SPEM vs SOXL
Comparison between SPDR(R) PORTFOLIO EMERGING MARKETS ETF (SPEM, ETF) and DIREXION DAILY SEMICONDUCTOR BULL 3X SHARES (SOXL, ETF).
5-Year PerformanceSOXL has outperformed SPEM, delivering a return of +44.6% compared to +6.9%
SPEM vs SOXL - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
SPEM
$17B
SOXL
$17B
Expense Ratio
SPEM
0.07%
SOXL
N/A
Max Drawdown
Winner
SPEM
65.07%
SOXL
90.51%
Sharpe Ratio
SPEM
1.61
Winner
SOXL
2.98
5Y Beta
Winner
SPEM
0.70
SOXL
5.72
P/E Ratio
SPEM
N/A
SOXL
58.24
Forward P/E
SPEM
N/A
SOXL
28.13
PEG Ratio
SPEM
N/A
SOXL
0.30
5Y Dividends CAGR
SPEM
4.52%
Winner
SOXL
40.17%
P/S Ratio
SPEM
N/A
SOXL
3.87
P/B Ratio
SPEM
N/A
SOXL
10.10
SPEM vs SOXL - Holdings Comparison
SPEM and SOXL have 2 common holdings. Overlap is -1.22%
SPEM's top 25 holdings weight is 31.81%. SOXL's top 25 holdings weight is 144.22%.
| Rank | SPEM | SOXL |
|---|---|---|
| #1 | n/a (n/a) - 11.97% | ICE SEMICONDUCTOR INDEX SWAP (n/a) - 49.54% |
| #2 | TENCENT HOLDINGS LTD (n/a) - 3.43% | DREYFUS TRSRY SECURITIES CASH MGMT (n/a) - 19.59% |
| #3 | n/a (n/a) - 2.49% | DREYFUS GOVT CASH MAN INS (n/a) - 11.71% |
| #4 | RELIANCE INDUSTRIES LTD GDR 144A (RLNIY) - 0.97% | JP MORGAN 100 US TRSY CAPITAL 3163 (n/a) - 8.68% |
| #5 | DELTA ELECTRONICS INC (n/a) - 0.94% | MICRON TECHNOLOGY INC (MU) - 4.71% |
| #6 | CHINA CONSTRUCTION BANK CORP CLASS H (n/a) - 0.93% | GOLDMAN FINL SQ TRSRY INST 506 (n/a) - 4.58% |
| #7 | HDFC BANK LTD (n/a) - 0.88% | BROADCOM INC (AVGO) - 4.39% |
| #8 | MEDIATEK INC (n/a) - 0.79% | ADVANCED MICRO DEVICES INC (AMD) - 4.28% |
| #9 | HON HAI PRECISION INDUSTRY CO LTD (n/a) - 0.77% | NVIDIA CORP (NVDA) - 3.77% |
| #10 | ICICI BANK LTD ADR (IBN) - 0.70% | INTEL CORP (INTC) - 3.54% |
| #11 | PDD HOLDINGS INC ADR (PDD) - 0.67% | MARVELL TECHNOLOGY INC (MRVL) - 3.37% |
| #12 | PETROLEO BRASILEIRO SA PETROBRAS ADR (PBR-A) - 0.66% | APPLIED MATERIALS INC (AMAT) - 2.64% |
| #13 | n/a (n/a) - 0.66% | MONOLITHIC POWER SYSTEMS INC (MPWR) - 2.33% |
| #14 | XIAOMI CORP CLASS B (n/a) - 0.60% | TEXAS INSTRUMENTS INC (TXN) - 2.23% |
| #15 | BHARTI AIRTEL LTD (n/a) - 0.57% | NXP SEMICONDUCTORS NV (NXPI) - 2.16% |
| #16 | AL RAJHI BANK (n/a) - 0.53% | QUALCOMM INC (QCOM) - 1.99% |
| #17 | n/a (n/a) - 0.52% | KLA CORP (KLAC) - 1.89% |
| #18 | VALE SA ADR (VALE) - 0.50% | ANALOG DEVICES INC (ADI) - 1.88% |
| #19 | n/a (n/a) - 0.48% | LAM RESEARCH CORP (LRCX) - 1.86% |
| #20 | ASE TECHNOLOGY HOLDING CO LTD (n/a) - 0.47% | TERADYNE INC (TER) - 1.78% |
| #21 | INFOSYS LTD ADR (INFY) - 0.47% | MICROCHIP TECHNOLOGY INC (MCHP) - 1.76% |
| #22 | CTBC FINANCIAL HOLDING CO LTD (n/a) - 0.46% | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD ADR (TSM) - 1.66% |
| #23 | BANK OF CHINA LTD CLASS H (n/a) - 0.46% | ASML HOLDING NV ADR (ASML) - 1.48% |
| #24 | MEITUAN CLASS B (n/a) - 0.46% | ON SEMICONDUCTOR CORP (ON) - 1.39% |
| #25 | NU HOLDINGS LTD ORDINARY SHARES CLASS A (NU) - 0.43% | CREDO TECHNOLOGY GROUP HOLDING LTD (CRDO) - 1.01% |
| Total Holdings | 2547 | 36 |
SPEM vs SOXL - Historical Returns
Returns include dividend reinvestment.
1M
SPEM
+3.80%
Winner
SOXL
+114.15%
3M
SPEM
+2.57%
Winner
SOXL
+173.41%
6M
SPEM
+9.61%
Winner
SOXL
+294.69%
1Y
SPEM
+28.49%
Winner
SOXL
+910.28%
5Y(CAGR)
SPEM
+6.87%
Winner
SOXL
+44.59%
10Y(CAGR)
SPEM
+9.56%
Winner
SOXL
+62.86%
Max(CAGR)
SPEM
+5.61%
Winner
SOXL
+41.90%
SPEM vs SOXL - Annual Returns (2007 - 2026)
Returns include dividend reinvestment.
| Year | SPEM | SOXL |
|---|---|---|
| 2026 | +7.93% | +265.20% |
| 2025 | +26.06% | +52.85% |
| 2024 | +12.77% | -1.84% |
| 2023 | +9.34% | +237.81% |
| 2022 | -18.38% | -86.47% |
| 2021 | +0.94% | +121.91% |
| 2020 | +12.23% | +60.01% |
| 2019 | +19.24% | +223.27% |
| 2018 | -15.13% | -43.70% |
| 2017 | +33.44% | +141.32% |
| 2016 | +14.74% | +131.06% |
| 2015 | -14.68% | -20.58% |
| 2014 | +1.97% | +104.52% |
| 2013 | -3.47% | +127.69% |
| 2012 | +14.83% | -0.07% |
| 2011 | -19.79% | -49.20% |
| 2010 | +15.47% | +26.18% |
| 2009 | +65.42% | N/A |
| 2008 | -48.76% | N/A |
| 2007 | +36.13% | N/A |
SPEM vs SOXL Drawdown Comparison
The maximum drawdown for SPEM was -64.42%, occurring on Nov 20, 2008. Recovery took 1721 trading sessions.
The maximum drawdown for SOXL was -90.46%, occurring on Oct 14, 2022. Recovery took 1044 trading sessions.
The current SPEM drawdown is -2.35%. The current SOXL drawdown is -9.40%.
| Rank | SPEM | SOXL |
|---|---|---|
| #1 | -64.42% Oct 31, 2007 - Sep 3, 2014 | -90.46% Dec 27, 2021 - Feb 25, 2026 |
| #2 | -36.05% Jan 26, 2018 - Nov 9, 2020 | -80.38% Feb 19, 2020 - Nov 5, 2020 |
| #3 | -34.89% Sep 5, 2014 - Jul 12, 2017 | -72.61% Feb 17, 2011 - Feb 13, 2014 |
| #4 | -33.40% Feb 17, 2021 - Oct 7, 2024 | -66.51% Mar 12, 2018 - Apr 24, 2019 |
| #5 | -17.89% Jul 23, 2007 - Sep 19, 2007 | -62.93% Jun 1, 2015 - Aug 19, 2016 |
| #6 | -17.63% Oct 7, 2024 - Jun 9, 2025 | -60.56% Apr 26, 2010 - Jan 7, 2011 |
| #7 | -11.36% Feb 25, 2026 - Apr 17, 2026 | -47.16% Apr 24, 2019 - Jul 24, 2019 |
| #8 | -5.02% Jan 20, 2021 - Feb 5, 2021 | -43.47% Feb 25, 2026 - Apr 9, 2026 |
| #9 | -4.86% Oct 29, 2025 - Jan 2, 2026 | -43.28% Sep 18, 2014 - Nov 24, 2014 |
| #10 | -4.38% Oct 8, 2025 - Oct 20, 2025 | -40.92% Feb 16, 2021 - Aug 4, 2021 |
| #11 | -4.30% Nov 22, 2017 - Dec 28, 2017 | -34.75% Jan 23, 2018 - Mar 9, 2018 |
| #12 | -4.11% Oct 18, 2007 - Oct 26, 2007 | -33.19% Jul 24, 2019 - Oct 28, 2019 |
| #13 | -3.46% Sep 19, 2017 - Oct 13, 2017 | -28.90% Jun 8, 2017 - Sep 18, 2017 |
| #14 | -3.43% Jun 4, 2007 - Jun 14, 2007 | -24.56% Sep 16, 2021 - Nov 1, 2021 |
| #15 | -3.14% Jul 23, 2025 - Aug 12, 2025 | -23.82% Nov 24, 2017 - Jan 17, 2018 |
Correlation
Correlation between SPEM and SOXL is 0.83 which considered as a strong positive correlation - the stocks tend to move together.
0.83
-101
Dividend Comparison (2007 - 2025)
SPEM vs SOXL dividend yield comparison.
| Year | SPEM | SOXL |
|---|---|---|
| 2025 | 2.77% | 0.34% |
| 2024 | 2.78% | 1.18% |
| 2023 | 2.80% | 0.51% |
| 2022 | 3.38% | 1.07% |
| 2021 | 3.14% | 0.04% |
| 2020 | 1.92% | 0.05% |
| 2019 | 2.94% | 0.38% |
| 2018 | 2.34% | 1.30% |
| 2017 | 1.12% | 0.09% |
| 2016 | 1.52% | 4.84% |
| 2015 | 2.40% | 0.00% |
| 2014 | 2.26% | 0.00% |
| 2013 | 1.91% | 0.00% |
| 2012 | 1.99% | 0.00% |
| 2011 | 3.64% | 0.00% |
| 2010 | 2.32% | 0.01% |
| 2009 | 0.71% | 0.00% |
| 2008 | 3.69% | 0.00% |
| 2007 | 1.82% | 0.00% |
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