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QULL vs. SOXL
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

QULL vs. SOXL - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in ETRACS 2x Leveraged MSCI US Quality Factor TR ETN (QULL) 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, QULL achieves a 14.81% return, which is significantly lower than SOXL's 567.48% return.


QULL

1D
-0.36%
1M
8.71%
YTD
14.81%
6M
14.51%
1Y
38.22%
3Y*
32.28%
5Y*
16.15%
10Y*

SOXL

1D
5.34%
1M
119.95%
YTD
567.48%
6M
502.28%
1Y
1,438.30%
3Y*
135.13%
5Y*
48.72%
10Y*
65.39%
*Multi-year figures are annualized to reflect compound growth (CAGR)

QULL vs. SOXL - Yearly Performance Comparison


2026 (YTD)20252024202320222021
QULL
ETRACS 2x Leveraged MSCI US Quality Factor TR ETN
14.81%17.61%38.03%57.07%-42.00%51.36%
SOXL
Direxion Daily Semiconductor Bull 3X ETF
567.48%54.91%-12.31%226.98%-85.66%85.33%

Correlation

The correlation between QULL and SOXL is 0.65, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.


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

0.65

Correlation (3Y)
Calculated over the trailing 3-year period

0.74

Correlation (5Y)
Calculated over the trailing 5-year period

0.79

Correlation (All Time)
Calculated using the full available price history since Feb 8, 2021

0.78

The correlation between QULL and SOXL shifts across timeframes, from 0.65 (1 year) to 0.79 (5 years), reflecting how their relationship changes across market environments.

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Return for Risk

QULL vs. SOXL — Risk / Return Rank

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

QULL
QULL Risk / Return Rank: 4545
Overall Rank
QULL Sharpe Ratio Rank: 4444
Sharpe Ratio Rank
QULL Sortino Ratio Rank: 4444
Sortino Ratio Rank
QULL Omega Ratio Rank: 4242
Omega Ratio Rank
QULL Calmar Ratio Rank: 4242
Calmar Ratio Rank
QULL Martin Ratio Rank: 5454
Martin Ratio Rank

SOXL
SOXL Risk / Return Rank: 9797
Overall Rank
SOXL Sharpe Ratio Rank: 100100
Sharpe Ratio Rank
SOXL Sortino Ratio Rank: 9595
Sortino Ratio Rank
SOXL Omega Ratio Rank: 9595
Omega Ratio Rank
SOXL Calmar Ratio Rank: 9999
Calmar Ratio Rank
SOXL Martin Ratio Rank: 9999
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.

QULL vs. SOXL - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for ETRACS 2x Leveraged MSCI US Quality Factor TR ETN (QULL) 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.


QULLSOXLDifference
Sharpe ratioReturn per unit of total volatility

-12.71

Sortino ratioReturn per unit of downside risk

-2.97

Omega ratioGain probability vs. loss probability

1.27

1.72

-0.45

Calmar ratioReturn relative to maximum drawdown

2.08

33.47

-31.39

Martin ratioReturn relative to average drawdown

9.22

114.79

-105.56

QULL vs. SOXL - Sharpe Ratio Comparison

The current QULL Sharpe Ratio is 1.57, which is lower than the SOXL Sharpe Ratio of 14.28. The chart below compares the historical Sharpe Ratios of QULL 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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Sharpe Ratios by Period


QULLSOXLDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

1.57

14.28

-12.71

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.46

0.46

0.00

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.66

Sharpe Ratio (All Time)

Calculated using the full available price history

0.55

0.52

+0.04

Drawdowns

QULL vs. SOXL - Drawdown Comparison

The maximum QULL drawdown since its inception was -51.83%, smaller than the maximum SOXL drawdown of -90.46%. Use the drawdown chart below to compare losses from any high point for QULL and SOXL.


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Drawdown Indicators


QULLSOXLDifference

Max Drawdown

Largest peak-to-trough decline

-51.83%

-90.46%

+38.63%

Max Drawdown (1Y)

Largest decline over 1 year

-18.43%

-43.47%

+25.04%

Max Drawdown (3Y)

Largest decline over 3 years

-36.82%

-87.88%

+51.06%

Max Drawdown (5Y)

Largest decline over 5 years

-51.83%

-90.46%

+38.63%

Max Drawdown (10Y)

Largest decline over 10 years

-90.46%

Current Drawdown

Current decline from peak

-0.38%

0.00%

-0.38%

Average Drawdown

Average peak-to-trough decline

-14.06%

-35.01%

+20.95%

Ulcer Index

Depth and duration of drawdowns from previous peaks

4.15%

12.65%

-8.50%

Volatility

QULL vs. SOXL - Volatility Comparison

The current volatility for ETRACS 2x Leveraged MSCI US Quality Factor TR ETN (QULL) is 4.68%, while Direxion Daily Semiconductor Bull 3X ETF (SOXL) has a volatility of 40.82%. This indicates that QULL 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


QULLSOXLDifference

Volatility (1M)

Calculated over the trailing 1-month period

4.68%

40.82%

-36.14%

Volatility (6M)

Calculated over the trailing 6-month period

18.79%

81.29%

-62.50%

Volatility (1Y)

Calculated over the trailing 1-year period

24.46%

102.11%

-77.65%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

35.62%

107.25%

-71.63%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

35.15%

99.04%

-63.89%

QULL vs. SOXL - Expense Ratio Comparison

QULL has a 0.95% expense ratio, which is higher than SOXL's 0.75% expense ratio.


Dividends

QULL vs. SOXL - Dividend Comparison

QULL has not paid dividends to shareholders, while SOXL's dividend yield for the trailing twelve months is around 0.03%.


PositionTTM2025202420232022202120202019201820172016
QULL
ETRACS 2x Leveraged MSCI US Quality Factor TR ETN
0.00%0.00%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
0.03%0.34%1.18%0.51%1.07%0.04%0.05%0.38%1.30%0.09%4.84%

Frequently Asked Questions


QULL and SOXL have a correlation of 0.65, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

SOXL has higher volatility (40.82%) compared to QULL (4.68%). In terms of maximum drawdown, QULL dropped -51.83% vs SOXL's -90.46%.

On 5-year performance, SOXL leads with 48.72% vs 16.15% for QULL. On fees, SOXL is cheaper at 0.75% per year. On volatility, QULL has been the lower-risk option at 4.68%. The better choice depends on whether you care most about return, fees, risk, or income.

Over the 5-year period, SOXL has performed better with a 48.72% return vs 16.15%. 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 0.95% for QULL.

SOXL has the higher dividend yield at 0.03%, compared with 0.00% for QULL.

QULL tracks MSCI USA Sector Neutral Quality Index, while SOXL tracks ICE Semiconductor Index. They also come from different issuers: UBS and Direxion. Their fees differ too: 0.95% for QULL and 0.75% for SOXL.

SOXL currently has the higher Sharpe Ratio (14.28 vs 1.57), 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

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