SOXS vs EXI

Comparison between Direxion Daily Semiconductor Bear 3X ETF (SOXS, ETF) and ISHARES GLOBAL INDUSTRIALS ETF (EXI, ETF).

5-Year PerformanceEXI has outperformed SOXS, delivering a return of +12.7% compared to -79.3%

SOXS vs EXI - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	SOXS(ETF)	EXI(ETF)
Net Assets	$1.40B	$1.40B
Expense Ratio	N/A	0.39%
Max Drawdown	100.00%	63.88%
Sharpe Ratio	-2.03	1.11
5Y Beta	0.00	0.89
P/E Ratio	N/A	31.60
Forward P/E	N/A	27.58
PEG Ratio	N/A	0.41
5Y Dividends CAGR	N/A	8.60%
Debt to Equity	N/A	56.12%
P/S Ratio	N/A	3.26
P/B Ratio	N/A	7.22

Net Assets

SOXS

$1.40B

EXI

$1.40B

Expense Ratio

SOXS

N/A

EXI

0.39%

Max Drawdown

SOXS

100.00%

Winner

EXI

63.88%

Sharpe Ratio

SOXS

-2.03

Winner

EXI

1.11

5Y Beta

Winner

SOXS

0.00

EXI

0.89

P/E Ratio

SOXS

N/A

EXI

31.60

Forward P/E

SOXS

N/A

EXI

27.58

PEG Ratio

SOXS

N/A

EXI

0.41

5Y Dividends CAGR

SOXS

N/A

EXI

8.60%

Debt to Equity

SOXS

N/A

EXI

56.12%

P/S Ratio

SOXS

N/A

EXI

3.26

P/B Ratio

SOXS

N/A

EXI

7.22

SOXS vs EXI - Holdings Comparison

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

SOXS's top 25 holdings weight is 114.45%. EXI's top 25 holdings weight is 43.19%.

Rank	SOXS	EXI
#1	BNY DREYFUS TREASURY SECS CSH MGMT INST (DIRXX) - 62.88%	CATERPILLAR INC (CAT) - 4.81%
#2	BNY DREYFUS GOVT CASH MGMT INSTL (DGCXX) - 34.52%	GE AEROSPACE (GE) - 3.83%
#3	GOLDMAN SACHS FS TREASURY INTMS D (FRDXX) - 17.05%	GE VERNOVA INC (GEV) - 3.10%
#4	N/A	RTX CORP (RTX) - 2.51%
#5	N/A	SIEMENS AG (n/a) - 2.27%
#6	N/A	SCHNEIDER ELECTRIC SE (n/a) - 1.74%
#7	N/A	BOEING CO (BA) - 1.67%
#8	N/A	ABB LTD (n/a) - 1.63%
#9	N/A	EATON CORP PLC (ETN) - 1.62%
#10	N/A	ROLLS-ROYCE HOLDINGS PLC (n/a) - 1.58%
#11	N/A	UNION PACIFIC CORP (UNP) - 1.58%
#12	N/A	DEERE & CO (DE) - 1.56%
#13	N/A	UBER TECHNOLOGIES INC (UBER) - 1.44%
#14	N/A	AIRBUS SE (n/a) - 1.34%
#15	N/A	SIEMENS ENERGY AG ORDINARY SHARES (n/a) - 1.34%
#16	N/A	SAFRAN SA (n/a) - 1.31%
#17	N/A	VERTIV HOLDINGS CO CLASS A (VRT) - 1.26%
#18	N/A	HITACHI LTD (n/a) - 1.23%
#19	N/A	PARKER HANNIFIN CORP (PH) - 1.21%
#20	N/A	TRANE TECHNOLOGIES PLC CLASS A (TT) - 1.06%
#21	N/A	QUANTA SERVICES INC (PWR) - 1.06%
#22	N/A	HOWMET AEROSPACE INC (HWM) - 1.05%
#23	N/A	RECRUIT HOLDINGS CO LTD (n/a) - 1.01%
#24	N/A	LOCKHEED MARTIN CORP (LMT) - 1.01%
#25	N/A	MITSUBISHI CORP (n/a) - 0.97%
Total Holdings	3	238

SOXS vs EXI - Historical Returns

Returns include dividend reinvestment.

Period	SOXS	EXI
1 month	-12.33%	+3.13%
3 months	-59.93%	+4.81%
6 months	-88.56%	+6.18%
1 year	-97.14%	+23.48%
5 years(CAGR)	-79.28%	+12.70%
10 years(CAGR)	-78.48%	+12.79%
Max(CAGR)	-71.17%	+9.10%

SOXS

-12.33%

Winner

EXI

+3.13%

SOXS

-59.93%

Winner

EXI

+4.81%

SOXS

-88.56%

Winner

EXI

+6.18%

SOXS

-97.14%

Winner

EXI

+23.48%

5Y(CAGR)

SOXS

-79.28%

Winner

EXI

+12.70%

10Y(CAGR)

SOXS

-78.48%

Winner

EXI

+12.79%

Max(CAGR)

SOXS

-71.17%

Winner

EXI

+9.10%

SOXS vs EXI - Annual Returns (2006 - 2026)

Returns include dividend reinvestment.

Year	SOXS	EXI
2026	-92.22%	+16.13%
2025	-85.29%	+26.22%
2024	-63.31%	+13.67%
2023	-85.08%	+21.52%
2022	+22.94%	-11.93%
2021	-81.18%	+18.66%
2020	-92.42%	+9.57%
2019	-83.37%	+27.12%
2018	-12.21%	-14.89%
2017	-69.30%	+24.33%
2016	-74.03%	+15.35%
2015	-25.17%	-2.23%
2014	-65.79%	+2.34%
2013	-67.79%	+29.01%
2012	-39.67%	+13.62%
2011	-24.71%	-9.52%
2010	-59.45%	+20.35%
2009	N/A	+22.59%
2008	N/A	-41.19%
2007	N/A	+13.65%
2006	N/A	+8.67%

SOXS vs EXI Drawdown Comparison

The maximum drawdown for SOXS was -100.00%, occurring on Jun 30, 2026. This drawdown has not yet recovered.

The maximum drawdown for EXI was -62.59%, occurring on Mar 9, 2009. Recovery took 1400 trading sessions.

The current SOXS drawdown is -100.00%. The current EXI drawdown is -0.02%.

Rank	SOXS	EXI
#1	-100.00% Aug 31, 2010 - Jun 30, 2026	-62.59% Oct 11, 2007 - May 6, 2013
#2	-37.46% Mar 15, 2010 - Aug 31, 2010	-39.56% Feb 12, 2020 - Nov 9, 2020
#3	N/A	-27.22% Jan 4, 2022 - Jul 13, 2023
#4	N/A	-23.83% Jan 26, 2018 - Nov 4, 2019
#5	N/A	-16.53% May 21, 2015 - Jul 20, 2016
#6	N/A	-14.38% Dec 4, 2024 - May 2, 2025
#7	N/A	-13.64% Jul 28, 2023 - Dec 13, 2023
#8	N/A	-12.35% Feb 27, 2026 - May 6, 2026
#9	N/A	-12.19% Jun 9, 2014 - Feb 20, 2015
#10	N/A	-11.88% Jul 19, 2007 - Oct 5, 2007
#11	N/A	-7.56% May 21, 2013 - Jul 19, 2013
#12	N/A	-7.43% Jul 16, 2024 - Aug 23, 2024
#13	N/A	-7.11% Feb 20, 2007 - Apr 10, 2007
#14	N/A	-7.04% Nov 8, 2021 - Jan 4, 2022
#15	N/A	-7.02% Dec 31, 2013 - Mar 6, 2014

Correlation

Correlation between SOXS and EXI is -0.47 which considered as a weak negative correlation - the stocks show a slight tendency to move in opposite directions.

-0.47

-101

Dividend Comparison (2006 - 2026)

SOXS vs EXI dividend yield comparison.

Year	SOXS	EXI
2026	7.78%	0.56%
2025	10.80%	1.32%
2024	5.45%	1.47%
2023	9.22%	1.84%
2022	0.19%	1.63%
2021	0.00%	1.42%
2020	3.58%	1.26%
2019	2.30%	1.72%
2018	0.76%	2.21%
2017	0.00%	1.48%
2016	0.00%	1.75%
2015	0.00%	1.95%
2014	0.00%	1.93%
2013	0.00%	1.51%
2012	0.00%	2.29%
2011	1.31%	2.37%
2010	4.56%	1.48%
2009	0.00%	1.77%
2008	0.00%	3.62%
2007	0.00%	0.61%
2006	0.00%	0.52%