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PLTU vs. SOXS
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Performance

PLTU vs. SOXS - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Direxion Daily PLTR Bull 2X Shares (PLTU) and Direxion Daily Semiconductor Bear 3x Shares (SOXS). The values are adjusted to include any dividend payments, if applicable.

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PLTU vs. SOXS - Yearly Performance Comparison


2026 (YTD)20252024
PLTU
Direxion Daily PLTR Bull 2X Shares
-39.02%223.17%6.41%
SOXS
Direxion Daily Semiconductor Bear 3x Shares
-41.64%-85.53%2.01%

Returns By Period

In the year-to-date period, PLTU achieves a -39.02% return, which is significantly higher than SOXS's -41.64% return.


PLTU

1D
0.13%
1M
-1.16%
YTD
-39.02%
6M
-48.12%
1Y
94.03%
3Y*
5Y*
10Y*

SOXS

1D
-9.03%
1M
2.04%
YTD
-41.64%
6M
-62.23%
1Y
-93.50%
3Y*
-76.69%
5Y*
-70.08%
10Y*
-74.65%
*Multi-year figures are annualized to reflect compound growth (CAGR)

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PLTU vs. SOXS - Expense Ratio Comparison

PLTU has a 0.97% expense ratio, which is lower than SOXS's 1.08% expense ratio.


Return for Risk

PLTU vs. SOXS — Risk / Return Rank

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

PLTU
PLTU Risk / Return Rank: 5151
Overall Rank
PLTU Sharpe Ratio Rank: 4242
Sharpe Ratio Rank
PLTU Sortino Ratio Rank: 6565
Sortino Ratio Rank
PLTU Omega Ratio Rank: 5858
Omega Ratio Rank
PLTU Calmar Ratio Rank: 5353
Calmar Ratio Rank
PLTU Martin Ratio Rank: 3434
Martin Ratio Rank

SOXS
SOXS Risk / Return Rank: 11
Overall Rank
SOXS Sharpe Ratio Rank: 11
Sharpe Ratio Rank
SOXS Sortino Ratio Rank: 00
Sortino Ratio Rank
SOXS Omega Ratio Rank: 00
Omega Ratio Rank
SOXS Calmar Ratio Rank: 00
Calmar Ratio Rank
SOXS Martin Ratio Rank: 33
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.

PLTU vs. SOXS - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Direxion Daily PLTR Bull 2X Shares (PLTU) and Direxion Daily Semiconductor Bear 3x Shares (SOXS). 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.


PLTUSOXSDifference

Sharpe ratio

Return per unit of total volatility

0.82

-0.78

+1.60

Sortino ratio

Return per unit of downside risk

1.71

-2.06

+3.76

Omega ratio

Gain probability vs. loss probability

1.22

0.74

+0.49

Calmar ratio

Return relative to maximum drawdown

1.44

-0.97

+2.41

Martin ratio

Return relative to average drawdown

3.14

-1.09

+4.23

PLTU vs. SOXS - Sharpe Ratio Comparison

The current PLTU Sharpe Ratio is 0.82, which is higher than the SOXS Sharpe Ratio of -0.78. The chart below compares the historical Sharpe Ratios of PLTU and SOXS, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


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Sharpe Ratios by Period


PLTUSOXSDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

0.82

-0.78

+1.60

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

-0.66

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

-0.75

Sharpe Ratio (All Time)

Calculated using the full available price history

0.60

-0.76

+1.36

Correlation

The correlation between PLTU and SOXS is -0.47. This indicates that the assets' prices tend to move in opposite directions. Negative correlation can be particularly beneficial for diversification and risk management, as one asset may offset the losses of the other during market fluctuations.


Dividends

PLTU vs. SOXS - Dividend Comparison

PLTU's dividend yield for the trailing twelve months is around 38.99%, more than SOXS's 9.25% yield.


TTM20252024202320222021202020192018
PLTU
Direxion Daily PLTR Bull 2X Shares
38.99%23.29%0.12%0.00%0.00%0.00%0.00%0.00%0.00%
SOXS
Direxion Daily Semiconductor Bear 3x Shares
9.25%10.79%5.45%9.22%0.19%0.00%3.58%2.30%0.76%

Drawdowns

PLTU vs. SOXS - Drawdown Comparison

The maximum PLTU drawdown since its inception was -69.14%, smaller than the maximum SOXS drawdown of -100.00%. Use the drawdown chart below to compare losses from any high point for PLTU and SOXS.


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Drawdown Indicators


PLTUSOXSDifference

Max Drawdown

Largest peak-to-trough decline

-69.14%

-100.00%

+30.86%

Max Drawdown (1Y)

Largest decline over 1 year

-65.96%

-96.52%

+30.56%

Max Drawdown (5Y)

Largest decline over 5 years

-99.85%

Max Drawdown (10Y)

Largest decline over 10 years

-100.00%

Current Drawdown

Current decline from peak

-57.60%

-100.00%

+42.40%

Average Drawdown

Average peak-to-trough decline

-27.88%

-92.53%

+64.65%

Ulcer Index

Depth and duration of drawdowns from previous peaks

30.24%

85.61%

-55.37%

Volatility

PLTU vs. SOXS - Volatility Comparison

The current volatility for Direxion Daily PLTR Bull 2X Shares (PLTU) is 29.13%, while Direxion Daily Semiconductor Bear 3x Shares (SOXS) has a volatility of 39.00%. This indicates that PLTU experiences smaller price fluctuations and is considered to be less risky than SOXS based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


PLTUSOXSDifference

Volatility (1M)

Calculated over the trailing 1-month period

29.13%

39.00%

-9.87%

Volatility (6M)

Calculated over the trailing 6-month period

76.25%

79.00%

-2.75%

Volatility (1Y)

Calculated over the trailing 1-year period

114.97%

120.15%

-5.18%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

128.73%

106.42%

+22.31%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

128.73%

99.19%

+29.54%