SOXS vs SPY

Comparison between Direxion Daily Semiconductor Bear 3X Shares (SOXS, ETF) and SPDR S&P 500 ETF Trust (SPY, ETF).

5-Year PerformanceSPY has outperformed SOXS, delivering a return of +13.0% compared to -80.7%

SOXS vs SPY - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	SOXS(ETF)	SPY(ETF)
Net Assets	$1.80B	$784B
Expense Ratio	N/A	0.09%
Max Drawdown	100.00%	56.47%
Sharpe Ratio	-2.64	1.39
5Y Beta	0.00	1.00
P/E Ratio	N/A	28.13
Forward P/E	N/A	21.42
5Y Dividends CAGR	N/A	6.00%
5Y EPS CAGR	N/A	25.27%
Debt to Equity	N/A	31.16%
P/S Ratio	N/A	3.66
P/B Ratio	N/A	5.51

Net Assets

SOXS

$1.80B

Winner

SPY

$784B

Expense Ratio

SOXS

N/A

SPY

0.09%

Max Drawdown

SOXS

100.00%

Winner

SPY

56.47%

Sharpe Ratio

SOXS

-2.64

Winner

SPY

1.39

5Y Beta

Winner

SOXS

0.00

SPY

1.00

P/E Ratio

SOXS

N/A

SPY

28.13

Forward P/E

SOXS

N/A

SPY

21.42

5Y Dividends CAGR

SOXS

N/A

SPY

6.00%

5Y EPS CAGR

SOXS

N/A

SPY

25.27%

Debt to Equity

SOXS

N/A

SPY

31.16%

P/S Ratio

SOXS

N/A

SPY

3.66

P/B Ratio

SOXS

N/A

SPY

5.51

SOXS vs SPY - Holdings Comparison

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

SOXS's top 25 holdings weight is 66.35%. SPY's top 25 holdings weight is 51.24%.

Rank	SOXS	SPY
#1	GOLDMAN SACHS FS TREASURY INTMS INSTL (FTIXX) - 66.35%	NVIDIA CORP (NVDA) - 7.81%
#2	N/A	APPLE INC (AAPL) - 6.81%
#3	N/A	MICROSOFT CORP (MSFT) - 4.53%
#4	N/A	AMAZON.COM INC (AMZN) - 3.72%
#5	N/A	ALPHABET INC CLASS A (GOOGL) - 3.39%
#6	N/A	BROADCOM INC (AVGO) - 2.77%
#7	N/A	ALPHABET INC CLASS C (GOOG) - 2.72%
#8	N/A	META PLATFORMS INC CLASS A (META) - 2.03%
#9	N/A	MICRON TECHNOLOGY INC (MU) - 1.78%
#10	N/A	TESLA INC (TSLA) - 1.76%
#11	N/A	BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.41%
#12	N/A	JPMORGAN CHASE & CO (JPM) - 1.38%
#13	N/A	ELI LILLY AND CO (LLY) - 1.38%
#14	N/A	ADVANCED MICRO DEVICES INC (AMD) - 1.28%
#15	N/A	EXXON MOBIL CORP (XOM) - 0.92%
#16	N/A	JOHNSON & JOHNSON (JNJ) - 0.88%
#17	N/A	VISA INC CLASS A (V) - 0.87%
#18	N/A	INTEL CORP (INTC) - 0.85%
#19	N/A	WALMART INC (WMT) - 0.82%
#20	N/A	CISCO SYSTEMS INC (CSCO) - 0.73%
#21	N/A	LAM RESEARCH CORP (LRCX) - 0.71%
#22	N/A	APPLIED MATERIALS INC (AMAT) - 0.70%
#23	N/A	CATERPILLAR INC (CAT) - 0.68%
#24	N/A	COSTCO WHOLESALE CORP (COST) - 0.68%
#25	N/A	MASTERCARD INC CLASS A (MA) - 0.63%
Total Holdings	1	505

SOXS vs SPY - Historical Returns

Returns include dividend reinvestment.

Period	SOXS	SPY
1 month	-41.75%	-1.92%
3 months	-89.83%	+12.08%
6 months	-93.83%	+6.93%
1 year	-97.65%	+22.28%
5 years(CAGR)	-80.66%	+13.00%
10 years(CAGR)	-79.72%	+15.55%
Max(CAGR)	-71.68%	+8.44%

SOXS

-41.75%

Winner

SPY

-1.92%

SOXS

-89.83%

Winner

SPY

+12.08%

SOXS

-93.83%

Winner

SPY

+6.93%

SOXS

-97.65%

Winner

SPY

+22.28%

5Y(CAGR)

SOXS

-80.66%

Winner

SPY

+13.00%

10Y(CAGR)

SOXS

-79.72%

Winner

SPY

+15.55%

Max(CAGR)

SOXS

-71.68%

Winner

SPY

+8.44%

SOXS vs SPY - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	SOXS	SPY
2026	-93.29%	+8.06%
2025	-85.29%	+18.00%
2024	-63.31%	+25.59%
2023	-85.08%	+26.72%
2022	+22.94%	-18.64%
2021	-81.18%	+30.52%
2020	-92.42%	+17.28%
2019	-83.37%	+31.09%
2018	-12.21%	-5.24%
2017	-69.30%	+20.78%
2016	-74.03%	+13.59%
2015	-25.17%	+1.31%
2014	-65.79%	+14.56%
2013	-67.79%	+29.00%
2012	-39.67%	+14.17%
2011	-24.71%	+0.85%
2010	-59.45%	+13.14%
2009	N/A	+22.67%
2008	N/A	-36.25%
2007	N/A	+5.32%
2006	N/A	+13.85%
2005	N/A	+5.32%
2004	N/A	+10.75%
2003	N/A	+24.18%
2002	N/A	-22.42%
2001	N/A	-10.13%
2000	N/A	-8.84%
1999	N/A	+8.61%

SOXS vs SPY Drawdown Comparison

The maximum drawdown for SOXS was -100.00%, occurring on Jun 22, 2026. This drawdown has not yet recovered.

The maximum drawdown for SPY was -55.20%, occurring on Mar 9, 2009. Recovery took 1224 trading sessions.

The current SOXS drawdown is -100.00%. The current SPY drawdown is -3.08%.

Rank	SOXS	SPY
#1	-100.00% Aug 31, 2010 - Jun 22, 2026	-55.20% Oct 9, 2007 - Aug 16, 2012
#2	-37.46% Mar 15, 2010 - Aug 31, 2010	-47.50% Mar 24, 2000 - Oct 26, 2006
#3	N/A	-33.70% Feb 19, 2020 - Aug 10, 2020
#4	N/A	-24.50% Jan 3, 2022 - Dec 13, 2023
#5	N/A	-19.34% Sep 20, 2018 - Apr 12, 2019
#6	N/A	-18.76% Feb 19, 2025 - Jun 26, 2025
#7	N/A	-13.02% Jul 20, 2015 - Apr 18, 2016
#8	N/A	-10.10% Jan 26, 2018 - Aug 6, 2018
#9	N/A	-9.44% Sep 2, 2020 - Nov 11, 2020
#10	N/A	-9.30% Jan 19, 2000 - Mar 17, 2000
#11	N/A	-9.05% Jul 19, 2007 - Oct 5, 2007
#12	N/A	-8.88% Jan 27, 2026 - Apr 14, 2026
#13	N/A	-8.41% Jul 16, 2024 - Sep 19, 2024
#14	N/A	-7.35% Sep 14, 2012 - Jan 2, 2013
#15	N/A	-7.27% Sep 18, 2014 - Oct 31, 2014

Correlation

Correlation between SOXS and SPY is -0.46 which considered as a weak negative correlation - the stocks show a slight tendency to move in opposite directions.

-0.46

-101

Dividend Comparison (1999 - 2026)

SOXS vs SPY dividend yield comparison.

Year	SOXS	SPY
2026	9.02%	0.50%
2025	10.80%	1.07%
2024	5.45%	1.21%
2023	9.22%	1.40%
2022	0.19%	1.65%
2021	0.00%	1.20%
2020	3.58%	1.52%
2019	2.30%	1.75%
2018	0.76%	2.04%
2017	0.00%	1.80%
2016	0.00%	2.03%
2015	0.00%	2.06%
2014	0.00%	1.87%
2013	0.00%	1.81%
2012	0.00%	2.18%
2011	1.31%	2.05%
2010	4.56%	1.80%
2009	0.00%	1.95%
2008	0.00%	3.02%
2007	0.00%	1.85%
2006	0.00%	1.73%
2005	0.00%	1.73%
2004	0.00%	1.82%
2003	0.00%	1.47%
2002	0.00%	1.70%
2001	0.00%	1.25%
2000	0.00%	1.15%
1999	0.00%	0.24%

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SOXS vs SPY

SOXS vs SPY - Performance Comparison

Key Characteristics

SOXS vs SPY - Holdings Comparison

SOXS vs SPY - Historical Returns

SOXS vs SPY - Annual Returns (1999 - 2026)

SOXS vs SPY Drawdown Comparison

Correlation

Dividend Comparison (1999 - 2026)

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