SOXS vs IYE

Comparison between Direxion Daily Semiconductor Bear 3X Shares (SOXS, ETF) and ISHARES U.S. ENERGY ETF (IYE, ETF).

5-Year PerformanceIYE has outperformed SOXS, delivering a return of +20.4% compared to -78.6%

SOXS vs IYE - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	SOXS(ETF)	IYE(ETF)
Net Assets	$1.80B	$1.80B
Expense Ratio	N/A	0.38%
Max Drawdown	100.00%	78.21%
Sharpe Ratio	-3.17	1.75
5Y Beta	0.00	0.59
P/E Ratio	N/A	20.91
Forward P/E	N/A	13.52
PEG Ratio	N/A	0.82
5Y Dividends CAGR	-64.69%	11.55%
5Y EPS CAGR	N/A	22.38%
Debt to Equity	N/A	40.52%
P/S Ratio	N/A	1.73
P/B Ratio	N/A	2.57

Net Assets

SOXS

$1.80B

IYE

$1.80B

Expense Ratio

SOXS

N/A

IYE

0.38%

Max Drawdown

SOXS

100.00%

Winner

IYE

78.21%

Sharpe Ratio

SOXS

-3.17

Winner

IYE

1.75

5Y Beta

Winner

SOXS

0.00

IYE

0.59

P/E Ratio

SOXS

N/A

IYE

20.91

Forward P/E

SOXS

N/A

IYE

13.52

PEG Ratio

SOXS

N/A

IYE

0.82

5Y Dividends CAGR

SOXS

-64.69%

Winner

IYE

11.55%

5Y EPS CAGR

SOXS

N/A

IYE

22.38%

Debt to Equity

SOXS

N/A

IYE

40.52%

P/S Ratio

SOXS

N/A

IYE

1.73

P/B Ratio

SOXS

N/A

IYE

2.57

SOXS vs IYE - Holdings Comparison

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

SOXS's top 25 holdings weight is 66.35%. IYE's top 25 holdings weight is 94.36%.

Rank	SOXS	IYE
#1	GOLDMAN SACHS FS TREASURY INTMS INSTL (FTIXX) - 66.35%	EXXON MOBIL CORP (XOM) - 22.44%
#2	N/A	CHEVRON CORP (CVX) - 15.70%
#3	N/A	CONOCOPHILLIPS (COP) - 6.63%
#4	N/A	WILLIAMS COMPANIES INC (WMB) - 4.36%
#5	N/A	SLB LTD (SLB) - 3.76%
#6	N/A	EOG RESOURCES INC (EOG) - 3.60%
#7	N/A	VALERO ENERGY CORP (VLO) - 3.50%
#8	N/A	MARATHON PETROLEUM CORP (MPC) - 3.22%
#9	N/A	PHILLIPS 66 (PSX) - 3.08%
#10	N/A	KINDER MORGAN INC CLASS P (KMI) - 3.04%
#11	N/A	BAKER HUGHES CO CLASS A (BKR) - 2.95%
#12	N/A	CHENIERE ENERGY INC (LNG) - 2.64%
#13	N/A	ONEOK INC (OKE) - 2.52%
#14	N/A	TARGA RESOURCES CORP (TRGP) - 2.41%
#15	N/A	OCCIDENTAL PETROLEUM CORP (OXY) - 1.90%
#16	N/A	DIAMONDBACK ENERGY INC (FANG) - 1.73%
#17	N/A	EQT CORP (EQT) - 1.65%
#18	N/A	HALLIBURTON CO (HAL) - 1.47%
#19	N/A	TECHNIPFMC PLC (FTI) - 1.38%
#20	N/A	DEVON ENERGY CORP (DVN) - 1.35%
#21	N/A	COTERRA ENERGY INC ORDINARY SHARES (CTRA) - 1.17%
#22	N/A	TEXAS PACIFIC LAND CORP (TPL) - 1.10%
#23	N/A	EXPAND ENERGY CORP ORDINARY SHARES NEW (EXE) - 1.05%
#24	N/A	FIRST SOLAR INC (FSLR) - 0.96%
#25	N/A	OVINTIV INC (OVV) - 0.75%
Total Holdings	1	41

SOXS vs IYE - Historical Returns

Returns include dividend reinvestment.

Period	SOXS	IYE
1 month	-65.39%	+0.31%
3 months	-75.41%	+4.93%
6 months	-88.46%	+26.27%
1 year	-96.60%	+38.67%
5 years(CAGR)	-78.64%	+20.42%
10 years(CAGR)	-78.48%	+8.84%
Max(CAGR)	-70.52%	+7.38%

SOXS

-65.39%

Winner

IYE

+0.31%

SOXS

-75.41%

Winner

IYE

+4.93%

SOXS

-88.46%

Winner

IYE

+26.27%

SOXS

-96.60%

Winner

IYE

+38.67%

5Y(CAGR)

SOXS

-78.64%

Winner

IYE

+20.42%

10Y(CAGR)

SOXS

-78.48%

Winner

IYE

+8.84%

Max(CAGR)

SOXS

-70.52%

Winner

IYE

+7.38%

SOXS vs IYE - Annual Returns (2000 - 2026)

Returns include dividend reinvestment.

Year	SOXS	IYE
2026	-84.98%	+25.50%
2025	-85.29%	+6.06%
2024	-63.31%	+5.01%
2023	-85.08%	+1.78%
2022	+22.94%	+55.61%
2021	-81.18%	+53.06%
2020	-92.42%	-34.05%
2019	-83.37%	+7.69%
2018	-12.21%	-20.69%
2017	-69.30%	-3.06%
2016	-74.03%	+25.79%
2015	-25.17%	-22.56%
2014	-65.79%	-8.39%
2013	-67.79%	+22.67%
2012	-39.67%	+1.63%
2011	-24.71%	+2.91%
2010	-59.45%	+15.56%
2009	N/A	+13.70%
2008	N/A	-37.78%
2007	N/A	+41.04%
2006	N/A	+15.31%
2005	N/A	+39.26%
2004	N/A	+32.27%
2003	N/A	+24.20%
2002	N/A	-15.27%
2001	N/A	-11.91%
2000	N/A	+6.75%

SOXS vs IYE Drawdown Comparison

The maximum drawdown for SOXS was -100.00%, occurring on May 11, 2026. This drawdown has not yet recovered.

The maximum drawdown for IYE was -73.74%, occurring on Mar 18, 2020. Recovery took 1983 trading sessions.

The current SOXS drawdown is -100.00%. The current IYE drawdown is -8.41%.

Rank	SOXS	IYE
#1	-100.00% Aug 31, 2010 - May 11, 2026	-73.74% Jun 23, 2014 - May 6, 2022
#2	-37.46% Mar 15, 2010 - Aug 31, 2010	-55.81% May 20, 2008 - Sep 18, 2013
#3	N/A	-39.58% May 18, 2001 - Jun 23, 2004
#4	N/A	-25.60% Jun 7, 2022 - Oct 28, 2022
#5	N/A	-20.37% Nov 22, 2024 - Jan 5, 2026
#6	N/A	-18.82% Nov 15, 2022 - Mar 21, 2024
#7	N/A	-16.18% Jan 3, 2008 - Apr 16, 2008
#8	N/A	-15.79% Sep 29, 2005 - Jan 17, 2006
#9	N/A	-15.40% May 10, 2006 - Nov 9, 2006
#10	N/A	-14.87% Mar 4, 2005 - Jun 17, 2005
#11	N/A	-14.10% Mar 9, 2001 - Apr 26, 2001
#12	N/A	-12.60% Apr 5, 2024 - Nov 20, 2024
#13	N/A	-12.57% Jul 19, 2007 - Sep 18, 2007
#14	N/A	-12.38% Oct 12, 2000 - Mar 7, 2001
#15	N/A	-12.31% Dec 14, 2006 - Apr 4, 2007

Correlation

Correlation between SOXS and IYE is -0.32 which considered as a weak negative correlation - the stocks show a slight tendency to move in opposite directions.

-0.32

-101

Dividend Comparison (2000 - 2026)

SOXS vs IYE dividend yield comparison.

Year	SOXS	IYE
2026	3.54%	0.51%
2025	10.80%	2.85%
2024	5.45%	2.75%
2023	9.22%	2.99%
2022	0.19%	3.37%
2021	0.00%	2.98%
2020	3.58%	4.75%
2019	2.30%	6.60%
2018	0.76%	3.16%
2017	0.00%	2.66%
2016	0.00%	2.11%
2015	0.00%	3.39%
2014	0.00%	2.05%
2013	0.00%	1.54%
2012	0.00%	1.67%
2011	1.31%	1.40%
2010	4.56%	1.28%
2009	0.00%	1.47%
2008	0.00%	1.54%
2007	0.00%	0.82%
2006	0.00%	1.05%
2005	0.00%	0.93%
2004	0.00%	1.18%
2003	0.00%	1.48%
2002	0.00%	1.75%
2001	0.00%	1.30%
2000	0.00%	0.48%