SOXS vs IAI

Comparison between Direxion Daily Semiconductor Bear 3X ETF (SOXS, ETF) and ISHARES U.S. BROKER-DEALERS &AMP; SECURITIES EXCHANGES ETF (IAI, ETF).

5-Year PerformanceIAI has outperformed SOXS, delivering a return of +14.3% compared to -79.4%

SOXS vs IAI - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	SOXS(ETF)	IAI(ETF)
Net Assets	$1.40B	$1.40B
Expense Ratio	N/A	0.37%
Max Drawdown	100.00%	75.80%
Sharpe Ratio	-1.78	0.54
5Y Beta	0.00	1.08
P/E Ratio	N/A	20.68
Forward P/E	N/A	19.38
PEG Ratio	N/A	0.48
5Y Dividends CAGR	N/A	12.58%
5Y EPS CAGR	N/A	12.42%
Debt to Equity	N/A	75.34%
P/S Ratio	N/A	3.16
P/B Ratio	N/A	3.75

Net Assets

SOXS

$1.40B

IAI

$1.40B

Expense Ratio

SOXS

N/A

IAI

0.37%

Max Drawdown

SOXS

100.00%

Winner

IAI

75.80%

Sharpe Ratio

SOXS

-1.78

Winner

IAI

0.54

5Y Beta

Winner

SOXS

0.00

IAI

1.08

P/E Ratio

SOXS

N/A

IAI

20.68

Forward P/E

SOXS

N/A

IAI

19.38

PEG Ratio

SOXS

N/A

IAI

0.48

5Y Dividends CAGR

SOXS

N/A

IAI

12.58%

5Y EPS CAGR

SOXS

N/A

IAI

12.42%

Debt to Equity

SOXS

N/A

IAI

75.34%

P/S Ratio

SOXS

N/A

IAI

3.16

P/B Ratio

SOXS

N/A

IAI

3.75

SOXS vs IAI - Holdings Comparison

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

SOXS's top 25 holdings weight is 97.34%. IAI's top 25 holdings weight is 97.15%.

Rank	SOXS	IAI
#1	BNY DREYFUS GOVT CASH MGMT INSTL (DGCXX) - 57.76%	THE GOLDMAN SACHS GROUP INC (GS) - 19.49%
#2	BNY DREYFUS TREASURY SECS CSH MGMT INST (DIRXX) - 22.13%	MORGAN STANLEY (MS) - 16.56%
#3	GOLDMAN SACHS FS TREASURY INTMS D (FRDXX) - 17.45%	CHARLES SCHWAB CORP (SCHW) - 9.60%
#4	N/A	INTERCONTINENTAL EXCHANGE INC (ICE) - 4.69%
#5	N/A	MOODYS CORP (MCO) - 4.54%
#6	N/A	ROBINHOOD MARKETS INC CLASS A (HOOD) - 4.47%
#7	N/A	CME GROUP INC CLASS A (CME) - 4.34%
#8	N/A	S&P GLOBAL INC (SPGI) - 4.13%
#9	N/A	NASDAQ INC (NDAQ) - 3.80%
#10	N/A	MSCI INC (MSCI) - 3.60%
#11	N/A	INTERACTIVE BROKERS GROUP INC CLASS A (IBKR) - 3.55%
#12	N/A	COINBASE GLOBAL INC ORDINARY SHARES CLASS A (COIN) - 2.86%
#13	N/A	RAYMOND JAMES FINANCIAL INC (RJF) - 2.74%
#14	N/A	CBOE GLOBAL MARKETS INC (CBOE) - 2.68%
#15	N/A	LPL FINANCIAL HOLDINGS INC (LPLA) - 2.59%
#16	N/A	STIFEL FINANCIAL CORP (SF) - 1.13%
#17	N/A	TRADEWEB MARKETS INC (TW) - 1.07%
#18	N/A	EVERCORE INC CLASS A (EVR) - 1.02%
#19	N/A	FACTSET RESEARCH SYSTEMS INC (FDS) - 0.91%
#20	N/A	JEFFERIES FINANCIAL GROUP INC (JEF) - 0.77%
#21	N/A	STONEX GROUP INC (SNEX) - 0.62%
#22	N/A	HOULIHAN LOKEY INC CLASS A (HLI) - 0.60%
#23	N/A	MARKETAXESS HOLDINGS INC (MKTX) - 0.51%
#24	N/A	PIPER SANDLER COS (PIPR) - 0.44%
#25	N/A	MOELIS & CO CLASS A (MC) - 0.44%
Total Holdings	3	39

SOXS vs IAI - Historical Returns

Returns include dividend reinvestment.

Period	SOXS	IAI
1 month	-6.04%	+5.29%
3 months	-22.95%	+10.15%
6 months	-84.75%	+14.29%
1 year	-96.46%	+14.19%
5 years(CAGR)	-79.45%	+14.31%
10 years(CAGR)	-78.32%	+18.94%
Max(CAGR)	-71.22%	+8.47%

SOXS

-6.04%

Winner

IAI

+5.29%

SOXS

-22.95%

Winner

IAI

+10.15%

SOXS

-84.75%

Winner

IAI

+14.29%

SOXS

-96.46%

Winner

IAI

+14.19%

5Y(CAGR)

SOXS

-79.45%

Winner

IAI

+14.31%

10Y(CAGR)

SOXS

-78.32%

Winner

IAI

+18.94%

Max(CAGR)

SOXS

-71.22%

Winner

IAI

+8.47%

SOXS vs IAI - Annual Returns (2006 - 2026)

Returns include dividend reinvestment.

Year	SOXS	IAI
2026	-91.18%	+8.96%
2025	-85.85%	+25.49%
2024	-65.05%	+35.52%
2023	-85.77%	+14.79%
2022	+22.70%	-11.75%
2021	-81.18%	+41.17%
2020	-92.44%	+17.15%
2019	-83.57%	+23.36%
2018	-12.94%	-9.42%
2017	-69.30%	+27.80%
2016	-74.03%	+24.66%
2015	-25.17%	-0.96%
2014	-65.79%	+12.35%
2013	-67.79%	+61.82%
2012	-39.67%	+13.26%
2011	-25.57%	-28.09%
2010	-61.20%	+2.58%
2009	N/A	+39.54%
2008	N/A	-59.22%
2007	N/A	-5.34%
2006	N/A	+5.67%

SOXS vs IAI 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 IAI was -75.46%, occurring on Nov 20, 2008. Recovery took 2385 trading sessions.

The current SOXS drawdown is -100.00%.

Rank	SOXS	IAI
#1	-100.00% Aug 31, 2010 - Jun 30, 2026	-75.46% Jun 20, 2007 - Dec 7, 2016
#2	-37.46% Mar 15, 2010 - Aug 31, 2010	-40.38% Feb 20, 2020 - Nov 23, 2020
#3	N/A	-28.84% Nov 2, 2021 - Mar 4, 2024
#4	N/A	-23.98% Mar 12, 2018 - Nov 25, 2019
#5	N/A	-23.14% Feb 18, 2025 - Jun 18, 2025
#6	N/A	-19.73% May 9, 2006 - Oct 5, 2006
#7	N/A	-16.52% Jan 15, 2026 - Jul 6, 2026
#8	N/A	-12.16% Feb 7, 2007 - Jun 15, 2007
#9	N/A	-9.18% Jan 12, 2021 - Feb 16, 2021
#10	N/A	-8.41% Mar 1, 2017 - Jun 28, 2017
#11	N/A	-8.12% Feb 1, 2018 - Mar 6, 2018
#12	N/A	-7.77% Nov 27, 2024 - Jan 21, 2025
#13	N/A	-7.07% Aug 27, 2021 - Oct 15, 2021
#14	N/A	-7.01% Jul 26, 2024 - Aug 16, 2024
#15	N/A	-6.97% Nov 12, 2025 - Dec 9, 2025

Correlation

Correlation between SOXS and IAI is -0.40 which considered as a weak negative correlation - the stocks show a slight tendency to move in opposite directions.

-0.40

-101

Dividend Comparison (2006 - 2026)

SOXS vs IAI dividend yield comparison.

Year	SOXS	IAI
2026	0.68%	0.59%
2025	0.05%	0.95%
2024	0.02%	1.05%
2023	0.00%	1.80%
2022	0.00%	2.14%
2021	0.00%	1.31%
2020	0.00%	1.55%
2019	0.00%	1.52%
2018	0.00%	1.58%
2017	0.00%	1.37%
2016	0.00%	1.49%
2015	0.00%	1.31%
2014	0.00%	1.13%
2013	0.00%	1.13%
2012	0.00%	2.97%
2011	0.00%	1.25%
2010	0.00%	1.62%
2009	0.00%	0.57%
2008	0.00%	2.28%
2007	0.00%	0.68%
2006	0.00%	0.20%