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PLTD vs. SOXL
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

PLTD vs. SOXL - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Direxion Daily PLTR Bear 1X Shares (PLTD) and Direxion Daily Semiconductor Bull 3X ETF (SOXL). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, PLTD achieves a 40.92% return, which is significantly lower than SOXL's 446.21% return.


PLTD

1D
3.03%
1M
17.18%
YTD
40.92%
6M
54.26%
1Y
5.29%
3Y*
5Y*
10Y*

SOXL

1D
-0.80%
1M
20.47%
YTD
446.21%
6M
419.27%
1Y
858.82%
3Y*
120.25%
5Y*
42.22%
10Y*
64.42%
*Multi-year figures are annualized to reflect compound growth (CAGR)

PLTD vs. SOXL - Yearly Performance Comparison


2026 (YTD)20252024
PLTD
Direxion Daily PLTR Bear 1X Shares
40.92%-70.53%-5.12%
SOXL
Direxion Daily Semiconductor Bull 3X ETF
446.21%54.91%1.21%

Correlation

The correlation between PLTD and SOXL is -0.25, meaning they tend to move in opposite directions. This is especially valuable for risk management - when one declines, the other has historically tended to hold steady or rise.


Correlation
Correlation (1Y)
Calculated over the trailing 1-year period

-0.25

Correlation (All Time)
Calculated using the full available price history since Dec 11, 2024

-0.37

The correlation between PLTD and SOXL shifts across timeframes, from -0.37 (all time) to -0.25 (1 year), reflecting how their relationship changes across market environments.

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Return for Risk

PLTD vs. SOXL — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

PLTD
PLTD Risk / Return Rank: 1111
Overall Rank
PLTD Sharpe Ratio Rank: 1010
Sharpe Ratio Rank
PLTD Sortino Ratio Rank: 1212
Sortino Ratio Rank
PLTD Omega Ratio Rank: 1212
Omega Ratio Rank
PLTD Calmar Ratio Rank: 1111
Calmar Ratio Rank
PLTD Martin Ratio Rank: 1010
Martin Ratio Rank

SOXL
SOXL Risk / Return Rank: 9696
Overall Rank
SOXL Sharpe Ratio Rank: 9999
Sharpe Ratio Rank
SOXL Sortino Ratio Rank: 9191
Sortino Ratio Rank
SOXL Omega Ratio Rank: 9292
Omega Ratio Rank
SOXL Calmar Ratio Rank: 9999
Calmar Ratio Rank
SOXL Martin Ratio Rank: 9898
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

PLTD vs. SOXL - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Direxion Daily PLTR Bear 1X Shares (PLTD) and Direxion Daily Semiconductor Bull 3X ETF (SOXL). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.

Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.


PLTDSOXLDifference
Sharpe ratioReturn per unit of total volatility

-7.35

Sortino ratioReturn per unit of downside risk

-3.33

Omega ratioGain probability vs. loss probability

1.06

1.56

-0.49

Calmar ratioReturn relative to maximum drawdown

0.14

19.95

-19.82

Martin ratioReturn relative to average drawdown

0.22

63.67

-63.45

PLTD vs. SOXL - Sharpe Ratio Comparison

The current PLTD Sharpe Ratio is 0.10, which is lower than the SOXL Sharpe Ratio of 7.45. The chart below compares the historical Sharpe Ratios of PLTD and SOXL, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.


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Drawdowns

PLTD vs. SOXL - Drawdown Comparison

The maximum PLTD drawdown since its inception was -77.34%, smaller than the maximum SOXL drawdown of -90.46%. Use the drawdown chart below to compare losses from any high point for PLTD and SOXL.


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Drawdown Indicators


PLTDSOXLDifference

Max Drawdown

Largest peak-to-trough decline

-77.34%

-90.46%

+13.12%

Max Drawdown (1Y)

Largest decline over 1 year

-39.15%

-43.47%

+4.32%

Max Drawdown (3Y)

Largest decline over 3 years

-87.88%

Max Drawdown (5Y)

Largest decline over 5 years

-90.46%

Max Drawdown (10Y)

Largest decline over 10 years

-90.46%

Current Drawdown

Current decline from peak

-63.91%

-23.67%

-40.24%

Average Drawdown

Average peak-to-trough decline

-59.60%

-34.95%

-24.65%

Ulcer Index

Depth and duration of drawdowns from previous peaks

23.83%

13.60%

+10.23%

Volatility

PLTD vs. SOXL - Volatility Comparison

The current volatility for Direxion Daily PLTR Bear 1X Shares (PLTD) is 19.73%, while Direxion Daily Semiconductor Bull 3X ETF (SOXL) has a volatility of 68.18%. This indicates that PLTD experiences smaller price fluctuations and is considered to be less risky than SOXL based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


PLTDSOXLDifference

Volatility (1M)

Calculated over the trailing 1-month period

19.73%

68.18%

-48.45%

Volatility (6M)

Calculated over the trailing 6-month period

38.05%

99.65%

-61.60%

Volatility (1Y)

Calculated over the trailing 1-year period

51.69%

116.81%

-65.12%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

63.24%

110.33%

-47.09%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

63.24%

100.60%

-37.36%

PLTD vs. SOXL - Expense Ratio Comparison

PLTD has a 0.98% expense ratio, which is higher than SOXL's 0.75% expense ratio.


Dividends

PLTD vs. SOXL - Dividend Comparison

PLTD's dividend yield for the trailing twelve months is around 2.49%, while SOXL has not paid dividends to shareholders.


PositionTTM2025202420232022202120202019201820172016
PLTD
Direxion Daily PLTR Bear 1X Shares
2.49%5.17%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%
SOXL
Direxion Daily Semiconductor Bull 3X ETF
0.00%0.34%1.18%0.51%1.07%0.04%0.05%0.38%1.30%0.09%4.84%

Frequently Asked Questions


PLTD and SOXL have a correlation of -0.25, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

SOXL has higher volatility (68.18%) compared to PLTD (19.73%). In terms of maximum drawdown, PLTD dropped -77.34% vs SOXL's -90.46%.

On 1-year performance, SOXL leads with 858.82% vs 5.29% for PLTD. On fees, SOXL is cheaper at 0.75% per year. On volatility, PLTD has been the lower-risk option at 19.73%. The better choice depends on whether you care most about return, fees, risk, or income.

Over the 1-year period, SOXL has performed better with a 858.82% return vs 5.29%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.

SOXL is cheaper with a 0.75% expense ratio, compared with 0.98% for PLTD.

PLTD has the higher dividend yield at 2.49%, compared with 0.00% for SOXL.

PLTD is categorized as Inverse Equities, while SOXL is Leveraged Equities. PLTD tracks Palantir Technologies Inc. (-100%), while SOXL tracks ICE Semiconductor Index. Their fees differ too: 0.98% for PLTD and 0.75% for SOXL.

SOXL currently has the higher Sharpe Ratio (7.45 vs 0.10), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.

Portfolio Optimizer

Find the right allocation for PLTD and SOXL

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