SOXL vs IUSV
Comparison between DIREXION DAILY SEMICONDUCTOR BULL 3X SHARES (SOXL, ETF) and ISHARES CORE S&P U.S. VALUE ETF (IUSV, ETF).
5-Year PerformanceSOXL has outperformed IUSV, delivering a return of +42.9% compared to +11.2%
SOXL vs IUSV - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
SOXL
$26B
Winner
IUSV
$26B
Expense Ratio
SOXL
N/A
IUSV
0.04%
Max Drawdown
SOXL
90.51%
Winner
IUSV
61.95%
Sharpe Ratio
Winner
SOXL
2.70
IUSV
1.60
5Y Beta
SOXL
5.87
Winner
IUSV
0.70
P/E Ratio
SOXL
59.71
Winner
IUSV
24.20
Forward P/E
SOXL
28.58
Winner
IUSV
18.66
PEG Ratio
SOXL
0.06
IUSV
N/A
5Y Dividends CAGR
Winner
SOXL
40.17%
IUSV
6.15%
5Y EPS CAGR
SOXL
N/A
IUSV
12.04%
Debt to Equity
SOXL
N/A
IUSV
42.68%
P/S Ratio
SOXL
4.26
Winner
IUSV
2.12
P/B Ratio
SOXL
11.66
Winner
IUSV
3.60
SOXL vs IUSV - Holdings Comparison
SOXL and IUSV have 11 common holdings. Overlap is 4.93%
SOXL's top 25 holdings weight is 159.52%. IUSV's top 25 holdings weight is 35.62%.
| Rank | SOXL | IUSV |
|---|---|---|
| #1 | ICE SEMICONDUCTOR INDEX SWAP (n/a) - 40.21% | APPLE INC (AAPL) - 7.37% |
| #2 | DREYFUS TRSRY SECURITIES CASH MGMT (n/a) - 20.56% | AMAZON.COM INC (AMZN) - 3.97% |
| #3 | CASH (n/a) - 17.46% | EXXON MOBIL CORP (XOM) - 2.10% |
| #4 | DREYFUS GOVT CASH MAN INS (n/a) - 15.37% | INTEL CORP (INTC) - 1.83% |
| #5 | JP MORGAN 100 US TRSY CAPITAL 3163 (n/a) - 8.07% | WALMART INC (WMT) - 1.71% |
| #6 | MICRON TECHNOLOGY INC (MU) - 6.97% | COSTCO WHOLESALE CORP (COST) - 1.48% |
| #7 | ADVANCED MICRO DEVICES INC (AMD) - 5.53% | TESLA INC (TSLA) - 1.48% |
| #8 | MARVELL TECHNOLOGY INC (MRVL) - 5.35% | CHEVRON CORP (CVX) - 1.17% |
| #9 | BROADCOM INC (AVGO) - 3.76% | UNITEDHEALTH GROUP INC (UNH) - 1.14% |
| #10 | INTEL CORP (INTC) - 3.66% | BANK OF AMERICA CORP (BAC) - 1.12% |
| #11 | GOLDMAN FINL SQ TRSRY INST 506 (n/a) - 3.60% | PROCTER & GAMBLE CO (PG) - 1.09% |
| #12 | NVIDIA CORP (NVDA) - 3.57% | THE HOME DEPOT INC (HD) - 1.01% |
| #13 | APPLIED MATERIALS INC (AMAT) - 2.99% | MERCK & CO INC (MRK) - 0.99% |
| #14 | QUALCOMM INC (QCOM) - 2.32% | TEXAS INSTRUMENTS INC (TXN) - 0.91% |
| #15 | LAM RESEARCH CORP (LRCX) - 2.10% | JPMORGAN CHASE & CO (JPM) - 0.86% |
| #16 | KLA CORP (KLAC) - 2.09% | QUALCOMM INC (QCOM) - 0.83% |
| #17 | TEXAS INSTRUMENTS INC (TXN) - 2.08% | VISA INC CLASS A (V) - 0.81% |
| #18 | MONOLITHIC POWER SYSTEMS INC (MPWR) - 2.07% | LINDE PLC (LIN) - 0.79% |
| #19 | NXP SEMICONDUCTORS NV (NXPI) - 2.01% | WELLS FARGO & CO (WFC) - 0.77% |
| #20 | TERADYNE INC (TER) - 1.77% | JOHNSON & JOHNSON (JNJ) - 0.75% |
| #21 | ANALOG DEVICES INC (ADI) - 1.72% | CISCO SYSTEMS INC (CSCO) - 0.73% |
| #22 | ASML HOLDING NV ADR (ASML) - 1.68% | CITIGROUP INC (C) - 0.71% |
| #23 | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD ADR (TSM) - 1.58% | PEPSICO INC (PEP) - 0.67% |
| #24 | MICROCHIP TECHNOLOGY INC (MCHP) - 1.52% | ABBVIE INC (ABBV) - 0.67% |
| #25 | ON SEMICONDUCTOR CORP (ON) - 1.48% | VERIZON COMMUNICATIONS INC (VZ) - 0.66% |
| Total Holdings | 37 | 747 |
SOXL vs IUSV - Historical Returns
Returns include dividend reinvestment.
1M
Winner
SOXL
+37.77%
IUSV
+3.10%
3M
Winner
SOXL
+321.29%
IUSV
+8.48%
6M
Winner
SOXL
+458.63%
IUSV
+9.56%
1Y
Winner
SOXL
+936.07%
IUSV
+21.83%
5Y(CAGR)
Winner
SOXL
+42.85%
IUSV
+11.16%
10Y(CAGR)
Winner
SOXL
+62.59%
IUSV
+12.29%
Max(CAGR)
Winner
SOXL
+43.98%
IUSV
+11.46%
SOXL vs IUSV - Annual Returns (2000 - 2026)
Returns include dividend reinvestment.
| Year | SOXL | IUSV |
|---|---|---|
| 2026 | +378.81% | +8.70% |
| 2025 | +52.85% | +13.34% |
| 2024 | -1.84% | +11.50% |
| 2023 | +237.81% | +21.28% |
| 2022 | -86.47% | -5.82% |
| 2021 | +121.91% | +27.06% |
| 2020 | +60.01% | +1.23% |
| 2019 | +223.28% | +30.87% |
| 2018 | -43.70% | -9.66% |
| 2017 | +141.32% | +14.27% |
| 2016 | +131.06% | +23.15% |
| 2015 | -20.58% | +0.85% |
| 2014 | +104.52% | +18.09% |
| 2013 | +127.69% | +34.59% |
| 2012 | -0.07% | +20.94% |
| 2011 | -49.20% | +2.85% |
| 2010 | +26.18% | +18.76% |
| 2009 | N/A | +23.56% |
| 2008 | N/A | -31.56% |
| 2007 | N/A | +3.44% |
| 2006 | N/A | +25.10% |
| 2005 | N/A | +12.83% |
| 2004 | N/A | +21.73% |
| 2003 | N/A | +32.31% |
| 2002 | N/A | -12.09% |
| 2001 | N/A | +0.72% |
| 2000 | N/A | +9.53% |
SOXL vs IUSV Drawdown Comparison
The maximum drawdown for SOXL was -90.46%, occurring on Oct 14, 2022. Recovery took 1044 trading sessions.
The maximum drawdown for IUSV was -56.91%, occurring on Mar 9, 2009. Recovery took 840 trading sessions.
The current SOXL drawdown is -19.37%.
| Rank | SOXL | IUSV |
|---|---|---|
| #1 | -90.46% Dec 27, 2021 - Feb 25, 2026 | -56.91% Oct 9, 2007 - Feb 8, 2011 |
| #2 | -80.38% Feb 19, 2020 - Nov 5, 2020 | -37.54% Jan 17, 2020 - Dec 31, 2020 |
| #3 | -72.61% Feb 17, 2011 - Feb 13, 2014 | -30.83% Mar 19, 2002 - Sep 18, 2003 |
| #4 | -66.51% Mar 12, 2018 - Apr 24, 2019 | -20.41% Jul 7, 2011 - Feb 3, 2012 |
| #5 | -62.93% Jun 1, 2015 - Aug 19, 2016 | -19.50% May 22, 2001 - Mar 11, 2002 |
| #6 | -60.56% Apr 26, 2010 - Jan 7, 2011 | -18.96% Jan 26, 2018 - Apr 23, 2019 |
| #7 | -47.16% Apr 24, 2019 - Jul 24, 2019 | -17.94% Apr 20, 2022 - Feb 1, 2023 |
| #8 | -43.47% Feb 25, 2026 - Apr 9, 2026 | -17.76% Nov 29, 2024 - Aug 22, 2025 |
| #9 | -43.28% Sep 18, 2014 - Nov 24, 2014 | -13.64% Jul 16, 2015 - Apr 1, 2016 |
| #10 | -40.92% Feb 16, 2021 - Aug 4, 2021 | -12.99% Feb 12, 2001 - May 16, 2001 |
| #11 | -35.61% Jun 3, 2026 - Jun 10, 2026 | -11.27% Jul 31, 2023 - Dec 1, 2023 |
| #12 | -34.75% Jan 23, 2018 - Mar 9, 2018 | -10.44% Jul 13, 2007 - Oct 5, 2007 |
| #13 | -33.19% Jul 24, 2019 - Oct 28, 2019 | -10.11% Mar 26, 2012 - Aug 6, 2012 |
| #14 | -28.90% Jun 8, 2017 - Sep 18, 2017 | -9.83% Feb 2, 2023 - Jun 15, 2023 |
| #15 | -24.56% Sep 16, 2021 - Nov 1, 2021 | -7.87% May 3, 2019 - Jul 1, 2019 |
Correlation
Correlation between SOXL and IUSV is 0.69 which considered as a moderate positive correlation - the stocks show some tendency to move together.
0.69
-101
Dividend Comparison (2000 - 2026)
SOXL vs IUSV dividend yield comparison.
| Year | SOXL | IUSV |
|---|---|---|
| 2026 | 0.00% | 0.76% |
| 2025 | 0.34% | 1.78% |
| 2024 | 1.18% | 2.15% |
| 2023 | 0.51% | 1.75% |
| 2022 | 1.07% | 2.22% |
| 2021 | 0.04% | 1.87% |
| 2020 | 0.05% | 2.40% |
| 2019 | 0.38% | 2.19% |
| 2018 | 1.30% | 2.66% |
| 2017 | 0.09% | 1.93% |
| 2016 | 4.84% | 4.44% |
| 2015 | 0.00% | 7.63% |
| 2014 | 0.00% | 5.58% |
| 2013 | 0.00% | 5.85% |
| 2012 | 0.00% | 6.73% |
| 2011 | 0.00% | 6.69% |
| 2010 | 0.01% | 5.94% |
| 2009 | 0.00% | 6.89% |
| 2008 | 0.00% | 10.74% |
| 2007 | 0.00% | 7.17% |
| 2006 | 0.00% | 5.76% |
| 2005 | 0.00% | 6.74% |
| 2004 | 0.00% | 5.61% |
| 2003 | 0.00% | 5.64% |
| 2002 | 0.00% | 6.14% |
| 2001 | 0.00% | 5.05% |
| 2000 | 0.00% | 2.49% |
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