SPGM vs SOXS

Comparison between STATE STREET(R) SPDR(R) PORTFOLIO MSCI GLOBAL STOCK MARKET ETF (SPGM, ETF) and Direxion Daily Semiconductor Bear 3X Shares (SOXS, ETF).

5-Year PerformanceSPGM has outperformed SOXS, delivering a return of +11.5% compared to -80.0%

SPGM vs SOXS - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	SPGM(ETF)	SOXS(ETF)
Net Assets	$1.70B	$1.80B
Expense Ratio	0.09%	N/A
Max Drawdown	33.97%	100.00%
Sharpe Ratio	1.66	-2.70
5Y Beta	0.91	0.00
P/E Ratio	27.05	N/A
Forward P/E	20.29	N/A
5Y Dividends CAGR	13.19%	-64.69%
5Y EPS CAGR	23.07%	N/A
P/S Ratio	0.31	N/A
P/B Ratio	4.78	N/A

Net Assets

SPGM

$1.70B

Winner

SOXS

$1.80B

Expense Ratio

SPGM

0.09%

SOXS

N/A

Max Drawdown

Winner

SPGM

33.97%

SOXS

100.00%

Sharpe Ratio

Winner

SPGM

1.66

SOXS

-2.70

5Y Beta

SPGM

0.91

Winner

SOXS

0.00

P/E Ratio

SPGM

27.05

SOXS

N/A

Forward P/E

SPGM

20.29

SOXS

N/A

5Y Dividends CAGR

Winner

SPGM

13.19%

SOXS

-64.69%

5Y EPS CAGR

SPGM

23.07%

SOXS

N/A

P/S Ratio

SPGM

0.31

SOXS

N/A

P/B Ratio

SPGM

4.78

SOXS

N/A

SPGM vs SOXS - Holdings Comparison

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

SPGM's top 25 holdings weight is 29.28%. SOXS's top 25 holdings weight is 66.35%.

Rank	SPGM	SOXS
#1	NVIDIA CORP (NVDA) - 4.15%	GOLDMAN SACHS FS TREASURY INTMS INSTL (FTIXX) - 66.35%
#2	APPLE INC (AAPL) - 3.64%	N/A
#3	MICROSOFT CORP (MSFT) - 2.61%	N/A
#4	AMAZON.COM INC (AMZN) - 1.85%	N/A
#5	ALPHABET INC CLASS A (GOOGL) - 1.53%	N/A
#6	ALPHABET INC CLASS C (GOOG) - 1.52%	N/A
#7	BROADCOM INC (AVGO) - 1.40%	N/A
#8	n/a (TSM) - 1.38%	N/A
#9	META PLATFORMS INC CLASS A (META) - 1.29%	N/A
#10	TESLA INC (TSLA) - 1.06%	N/A
#11	JPMORGAN CHASE & CO (JPM) - 0.90%	N/A
#12	EXXON MOBIL CORP (XOM) - 0.80%	N/A
#13	ELI LILLY AND CO (LLY) - 0.70%	N/A
#14	SAMSUNG ELECTRONICS CO LTD DR (SSNHZ) - 0.66%	N/A
#15	BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 0.63%	N/A
#16	VISA INC CLASS A (V) - 0.58%	N/A
#17	ASML HOLDING NV (n/a) - 0.56%	N/A
#18	CHEVRON CORP (CVX) - 0.53%	N/A
#19	COSTCO WHOLESALE CORP (COST) - 0.52%	N/A
#20	WALMART INC (WMT) - 0.51%	N/A
#21	JOHNSON & JOHNSON (JNJ) - 0.51%	N/A
#22	CHUBB LTD (CB) - 0.50%	N/A
#23	TENCENT HOLDINGS LTD (n/a) - 0.50%	N/A
#24	NESTLE SA (n/a) - 0.50%	N/A
#25	CATERPILLAR INC (CAT) - 0.45%	N/A
Total Holdings	2333	1

SPGM vs SOXS - Historical Returns

Returns include dividend reinvestment.

Period	SPGM	SOXS
1 month	+1.97%	-55.18%
3 months	+10.85%	-88.19%
6 months	+13.88%	-93.94%
1 year	+30.22%	-97.54%
5 years(CAGR)	+11.47%	-79.96%
10 years(CAGR)	+13.06%	-79.26%
Max(CAGR)	+11.34%	-71.39%

Winner

SPGM

+1.97%

SOXS

-55.18%

Winner

SPGM

+10.85%

SOXS

-88.19%

Winner

SPGM

+13.88%

SOXS

-93.94%

Winner

SPGM

+30.22%

SOXS

-97.54%

5Y(CAGR)

Winner

SPGM

+11.47%

SOXS

-79.96%

10Y(CAGR)

Winner

SPGM

+13.06%

SOXS

-79.26%

Max(CAGR)

Winner

SPGM

+11.34%

SOXS

-71.39%

SPGM vs SOXS - Annual Returns (2010 - 2026)

Returns include dividend reinvestment.

Year	SPGM	SOXS
2026	+11.01%	-91.83%
2025	+23.70%	-85.29%
2024	+17.65%	-63.31%
2023	+21.33%	-85.08%
2022	-17.95%	+22.94%
2021	+20.77%	-81.18%
2020	+14.24%	-92.42%
2019	+26.23%	-83.37%
2018	-10.47%	-12.21%
2017	+22.11%	-69.30%
2016	+10.39%	-74.03%
2015	-2.10%	-25.17%
2014	+11.58%	-65.79%
2013	+20.65%	-67.79%
2012	+1.33%	-39.67%
2011	N/A	-24.71%
2010	N/A	-59.45%

SPGM vs SOXS Drawdown Comparison

The maximum drawdown for SPGM was -33.97%, occurring on Mar 23, 2020. Recovery took 134 trading sessions.

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

The current SPGM drawdown is -1.74%. The current SOXS drawdown is -100.00%.

Rank	SPGM	SOXS
#1	-33.97% Feb 12, 2020 - Aug 24, 2020	-100.00% Aug 31, 2010 - Jun 15, 2026
#2	-25.92% Jan 4, 2022 - Jan 25, 2024	-37.46% Mar 15, 2010 - Aug 31, 2010
#3	-21.99% Jun 18, 2015 - Jan 24, 2017	N/A
#4	-19.40% Jan 26, 2018 - Oct 24, 2019	N/A
#5	-16.90% Feb 18, 2025 - Jun 2, 2025	N/A
#6	-13.83% Jul 10, 2014 - Dec 3, 2014	N/A
#7	-11.87% Mar 19, 2012 - Sep 13, 2012	N/A
#8	-9.50% Feb 25, 2026 - Apr 15, 2026	N/A
#9	-8.97% Dec 16, 2013 - May 27, 2014	N/A
#10	-8.55% Jul 16, 2024 - Aug 30, 2024	N/A
#11	-8.37% May 21, 2013 - Aug 8, 2013	N/A
#12	-7.49% Sep 2, 2020 - Nov 9, 2020	N/A
#13	-6.08% Sep 17, 2012 - Dec 18, 2012	N/A
#14	-5.52% Sep 3, 2021 - Oct 25, 2021	N/A
#15	-5.28% Nov 8, 2021 - Jan 4, 2022	N/A

Correlation

Correlation between SPGM and SOXS is -0.49 which considered as a weak negative correlation - the stocks show a slight tendency to move in opposite directions.

-0.49

-101

Dividend Comparison (2010 - 2026)

SPGM vs SOXS dividend yield comparison.

Year	SPGM	SOXS
2026	0.78%	6.50%
2025	1.89%	10.80%
2024	1.98%	5.45%
2023	2.09%	9.22%
2022	2.37%	0.19%
2021	1.94%	0.00%
2020	1.45%	3.58%
2019	2.46%	2.30%
2018	1.89%	0.76%
2017	2.29%	0.00%
2016	1.87%	0.00%
2015	3.70%	0.00%
2014	2.18%	0.00%
2013	1.75%	0.00%
2012	2.26%	0.00%
2011	0.00%	1.31%
2010	0.00%	4.56%

Select Stocks to Compare

First Stock

Second Stock

Popular: SPGM vs SPY SOXS vs SPY

More Comparisons

Compare with similar stocks

SPGM vs SOXS

SPGM vs SOXS - Performance Comparison

Key Characteristics

SPGM vs SOXS - Holdings Comparison

SPGM vs SOXS - Historical Returns

SPGM vs SOXS - Annual Returns (2010 - 2026)

SPGM vs SOXS Drawdown Comparison

Correlation

Dividend Comparison (2010 - 2026)

Select Stocks to Compare

More Comparisons

Compare SPGM with:

Compare SOXS with:

Popular suggestions: