SOXS vs AVIG

Comparison between Direxion Daily Semiconductor Bear 3X Shares (SOXS, ETF) and AVANTIS CORE FIXED INCOME ETF (AVIG, ETF).

5-Year PerformanceAVIG has outperformed SOXS, delivering a return of +0.1% compared to -79.8%

SOXS vs AVIG - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	SOXS(ETF)	AVIG(ETF)
Net Assets	$1.80B	$1.90B
Expense Ratio	N/A	0.15%
Max Drawdown	100.00%	23.45%
Sharpe Ratio	-2.68	0.46
5Y Beta	0.00	0.06
5Y Dividends CAGR	-64.69%	42.57%

Net Assets

SOXS

$1.80B

Winner

AVIG

$1.90B

Expense Ratio

SOXS

N/A

AVIG

0.15%

Max Drawdown

SOXS

100.00%

Winner

AVIG

23.45%

Sharpe Ratio

SOXS

-2.68

Winner

AVIG

0.46

5Y Beta

Winner

SOXS

0.00

AVIG

0.06

5Y Dividends CAGR

SOXS

-64.69%

Winner

AVIG

42.57%

SOXS vs AVIG - Historical Returns

Returns include dividend reinvestment.

Period	SOXS	AVIG
1 month	-47.26%	+0.29%
3 months	-88.61%	+0.49%
6 months	-92.67%	+0.79%
1 year	-97.40%	+4.73%
5 years(CAGR)	-79.81%	+0.05%
10 years(CAGR)	-79.09%	N/A
Max(CAGR)	-71.32%	-0.09%

SOXS

-47.26%

Winner

AVIG

+0.29%

SOXS

-88.61%

Winner

AVIG

+0.49%

SOXS

-92.67%

Winner

AVIG

+0.79%

SOXS

-97.40%

Winner

AVIG

+4.73%

5Y(CAGR)

SOXS

-79.81%

Winner

AVIG

+0.05%

10Y(CAGR)

SOXS

-79.09%

AVIG

N/A

Max(CAGR)

SOXS

-71.32%

Winner

AVIG

-0.09%

SOXS vs AVIG - Annual Returns (2010 - 2026)

Returns include dividend reinvestment.

Year	SOXS	AVIG
2026	-91.35%	+0.36%
2025	-85.29%	+7.93%
2024	-63.31%	+2.00%
2023	-85.08%	+5.87%
2022	+22.94%	-13.37%
2021	-81.18%	-2.02%
2020	-92.42%	+0.96%
2019	-83.37%	N/A
2018	-12.21%	N/A
2017	-69.30%	N/A
2016	-74.03%	N/A
2015	-25.17%	N/A
2014	-65.79%	N/A
2013	-67.79%	N/A
2012	-39.67%	N/A
2011	-24.71%	N/A
2010	-59.45%	N/A

SOXS vs AVIG Drawdown Comparison

The maximum drawdown for SOXS was -100.00%, occurring on Jun 12, 2026. This drawdown has not yet recovered.

The maximum drawdown for AVIG was -19.64%, occurring on Oct 20, 2022. This drawdown has not yet recovered.

The current SOXS drawdown is -100.00%. The current AVIG drawdown is -1.44%.

Rank	SOXS	AVIG
#1	-100.00% Aug 31, 2010 - Jun 12, 2026	-19.64% Dec 31, 2020 - Oct 20, 2022
#2	-37.46% Mar 15, 2010 - Aug 31, 2010	-0.82% Nov 5, 2020 - Nov 20, 2020
#3	N/A	-0.64% Oct 15, 2020 - Nov 4, 2020
#4	N/A	-0.42% Nov 30, 2020 - Dec 22, 2020
#5	N/A	-0.10% Nov 20, 2020 - Nov 27, 2020
#6	N/A	-0.04% Dec 22, 2020 - Dec 24, 2020

Correlation

Correlation between SOXS and AVIG is 0.28 which considered as a very weak or no correlation - the stocks move independently of each other.

0.28

-101

Dividend Comparison (2010 - 2026)

SOXS vs AVIG dividend yield comparison.

Year	SOXS	AVIG
2026	6.14%	1.77%
2025	10.80%	4.36%
2024	5.45%	4.66%
2023	9.22%	4.06%
2022	0.19%	2.53%
2021	0.00%	1.12%
2020	3.58%	0.22%
2019	2.30%	0.00%
2018	0.76%	0.00%
2011	1.31%	0.00%
2010	4.56%	0.00%