SOXL vs SPY
Comparison between DIREXION DAILY SEMICONDUCTOR BULL 3X SHARES (SOXL, ETF) and SPDR S&P 500 ETF Trust (SPY, ETF).
5-Year PerformanceSOXL has outperformed SPY, delivering a return of +41.9% compared to +13.0%
SOXL vs SPY - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
SOXL
$26B
Winner
SPY
$784B
Expense Ratio
SOXL
N/A
SPY
0.09%
Max Drawdown
SOXL
90.51%
Winner
SPY
56.47%
Sharpe Ratio
Winner
SOXL
2.62
SPY
1.54
5Y Beta
SOXL
5.92
Winner
SPY
1.00
P/E Ratio
SOXL
69.58
Winner
SPY
27.62
Forward P/E
SOXL
32.57
Winner
SPY
21.11
PEG Ratio
SOXL
0.07
SPY
N/A
5Y Dividends CAGR
Winner
SOXL
40.17%
SPY
6.00%
5Y EPS CAGR
Winner
SOXL
28.51%
SPY
25.30%
Debt to Equity
SOXL
N/A
SPY
31.11%
P/S Ratio
SOXL
4.97
Winner
SPY
3.49
P/B Ratio
SOXL
12.99
Winner
SPY
5.30
SOXL vs SPY - Holdings Comparison
SOXL and SPY have 18 common holdings. Overlap is 14.67%
SOXL's top 25 holdings weight is 136.73%. SPY's top 25 holdings weight is 51.24%.
| Rank | SOXL | SPY |
|---|---|---|
| #1 | ICE SEMICONDUCTOR INDEX SWAP (n/a) - 22.94% | NVIDIA CORP (NVDA) - 7.81% |
| #2 | DREYFUS TRSRY SECURITIES CASH MGMT (n/a) - 15.23% | APPLE INC (AAPL) - 6.81% |
| #3 | DREYFUS GOVT CASH MAN INS (n/a) - 11.62% | MICROSOFT CORP (MSFT) - 4.53% |
| #4 | MICRON TECHNOLOGY INC (MU) - 9.51% | AMAZON.COM INC (AMZN) - 3.72% |
| #5 | ADVANCED MICRO DEVICES INC (AMD) - 7.25% | ALPHABET INC CLASS A (GOOGL) - 3.39% |
| #6 | GOLDMAN FINL SQ TRSRY INST 506 (n/a) - 7.23% | BROADCOM INC (AVGO) - 2.77% |
| #7 | MARVELL TECHNOLOGY INC (MRVL) - 6.55% | ALPHABET INC CLASS C (GOOG) - 2.72% |
| #8 | JP MORGAN 100 US TRSY CAPITAL 3163 (n/a) - 5.60% | META PLATFORMS INC CLASS A (META) - 2.03% |
| #9 | INTEL CORP (INTC) - 4.93% | MICRON TECHNOLOGY INC (MU) - 1.78% |
| #10 | BROADCOM INC (AVGO) - 4.53% | TESLA INC (TSLA) - 1.76% |
| #11 | NVIDIA CORP (NVDA) - 4.50% | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.41% |
| #12 | APPLIED MATERIALS INC (AMAT) - 4.37% | JPMORGAN CHASE & CO (JPM) - 1.38% |
| #13 | LAM RESEARCH CORP (LRCX) - 3.03% | ELI LILLY AND CO (LLY) - 1.38% |
| #14 | KLA CORP (KLAC) - 2.98% | ADVANCED MICRO DEVICES INC (AMD) - 1.28% |
| #15 | QUALCOMM INC (QCOM) - 2.89% | EXXON MOBIL CORP (XOM) - 0.92% |
| #16 | CASH (n/a) - 2.85% | JOHNSON & JOHNSON (JNJ) - 0.88% |
| #17 | TEXAS INSTRUMENTS INC (TXN) - 2.77% | VISA INC CLASS A (V) - 0.87% |
| #18 | NXP SEMICONDUCTORS NV (NXPI) - 2.56% | INTEL CORP (INTC) - 0.85% |
| #19 | MONOLITHIC POWER SYSTEMS INC (MPWR) - 2.53% | WALMART INC (WMT) - 0.82% |
| #20 | TERADYNE INC (TER) - 2.46% | CISCO SYSTEMS INC (CSCO) - 0.73% |
| #21 | ANALOG DEVICES INC (ADI) - 2.25% | LAM RESEARCH CORP (LRCX) - 0.71% |
| #22 | ASML HOLDING NV ADR (ASML) - 2.19% | APPLIED MATERIALS INC (AMAT) - 0.70% |
| #23 | MICROCHIP TECHNOLOGY INC (MCHP) - 2.01% | CATERPILLAR INC (CAT) - 0.68% |
| #24 | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD ADR (TSM) - 2.00% | COSTCO WHOLESALE CORP (COST) - 0.68% |
| #25 | ASTERA LABS INC (ALAB) - 1.95% | MASTERCARD INC CLASS A (MA) - 0.63% |
| Total Holdings | 37 | 505 |
SOXL vs SPY - Historical Returns
Returns include dividend reinvestment.
1M
Winner
SOXL
+20.47%
SPY
-1.41%
3M
Winner
SOXL
+317.70%
SPY
+12.54%
6M
Winner
SOXL
+419.27%
SPY
+6.77%
1Y
Winner
SOXL
+858.82%
SPY
+22.18%
5Y(CAGR)
Winner
SOXL
+41.93%
SPY
+13.04%
10Y(CAGR)
Winner
SOXL
+64.41%
SPY
+15.54%
Max(CAGR)
Winner
SOXL
+44.04%
SPY
+8.44%
SOXL vs SPY - Annual Returns (1999 - 2026)
Returns include dividend reinvestment.
| Year | SOXL | SPY |
|---|---|---|
| 2026 | +385.97% | +7.90% |
| 2025 | +52.85% | +18.00% |
| 2024 | -1.84% | +25.59% |
| 2023 | +237.81% | +26.72% |
| 2022 | -86.47% | -18.64% |
| 2021 | +121.91% | +30.52% |
| 2020 | +60.01% | +17.28% |
| 2019 | +223.28% | +31.09% |
| 2018 | -43.70% | -5.24% |
| 2017 | +141.32% | +20.78% |
| 2016 | +131.06% | +13.59% |
| 2015 | -20.58% | +1.31% |
| 2014 | +104.52% | +14.56% |
| 2013 | +127.69% | +29.00% |
| 2012 | -0.07% | +14.17% |
| 2011 | -49.20% | +0.85% |
| 2010 | +26.18% | +13.14% |
| 2009 | N/A | +22.67% |
| 2008 | N/A | -36.25% |
| 2007 | N/A | +5.32% |
| 2006 | N/A | +13.85% |
| 2005 | N/A | +5.32% |
| 2004 | N/A | +10.75% |
| 2003 | N/A | +24.18% |
| 2002 | N/A | -22.42% |
| 2001 | N/A | -10.13% |
| 2000 | N/A | -8.84% |
| 1999 | N/A | +8.61% |
SOXL vs SPY Drawdown Comparison
The maximum drawdown for SOXL was -90.46%, occurring on Oct 14, 2022. Recovery took 1044 trading sessions.
The maximum drawdown for SPY was -55.20%, occurring on Mar 9, 2009. Recovery took 1224 trading sessions.
The current SOXL drawdown is -23.67%. The current SPY drawdown is -3.22%.
| Rank | SOXL | SPY |
|---|---|---|
| #1 | -90.46% Dec 27, 2021 - Feb 25, 2026 | -55.20% Oct 9, 2007 - Aug 16, 2012 |
| #2 | -80.38% Feb 19, 2020 - Nov 5, 2020 | -47.50% Mar 24, 2000 - Oct 26, 2006 |
| #3 | -72.61% Feb 17, 2011 - Feb 13, 2014 | -33.70% Feb 19, 2020 - Aug 10, 2020 |
| #4 | -66.51% Mar 12, 2018 - Apr 24, 2019 | -24.50% Jan 3, 2022 - Dec 13, 2023 |
| #5 | -62.93% Jun 1, 2015 - Aug 19, 2016 | -19.34% Sep 20, 2018 - Apr 12, 2019 |
| #6 | -60.56% Apr 26, 2010 - Jan 7, 2011 | -18.76% Feb 19, 2025 - Jun 26, 2025 |
| #7 | -47.16% Apr 24, 2019 - Jul 24, 2019 | -13.02% Jul 20, 2015 - Apr 18, 2016 |
| #8 | -43.47% Feb 25, 2026 - Apr 9, 2026 | -10.10% Jan 26, 2018 - Aug 6, 2018 |
| #9 | -43.28% Sep 18, 2014 - Nov 24, 2014 | -9.44% Sep 2, 2020 - Nov 11, 2020 |
| #10 | -40.92% Feb 16, 2021 - Aug 4, 2021 | -9.30% Jan 19, 2000 - Mar 17, 2000 |
| #11 | -35.61% Jun 3, 2026 - Jun 22, 2026 | -9.05% Jul 19, 2007 - Oct 5, 2007 |
| #12 | -34.75% Jan 23, 2018 - Mar 9, 2018 | -8.88% Jan 27, 2026 - Apr 14, 2026 |
| #13 | -33.19% Jul 24, 2019 - Oct 28, 2019 | -8.41% Jul 16, 2024 - Sep 19, 2024 |
| #14 | -28.90% Jun 8, 2017 - Sep 18, 2017 | -7.35% Sep 14, 2012 - Jan 2, 2013 |
| #15 | -24.56% Sep 16, 2021 - Nov 1, 2021 | -7.27% Sep 18, 2014 - Oct 31, 2014 |
Correlation
Correlation between SOXL and SPY is 0.72 which considered as a strong positive correlation - the stocks tend to move together.
0.72
-101
Dividend Comparison (1999 - 2026)
SOXL vs SPY dividend yield comparison.
| Year | SOXL | SPY |
|---|---|---|
| 2026 | 0.00% | 0.50% |
| 2025 | 0.34% | 1.07% |
| 2024 | 1.18% | 1.21% |
| 2023 | 0.51% | 1.40% |
| 2022 | 1.07% | 1.65% |
| 2021 | 0.04% | 1.20% |
| 2020 | 0.05% | 1.52% |
| 2019 | 0.38% | 1.75% |
| 2018 | 1.30% | 2.04% |
| 2017 | 0.09% | 1.80% |
| 2016 | 4.84% | 2.03% |
| 2015 | 0.00% | 2.06% |
| 2014 | 0.00% | 1.87% |
| 2013 | 0.00% | 1.81% |
| 2012 | 0.00% | 2.18% |
| 2011 | 0.00% | 2.05% |
| 2010 | 0.01% | 1.80% |
| 2009 | 0.00% | 1.95% |
| 2008 | 0.00% | 3.02% |
| 2007 | 0.00% | 1.85% |
| 2006 | 0.00% | 1.73% |
| 2005 | 0.00% | 1.73% |
| 2004 | 0.00% | 1.82% |
| 2003 | 0.00% | 1.47% |
| 2002 | 0.00% | 1.70% |
| 2001 | 0.00% | 1.25% |
| 2000 | 0.00% | 1.15% |
| 1999 | 0.00% | 0.24% |
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