SOXL vs IWV
Comparison between DIREXION DAILY SEMICONDUCTOR BULL 3X SHARES (SOXL, ETF) and ISHARES RUSSELL 3000 ETF (IWV, ETF).
5-Year PerformanceSOXL has outperformed IWV, delivering a return of +25.4% compared to +12.2%
SOXL vs IWV - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
SOXL
$19B
Winner
IWV
$20B
Expense Ratio
SOXL
N/A
IWV
0.20%
Max Drawdown
SOXL
90.51%
Winner
IWV
56.66%
Sharpe Ratio
Winner
SOXL
1.99
IWV
1.42
5Y Beta
SOXL
5.96
Winner
IWV
0.98
P/E Ratio
SOXL
49.92
Winner
IWV
24.61
Forward P/E
SOXL
22.06
Winner
IWV
19.34
PEG Ratio
SOXL
0.05
IWV
N/A
5Y Dividends CAGR
Winner
SOXL
40.17%
IWV
6.17%
5Y EPS CAGR
Winner
SOXL
32.00%
IWV
24.66%
Debt to Equity
SOXL
N/A
IWV
59.32%
P/S Ratio
Winner
SOXL
3.05
IWV
3.16
P/B Ratio
SOXL
10.20
Winner
IWV
4.56
SOXL vs IWV - Holdings Comparison
SOXL and IWV have 21 common holdings. Overlap is -4.54%
SOXL's top 25 holdings weight is 123.45%. IWV's top 25 holdings weight is 44.15%.
| Rank | SOXL | IWV |
|---|---|---|
| #1 | GOLDMAN FINL SQ TRSRY INST 506 (n/a) - 27.60% | NVIDIA CORP (NVDA) - 6.90% |
| #2 | DREYFUS TRSRY SECURITIES CASH MGMT (n/a) - 10.26% | MICROSOFT CORP (MSFT) - 6.51% |
| #3 | CASH (n/a) - 10.10% | APPLE INC (AAPL) - 4.91% |
| #4 | DREYFUS GOVT CASH MAN INS (n/a) - 8.37% | AMAZON.COM INC (AMZN) - 3.33% |
| #5 | NVIDIA CORP (NVDA) - 5.91% | META PLATFORMS INC CLASS A (META) - 2.78% |
| #6 | ADVANCED MICRO DEVICES INC (AMD) - 5.67% | BROADCOM INC (AVGO) - 2.25% |
| #7 | BROADCOM INC (AVGO) - 5.30% | ALPHABET INC CLASS A (GOOGL) - 1.86% |
| #8 | MICRON TECHNOLOGY INC (MU) - 5.16% | ALPHABET INC CLASS C (GOOG) - 1.52% |
| #9 | JP MORGAN 100 US TRSY CAPITAL 3163 (n/a) - 4.84% | TESLA INC (TSLA) - 1.43% |
| #10 | APPLIED MATERIALS INC (AMAT) - 3.48% | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.39% |
| #11 | INTEL CORP (INTC) - 3.47% | JPMORGAN CHASE & CO (JPM) - 1.34% |
| #12 | GOLDMAN SACHS FIN GOV 465 INSTITUT (n/a) - 3.18% | ELI LILLY AND CO (LLY) - 1.01% |
| #13 | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD ADR (TSM) - 3.05% | VISA INC CLASS A (V) - 0.95% |
| #14 | KLA CORP (KLAC) - 2.87% | NETFLIX INC (NFLX) - 0.81% |
| #15 | MARVELL TECHNOLOGY INC (MRVL) - 2.85% | MASTERCARD INC CLASS A (MA) - 0.76% |
| #16 | LAM RESEARCH CORP (LRCX) - 2.80% | EXXON MOBIL CORP (XOM) - 0.76% |
| #17 | TEXAS INSTRUMENTS INC (TXN) - 2.66% | WALMART INC (WMT) - 0.71% |
| #18 | ANALOG DEVICES INC (ADI) - 2.64% | COSTCO WHOLESALE CORP (COST) - 0.70% |
| #19 | MONOLITHIC POWER SYSTEMS INC (MPWR) - 2.39% | ORACLE CORP (ORCL) - 0.69% |
| #20 | TERADYNE INC (TER) - 2.14% | JOHNSON & JOHNSON (JNJ) - 0.67% |
| #21 | NXP SEMICONDUCTORS NV (NXPI) - 2.11% | THE HOME DEPOT INC (HD) - 0.62% |
| #22 | QUALCOMM INC (QCOM) - 1.82% | PROCTER & GAMBLE CO (PG) - 0.58% |
| #23 | ASTERA LABS INC (ALAB) - 1.69% | n/a (PLTR) - 0.58% |
| #24 | ASML HOLDING NV ADR (ASML) - 1.59% | ABBVIE INC (ABBV) - 0.57% |
| #25 | MICROCHIP TECHNOLOGY INC (MCHP) - 1.50% | BANK OF AMERICA CORP (BAC) - 0.52% |
| Total Holdings | 38 | 2126 |
SOXL vs IWV - Historical Returns
Returns include dividend reinvestment.
1M
SOXL
-15.14%
Winner
IWV
+3.27%
3M
SOXL
-7.79%
Winner
IWV
+6.33%
6M
Winner
SOXL
+127.13%
IWV
+12.45%
1Y
Winner
SOXL
+461.17%
IWV
+23.80%
5Y(CAGR)
Winner
SOXL
+25.37%
IWV
+12.24%
10Y(CAGR)
Winner
SOXL
+50.65%
IWV
+14.74%
Max(CAGR)
Winner
SOXL
+39.41%
IWV
+8.70%
SOXL vs IWV - Annual Returns (2000 - 2026)
Returns include dividend reinvestment.
| Year | SOXL | IWV |
|---|---|---|
| 2026 | +196.89% | +13.99% |
| 2025 | +52.85% | +17.14% |
| 2024 | -1.84% | +24.28% |
| 2023 | +237.81% | +26.44% |
| 2022 | -86.47% | -19.74% |
| 2021 | +121.91% | +27.22% |
| 2020 | +60.01% | +19.60% |
| 2019 | +223.28% | +30.62% |
| 2018 | -43.70% | -6.12% |
| 2017 | +141.32% | +20.12% |
| 2016 | +131.06% | +14.48% |
| 2015 | -20.58% | +0.42% |
| 2014 | +104.52% | +13.32% |
| 2013 | +127.69% | +29.90% |
| 2012 | -0.07% | +14.80% |
| 2011 | -49.20% | -0.33% |
| 2010 | +26.18% | +14.92% |
| 2009 | N/A | +24.80% |
| 2008 | N/A | -36.46% |
| 2007 | N/A | +4.73% |
| 2006 | N/A | +13.92% |
| 2005 | N/A | +7.10% |
| 2004 | N/A | +12.09% |
| 2003 | N/A | +26.49% |
| 2002 | N/A | -22.00% |
| 2001 | N/A | -8.37% |
| 2000 | N/A | -3.32% |
SOXL vs IWV Drawdown Comparison
The maximum drawdown for SOXL was -90.46%, occurring on Oct 14, 2022. Recovery took 1044 trading sessions.
The maximum drawdown for IWV was -55.60%, occurring on Mar 9, 2009. Recovery took 1117 trading sessions.
The current SOXL drawdown is -53.37%.
| Rank | SOXL | IWV |
|---|---|---|
| #1 | -90.46% Dec 27, 2021 - Feb 25, 2026 | -55.60% Oct 9, 2007 - Mar 15, 2012 |
| #2 | -80.38% Feb 19, 2020 - Nov 5, 2020 | -47.64% Sep 1, 2000 - Sep 26, 2006 |
| #3 | -72.61% Feb 17, 2011 - Feb 13, 2014 | -35.22% Feb 19, 2020 - Aug 12, 2020 |
| #4 | -69.42% Jun 22, 2026 - Jul 29, 2026 | -25.11% Dec 27, 2021 - Dec 18, 2023 |
| #5 | -66.51% Mar 12, 2018 - Apr 24, 2019 | -20.13% Sep 20, 2018 - Apr 23, 2019 |
| #6 | -62.93% Jun 1, 2015 - Aug 19, 2016 | -19.27% Feb 19, 2025 - Jun 27, 2025 |
| #7 | -60.56% Apr 26, 2010 - Jan 7, 2011 | -15.16% Jun 23, 2015 - Jun 8, 2016 |
| #8 | -47.16% Apr 24, 2019 - Jul 24, 2019 | -9.97% Mar 26, 2012 - Aug 16, 2012 |
| #9 | -43.47% Feb 25, 2026 - Apr 9, 2026 | -9.87% Jan 26, 2018 - Jul 25, 2018 |
| #10 | -43.28% Sep 18, 2014 - Nov 24, 2014 | -9.80% Jul 19, 2007 - Oct 5, 2007 |
| #11 | -40.92% Feb 16, 2021 - Aug 4, 2021 | -9.29% Sep 2, 2020 - Nov 9, 2020 |
| #12 | -35.61% Jun 3, 2026 - Jun 22, 2026 | -8.89% Jan 27, 2026 - Apr 14, 2026 |
| #13 | -34.75% Jan 23, 2018 - Mar 9, 2018 | -8.39% Jul 16, 2024 - Sep 19, 2024 |
| #14 | -33.19% Jul 24, 2019 - Oct 28, 2019 | -7.58% Sep 14, 2012 - Jan 2, 2013 |
| #15 | -28.90% Jun 8, 2017 - Sep 18, 2017 | -7.55% Sep 18, 2014 - Oct 31, 2014 |
Correlation
Correlation between SOXL and IWV 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 IWV dividend yield comparison.
| Year | SOXL | IWV |
|---|---|---|
| 2026 | 0.00% | 0.39% |
| 2025 | 0.34% | 0.96% |
| 2024 | 1.18% | 1.08% |
| 2023 | 0.51% | 1.30% |
| 2022 | 1.07% | 1.56% |
| 2021 | 0.04% | 1.04% |
| 2020 | 0.05% | 1.30% |
| 2019 | 0.38% | 1.69% |
| 2018 | 1.30% | 1.97% |
| 2017 | 0.09% | 1.58% |
| 2016 | 4.84% | 1.79% |
| 2015 | 0.00% | 1.99% |
| 2014 | 0.00% | 1.63% |
| 2013 | 0.00% | 1.61% |
| 2012 | 0.00% | 1.95% |
| 2011 | 0.00% | 1.81% |
| 2010 | 0.01% | 1.59% |
| 2009 | 0.00% | 1.83% |
| 2008 | 0.00% | 2.52% |
| 2007 | 0.00% | 1.66% |
| 2006 | 0.00% | 1.43% |
| 2005 | 0.00% | 1.78% |
| 2004 | 0.00% | 1.60% |
| 2003 | 0.00% | 1.40% |
| 2002 | 0.00% | 1.76% |
| 2001 | 0.00% | 1.00% |
| 2000 | 0.00% | 0.49% |
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