SOXS vs VOO

Quick Verdict

VOO has a lower expense ratio. VOO delivered stronger 1-year returns. VOO offers more diversification with 505 holdings.

Lower Fees: VOOHigher Returns: VOOMore Diversified: VOO

Side-by-Side Comparison

MetricSOXSVOOWinner
Expense Ratio1.00%0.03%
AUM$1.7B$979.0B
Dividend Yield131.11%1.09%
Holdings12509
YTD Return-92.57%+14.48%
1Y Return-96.77%+22.02%
3Y Return (annualized)-86.88%+21.80%
5Y Return (annualized)-79.83%+13.36%
Volatility (annualized)73.0%14.2%
Max Drawdown-100.0%-34.3%
Fund FamilyDirexion Shares ETF TrustVanguard (US)
CategoryAlternativeEquity
InceptionMar 11, 2010Sep 7, 2010

SOXS vs VOO Performance

Direxion Daily Semiconductor Bear 3X ETF (SOXS) is a ETF from Direxion Shares ETF Trust and Vanguard S&P 500 ETF (VOO) is a ETF from Vanguard (US). Over the past year SOXS returned -96.77% while VOO returned +22.02%. Year to date, SOXS is down 92.57% versus a gain of 14.48% for VOO.

Over three years, SOXS compounded at -86.88% per year against +21.80% for VOO; over five years the annualized figures are -79.83% and +13.36% respectively. Across the full 16-year window we track, VOO has the edge at +13.61% annualized vs -71.24%. Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

SOXS has been the more volatile fund, with annualized monthly volatility of 73.0% compared with 14.2% for VOO. Lower volatility generally means a smoother ride, though it often comes with lower long-run returns.

The deepest peak-to-trough decline in our data was -100.0% for SOXS and -34.3% for VOO. Drawdown depth is worth weighing if you expect to sell during market stress rather than ride it out.

The two funds' monthly returns correlate at -0.71. They move independently enough that combining them can meaningfully diversify a portfolio.

Fees and Cost Over Time

SOXS charges 1.00% per year while VOO charges 0.03%. On a $10,000 position that is $100 vs $3 annually, a gap of $97 per year that compounds over a long holding period. On income, SOXS currently yields 131.11% against 1.09% for VOO.

Holdings Overlap

0.0%overlap

SOXS and VOO share 0 holdings out of 509 unique holdings combined, representing a 0.0% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Frequently Asked Questions

Which is cheaper, SOXS or VOO?

SOXS has an expense ratio of 1.00% while VOO charges 0.03%. VOO is the cheaper option. On a $10,000 investment, that is $97 per year of difference.

Which performed better, SOXS or VOO?

Over the past year SOXS returned -96.77% vs +22.02% for VOO, so VOO leads on 1-year performance. Over the longest common window we track (16 years), SOXS annualized -71.24% vs +13.61% for VOO. Past performance does not guarantee future results.

Which is riskier, SOXS or VOO?

SOXS has been the more volatile fund at 73.0% annualized versus 14.2% for VOO. Worst drawdown: SOXS -100.0% vs VOO -34.3%.

Should I hold both SOXS and VOO?

SOXS and VOO have a monthly-return correlation of -0.71, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between SOXS and VOO?

SOXS and VOO share 0 common holdings with a 0.0% weight overlap. Combined, they hold 509 unique securities.

Which pays a higher dividend, SOXS or VOO?

SOXS yields 131.11% while VOO yields 1.09%, so SOXS currently pays the higher dividend yield.

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