XAGG vs SOXS
Comparison between EATON VANCE INCOME OPPORTUNITIES ETF (XAGG, ETF) and Direxion Daily Semiconductor Bear 3X ETF (SOXS, ETF).
XAGG vs SOXS - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
XAGG
$1.30B
Winner
SOXS
$1.40B
Expense Ratio
XAGG
0.50%
SOXS
N/A
Max Drawdown
Winner
XAGG
3.58%
SOXS
100.00%
Sharpe Ratio
Winner
XAGG
0.68
SOXS
-2.03
5Y Beta
XAGG
0.16
Winner
SOXS
0.00
XAGG vs SOXS - Historical Returns
Returns include dividend reinvestment.
1M
Winner
XAGG
+0.32%
SOXS
-12.33%
3M
Winner
XAGG
+0.98%
SOXS
-59.93%
6M
Winner
XAGG
+0.97%
SOXS
-88.56%
1Y
XAGG
N/A
SOXS
-97.14%
5Y(CAGR)
XAGG
N/A
SOXS
-79.28%
10Y(CAGR)
XAGG
N/A
SOXS
-78.48%
Max(CAGR)
Winner
XAGG
+6.20%
SOXS
-71.17%
XAGG vs SOXS - Annual Returns (2010 - 2026)
Returns include dividend reinvestment.
| Year | XAGG | SOXS |
|---|---|---|
| 2026 | +2.69% | -92.22% |
| 2025 | +1.61% | -85.29% |
| 2024 | N/A | -63.31% |
| 2023 | N/A | -85.08% |
| 2022 | N/A | +22.94% |
| 2021 | N/A | -81.18% |
| 2020 | N/A | -92.42% |
| 2019 | N/A | -83.37% |
| 2018 | N/A | -12.21% |
| 2017 | N/A | -69.30% |
| 2016 | N/A | -74.03% |
| 2015 | N/A | -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% |
XAGG vs SOXS Drawdown Comparison
The maximum drawdown for XAGG was -2.88%, occurring on Mar 30, 2026. Recovery took 75 trading sessions.
The maximum drawdown for SOXS was -100.00%, occurring on Jun 30, 2026. This drawdown has not yet recovered.
The current SOXS drawdown is -100.00%.
| Rank | XAGG | SOXS |
|---|---|---|
| #1 | -2.88% Feb 27, 2026 - Jun 16, 2026 | -100.00% Aug 31, 2010 - Jun 30, 2026 |
| #2 | -1.02% Jul 6, 2026 - Aug 5, 2026 | -37.46% Mar 15, 2010 - Aug 31, 2010 |
| #3 | -0.71% Dec 4, 2025 - Dec 22, 2025 | N/A |
| #4 | -0.60% Jun 16, 2026 - Jun 29, 2026 | N/A |
| #5 | -0.36% Nov 13, 2025 - Nov 21, 2025 | N/A |
| #6 | -0.31% Jan 14, 2026 - Jan 22, 2026 | N/A |
| #7 | -0.22% Nov 28, 2025 - Dec 3, 2025 | N/A |
| #8 | -0.22% Feb 10, 2026 - Feb 12, 2026 | N/A |
| #9 | -0.19% Jan 30, 2026 - Feb 6, 2026 | N/A |
| #10 | -0.18% Jun 29, 2026 - Jul 6, 2026 | N/A |
| #11 | -0.16% Aug 5, 2026 - Aug 7, 2026 | N/A |
| #12 | -0.16% Dec 24, 2025 - Jan 2, 2026 | N/A |
| #13 | -0.13% Jan 6, 2026 - Jan 9, 2026 | N/A |
| #14 | -0.08% Nov 10, 2025 - Nov 12, 2025 | N/A |
| #15 | -0.06% Jan 9, 2026 - Jan 14, 2026 | N/A |
Correlation
Correlation between XAGG and SOXS is -0.85 which considered as a strong negative correlation - the stocks tend to move in opposite directions.
-0.85
-101
Dividend Comparison (2010 - 2026)
XAGG vs SOXS dividend yield comparison.
| Year | XAGG | SOXS |
|---|---|---|
| 2026 | 4.00% | 7.78% |
| 2025 | 1.02% | 10.80% |
| 2024 | 0.00% | 5.45% |
| 2023 | 0.00% | 9.22% |
| 2022 | 0.00% | 0.19% |
| 2020 | 0.00% | 3.58% |
| 2019 | 0.00% | 2.30% |
| 2018 | 0.00% | 0.76% |
| 2011 | 0.00% | 1.31% |
| 2010 | 0.00% | 4.56% |
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