SPMO vs SOXL

Comparison between INVESCO S&P 500 MOMENTUM ETF (SPMO, ETF) and DIREXION DAILY SEMICONDUCTOR BULL 3X SHARES (SOXL, ETF).

5-Year PerformanceSOXL has outperformed SPMO, delivering a return of +37.6% compared to +22.3%

SPMO vs SOXL - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	SPMO(ETF)	SOXL(ETF)
Net Assets	$12B	$12B
Expense Ratio	0.13%	N/A
Max Drawdown	31.31%	90.51%
Sharpe Ratio	2.17	3.08
5Y Beta	1.20	5.72
P/E Ratio	33.90	58.52
Forward P/E	20.93	25.59
PEG Ratio	0.28	0.31
5Y Dividends CAGR	9.86%	40.17%
5Y EPS CAGR	32.58%	N/A
Debt to Equity	27.75%	N/A
P/S Ratio	3.87	3.81
P/B Ratio	7.05	10.21

Net Assets

Winner

SPMO

$12B

SOXL

$12B

Expense Ratio

SPMO

0.13%

SOXL

N/A

Max Drawdown

Winner

SPMO

31.31%

SOXL

90.51%

Sharpe Ratio

SPMO

2.17

Winner

SOXL

3.08

5Y Beta

Winner

SPMO

1.20

SOXL

5.72

P/E Ratio

Winner

SPMO

33.90

SOXL

58.52

Forward P/E

Winner

SPMO

20.93

SOXL

25.59

PEG Ratio

Winner

SPMO

0.28

SOXL

0.31

5Y Dividends CAGR

SPMO

9.86%

Winner

SOXL

40.17%

5Y EPS CAGR

SPMO

32.58%

SOXL

N/A

Debt to Equity

SPMO

27.75%

SOXL

N/A

P/S Ratio

SPMO

3.87

Winner

SOXL

3.81

P/B Ratio

Winner

SPMO

7.05

SOXL

10.21

SPMO vs SOXL - Holdings Comparison

SPMO and SOXL have 12 common holdings. Overlap is 25.21%

SPMO's top 25 holdings weight is 74.52%. SOXL's top 25 holdings weight is 167.94%.

Rank	SPMO	SOXL
#1	NVIDIA CORP (NVDA) - 9.88%	ICE SEMICONDUCTOR INDEX SWAP (n/a) - 44.70%
#2	BROADCOM INC (AVGO) - 7.85%	DREYFUS TRSRY SECURITIES CASH MGMT (n/a) - 22.43%
#3	MICRON TECHNOLOGY INC (MU) - 6.45%	CASH (n/a) - 21.21%
#4	ALPHABET INC CLASS A (GOOGL) - 5.12%	DREYFUS GOVT CASH MAN INS (n/a) - 14.92%
#5	JOHNSON & JOHNSON (JNJ) - 4.51%	JP MORGAN 100 US TRSY CAPITAL 3163 (n/a) - 9.93%
#6	ALPHABET INC CLASS C (GOOG) - 4.08%	GOLDMAN FINL SQ TRSRY INST 506 (n/a) - 5.96%
#7	EXXON MOBIL CORP (XOM) - 3.33%	BROADCOM INC (AVGO) - 4.41%
#8	LAM RESEARCH CORP (LRCX) - 3.23%	MICRON TECHNOLOGY INC (MU) - 4.31%
#9	ADVANCED MICRO DEVICES INC (AMD) - 3.00%	NVIDIA CORP (NVDA) - 4.24%
#10	CATERPILLAR INC (CAT) - 2.81%	ADVANCED MICRO DEVICES INC (AMD) - 4.24%
#11	INTEL CORP (INTC) - 2.52%	MARVELL TECHNOLOGY INC (MRVL) - 3.30%
#12	APPLIED MATERIALS INC (AMAT) - 1.74%	INTEL CORP (INTC) - 3.26%
#13	GE VERNOVA INC (GEV) - 1.73%	APPLIED MATERIALS INC (AMAT) - 2.69%
#14	CISCO SYSTEMS INC (CSCO) - 1.69%	MONOLITHIC POWER SYSTEMS INC (MPWR) - 2.33%
#15	GE AEROSPACE (GE) - 1.69%	TEXAS INSTRUMENTS INC (TXN) - 2.20%
#16	SANDISK CORP ORDINARY SHARES (SNDK) - 1.68%	KLA CORP (KLAC) - 2.09%
#17	RTX CORP (RTX) - 1.58%	TERADYNE INC (TER) - 2.09%
#18	WESTERN DIGITAL CORP (WDC) - 1.51%	ANALOG DEVICES INC (ADI) - 1.90%
#19	KLA CORP (KLAC) - 1.51%	LAM RESEARCH CORP (LRCX) - 1.89%
#20	THE GOLDMAN SACHS GROUP INC (GS) - 1.49%	QUALCOMM INC (QCOM) - 1.86%
#21	AMPHENOL CORP CLASS A (APH) - 1.45%	NXP SEMICONDUCTORS NV (NXPI) - 1.79%
#22	n/a (PLTR) - 1.45%	TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD ADR (TSM) - 1.69%
#23	SEAGATE TECHNOLOGY HOLDINGS PLC (STX) - 1.43%	MICROCHIP TECHNOLOGY INC (MCHP) - 1.63%
#24	PHILIP MORRIS INTERNATIONAL INC (PM) - 1.40%	ASML HOLDING NV ADR (ASML) - 1.54%
#25	COCA-COLA CO (KO) - 1.39%	ON SEMICONDUCTOR CORP (ON) - 1.33%
Total Holdings	102	36

SPMO vs SOXL - Historical Returns

Returns include dividend reinvestment.

Period	SPMO	SOXL
1 month	+18.50%	+162.13%
3 months	+18.70%	+176.34%
6 months	+21.96%	+323.91%
1 year	+47.28%	+1199.38%
5 years(CAGR)	+22.29%	+37.60%
10 years(CAGR)	+20.22%	+62.86%
Max(CAGR)	+19.37%	+42.15%

SPMO

+18.50%

Winner

SOXL

+162.13%

SPMO

+18.70%

Winner

SOXL

+176.34%

SPMO

+21.96%

Winner

SOXL

+323.91%

SPMO

+47.28%

Winner

SOXL

+1199.38%

5Y(CAGR)

SPMO

+22.29%

Winner

SOXL

+37.60%

10Y(CAGR)

SPMO

+20.22%

Winner

SOXL

+62.86%

Max(CAGR)

SPMO

+19.37%

Winner

SOXL

+42.15%

SPMO vs SOXL - Annual Returns (2010 - 2026)

Returns include dividend reinvestment.

Year	SPMO	SOXL
2026	+20.51%	+274.56%
2025	+25.85%	+52.85%
2024	+47.17%	-1.84%
2023	+19.46%	+237.81%
2022	-10.46%	-86.47%
2021	+24.36%	+121.91%
2020	+27.55%	+60.01%
2019	+25.67%	+223.27%
2018	-1.19%	-43.70%
2017	+28.51%	+141.32%
2016	+7.37%	+131.06%
2015	+2.79%	-20.58%
2014	N/A	+104.52%
2013	N/A	+127.69%
2012	N/A	-0.07%
2011	N/A	-49.20%
2010	N/A	+26.18%

SPMO vs SOXL Drawdown Comparison

The maximum drawdown for SPMO was -30.93%, occurring on Mar 23, 2020. Recovery took 97 trading sessions.

The maximum drawdown for SOXL was -90.46%, occurring on Oct 14, 2022. Recovery took 1044 trading sessions.

Rank	SPMO	SOXL
#1	-30.93% Feb 19, 2020 - Jul 8, 2020	-90.46% Dec 27, 2021 - Feb 25, 2026
#2	-23.38% Oct 1, 2018 - Jun 19, 2019	-80.38% Feb 19, 2020 - Nov 5, 2020
#3	-22.75% Jan 4, 2022 - Dec 13, 2023	-72.61% Feb 17, 2011 - Feb 13, 2014
#4	-20.13% Feb 13, 2025 - May 13, 2025	-66.51% Mar 12, 2018 - Apr 24, 2019
#5	-13.16% Jul 10, 2024 - Oct 4, 2024	-62.93% Jun 1, 2015 - Aug 19, 2016
#6	-12.70% Oct 29, 2025 - Apr 13, 2026	-60.56% Apr 26, 2010 - Jan 7, 2011
#7	-11.03% Nov 25, 2015 - Jul 25, 2016	-47.16% Apr 24, 2019 - Jul 24, 2019
#8	-10.67% Feb 12, 2021 - Apr 9, 2021	-43.47% Feb 25, 2026 - Apr 9, 2026
#9	-9.50% Mar 12, 2018 - Jun 4, 2018	-43.28% Sep 18, 2014 - Nov 24, 2014
#10	-8.97% Jan 26, 2018 - Mar 9, 2018	-40.92% Feb 16, 2021 - Aug 4, 2021
#11	-8.93% Sep 2, 2020 - Oct 12, 2020	-34.75% Jan 23, 2018 - Mar 9, 2018
#12	-8.79% Oct 13, 2020 - Nov 6, 2020	-33.19% Jul 24, 2019 - Oct 28, 2019
#13	-8.00% Apr 16, 2021 - Jun 22, 2021	-28.90% Jun 8, 2017 - Sep 18, 2017
#14	-7.45% Mar 22, 2024 - May 15, 2024	-24.56% Sep 16, 2021 - Nov 1, 2021
#15	-5.91% Jul 15, 2019 - Dec 16, 2019	-23.82% Nov 24, 2017 - Jan 17, 2018

Correlation

Correlation between SPMO and SOXL is 0.72 which considered as a strong positive correlation - the stocks tend to move together.

0.72

-101

Dividend Comparison (2010 - 2026)

SPMO vs SOXL dividend yield comparison.

Year	SPMO	SOXL
2026	0.22%	0.00%
2025	0.73%	0.34%
2024	0.48%	1.18%
2023	1.63%	0.51%
2022	1.66%	1.07%
2021	0.52%	0.04%
2020	1.27%	0.05%
2019	1.39%	0.38%
2018	1.05%	1.30%
2017	0.77%	0.09%
2016	1.94%	4.84%
2015	0.36%	0.00%
2014	0.00%	0.00%
2010	0.00%	0.01%