SOXL vs SPHQ
Comparison between DIREXION DAILY SEMICONDUCTOR BULL 3X SHARES (SOXL, ETF) and INVESCO S&P 500 QUALITY ETF (SPHQ, ETF).
5-Year PerformanceSOXL has outperformed SPHQ, delivering a return of +44.6% compared to +14.7%
SOXL vs SPHQ - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
SOXL
$17B
SPHQ
$17B
Expense Ratio
SOXL
N/A
SPHQ
0.15%
Max Drawdown
SOXL
90.51%
Winner
SPHQ
57.83%
Sharpe Ratio
Winner
SOXL
2.98
SPHQ
1.47
5Y Beta
SOXL
5.72
Winner
SPHQ
0.84
P/E Ratio
SOXL
58.24
Winner
SPHQ
26.52
Forward P/E
SOXL
28.13
Winner
SPHQ
22.98
PEG Ratio
SOXL
0.30
Winner
SPHQ
0.19
5Y Dividends CAGR
Winner
SOXL
40.17%
SPHQ
6.62%
5Y EPS CAGR
SOXL
N/A
SPHQ
21.39%
Debt to Equity
SOXL
N/A
SPHQ
112.69%
P/S Ratio
SOXL
3.87
Winner
SPHQ
3.50
P/B Ratio
SOXL
10.10
Winner
SPHQ
9.30
SOXL vs SPHQ - Holdings Comparison
SOXL and SPHQ have 6 common holdings. Overlap is 6.75%
SOXL's top 25 holdings weight is 144.22%. SPHQ's top 25 holdings weight is 70.43%.
| Rank | SOXL | SPHQ |
|---|---|---|
| #1 | ICE SEMICONDUCTOR INDEX SWAP (n/a) - 49.54% | COSTCO WHOLESALE CORP (COST) - 4.80% |
| #2 | DREYFUS TRSRY SECURITIES CASH MGMT (n/a) - 19.59% | APPLE INC (AAPL) - 4.57% |
| #3 | DREYFUS GOVT CASH MAN INS (n/a) - 11.71% | VISA INC CLASS A (V) - 4.47% |
| #4 | JP MORGAN 100 US TRSY CAPITAL 3163 (n/a) - 8.68% | MASTERCARD INC CLASS A (MA) - 4.44% |
| #5 | MICRON TECHNOLOGY INC (MU) - 4.71% | GE AEROSPACE (GE) - 4.22% |
| #6 | GOLDMAN FINL SQ TRSRY INST 506 (n/a) - 4.58% | LAM RESEARCH CORP (LRCX) - 4.06% |
| #7 | BROADCOM INC (AVGO) - 4.39% | PROCTER & GAMBLE CO (PG) - 3.57% |
| #8 | ADVANCED MICRO DEVICES INC (AMD) - 4.28% | CATERPILLAR INC (CAT) - 3.53% |
| #9 | NVIDIA CORP (NVDA) - 3.77% | KLA CORP (KLAC) - 3.44% |
| #10 | INTEL CORP (INTC) - 3.54% | CISCO SYSTEMS INC (CSCO) - 3.42% |
| #11 | MARVELL TECHNOLOGY INC (MRVL) - 3.37% | COCA-COLA CO (KO) - 3.38% |
| #12 | APPLIED MATERIALS INC (AMAT) - 2.64% | GE VERNOVA INC (GEV) - 3.22% |
| #13 | MONOLITHIC POWER SYSTEMS INC (MPWR) - 2.33% | MERCK & CO INC (MRK) - 2.94% |
| #14 | TEXAS INSTRUMENTS INC (TXN) - 2.23% | APPLIED MATERIALS INC (AMAT) - 2.75% |
| #15 | NXP SEMICONDUCTORS NV (NXPI) - 2.16% | GILEAD SCIENCES INC (GILD) - 2.29% |
| #16 | QUALCOMM INC (QCOM) - 1.99% | WESTERN DIGITAL CORP (WDC) - 1.97% |
| #17 | KLA CORP (KLAC) - 1.89% | TJX COMPANIES INC (TJX) - 1.83% |
| #18 | ANALOG DEVICES INC (ADI) - 1.88% | QUALCOMM INC (QCOM) - 1.73% |
| #19 | LAM RESEARCH CORP (LRCX) - 1.86% | APPLOVIN CORP ORDINARY SHARES CLASS A (APP) - 1.60% |
| #20 | TERADYNE INC (TER) - 1.78% | EATON CORP PLC (ETN) - 1.60% |
| #21 | MICROCHIP TECHNOLOGY INC (MCHP) - 1.76% | ADOBE INC (ADBE) - 1.45% |
| #22 | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD ADR (TSM) - 1.66% | PROGRESSIVE CORP (PGR) - 1.44% |
| #23 | ASML HOLDING NV ADR (ASML) - 1.48% | TRANE TECHNOLOGIES PLC CLASS A (TT) - 1.29% |
| #24 | ON SEMICONDUCTOR CORP (ON) - 1.39% | NEWMONT CORP (NEM) - 1.23% |
| #25 | CREDO TECHNOLOGY GROUP HOLDING LTD (CRDO) - 1.01% | 3M CO (MMM) - 1.19% |
| Total Holdings | 36 | 101 |
SOXL vs SPHQ - Historical Returns
Returns include dividend reinvestment.
1M
Winner
SOXL
+114.15%
SPHQ
+4.24%
3M
Winner
SOXL
+173.41%
SPHQ
+5.30%
6M
Winner
SOXL
+294.69%
SPHQ
+11.76%
1Y
Winner
SOXL
+910.28%
SPHQ
+21.05%
5Y(CAGR)
Winner
SOXL
+44.59%
SPHQ
+14.67%
10Y(CAGR)
Winner
SOXL
+62.86%
SPHQ
+14.61%
Max(CAGR)
Winner
SOXL
+41.90%
SPHQ
+9.93%
SOXL vs SPHQ - Annual Returns (2005 - 2026)
Returns include dividend reinvestment.
| Year | SOXL | SPHQ |
|---|---|---|
| 2026 | +265.20% | +9.93% |
| 2025 | +52.85% | +13.53% |
| 2024 | -1.84% | +26.32% |
| 2023 | +237.81% | +25.85% |
| 2022 | -86.47% | -16.09% |
| 2021 | +121.91% | +29.54% |
| 2020 | +60.01% | +16.35% |
| 2019 | +223.27% | +33.63% |
| 2018 | -43.70% | -7.53% |
| 2017 | +141.32% | +18.59% |
| 2016 | +131.06% | +15.55% |
| 2015 | -20.58% | +1.80% |
| 2014 | +104.52% | +17.17% |
| 2013 | +127.69% | +29.38% |
| 2012 | -0.07% | +13.50% |
| 2011 | -49.20% | +5.34% |
| 2010 | +26.18% | +19.12% |
| 2009 | N/A | +10.06% |
| 2008 | N/A | -45.68% |
| 2007 | N/A | +16.62% |
| 2006 | N/A | +1.98% |
| 2005 | N/A | -2.05% |
SOXL vs SPHQ Drawdown Comparison
The maximum drawdown for SOXL was -90.46%, occurring on Oct 14, 2022. Recovery took 1044 trading sessions.
The maximum drawdown for SPHQ was -57.83%, occurring on Nov 20, 2008. Recovery took 1393 trading sessions.
The current SOXL drawdown is -9.40%. The current SPHQ drawdown is -0.48%.
| Rank | SOXL | SPHQ |
|---|---|---|
| #1 | -90.46% Dec 27, 2021 - Feb 25, 2026 | -57.83% Oct 29, 2007 - May 14, 2013 |
| #2 | -80.38% Feb 19, 2020 - Nov 5, 2020 | -31.58% Feb 12, 2020 - Aug 4, 2020 |
| #3 | -72.61% Feb 17, 2011 - Feb 13, 2014 | -25.05% Jan 4, 2022 - Jul 31, 2023 |
| #4 | -66.51% Mar 12, 2018 - Apr 24, 2019 | -22.35% May 8, 2006 - May 4, 2007 |
| #5 | -62.93% Jun 1, 2015 - Aug 19, 2016 | -20.74% Oct 1, 2018 - Apr 5, 2019 |
| #6 | -60.56% Apr 26, 2010 - Jan 7, 2011 | -16.57% Feb 19, 2025 - Jun 4, 2025 |
| #7 | -47.16% Apr 24, 2019 - Jul 24, 2019 | -11.71% Jul 19, 2007 - Sep 25, 2007 |
| #8 | -43.47% Feb 25, 2026 - Apr 9, 2026 | -9.77% Jan 26, 2018 - Aug 29, 2018 |
| #9 | -43.28% Sep 18, 2014 - Nov 24, 2014 | -8.90% Feb 27, 2026 - Apr 24, 2026 |
| #10 | -40.92% Feb 16, 2021 - Aug 4, 2021 | -8.76% Sep 2, 2020 - Nov 16, 2020 |
| #11 | -34.75% Jan 23, 2018 - Mar 9, 2018 | -8.51% Dec 1, 2015 - Mar 1, 2016 |
| #12 | -33.19% Jul 24, 2019 - Oct 28, 2019 | -8.47% Sep 1, 2023 - Dec 11, 2023 |
| #13 | -28.90% Jun 8, 2017 - Sep 18, 2017 | -8.30% May 21, 2015 - Nov 2, 2015 |
| #14 | -24.56% Sep 16, 2021 - Nov 1, 2021 | -6.82% Apr 30, 2019 - Jun 19, 2019 |
| #15 | -23.82% Nov 24, 2017 - Jan 17, 2018 | -6.68% Jul 24, 2019 - Oct 25, 2019 |
Correlation
Correlation between SOXL and SPHQ is 0.78 which considered as a strong positive correlation - the stocks tend to move together.
0.78
-101
Dividend Comparison (2008 - 2026)
SOXL vs SPHQ dividend yield comparison.
| Year | SOXL | SPHQ |
|---|---|---|
| 2026 | 0.00% | 0.34% |
| 2025 | 0.34% | 1.09% |
| 2024 | 1.18% | 1.15% |
| 2023 | 0.51% | 1.42% |
| 2022 | 1.07% | 1.85% |
| 2021 | 0.04% | 1.19% |
| 2020 | 0.05% | 1.55% |
| 2019 | 0.38% | 1.51% |
| 2018 | 1.30% | 1.85% |
| 2017 | 0.09% | 1.57% |
| 2016 | 4.84% | 1.67% |
| 2015 | 0.00% | 2.29% |
| 2014 | 0.00% | 1.66% |
| 2013 | 0.00% | 1.70% |
| 2012 | 0.00% | 1.97% |
| 2011 | 0.00% | 1.76% |
| 2010 | 0.01% | 0.59% |
| 2009 | 0.00% | 0.30% |
| 2008 | 0.00% | 0.11% |
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