SOXS vs IYJ

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

5-Year PerformanceIYJ has outperformed SOXS, delivering a return of +9.2% compared to -80.0%

SOXS vs IYJ - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	SOXS(ETF)	IYJ(ETF)
Net Assets	$1.80B	$1.80B
Expense Ratio	N/A	0.38%
Max Drawdown	100.00%	62.80%
Sharpe Ratio	-2.70	0.85
5Y Beta	0.00	0.92
P/E Ratio	N/A	30.34
Forward P/E	N/A	23.25
5Y Dividends CAGR	-64.69%	5.34%
5Y EPS CAGR	N/A	12.07%
Debt to Equity	N/A	64.86%
P/S Ratio	N/A	3.13
P/B Ratio	N/A	5.82

Net Assets

SOXS

$1.80B

IYJ

$1.80B

Expense Ratio

SOXS

N/A

IYJ

0.38%

Max Drawdown

SOXS

100.00%

Winner

IYJ

62.80%

Sharpe Ratio

SOXS

-2.70

Winner

IYJ

0.85

5Y Beta

Winner

SOXS

0.00

IYJ

0.92

P/E Ratio

SOXS

N/A

IYJ

30.34

Forward P/E

SOXS

N/A

IYJ

23.25

5Y Dividends CAGR

SOXS

-64.69%

Winner

IYJ

5.34%

5Y EPS CAGR

SOXS

N/A

IYJ

12.07%

Debt to Equity

SOXS

N/A

IYJ

64.86%

P/S Ratio

SOXS

N/A

IYJ

3.13

P/B Ratio

SOXS

N/A

IYJ

5.82

SOXS vs IYJ - Holdings Comparison

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

SOXS's top 25 holdings weight is 66.35%. IYJ's top 25 holdings weight is 55.88%.

Rank	SOXS	IYJ
#1	GOLDMAN SACHS FS TREASURY INTMS INSTL (FTIXX) - 66.35%	VISA INC CLASS A (V) - 6.95%
#2	N/A	CATERPILLAR INC (CAT) - 5.12%
#3	N/A	MASTERCARD INC CLASS A (MA) - 5.09%
#4	N/A	GE AEROSPACE (GE) - 4.32%
#5	N/A	GE VERNOVA INC (GEV) - 3.28%
#6	N/A	RTX CORP (RTX) - 2.98%
#7	N/A	BOEING CO (BA) - 2.17%
#8	N/A	AMERICAN EXPRESS CO (AXP) - 2.16%
#9	N/A	UNION PACIFIC CORP (UNP) - 2.01%
#10	N/A	EATON CORP PLC (ETN) - 2.00%
#11	N/A	HONEYWELL INTERNATIONAL INC (HON) - 1.92%
#12	N/A	DEERE & CO (DE) - 1.69%
#13	N/A	ACCENTURE PLC CLASS A (ACN) - 1.55%
#14	N/A	CAPITAL ONE FINANCIAL CORP (COF) - 1.45%
#15	N/A	LOCKHEED MARTIN CORP (LMT) - 1.36%
#16	N/A	PARKER HANNIFIN CORP (PH) - 1.33%
#17	N/A	HOWMET AEROSPACE INC (HWM) - 1.31%
#18	N/A	QUANTA SERVICES INC (PWR) - 1.29%
#19	N/A	TRANE TECHNOLOGIES PLC CLASS A (TT) - 1.28%
#20	N/A	AUTOMATIC DATA PROCESSING INC (ADP) - 1.21%
#21	N/A	CUMMINS INC (CMI) - 1.13%
#22	N/A	CSX CORP (CSX) - 1.10%
#23	N/A	GENERAL DYNAMICS CORP (GD) - 1.10%
#24	N/A	n/a (JCI) - 1.05%
#25	N/A	3M CO (MMM) - 1.03%
Total Holdings	1	200

SOXS vs IYJ - Historical Returns

Returns include dividend reinvestment.

Period	SOXS	IYJ
1 month	-55.18%	+4.34%
3 months	-88.19%	+7.58%
6 months	-93.94%	+10.65%
1 year	-97.54%	+17.90%
5 years(CAGR)	-79.96%	+9.25%
10 years(CAGR)	-79.26%	+12.70%
Max(CAGR)	-71.39%	+8.01%

SOXS

-55.18%

Winner

IYJ

+4.34%

SOXS

-88.19%

Winner

IYJ

+7.58%

SOXS

-93.94%

Winner

IYJ

+10.65%

SOXS

-97.54%

Winner

IYJ

+17.90%

5Y(CAGR)

SOXS

-79.96%

Winner

IYJ

+9.25%

10Y(CAGR)

SOXS

-79.26%

Winner

IYJ

+12.70%

Max(CAGR)

SOXS

-71.39%

Winner

IYJ

+8.01%

SOXS vs IYJ - Annual Returns (2000 - 2026)

Returns include dividend reinvestment.

Year	SOXS	IYJ
2026	-91.83%	+8.01%
2025	-85.29%	+12.53%
2024	-63.31%	+18.77%
2023	-85.08%	+19.58%
2022	+22.94%	-13.50%
2021	-81.18%	+19.46%
2020	-92.42%	+15.88%
2019	-83.37%	+31.97%
2018	-12.21%	-12.24%
2017	-69.30%	+23.04%
2016	-74.03%	+20.78%
2015	-25.17%	-1.81%
2014	-65.79%	+8.23%
2013	-67.79%	+36.67%
2012	-39.67%	+15.31%
2011	-24.71%	-2.11%
2010	-59.45%	+23.31%
2009	N/A	+21.43%
2008	N/A	-38.70%
2007	N/A	+12.74%
2006	N/A	+12.27%
2005	N/A	+5.23%
2004	N/A	+16.58%
2003	N/A	+28.35%
2002	N/A	-24.94%
2001	N/A	-4.82%
2000	N/A	-6.56%

SOXS vs IYJ Drawdown Comparison

The maximum drawdown for SOXS was -100.00%, occurring on Jun 15, 2026. This drawdown has not yet recovered.

The maximum drawdown for IYJ was -61.97%, occurring on Mar 9, 2009. Recovery took 1117 trading sessions.

The current SOXS drawdown is -100.00%. The current IYJ drawdown is -0.52%.

Rank	SOXS	IYJ
#1	-100.00% Aug 31, 2010 - Jun 15, 2026	-61.97% Oct 9, 2007 - Mar 15, 2012
#2	-37.46% Mar 15, 2010 - Aug 31, 2010	-49.53% Sep 1, 2000 - Feb 27, 2006
#3	N/A	-40.20% Feb 12, 2020 - Sep 2, 2020
#4	N/A	-26.24% Sep 2, 2021 - Dec 14, 2023
#5	N/A	-24.00% Sep 21, 2018 - Apr 18, 2019
#6	N/A	-19.67% Nov 29, 2024 - Jul 1, 2025
#7	N/A	-15.27% Mar 2, 2015 - Apr 19, 2016
#8	N/A	-13.21% May 9, 2006 - Dec 27, 2006
#9	N/A	-11.97% Mar 19, 2012 - Sep 13, 2012
#10	N/A	-11.39% Mar 2, 2026 - Jun 16, 2026
#11	N/A	-11.05% Jan 26, 2018 - Sep 14, 2018
#12	N/A	-10.45% Jun 9, 2014 - Nov 6, 2014
#13	N/A	-10.40% Jul 19, 2007 - Oct 9, 2007
#14	N/A	-8.24% Jul 20, 2000 - Aug 21, 2000
#15	N/A	-7.39% Oct 16, 2020 - Nov 6, 2020

Correlation

Correlation between SOXS and IYJ is -0.51 which considered as a moderate negative correlation - the stocks show some tendency to move in opposite directions.

-0.51

-101

Dividend Comparison (2000 - 2026)

SOXS vs IYJ dividend yield comparison.

Year	SOXS	IYJ
2026	6.50%	0.30%
2025	10.80%	0.83%
2024	5.45%	0.88%
2023	9.22%	1.05%
2022	0.19%	1.05%
2021	0.00%	0.76%
2020	3.58%	1.01%
2019	2.30%	1.32%
2018	0.76%	1.43%
2017	0.00%	1.29%
2016	0.00%	1.38%
2015	0.00%	1.53%
2014	0.00%	1.46%
2013	0.00%	1.14%
2012	0.00%	1.66%
2011	1.31%	1.55%
2010	4.56%	1.55%
2009	0.00%	1.72%
2008	0.00%	2.31%
2007	0.00%	1.20%
2006	0.00%	1.07%
2005	0.00%	1.10%
2004	0.00%	0.82%
2003	0.00%	0.80%
2002	0.00%	0.96%
2001	0.00%	0.59%
2000	0.00%	0.50%