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SOXS vs. SSG
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

SOXS vs. SSG - Performance Comparison

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

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Returns By Period

In the year-to-date period, SOXS achieves a -94.69% return, which is significantly lower than SSG's -63.37% return. Over the past 10 years, SOXS has underperformed SSG with an annualized return of -79.95%, while SSG has yielded a comparatively higher -62.52% annualized return.


SOXS

1D
-8.08%
1M
-57.31%
YTD
-94.69%
6M
-94.57%
1Y
-98.20%
3Y*
-88.23%
5Y*
-81.24%
10Y*
-79.95%

SSG

1D
-0.80%
1M
-21.37%
YTD
-63.37%
6M
-63.97%
1Y
-81.41%
3Y*
-75.00%
5Y*
-67.22%
10Y*
-62.52%
*Multi-year figures are annualized to reflect compound growth (CAGR)

SOXS vs. SSG - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
SOXS
Direxion Daily Semiconductor Bear 3x Shares
-94.69%-85.53%-59.55%-84.56%15.76%-80.94%-92.90%-83.81%-19.39%-69.39%
SSG
Proshares Ultrashort Semiconductors
-63.37%-70.03%-77.59%-78.69%37.90%-67.46%-76.50%-63.33%-0.79%-51.60%

Correlation

The correlation between SOXS and SSG is 0.82, indicating a strong positive relationship between their price movements. Combining them offers limited diversification - they tend to fall together during downturns.


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

0.82

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

0.86

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

0.92

Correlation (10Y)
Calculated over the trailing 10-year period

0.93

Correlation (All Time)
Calculated using the full available price history since Mar 11, 2010

0.93

The correlation between SOXS and SSG shifts across timeframes, from 0.82 (1 year) to 0.93 (10 years), reflecting how their relationship changes across market environments.

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Return for Risk

SOXS vs. SSG — Risk / Return Rank

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

SOXS
SOXS Risk / Return Rank: 11
Overall Rank
SOXS Sharpe Ratio Rank: 22
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: 11
Martin Ratio Rank

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

SOXS vs. SSG - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Direxion Daily Semiconductor Bear 3x Shares (SOXS) and Proshares Ultrashort Semiconductors (SSG). 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.


SOXSSSGDifference
Sharpe ratioReturn per unit of total volatility

+0.35

Sortino ratioReturn per unit of downside risk

-0.82

Omega ratioGain probability vs. loss probability

0.61

0.69

-0.09

Calmar ratioReturn relative to maximum drawdown

-1.00

-1.00

0.00

Martin ratioReturn relative to average drawdown

-1.46

-1.60

+0.14

SOXS vs. SSG - Sharpe Ratio Comparison

The current SOXS Sharpe Ratio is -0.86, which is comparable to the SSG Sharpe Ratio of -1.21. The chart below compares the historical Sharpe Ratios of SOXS and SSG, 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

SOXS vs. SSG - Drawdown Comparison

The maximum SOXS drawdown since its inception was -100.00%, roughly equal to the maximum SSG drawdown of -100.00%. Use the drawdown chart below to compare losses from any high point for SOXS and SSG.


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Drawdown Indicators


SOXSSSGDifference

Max Drawdown

Largest peak-to-trough decline

-100.00%

-100.00%

0.00%

Max Drawdown (1Y)

Largest decline over 1 year

-98.17%

-81.20%

-16.97%

Max Drawdown (3Y)

Largest decline over 3 years

-99.87%

-98.56%

-1.31%

Max Drawdown (5Y)

Largest decline over 5 years

-99.98%

-99.66%

-0.32%

Max Drawdown (10Y)

Largest decline over 10 years

-100.00%

-99.99%

-0.01%

Current Drawdown

Current decline from peak

-100.00%

-100.00%

0.00%

Average Drawdown

Average peak-to-trough decline

-92.60%

-88.60%

-4.00%

Ulcer Index

Depth and duration of drawdowns from previous peaks

67.64%

51.37%

+16.27%

Volatility

SOXS vs. SSG - Volatility Comparison

Direxion Daily Semiconductor Bear 3x Shares (SOXS) has a higher volatility of 61.89% compared to Proshares Ultrashort Semiconductors (SSG) at 30.98%. This indicates that SOXS's price experiences larger fluctuations and is considered to be riskier than SSG based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


SOXSSSGDifference

Volatility (1M)

Calculated over the trailing 1-month period

61.89%

30.98%

+30.91%

Volatility (6M)

Calculated over the trailing 6-month period

97.94%

53.34%

+44.60%

Volatility (1Y)

Calculated over the trailing 1-year period

115.12%

67.65%

+47.47%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

110.92%

78.35%

+32.57%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

101.99%

69.58%

+32.41%

SOXS vs. SSG - Expense Ratio Comparison

SOXS has a 1.08% expense ratio, which is higher than SSG's 0.95% expense ratio.


Dividends

SOXS vs. SSG - Dividend Comparison

SOXS's dividend yield for the trailing twelve months is around 101.68%, more than SSG's 14.25% yield.


PositionTTM20252024202320222021202020192018
SOXS
Direxion Daily Semiconductor Bear 3x Shares
101.68%10.79%5.45%9.22%0.19%0.00%3.58%2.30%0.76%
SSG
Proshares Ultrashort Semiconductors
14.25%9.19%7.67%6.73%0.75%0.00%0.34%1.81%0.62%

Frequently Asked Questions


SOXS and SSG have a correlation of 0.82, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

SOXS has higher volatility (61.89%) compared to SSG (30.98%). In terms of maximum drawdown, SOXS dropped -100.00% vs SSG's -100.00%.

On 10-year performance, SSG leads with -62.52% vs -79.95% for SOXS. On fees, SSG is cheaper at 0.95% per year. On volatility, SSG has been the lower-risk option at 30.98%. The better choice depends on whether you care most about return, fees, risk, or income.

Over the 10-year period, SSG has performed better with a -62.52% return vs -79.95%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.

SSG is cheaper with a 0.95% expense ratio, compared with 1.08% for SOXS.

SOXS has the higher dividend yield at 101.68%, compared with 14.25% for SSG.

SOXS is categorized as Inverse Equities, while SSG is Leveraged Equities. SOXS tracks PHLX Semiconductor Index (-300%), while SSG tracks Dow Jones U.S. Semiconductors Index (-200%). They also come from different issuers: Direxion and ProShares. Their fees differ too: 1.08% for SOXS and 0.95% for SSG.

SOXS currently has the higher Sharpe Ratio (-0.85 vs -1.21), 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 SOXS and SSG

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