SOXS vs FIW

Comparison between Direxion Daily Semiconductor Bear 3X Shares (SOXS, ETF) and FIRST TRUST WATER ETF (FIW, ETF).

5-Year PerformanceFIW has outperformed SOXS, delivering a return of +5.4% compared to -79.8%

SOXS vs FIW - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	SOXS(ETF)	FIW(ETF)
Net Assets	$1.80B	$1.80B
Expense Ratio	N/A	0.50%
Max Drawdown	100.00%	53.09%
Sharpe Ratio	-2.74	-0.22
5Y Beta	0.00	0.75
P/E Ratio	N/A	24.67
Forward P/E	N/A	19.41
5Y Dividends CAGR	-64.69%	15.26%
5Y EPS CAGR	N/A	12.62%
Debt to Equity	N/A	7.09%
P/S Ratio	N/A	2.19
P/B Ratio	N/A	3.45

Net Assets

SOXS

$1.80B

FIW

$1.80B

Expense Ratio

SOXS

N/A

FIW

0.50%

Max Drawdown

SOXS

100.00%

Winner

FIW

53.09%

Sharpe Ratio

SOXS

-2.74

Winner

FIW

-0.22

5Y Beta

Winner

SOXS

0.00

FIW

0.75

P/E Ratio

SOXS

N/A

FIW

24.67

Forward P/E

SOXS

N/A

FIW

19.41

5Y Dividends CAGR

SOXS

-64.69%

Winner

FIW

15.26%

5Y EPS CAGR

SOXS

N/A

FIW

12.62%

Debt to Equity

SOXS

N/A

FIW

7.09%

P/S Ratio

SOXS

N/A

FIW

2.19

P/B Ratio

SOXS

N/A

FIW

3.45

SOXS vs FIW - Holdings Comparison

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

SOXS's top 25 holdings weight is 66.35%. FIW's top 25 holdings weight is 82.68%.

Rank	SOXS	FIW
#1	GOLDMAN SACHS FS TREASURY INTMS INSTL (FTIXX) - 66.35%	WATERS CORP (WAT) - 5.08%
#2	N/A	AGILENT TECHNOLOGIES INC (A) - 4.85%
#3	N/A	MUELLER INDUSTRIES INC (MLI) - 4.23%
#4	N/A	ROPER TECHNOLOGIES INC (ROP) - 4.20%
#5	N/A	AMERICAN WATER WORKS CO INC (AWK) - 3.97%
#6	N/A	IDEX CORP (IEX) - 3.87%
#7	N/A	FERGUSON ENTERPRISES INC (FERG) - 3.81%
#8	N/A	XYLEM INC (XYL) - 3.71%
#9	N/A	VERALTO CORP (VLTO) - 3.69%
#10	N/A	MASCO CORP (MAS) - 3.68%
#11	N/A	IDEXX LABORATORIES INC (IDXX) - 3.66%
#12	N/A	ECOLAB INC (ECL) - 3.63%
#13	N/A	JACOBS SOLUTIONS INC (J) - 3.38%
#14	N/A	PENTAIR PLC (PNR) - 3.13%
#15	N/A	WATTS WATER TECHNOLOGIES INC CLASS A (WTS) - 3.09%
#16	N/A	CORE & MAIN INC CLASS A (CNM) - 3.05%
#17	N/A	ADVANCED DRAINAGE SYSTEMS INC (WMS) - 3.02%
#18	N/A	STANTEC INC (STN) - 2.64%
#19	N/A	VALMONT INDUSTRIES INC (VMI) - 2.58%
#20	N/A	TETRA TECH INC (TTEK) - 2.48%
#21	N/A	AECOM (ACM) - 2.39%
#22	N/A	PRIMO BRANDS CORP ORDINARY SHARES CLASS A (PRMB) - 2.37%
#23	N/A	FRANKLIN ELECTRIC CO INC (FELE) - 2.19%
#24	N/A	ZURN ELKAY WATER SOLUTIONS CORP (ZWS) - 2.03%
#25	N/A	ITRON INC (ITRI) - 1.95%
Total Holdings	1	39

SOXS vs FIW - Historical Returns

Returns include dividend reinvestment.

Period	SOXS	FIW
1 month	-47.26%	+2.11%
3 months	-88.61%	+1.47%
6 months	-92.67%	-4.22%
1 year	-97.40%	-0.92%
5 years(CAGR)	-79.81%	+5.43%
10 years(CAGR)	-79.09%	+12.39%
Max(CAGR)	-71.32%	+9.87%

SOXS

-47.26%

Winner

FIW

+2.11%

SOXS

-88.61%

Winner

FIW

+1.47%

SOXS

-92.67%

Winner

FIW

-4.22%

SOXS

-97.40%

Winner

FIW

-0.92%

5Y(CAGR)

SOXS

-79.81%

Winner

FIW

+5.43%

10Y(CAGR)

SOXS

-79.09%

Winner

FIW

+12.39%

Max(CAGR)

SOXS

-71.32%

Winner

FIW

+9.87%

SOXS vs FIW - Annual Returns (2007 - 2026)

Returns include dividend reinvestment.

Year	SOXS	FIW
2026	-91.35%	-3.46%
2025	-85.29%	+7.87%
2024	-63.31%	+9.21%
2023	-85.08%	+20.40%
2022	+22.94%	-14.55%
2021	-81.18%	+34.09%
2020	-92.42%	+21.07%
2019	-83.37%	+37.78%
2018	-12.21%	-9.11%
2017	-69.30%	+23.30%
2016	-74.03%	+34.28%
2015	-25.17%	-9.41%
2014	-65.79%	+1.96%
2013	-67.79%	+27.47%
2012	-39.67%	+24.03%
2011	-24.71%	-6.46%
2010	-59.45%	+17.62%
2009	N/A	+17.83%
2008	N/A	-27.98%
2007	N/A	+11.37%

SOXS vs FIW 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 FIW was -52.75%, occurring on Mar 9, 2009. Recovery took 712 trading sessions.

The current SOXS drawdown is -100.00%. The current FIW drawdown is -8.76%.

Rank	SOXS	FIW
#1	-100.00% Aug 31, 2010 - Jun 12, 2026	-52.75% Jun 5, 2008 - Apr 1, 2011
#2	-37.46% Mar 15, 2010 - Aug 31, 2010	-36.60% Feb 19, 2020 - Oct 8, 2020
#3	N/A	-28.54% Nov 19, 2021 - Dec 14, 2023
#4	N/A	-25.13% Jul 7, 2011 - Feb 23, 2012
#5	N/A	-22.21% Jun 20, 2014 - Apr 20, 2016
#6	N/A	-19.49% Sep 20, 2018 - Feb 25, 2019
#7	N/A	-18.97% Oct 9, 2007 - May 28, 2008
#8	N/A	-18.32% Nov 6, 2024 - Jul 3, 2025
#9	N/A	-13.81% Jan 22, 2026 - May 19, 2026
#10	N/A	-12.27% Apr 2, 2012 - Aug 16, 2012
#11	N/A	-9.60% Jul 19, 2007 - Sep 19, 2007
#12	N/A	-9.33% Jan 26, 2018 - Jul 26, 2018
#13	N/A	-8.79% Apr 6, 2011 - Jul 7, 2011
#14	N/A	-8.43% May 15, 2024 - Jul 31, 2024
#15	N/A	-7.96% May 21, 2013 - Jul 11, 2013

Correlation

Correlation between SOXS and FIW is -0.48 which considered as a weak negative correlation - the stocks show a slight tendency to move in opposite directions.

-0.48

-101

Dividend Comparison (2007 - 2026)

SOXS vs FIW dividend yield comparison.

Year	SOXS	FIW
2026	6.14%	0.18%
2025	10.80%	0.69%
2024	5.45%	0.69%
2023	9.22%	0.68%
2022	0.19%	0.67%
2021	0.00%	0.37%
2020	3.58%	0.56%
2019	2.30%	0.55%
2018	0.76%	0.73%
2017	0.00%	1.13%
2016	0.00%	0.51%
2015	0.00%	0.76%
2014	0.00%	0.75%
2013	0.00%	0.62%
2012	0.00%	0.95%
2011	1.31%	0.91%
2010	4.56%	0.64%
2009	0.00%	1.04%
2008	0.00%	0.75%
2007	0.00%	0.20%