35.61% Jun 3, 2026 - Jun 22, 2026 | -6.44% May 15, 2024 - Jul 15, 2024 |
| #13 | -34.75% Jan 23, 2018 - Mar 9, 2018 | -6.10% Jan 14, 2021 - Feb 4, 2021 |
| #14 | -33.19% Jul 24, 2019 - Oct 28, 2019 | -5.04% May 7, 2021 - May 17, 2021 |
| #15 | -28.90% Jun 8, 2017 - Sep 18, 2017 | -4.84% Sep 26, 2019 - Oct 17, 2019 |
Correlation
Correlation between SOXL and AVUV is 0.60 which considered as a moderate positive correlation - the stocks show some tendency to move together.
0.60
-101
Dividend Comparison (2010 - 2026)
SOXL vs AVUV dividend yield comparison.
| Year | SOXL | AVUV |
|---|---|---|
| 2026 | 0.00% | 0.57% |
| 2025 | 0.34% | 1.58% |
| 2024 | 1.18% | 1.61% |
| 2023 | 0.51% | 1.65% |
| 2022 | 1.07% | 1.74% |
| 2021 | 0.04% | 1.28% |
| 2020 | 0.05% | 1.21% |
| 2019 | 0.38% | 0.38% |
| 2018 | 1.30% | 0.00% |
| 2017 | 0.09% | 0.00% |
| 2016 | 4.84% | 0.00% |
| 2014 | 0.00% | 0.00% |
| 2010 | 0.01% | 0.00% |
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