UTES vs SOXS

Comparison between VIRTUS REAVES UTILITIES ETF (UTES, ETF) and Direxion Daily Semiconductor Bear 3X ETF (SOXS, ETF).

5-Year PerformanceUTES has outperformed SOXS, delivering a return of +14.0% compared to -79.3%

UTES vs SOXS - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	UTES(ETF)	SOXS(ETF)
Net Assets	$1.30B	$1.40B
Expense Ratio	0.49%	N/A
Max Drawdown	35.71%	100.00%
Sharpe Ratio	-0.28	-2.03
5Y Beta	0.69	0.00
P/E Ratio	25.28	N/A
Forward P/E	18.93	N/A
PEG Ratio	1.04	N/A
5Y Dividends CAGR	1.74%	N/A
5Y EPS CAGR	7.26%	N/A
Debt to Equity	209.82%	N/A
P/S Ratio	2.81	N/A
P/B Ratio	2.93	N/A

Net Assets

UTES

$1.30B

Winner

SOXS

$1.40B

Expense Ratio

UTES

0.49%

SOXS

N/A

Max Drawdown

Winner

UTES

35.71%

SOXS

100.00%

Sharpe Ratio

Winner

UTES

-0.28

SOXS

-2.03

5Y Beta

UTES

0.69

Winner

SOXS

0.00

P/E Ratio

UTES

25.28

SOXS

N/A

Forward P/E

UTES

18.93

SOXS

N/A

PEG Ratio

UTES

1.04

SOXS

N/A

5Y Dividends CAGR

UTES

1.74%

SOXS

N/A

5Y EPS CAGR

UTES

7.26%

SOXS

N/A

Debt to Equity

UTES

209.82%

SOXS

N/A

P/S Ratio

UTES

2.81

SOXS

N/A

P/B Ratio

UTES

2.93

SOXS

N/A

UTES vs SOXS - Holdings Comparison

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

UTES's top 25 holdings weight is 99.93%. SOXS's top 25 holdings weight is 114.45%.

Rank	UTES	SOXS
#1	CONSTELLATION ENERGY CORP (CEG) - 11.53%	BNY DREYFUS TREASURY SECS CSH MGMT INST (DIRXX) - 62.88%
#2	TALEN ENERGY CORP ORDINARY SHARES NEW (TLN) - 10.86%	BNY DREYFUS GOVT CASH MGMT INSTL (DGCXX) - 34.52%
#3	VISTRA CORP (VST) - 9.69%	GOLDMAN SACHS FS TREASURY INTMS D (FRDXX) - 17.05%
#4	XCEL ENERGY INC (XEL) - 7.16%	N/A
#5	CENTERPOINT ENERGY INC (CNP) - 6.59%	N/A
#6	NISOURCE INC (NI) - 5.26%	N/A
#7	ALLIANT ENERGY CORP (LNT) - 4.84%	N/A
#8	AMERICAN ELECTRIC POWER CO INC (AEP) - 4.82%	N/A
#9	ENTERGY CORP (ETR) - 4.78%	N/A
#10	IDACORP INC (IDA) - 4.77%	N/A
#11	WEC ENERGY GROUP INC (WEC) - 4.37%	N/A
#12	AMEREN CORP (AEE) - 4.08%	N/A
#13	NEXTERA ENERGY INC (NEE) - 4.07%	N/A
#14	NRG ENERGY INC (NRG) - 4.06%	N/A
#15	DTE ENERGY CO (DTE) - 3.99%	N/A
#16	CMS ENERGY CORP (CMS) - 3.68%	N/A
#17	PINNACLE WEST CAPITAL CORP (PNW) - 3.02%	N/A
#18	SEMPRA (SRE) - 1.94%	N/A
#19	EVERGY INC (EVRG) - 0.42%	N/A
#20	N/A	N/A
#21	N/A	N/A
#22	N/A	N/A
#23	N/A	N/A
#24	N/A	N/A
#25	N/A	N/A
Total Holdings	19	3

UTES vs SOXS - Historical Returns

Returns include dividend reinvestment.

Period	UTES	SOXS
1 month	-5.72%	-12.33%
3 months	-6.38%	-59.93%
6 months	+0.29%	-88.56%
1 year	-5.01%	-97.14%
5 years(CAGR)	+14.01%	-79.28%
10 years(CAGR)	+11.82%	-78.48%
Max(CAGR)	+13.30%	-71.17%

Winner

UTES

-5.72%

SOXS

-12.33%

Winner

UTES

-6.38%

SOXS

-59.93%

Winner

UTES

+0.29%

SOXS

-88.56%

Winner

UTES

-5.01%

SOXS

-97.14%

5Y(CAGR)

Winner

UTES

+14.01%

SOXS

-79.28%

10Y(CAGR)

Winner

UTES

+11.82%

SOXS

-78.48%

Max(CAGR)

Winner

UTES

+13.30%

SOXS

-71.17%

UTES vs SOXS - Annual Returns (2010 - 2026)

Returns include dividend reinvestment.

Year	UTES	SOXS
2026	-4.33%	-92.22%
2025	+22.66%	-85.29%
2024	+43.95%	-63.31%
2023	-1.97%	-85.08%
2022	+1.90%	+22.94%
2021	+23.82%	-81.18%
2020	+1.59%	-92.42%
2019	+27.65%	-83.37%
2018	+6.28%	-12.21%
2017	+14.80%	-69.30%
2016	+16.95%	-74.03%
2015	+5.54%	-25.17%
2014	N/A	-65.79%
2013	N/A	-67.79%
2012	N/A	-39.67%
2011	N/A	-24.71%
2010	N/A	-59.45%

UTES vs SOXS Drawdown Comparison

The maximum drawdown for UTES was -35.37%, occurring on Mar 23, 2020. Recovery took 295 trading sessions.

The maximum drawdown for SOXS was -100.00%, occurring on Jun 30, 2026. This drawdown has not yet recovered.

The current UTES drawdown is -11.47%. The current SOXS drawdown is -100.00%.

Rank	UTES	SOXS
#1	-35.37% Feb 18, 2020 - Apr 20, 2021	-100.00% Aug 31, 2010 - Jun 30, 2026
#2	-20.39% Sep 12, 2022 - Apr 25, 2024	-37.46% Mar 15, 2010 - Aug 31, 2010
#3	-17.62% Jan 24, 2025 - May 19, 2025	N/A
#4	-15.99% Apr 8, 2022 - Aug 12, 2022	N/A
#5	-13.88% Oct 15, 2025 - Feb 4, 2026	N/A
#6	-13.20% Nov 27, 2017 - Jul 6, 2018	N/A
#7	-12.43% Jul 6, 2016 - Mar 24, 2017	N/A
#8	-10.42% Nov 26, 2024 - Jan 16, 2025	N/A
#9	-9.80% Dec 31, 2021 - Mar 24, 2022	N/A
#10	-8.97% Dec 13, 2018 - Feb 21, 2019	N/A
#11	-8.59% Sep 2, 2021 - Dec 6, 2021	N/A
#12	-7.78% Oct 4, 2024 - Nov 18, 2024	N/A
#13	-6.74% Aug 4, 2025 - Oct 1, 2025	N/A
#14	-6.63% Sep 30, 2019 - Jan 15, 2020	N/A
#15	-6.45% May 31, 2024 - Aug 15, 2024	N/A

Correlation

Correlation between UTES and SOXS is -0.44 which considered as a weak negative correlation - the stocks show a slight tendency to move in opposite directions.

-0.44

-101

Dividend Comparison (2010 - 2026)

UTES vs SOXS dividend yield comparison.

Year	UTES	SOXS
2026	0.74%	7.78%
2025	1.42%	10.80%
2024	1.51%	5.45%
2023	2.44%	9.22%
2022	2.13%	0.19%
2021	1.94%	0.00%
2020	2.09%	3.58%
2019	1.84%	2.30%
2018	2.09%	0.76%
2017	3.44%	0.00%
2016	3.53%	0.00%
2015	0.61%	0.00%
2011	0.00%	1.31%
2010	0.00%	4.56%

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UTES vs SOXS

UTES vs SOXS - Performance Comparison

Key Characteristics

UTES vs SOXS - Holdings Comparison

UTES vs SOXS - Historical Returns

UTES vs SOXS - Annual Returns (2010 - 2026)

UTES vs SOXS Drawdown Comparison

Correlation

Dividend Comparison (2010 - 2026)

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