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SOXL vs IUSG

Comparison between DIREXION DAILY SEMICONDUCTOR BULL 3X SHARES (SOXL, ETF) and ISHARES CORE S&P U.S. GROWTH ETF (IUSG, ETF).

5-Year PerformanceSOXL has outperformed IUSG, delivering a return of +31.3% compared to +13.4%

SOXL vs IUSG - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
SOXL
$32B
Winner
IUSG
$32B
Expense Ratio
SOXL
N/A
IUSG
0.04%
Max Drawdown
SOXL
90.51%
Winner
IUSG
65.79%
Sharpe Ratio
Winner
SOXL
2.02
IUSG
1.02
5Y Beta
SOXL
5.96
Winner
IUSG
1.20
P/E Ratio
SOXL
52.34
Winner
IUSG
32.00
Forward P/E
SOXL
22.78
Winner
IUSG
21.95
PEG Ratio
Winner
SOXL
0.05
IUSG
0.26
5Y Dividends CAGR
Winner
SOXL
40.12%
IUSG
3.88%
5Y EPS CAGR
SOXL
31.78%
Winner
IUSG
38.36%
Debt to Equity
SOXL
N/A
IUSG
26.44%
P/S Ratio
Winner
SOXL
3.56
IUSG
7.70
P/B Ratio
SOXL
11.05
Winner
IUSG
8.57

SOXL vs IUSG - Holdings Comparison

SOXL and IUSG have 12 common holdings. Overlap is 17.86%

SOXL's top 25 holdings weight is 109.68%. IUSG's top 25 holdings weight is 70.87%.

RankSOXLIUSG
#1
DREYFUS TRSRY SECURITIES CASH MGMT (n/a) - 17.21%
NVIDIA CORP (NVDA) - 13.72%
#2
GOLDMAN FINL SQ TRSRY INST 506 (n/a) - 14.81%
MICROSOFT CORP (MSFT) - 7.65%
#3
CASH (n/a) - 10.31%
APPLE INC (AAPL) - 6.18%
#4
JP MORGAN 100 US TRSY CAPITAL 3163 (n/a) - 5.60%
ALPHABET INC CLASS A (GOOGL) - 5.64%
#5
ADVANCED MICRO DEVICES INC (AMD) - 5.53%
BROADCOM INC (AVGO) - 4.93%
#6
MICRON TECHNOLOGY INC (MU) - 5.27%
ALPHABET INC CLASS C (GOOG) - 4.52%
#7
NVIDIA CORP (NVDA) - 5.22%
META PLATFORMS INC CLASS A (META) - 3.88%
#8
BROADCOM INC (AVGO) - 4.53%
AMAZON.COM INC (AMZN) - 3.43%
#9
INTEL CORP (INTC) - 3.54%
MICRON TECHNOLOGY INC (MU) - 2.96%
#10
APPLIED MATERIALS INC (AMAT) - 3.44%
ELI LILLY AND CO (LLY) - 2.44%
#11
KLA CORP (KLAC) - 3.12%
BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 2.41%
#12
LAM RESEARCH CORP (LRCX) - 2.83%
ADVANCED MICRO DEVICES INC (AMD) - 2.39%
#13
MARVELL TECHNOLOGY INC (MRVL) - 2.82%
TESLA INC (TSLA) - 1.85%
#14
TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD ADR (TSM) - 2.72%
JPMORGAN CHASE & CO (JPM) - 1.67%
#15
GOLDMAN SACHS FIN GOV 465 INSTITUT (n/a) - 2.66%
APPLIED MATERIALS INC (AMAT) - 1.26%
#16
TEXAS INSTRUMENTS INC (TXN) - 2.60%
LAM RESEARCH CORP (LRCX) - 1.16%
#17
ANALOG DEVICES INC (ADI) - 2.47%
CATERPILLAR INC (CAT) - 1.15%
#18
DREYFUS GOVT CASH MAN INS (n/a) - 2.33%
JOHNSON & JOHNSON (JNJ) - 0.96%
#19
NXP SEMICONDUCTORS NV (NXPI) - 2.30%
VISA INC CLASS A (V) - 0.87%
#20
MONOLITHIC POWER SYSTEMS INC (MPWR) - 2.11%
NETFLIX INC (NFLX) - 0.83%
#21
QUALCOMM INC (QCOM) - 1.85%
BOEING CO (BA) - 0.20%
#22
TERADYNE INC (TER) - 1.78%
HILTON WORLDWIDE HOLDINGS INC (HLT) - 0.20%
#23
ASTERA LABS INC (ALAB) - 1.64%
DOORDASH INC ORDINARY SHARES CLASS A (DASH) - 0.19%
#24
MICROCHIP TECHNOLOGY INC (MCHP) - 1.50%
ROYAL CARIBBEAN GROUP (RCL) - 0.19%
#25
ASML HOLDING NV ADR (ASML) - 1.49%
O'REILLY AUTOMOTIVE INC (ORLY) - 0.19%
Total Holdings38357

SOXL vs IUSG - Historical Returns

Returns include dividend reinvestment.

1M
SOXL
-47.29%
Winner
IUSG
-0.48%
3M
Winner
SOXL
+61.63%
IUSG
+7.42%
6M
Winner
SOXL
+149.75%
IUSG
+11.84%
1Y
Winner
SOXL
+476.68%
IUSG
+21.86%
5Y(CAGR)
Winner
SOXL
+31.31%
IUSG
+13.40%
10Y(CAGR)
Winner
SOXL
+54.51%
IUSG
+17.22%
Max(CAGR)
Winner
SOXL
+40.59%
IUSG
+8.15%

SOXL vs IUSG - Annual Returns (2000 - 2026)

Returns include dividend reinvestment.

YearSOXLIUSG
2026+235.61%+11.09%
2025+52.85%+21.33%
2024-1.84%+36.86%
2023+237.81%+30.83%
2022-86.47%-29.33%
2021+121.91%+33.12%
2020+60.01%+31.02%
2019+223.28%+30.94%
2018-43.70%-1.58%
2017+141.32%+25.94%
2016+131.06%+9.35%
2015-20.58%+5.40%
2014+104.52%+13.35%
2013+127.69%+30.64%
2012-0.07%+13.49%
2011-49.20%+0.87%
2010+26.18%+15.79%
2009N/A+32.45%
2008N/A-37.63%
2007N/A+11.12%
2006N/A+7.90%
2005N/A+5.85%
2004N/A+6.64%
2003N/A+26.11%
2002N/A-28.32%
2001N/A-14.40%
2000N/A-19.48%

SOXL vs IUSG Drawdown Comparison

The maximum drawdown for SOXL was -90.46%, occurring on Oct 14, 2022. Recovery took 1044 trading sessions.

The maximum drawdown for IUSG was -63.40%, occurring on Mar 9, 2009. Recovery took 3246 trading sessions.

The current SOXL drawdown is -47.29%. The current IUSG drawdown is -3.46%.

RankSOXLIUSG
#1-90.46%
Dec 27, 2021 - Feb 25, 2026		-63.40%
Sep 1, 2000 - Aug 1, 2013
#2-80.38%
Feb 19, 2020 - Nov 5, 2020		-32.35%
Feb 19, 2020 - Jul 6, 2020
#3-72.61%
Feb 17, 2011 - Feb 13, 2014		-32.21%
Dec 27, 2021 - Feb 29, 2024
#4-66.51%
Mar 12, 2018 - Apr 24, 2019		-22.28%
Jan 23, 2025 - Jun 24, 2025
#5-62.93%
Jun 1, 2015 - Aug 19, 2016		-20.69%
Oct 1, 2018 - Apr 23, 2019
#6-60.56%
Apr 26, 2010 - Jan 7, 2011		-14.84%
Jul 20, 2015 - Jul 11, 2016
#7-54.96%
Jun 22, 2026 - Jul 17, 2026		-13.07%
Oct 29, 2025 - Apr 15, 2026
#8-47.16%
Apr 24, 2019 - Jul 24, 2019		-12.54%
Jul 10, 2024 - Oct 11, 2024
#9-43.47%
Feb 25, 2026 - Apr 9, 2026		-10.96%
Sep 2, 2020 - Dec 1, 2020
#10-43.28%
Sep 18, 2014 - Nov 24, 2014		-9.87%
Jan 26, 2018 - Jun 5, 2018
#11-40.92%
Feb 16, 2021 - Aug 4, 2021		-8.61%
Feb 12, 2021 - Apr 5, 2021
#12-35.61%
Jun 3, 2026 - Jun 22, 2026		-7.30%
Sep 2, 2014 - Oct 31, 2014
#13-34.75%
Jan 23, 2018 - Mar 9, 2018		-7.18%
Sep 3, 2021 - Oct 26, 2021
#14-33.19%
Jul 24, 2019 - Oct 28, 2019		-6.85%
Jun 1, 2026 - Jun 10, 2026
#15-28.90%
Jun 8, 2017 - Sep 18, 2017		-6.73%
Mar 22, 2024 - May 14, 2024

Correlation

Correlation between SOXL and IUSG is 0.73 which considered as a strong positive correlation - the stocks tend to move together.

0.73
-101

Dividend Comparison (2000 - 2026)

SOXL vs IUSG dividend yield comparison.

YearSOXLIUSG
20260.00%0.22%
20250.34%0.54%
20241.18%0.59%
20230.51%1.12%
20221.07%1.07%
20210.04%0.59%
20200.05%0.93%
20190.38%1.64%
20181.30%1.32%
20170.09%1.28%
20164.84%1.48%
20150.00%1.29%
20140.00%1.21%
20130.00%1.22%
20120.00%1.56%
20110.00%1.31%
20100.01%1.17%
20090.00%1.30%
20080.00%1.49%
20070.00%0.85%
20060.00%0.82%
20050.00%0.84%
20040.00%1.03%
20030.00%0.66%
20020.00%0.81%
20010.00%0.36%
20000.00%0.06%

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