SOXS vs AVIV

Comparison between Direxion Daily Semiconductor Bear 3X Shares (SOXS, ETF) and AVANTIS INTERNATIONAL LARGE CAP VALUE ETF (AVIV, ETF).

5-Year PerformanceAVIV has outperformed SOXS, delivering a return of +13.8% compared to -79.8%

SOXS vs AVIV - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	SOXS(ETF)	AVIV(ETF)
Net Assets	$1.80B	$1.80B
Expense Ratio	N/A	0.25%
Max Drawdown	100.00%	29.14%
Sharpe Ratio	-2.68	1.70
5Y Beta	0.00	0.68
5Y Dividends CAGR	-64.69%	N/A

Net Assets

SOXS

$1.80B

AVIV

$1.80B

Expense Ratio

SOXS

N/A

AVIV

0.25%

Max Drawdown

SOXS

100.00%

Winner

AVIV

29.14%

Sharpe Ratio

SOXS

-2.68

Winner

AVIV

1.70

5Y Beta

Winner

SOXS

0.00

AVIV

0.68

5Y Dividends CAGR

SOXS

-64.69%

AVIV

N/A

SOXS vs AVIV - Holdings Comparison

SOXS and AVIV have 0 common holdings. Overlap is 0.00%

SOXS's top 25 holdings weight is 66.35%. AVIV's top 25 holdings weight is 26.44%.

Rank	SOXS	AVIV
#1	GOLDMAN SACHS FS TREASURY INTMS INSTL (FTIXX) - 66.35%	n/a (SHEL) - 2.24%
#2	N/A	BANCO BILBAO VIZCAYA ARGENTARIA SA ADR (BBVA) - 2.09%
#3	N/A	ROCHE HOLDING AG ORDINARY SHARES NEW (n/a) - 1.79%
#4	N/A	BHP GROUP LTD ADR (BHP) - 1.54%
#5	N/A	ROLLS-ROYCE HOLDINGS PLC (n/a) - 1.47%
#6	N/A	BP PLC ADR (BP) - 1.40%
#7	N/A	ZURICH INSURANCE GROUP AG (n/a) - 1.23%
#8	N/A	GSK PLC ADR (GSK) - 1.06%
#9	N/A	VINCI SA (n/a) - 1.05%
#10	N/A	ENI SPA ADR (E) - 1.04%
#11	N/A	THE TORONTO-DOMINION BANK (n/a) - 1.04%
#12	N/A	ALLIANZ SE (n/a) - 1.02%
#13	N/A	DEUTSCHE TELEKOM AG (n/a) - 0.99%
#14	N/A	INTESA SANPAOLO (n/a) - 0.96%
#15	N/A	ASML HOLDING NV ADR (ASML) - 0.94%
#16	N/A	CANADIAN NATURAL RESOURCES LTD (CNQ) - 0.94%
#17	N/A	TOYOTA MOTOR CORP ADR (TM) - 0.92%
#18	N/A	REPSOL SA (n/a) - 0.92%
#19	N/A	SOFTBANK GROUP CORP (n/a) - 0.91%
#20	N/A	SUNCOR ENERGY INC (SU) - 0.90%
#21	N/A	FIRST QUANTUM MINERALS LTD (n/a) - 0.41%
#22	N/A	TDK CORP (n/a) - 0.40%
#23	N/A	SAIPEM SPA (n/a) - 0.40%
#24	N/A	RIO TINTO LTD (n/a) - 0.40%
#25	N/A	ORIX CORP ADR (IX) - 0.38%
Total Holdings	1	606

SOXS vs AVIV - Historical Returns

Returns include dividend reinvestment.

Period	SOXS	AVIV
1 month	-47.26%	+0.86%
3 months	-88.61%	+6.70%
6 months	-92.67%	+13.52%
1 year	-97.40%	+31.22%
5 years(CAGR)	-79.81%	+13.80%
10 years(CAGR)	-79.09%	N/A
Max(CAGR)	-71.32%	+13.80%

SOXS

-47.26%

Winner

AVIV

+0.86%

SOXS

-88.61%

Winner

AVIV

+6.70%

SOXS

-92.67%

Winner

AVIV

+13.52%

SOXS

-97.40%

Winner

AVIV

+31.22%

5Y(CAGR)

SOXS

-79.81%

Winner

AVIV

+13.80%

10Y(CAGR)

SOXS

-79.09%

AVIV

N/A

Max(CAGR)

SOXS

-71.32%

Winner

AVIV

+13.80%

SOXS vs AVIV - Annual Returns (2010 - 2026)

Returns include dividend reinvestment.

Year	SOXS	AVIV
2026	-91.35%	+10.81%
2025	-85.29%	+42.08%
2024	-63.31%	+5.24%
2023	-85.08%	+18.14%
2022	+22.94%	-9.00%
2021	-81.18%	+1.92%
2020	-92.42%	N/A
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 AVIV 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 AVIV was -27.72%, occurring on Sep 27, 2022. Recovery took 384 trading sessions.

The current SOXS drawdown is -100.00%. The current AVIV drawdown is -0.89%.

Rank	SOXS	AVIV
#1	-100.00% Aug 31, 2010 - Jun 12, 2026	-27.72% Jan 14, 2022 - Jul 28, 2023
#2	-37.46% Mar 15, 2010 - Aug 31, 2010	-14.13% Mar 19, 2025 - Apr 28, 2025
#3	N/A	-10.78% Feb 27, 2026 - Mar 20, 2026
#4	N/A	-9.85% Jul 31, 2023 - Dec 13, 2023
#5	N/A	-8.07% Sep 26, 2024 - Feb 13, 2025
#6	N/A	-7.53% Jul 17, 2024 - Aug 21, 2024
#7	N/A	-7.09% Nov 8, 2021 - Jan 7, 2022
#8	N/A	-4.75% Nov 12, 2025 - Dec 3, 2025
#9	N/A	-4.46% May 20, 2024 - Jul 12, 2024
#10	N/A	-4.35% Dec 27, 2023 - Feb 23, 2024
#11	N/A	-4.21% Apr 9, 2024 - May 14, 2024
#12	N/A	-3.92% Aug 30, 2024 - Sep 19, 2024
#13	N/A	-3.48% Jul 23, 2025 - Aug 12, 2025
#14	N/A	-2.97% Oct 6, 2025 - Oct 27, 2025
#15	N/A	-2.34% Mar 7, 2025 - Mar 17, 2025

Correlation

Correlation between SOXS and AVIV is -0.66 which considered as a moderate negative correlation - the stocks show some tendency to move in opposite directions.

-0.66

-101

Dividend Comparison (2010 - 2026)

SOXS vs AVIV dividend yield comparison.

Year	SOXS	AVIV
2026	6.14%	1.23%
2025	10.80%	3.01%
2024	5.45%	3.46%
2023	9.22%	3.64%
2022	0.19%	2.84%
2021	0.00%	0.57%
2020	3.58%	0.00%
2019	2.30%	0.00%
2018	0.76%	0.00%
2011	1.31%	0.00%
2010	4.56%	0.00%