SOXL vs OEF
Comparison between DIREXION DAILY SEMICONDUCTOR BULL 3X SHARES (SOXL, ETF) and ISHARES S&P 100 ETF (OEF, ETF).
5-Year PerformanceSOXL has outperformed OEF, delivering a return of +25.4% compared to +14.9%
SOXL vs OEF - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
SOXL
$19B
Winner
OEF
$20B
Expense Ratio
SOXL
N/A
OEF
0.20%
Max Drawdown
SOXL
90.51%
Winner
OEF
57.29%
Sharpe Ratio
Winner
SOXL
1.99
OEF
1.30
5Y Beta
SOXL
5.96
Winner
OEF
1.03
P/E Ratio
SOXL
49.92
Winner
OEF
26.21
Forward P/E
SOXL
22.06
Winner
OEF
21.08
PEG Ratio
Winner
SOXL
0.05
OEF
0.30
5Y Dividends CAGR
Winner
SOXL
40.17%
OEF
5.69%
5Y EPS CAGR
Winner
SOXL
32.00%
OEF
30.34%
Debt to Equity
SOXL
N/A
OEF
32.51%
P/S Ratio
Winner
SOXL
3.05
OEF
5.01
P/B Ratio
SOXL
10.20
Winner
OEF
6.50
SOXL vs OEF - Holdings Comparison
SOXL and OEF have 10 common holdings. Overlap is 2.20%
SOXL's top 25 holdings weight is 123.45%. OEF's top 25 holdings weight is 71.20%.
| Rank | SOXL | OEF |
|---|---|---|
| #1 | GOLDMAN FINL SQ TRSRY INST 506 (n/a) - 27.60% | NVIDIA CORP (NVDA) - 10.64% |
| #2 | DREYFUS TRSRY SECURITIES CASH MGMT (n/a) - 10.26% | APPLE INC (AAPL) - 9.42% |
| #3 | CASH (n/a) - 10.10% | MICROSOFT CORP (MSFT) - 7.59% |
| #4 | DREYFUS GOVT CASH MAN INS (n/a) - 8.37% | AMAZON.COM INC (AMZN) - 5.63% |
| #5 | NVIDIA CORP (NVDA) - 5.91% | ALPHABET INC CLASS A (GOOGL) - 4.59% |
| #6 | ADVANCED MICRO DEVICES INC (AMD) - 5.67% | BROADCOM INC (AVGO) - 4.10% |
| #7 | BROADCOM INC (AVGO) - 5.30% | ALPHABET INC CLASS C (GOOG) - 3.68% |
| #8 | MICRON TECHNOLOGY INC (MU) - 5.16% | META PLATFORMS INC CLASS A (META) - 2.68% |
| #9 | JP MORGAN 100 US TRSY CAPITAL 3163 (n/a) - 4.84% | MICRON TECHNOLOGY INC (MU) - 2.09% |
| #10 | APPLIED MATERIALS INC (AMAT) - 3.48% | JPMORGAN CHASE & CO (JPM) - 1.99% |
| #11 | INTEL CORP (INTC) - 3.47% | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.97% |
| #12 | GOLDMAN SACHS FIN GOV 465 INSTITUT (n/a) - 3.18% | TESLA INC (TSLA) - 1.91% |
| #13 | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD ADR (TSM) - 3.05% | ELI LILLY AND CO (LLY) - 1.83% |
| #14 | KLA CORP (KLAC) - 2.87% | ADVANCED MICRO DEVICES INC (AMD) - 1.75% |
| #15 | MARVELL TECHNOLOGY INC (MRVL) - 2.85% | EXXONMOBIL HOLDINGS CORP (XOM) - 1.32% |
| #16 | LAM RESEARCH CORP (LRCX) - 2.80% | JOHNSON & JOHNSON (JNJ) - 1.27% |
| #17 | TEXAS INSTRUMENTS INC (TXN) - 2.66% | VISA INC CLASS A (V) - 1.27% |
| #18 | ANALOG DEVICES INC (ADI) - 2.64% | WALMART INC (WMT) - 1.01% |
| #19 | MONOLITHIC POWER SYSTEMS INC (MPWR) - 2.39% | CISCO SYSTEMS INC (CSCO) - 1.00% |
| #20 | TERADYNE INC (TER) - 2.14% | INTEL CORP (INTC) - 0.99% |
| #21 | NXP SEMICONDUCTORS NV (NXPI) - 2.11% | MASTERCARD INC CLASS A (MA) - 0.96% |
| #22 | QUALCOMM INC (QCOM) - 1.82% | APPLIED MATERIALS INC (AMAT) - 0.90% |
| #23 | ASTERA LABS INC (ALAB) - 1.69% | ABBVIE INC (ABBV) - 0.89% |
| #24 | ASML HOLDING NV ADR (ASML) - 1.59% | COSTCO WHOLESALE CORP (COST) - 0.87% |
| #25 | MICROCHIP TECHNOLOGY INC (MCHP) - 1.50% | BANK OF AMERICA CORP (BAC) - 0.85% |
| Total Holdings | 38 | 104 |
SOXL vs OEF - Historical Returns
Returns include dividend reinvestment.
1M
SOXL
-15.14%
Winner
OEF
+4.02%
3M
SOXL
-7.79%
Winner
OEF
+5.49%
6M
Winner
SOXL
+127.13%
OEF
+12.67%
1Y
Winner
SOXL
+461.17%
OEF
+23.15%
5Y(CAGR)
Winner
SOXL
+25.37%
OEF
+14.85%
10Y(CAGR)
Winner
SOXL
+50.65%
OEF
+16.50%
Max(CAGR)
Winner
SOXL
+39.41%
OEF
+8.59%
SOXL vs OEF - Annual Returns (2000 - 2026)
Returns include dividend reinvestment.
| Year | SOXL | OEF |
|---|---|---|
| 2026 | +196.89% | +12.43% |
| 2025 | +52.85% | +20.13% |
| 2024 | -1.84% | +31.60% |
| 2023 | +237.81% | +33.30% |
| 2022 | -86.47% | -21.91% |
| 2021 | +121.91% | +30.85% |
| 2020 | +60.01% | +19.79% |
| 2019 | +223.28% | +31.43% |
| 2018 | -43.70% | -4.86% |
| 2017 | +141.32% | +20.87% |
| 2016 | +131.06% | +13.07% |
| 2015 | -20.58% | +2.55% |
| 2014 | +104.52% | +13.43% |
| 2013 | +127.69% | +26.61% |
| 2012 | -0.07% | +13.86% |
| 2011 | -49.20% | +1.76% |
| 2010 | +26.18% | +10.53% |
| 2009 | N/A | +18.79% |
| 2008 | N/A | -34.69% |
| 2007 | N/A | +6.16% |
| 2006 | N/A | +16.48% |
| 2005 | N/A | +1.65% |
| 2004 | N/A | +6.48% |
| 2003 | N/A | +21.32% |
| 2002 | N/A | -23.52% |
| 2001 | N/A | -10.74% |
| 2000 | N/A | -4.82% |
SOXL vs OEF Drawdown Comparison
The maximum drawdown for SOXL was -90.46%, occurring on Oct 14, 2022. Recovery took 1044 trading sessions.
The maximum drawdown for OEF was -54.12%, occurring on Mar 9, 2009. Recovery took 1238 trading sessions.
The current SOXL drawdown is -53.37%.
| Rank | SOXL | OEF |
|---|---|---|
| #1 | -90.46% Dec 27, 2021 - Feb 25, 2026 | -54.12% Oct 9, 2007 - Sep 6, 2012 |
| #2 | -80.38% Feb 19, 2020 - Nov 5, 2020 | -47.06% Nov 7, 2000 - Apr 25, 2007 |
| #3 | -72.61% Feb 17, 2011 - Feb 13, 2014 | -31.44% Feb 19, 2020 - Aug 3, 2020 |
| #4 | -69.42% Jun 22, 2026 - Jul 29, 2026 | -26.46% Jan 3, 2022 - Dec 7, 2023 |
| #5 | -66.51% Mar 12, 2018 - Apr 24, 2019 | -19.80% Feb 19, 2025 - Jun 26, 2025 |
| #6 | -62.93% Jun 1, 2015 - Aug 19, 2016 | -19.59% Oct 3, 2018 - Apr 22, 2019 |
| #7 | -60.56% Apr 26, 2010 - Jan 7, 2011 | -13.13% Jul 20, 2015 - Nov 3, 2015 |
| #8 | -47.16% Apr 24, 2019 - Jul 24, 2019 | -12.26% Nov 3, 2015 - Apr 19, 2016 |
| #9 | -43.47% Feb 25, 2026 - Apr 9, 2026 | -11.06% Oct 29, 2025 - Apr 17, 2026 |
| #10 | -43.28% Sep 18, 2014 - Nov 24, 2014 | -10.85% Jan 26, 2018 - Aug 6, 2018 |
| #11 | -40.92% Feb 16, 2021 - Aug 4, 2021 | -10.48% Sep 2, 2020 - Dec 1, 2020 |
| #12 | -35.61% Jun 3, 2026 - Jun 22, 2026 | -9.73% Jul 10, 2024 - Sep 24, 2024 |
| #13 | -34.75% Jan 23, 2018 - Mar 9, 2018 | -8.47% Jul 19, 2007 - Sep 27, 2007 |
| #14 | -33.19% Jul 24, 2019 - Oct 28, 2019 | -8.14% Oct 4, 2012 - Jan 17, 2013 |
| #15 | -28.90% Jun 8, 2017 - Sep 18, 2017 | -7.51% Apr 29, 2019 - Jun 20, 2019 |
Correlation
Correlation between SOXL and OEF 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 OEF dividend yield comparison.
| Year | SOXL | OEF |
|---|---|---|
| 2026 | 0.00% | 0.43% |
| 2025 | 0.34% | 0.81% |
| 2024 | 1.18% | 1.03% |
| 2023 | 0.51% | 1.19% |
| 2022 | 1.07% | 1.55% |
| 2021 | 0.04% | 1.06% |
| 2020 | 0.05% | 1.43% |
| 2019 | 0.38% | 1.87% |
| 2018 | 1.30% | 2.09% |
| 2017 | 0.09% | 1.81% |
| 2016 | 4.84% | 2.07% |
| 2015 | 0.00% | 2.11% |
| 2014 | 0.00% | 1.85% |
| 2013 | 0.00% | 1.96% |
| 2012 | 0.00% | 2.17% |
| 2011 | 0.00% | 2.07% |
| 2010 | 0.01% | 1.93% |
| 2009 | 0.00% | 2.17% |
| 2008 | 0.00% | 3.38% |
| 2007 | 0.00% | 1.91% |
| 2006 | 0.00% | 1.59% |
| 2005 | 0.00% | 1.86% |
| 2004 | 0.00% | 2.17% |
| 2003 | 0.00% | 1.50% |
| 2002 | 0.00% | 1.53% |
| 2001 | 0.00% | 1.01% |
| 2000 | 0.00% | 0.21% |
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