SOXL vs FNDX
Comparison between DIREXION DAILY SEMICONDUCTOR BULL 3X SHARES (SOXL, ETF) and SCHWAB FUNDAMENTAL U.S. LARGE COMPANY INDEX ETF (FNDX, ETF).
5-Year PerformanceSOXL has outperformed FNDX, delivering a return of +42.9% compared to +13.4%
SOXL vs FNDX - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
SOXL
$26B
FNDX
$26B
Expense Ratio
SOXL
N/A
FNDX
0.25%
Max Drawdown
SOXL
90.51%
Winner
FNDX
37.72%
Sharpe Ratio
Winner
SOXL
2.70
FNDX
2.35
5Y Beta
SOXL
5.87
Winner
FNDX
0.77
P/E Ratio
SOXL
59.71
Winner
FNDX
25.72
Forward P/E
SOXL
28.58
Winner
FNDX
15.99
PEG Ratio
SOXL
0.06
FNDX
N/A
5Y Dividends CAGR
Winner
SOXL
40.17%
FNDX
6.14%
5Y EPS CAGR
SOXL
N/A
FNDX
13.12%
Debt to Equity
SOXL
N/A
FNDX
24.46%
P/S Ratio
SOXL
4.26
Winner
FNDX
1.43
P/B Ratio
SOXL
11.66
Winner
FNDX
3.04
SOXL vs FNDX - Holdings Comparison
SOXL and FNDX have 18 common holdings. Overlap is 8.49%
SOXL's top 25 holdings weight is 159.52%. FNDX's top 25 holdings weight is 36.42%.
| Rank | SOXL | FNDX |
|---|---|---|
| #1 | ICE SEMICONDUCTOR INDEX SWAP (n/a) - 40.21% | APPLE INC (AAPL) - 4.55% |
| #2 | DREYFUS TRSRY SECURITIES CASH MGMT (n/a) - 20.56% | INTEL CORP (INTC) - 2.45% |
| #3 | CASH (n/a) - 17.46% | MICROSOFT CORP (MSFT) - 2.38% |
| #4 | DREYFUS GOVT CASH MAN INS (n/a) - 15.37% | ALPHABET INC CLASS A (GOOGL) - 2.36% |
| #5 | JP MORGAN 100 US TRSY CAPITAL 3163 (n/a) - 8.07% | EXXON MOBIL CORP (XOM) - 2.35% |
| #6 | MICRON TECHNOLOGY INC (MU) - 6.97% | ALPHABET INC CLASS C (GOOG) - 1.87% |
| #7 | ADVANCED MICRO DEVICES INC (AMD) - 5.53% | AMAZON.COM INC (AMZN) - 1.79% |
| #8 | MARVELL TECHNOLOGY INC (MRVL) - 5.35% | MICRON TECHNOLOGY INC (MU) - 1.70% |
| #9 | BROADCOM INC (AVGO) - 3.76% | CHEVRON CORP (CVX) - 1.51% |
| #10 | INTEL CORP (INTC) - 3.66% | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.40% |
| #11 | GOLDMAN FINL SQ TRSRY INST 506 (n/a) - 3.60% | UNITEDHEALTH GROUP INC (UNH) - 1.37% |
| #12 | NVIDIA CORP (NVDA) - 3.57% | JPMORGAN CHASE & CO (JPM) - 1.37% |
| #13 | APPLIED MATERIALS INC (AMAT) - 2.99% | META PLATFORMS INC CLASS A (META) - 1.18% |
| #14 | QUALCOMM INC (QCOM) - 2.32% | WALMART INC (WMT) - 1.00% |
| #15 | LAM RESEARCH CORP (LRCX) - 2.10% | VERIZON COMMUNICATIONS INC (VZ) - 0.99% |
| #16 | KLA CORP (KLAC) - 2.09% | JOHNSON & JOHNSON (JNJ) - 0.96% |
| #17 | TEXAS INSTRUMENTS INC (TXN) - 2.08% | CVS HEALTH CORP (CVS) - 0.91% |
| #18 | MONOLITHIC POWER SYSTEMS INC (MPWR) - 2.07% | CISCO SYSTEMS INC (CSCO) - 0.91% |
| #19 | NXP SEMICONDUCTORS NV (NXPI) - 2.01% | CITIGROUP INC (C) - 0.88% |
| #20 | TERADYNE INC (TER) - 1.77% | BANK OF AMERICA CORP (BAC) - 0.87% |
| #21 | ANALOG DEVICES INC (ADI) - 1.72% | AT&T INC (T) - 0.80% |
| #22 | ASML HOLDING NV ADR (ASML) - 1.68% | VALERO ENERGY CORP (VLO) - 0.74% |
| #23 | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD ADR (TSM) - 1.58% | GENERAL MOTORS CO (GM) - 0.73% |
| #24 | MICROCHIP TECHNOLOGY INC (MCHP) - 1.52% | PFIZER INC (PFE) - 0.68% |
| #25 | ON SEMICONDUCTOR CORP (ON) - 1.48% | WELLS FARGO & CO (WFC) - 0.67% |
| Total Holdings | 37 | 730 |
SOXL vs FNDX - Historical Returns
Returns include dividend reinvestment.
1M
Winner
SOXL
+37.77%
FNDX
+3.40%
3M
Winner
SOXL
+321.29%
FNDX
+12.14%
6M
Winner
SOXL
+458.63%
FNDX
+15.94%
1Y
Winner
SOXL
+936.07%
FNDX
+31.91%
5Y(CAGR)
Winner
SOXL
+42.85%
FNDX
+13.38%
10Y(CAGR)
Winner
SOXL
+62.59%
FNDX
+14.45%
Max(CAGR)
Winner
SOXL
+43.98%
FNDX
+13.24%
SOXL vs FNDX - Annual Returns (2010 - 2026)
Returns include dividend reinvestment.
| Year | SOXL | FNDX |
|---|---|---|
| 2026 | +378.81% | +14.63% |
| 2025 | +52.85% | +17.28% |
| 2024 | -1.84% | +16.68% |
| 2023 | +237.81% | +18.38% |
| 2022 | -86.47% | -7.68% |
| 2021 | +121.91% | +33.32% |
| 2020 | +60.01% | +8.38% |
| 2019 | +223.28% | +28.34% |
| 2018 | -43.70% | -8.02% |
| 2017 | +141.32% | +16.22% |
| 2016 | +131.06% | +17.88% |
| 2015 | -20.58% | -2.97% |
| 2014 | +104.52% | +13.26% |
| 2013 | +127.69% | +11.33% |
| 2012 | -0.07% | N/A |
| 2011 | -49.20% | N/A |
| 2010 | +26.18% | N/A |
SOXL vs FNDX Drawdown Comparison
The maximum drawdown for SOXL was -90.46%, occurring on Oct 14, 2022. Recovery took 1044 trading sessions.
The maximum drawdown for FNDX was -37.72%, occurring on Mar 23, 2020. Recovery took 192 trading sessions.
The current SOXL drawdown is -19.37%. The current FNDX drawdown is -0.32%.
| Rank | SOXL | FNDX |
|---|---|---|
| #1 | -90.46% Dec 27, 2021 - Feb 25, 2026 | -37.72% Feb 12, 2020 - Nov 13, 2020 |
| #2 | -80.38% Feb 19, 2020 - Nov 5, 2020 | -19.64% Sep 21, 2018 - Jul 3, 2019 |
| #3 | -72.61% Feb 17, 2011 - Feb 13, 2014 | -19.04% Jan 12, 2022 - Jul 12, 2023 |
| #4 | -66.51% Mar 12, 2018 - Apr 24, 2019 | -16.30% Feb 19, 2025 - Jul 1, 2025 |
| #5 | -62.93% Jun 1, 2015 - Aug 19, 2016 | -14.24% May 21, 2015 - Apr 27, 2016 |
| #6 | -60.56% Apr 26, 2010 - Jan 7, 2011 | -10.80% Jan 26, 2018 - Aug 27, 2018 |
| #7 | -47.16% Apr 24, 2019 - Jul 24, 2019 | -10.14% Jul 31, 2023 - Dec 1, 2023 |
| #8 | -43.47% Feb 25, 2026 - Apr 9, 2026 | -7.77% Sep 19, 2014 - Nov 6, 2014 |
| #9 | -43.28% Sep 18, 2014 - Nov 24, 2014 | -6.77% Jul 26, 2019 - Sep 11, 2019 |
| #10 | -40.92% Feb 16, 2021 - Aug 4, 2021 | -6.45% Jul 16, 2024 - Aug 23, 2024 |
| #11 | -35.61% Jun 3, 2026 - Jun 10, 2026 | -6.20% Dec 31, 2013 - Feb 28, 2014 |
| #12 | -34.75% Jan 23, 2018 - Mar 9, 2018 | -6.07% Feb 11, 2026 - Apr 16, 2026 |
| #13 | -33.19% Jul 24, 2019 - Oct 28, 2019 | -6.05% Nov 29, 2024 - Feb 19, 2025 |
| #14 | -28.90% Jun 8, 2017 - Sep 18, 2017 | -5.42% Jun 8, 2021 - Aug 11, 2021 |
| #15 | -24.56% Sep 16, 2021 - Nov 1, 2021 | -5.38% Nov 8, 2021 - Dec 27, 2021 |
Correlation
Correlation between SOXL and FNDX is 0.71 which considered as a strong positive correlation - the stocks tend to move together.
0.71
-101
Dividend Comparison (2010 - 2026)
SOXL vs FNDX dividend yield comparison.
| Year | SOXL | FNDX |
|---|---|---|
| 2026 | 0.00% | 0.36% |
| 2025 | 0.34% | 1.63% |
| 2024 | 1.18% | 1.76% |
| 2023 | 0.51% | 1.82% |
| 2022 | 1.07% | 2.07% |
| 2021 | 0.04% | 1.65% |
| 2020 | 0.05% | 2.29% |
| 2019 | 0.38% | 2.23% |
| 2018 | 1.30% | 2.40% |
| 2017 | 0.09% | 1.87% |
| 2016 | 4.84% | 2.01% |
| 2015 | 0.00% | 2.01% |
| 2014 | 0.00% | 1.62% |
| 2013 | 0.00% | 0.53% |
| 2010 | 0.01% | 0.00% |
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