VTWG vs SOXS

Comparison between VANGUARD RUSSELL 2000 GROWTH INDEX FUND ETF SHARES (VTWG, ETF) and Direxion Daily Semiconductor Bear 3X Shares (SOXS, ETF).

5-Year PerformanceVTWG has outperformed SOXS, delivering a return of +5.6% compared to -80.9%

VTWG vs SOXS - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	VTWG(ETF)	SOXS(ETF)
Net Assets	$1.70B	$1.80B
Expense Ratio	0.06%	N/A
Max Drawdown	42.40%	100.00%
Sharpe Ratio	1.50	-2.66
5Y Beta	1.23	0.00
P/E Ratio	113.05	N/A
Forward P/E	19.90	N/A
5Y Dividends CAGR	16.11%	N/A
Debt to Equity	26.91%	N/A
P/S Ratio	2.40	N/A
P/B Ratio	4.67	N/A

Net Assets

VTWG

$1.70B

Winner

SOXS

$1.80B

Expense Ratio

VTWG

0.06%

SOXS

N/A

Max Drawdown

Winner

VTWG

42.40%

SOXS

100.00%

Sharpe Ratio

Winner

VTWG

1.50

SOXS

-2.66

5Y Beta

VTWG

1.23

Winner

SOXS

0.00

P/E Ratio

VTWG

113.05

SOXS

N/A

Forward P/E

VTWG

19.90

SOXS

N/A

5Y Dividends CAGR

VTWG

16.11%

SOXS

N/A

Debt to Equity

VTWG

26.91%

SOXS

N/A

P/S Ratio

VTWG

2.40

SOXS

N/A

P/B Ratio

VTWG

4.67

SOXS

N/A

VTWG vs SOXS - Holdings Comparison

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

VTWG's top 25 holdings weight is 23.10%. SOXS's top 25 holdings weight is 66.35%.

Rank	VTWG	SOXS
#1	BLOOM ENERGY CORP CLASS A (BE) - 3.41%	GOLDMAN SACHS FS TREASURY INTMS INSTL (FTIXX) - 66.35%
#2	CREDO TECHNOLOGY GROUP HOLDING LTD (CRDO) - 2.09%	N/A
#3	SLBBH1142 (n/a) - 1.71%	N/A
#4	STERLING INFRASTRUCTURE INC (STRL) - 1.41%	N/A
#5	FABRINET (FN) - 1.29%	N/A
#6	IONQ INC CLASS A (IONQ) - 1.11%	N/A
#7	NEXTPOWER INC CLASS A (NXT) - 1.00%	N/A
#8	GUARDANT HEALTH INC (GH) - 0.88%	N/A
#9	SITIME CORP ORDINARY SHARES (SITM) - 0.87%	N/A
#10	RAMBUS INC (RMBS) - 0.86%	N/A
#11	DYCOM INDUSTRIES INC (DY) - 0.81%	N/A
#12	MODINE MANUFACTURING CO (MOD) - 0.80%	N/A
#13	SEMTECH CORP (SMTC) - 0.78%	N/A
#14	PLANET LABS PBC CLASS A (PL) - 0.76%	N/A
#15	DIGITALOCEAN HOLDINGS INC (DOCN) - 0.65%	N/A
#16	KRATOS DEFENSE & SECURITY SOLUTIONS INC (KTOS) - 0.64%	N/A
#17	ADVANCED ENERGY INDUSTRIES INC (AEIS) - 0.62%	N/A
#18	VIAVI SOLUTIONS INC (VIAV) - 0.61%	N/A
#19	BRIDGEBIO PHARMA INC (BBIO) - 0.58%	N/A
#20	ARROWHEAD PHARMACEUTICALS INC (ARWR) - 0.58%	N/A
#21	SANMINA CORP (SANM) - 0.34%	N/A
#22	BRINKER INTERNATIONAL INC (EAT) - 0.34%	N/A
#23	ARCHROCK INC (AROC) - 0.32%	N/A
#24	PROTAGONIST THERAPEUTICS INC (PTGX) - 0.32%	N/A
#25	GLAUKOS CORP (GKOS) - 0.32%	N/A
Total Holdings	1097	1

VTWG vs SOXS - Historical Returns

Returns include dividend reinvestment.

Period	VTWG	SOXS
1 month	+4.36%	-47.24%
3 months	+22.81%	-89.51%
6 months	+16.97%	-93.17%
1 year	+40.09%	-97.80%
5 years(CAGR)	+5.57%	-80.93%
10 years(CAGR)	+11.70%	-79.51%
Max(CAGR)	+12.11%	-71.88%

Winner

VTWG

+4.36%

SOXS

-47.24%

Winner

VTWG

+22.81%

SOXS

-89.51%

Winner

VTWG

+16.97%

SOXS

-93.17%

Winner

VTWG

+40.09%

SOXS

-97.80%

5Y(CAGR)

Winner

VTWG

+5.57%

SOXS

-80.93%

10Y(CAGR)

Winner

VTWG

+11.70%

SOXS

-79.51%

Max(CAGR)

Winner

VTWG

+12.11%

SOXS

-71.88%

VTWG vs SOXS - Annual Returns (2010 - 2026)

Returns include dividend reinvestment.

Year	VTWG	SOXS
2026	+18.96%	-92.53%
2025	+12.58%	-85.82%
2024	+16.28%	-64.99%
2023	+19.64%	-85.76%
2022	-27.33%	+22.70%
2021	+4.39%	-81.18%
2020	+34.55%	-92.44%
2019	+28.92%	-83.57%
2018	-10.03%	-12.94%
2017	+21.89%	-69.30%
2016	+14.43%	-74.03%
2015	+0.17%	-25.17%
2014	+7.43%	-65.79%
2013	+39.98%	-67.79%
2012	+13.18%	-39.67%
2011	-4.95%	-25.57%
2010	+21.68%	-61.20%

VTWG vs SOXS Drawdown Comparison

The maximum drawdown for VTWG was -42.07%, occurring on Jun 16, 2022. Recovery took 1169 trading sessions.

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

The current VTWG drawdown is -1.45%. The current SOXS drawdown is -100.00%.

Rank	VTWG	SOXS
#1	-42.07% Feb 9, 2021 - Oct 6, 2025	-100.00% Aug 31, 2010 - Jun 22, 2026
#2	-40.36% Feb 19, 2020 - Aug 7, 2020	-37.46% Mar 15, 2010 - Aug 31, 2010
#3	-29.43% Apr 29, 2011 - Sep 14, 2012	N/A
#4	-28.77% Jun 23, 2015 - Dec 8, 2016	N/A
#5	-28.53% Aug 31, 2018 - Jan 14, 2020	N/A
#6	-14.88% Jan 22, 2026 - Apr 17, 2026	N/A
#7	-14.50% Mar 4, 2014 - Dec 24, 2014	N/A
#8	-11.04% Sep 14, 2012 - Jan 2, 2013	N/A
#9	-10.08% Oct 15, 2025 - Dec 10, 2025	N/A
#10	-8.87% Jan 26, 2018 - Mar 9, 2018	N/A
#11	-7.87% Sep 2, 2020 - Oct 7, 2020	N/A
#12	-7.69% Jan 22, 2014 - Feb 24, 2014	N/A
#13	-7.51% Oct 12, 2020 - Nov 5, 2020	N/A
#14	-7.28% Mar 12, 2018 - May 16, 2018	N/A
#15	-6.12% Jul 25, 2017 - Sep 18, 2017	N/A

Correlation

Correlation between VTWG and SOXS is -0.59 which considered as a moderate negative correlation - the stocks show some tendency to move in opposite directions.

-0.59

-101

Dividend Comparison (2010 - 2026)

VTWG vs SOXS dividend yield comparison.

Year	VTWG	SOXS
2026	0.26%	8.12%
2025	0.64%	0.54%
2024	0.55%	0.19%
2023	0.79%	0.05%
2022	0.71%	0.00%
2021	0.54%	0.00%
2020	0.48%	0.00%
2019	0.72%	0.00%
2018	0.72%	0.00%
2017	0.64%	0.00%
2016	0.96%	0.00%
2015	0.72%	0.00%
2014	0.62%	0.00%
2013	0.56%	0.00%
2012	0.81%	0.00%
2011	0.30%	0.00%
2010	0.27%	0.00%