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SOXS vs. UVIX
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

SOXS vs. UVIX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Direxion Daily Semiconductor Bear 3x Shares (SOXS) and Volatility Shares 2x Long VIX Futures ETF (UVIX). 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 -91.68% return, which is significantly lower than UVIX's -31.70% return.


SOXS

1D
-17.41%
1M
-60.17%
YTD
-91.68%
6M
-91.80%
1Y
-97.83%
3Y*
-86.41%
5Y*
-79.75%
10Y*
-78.81%

UVIX

1D
-2.99%
1M
-27.24%
YTD
-31.70%
6M
-52.32%
1Y
-86.33%
3Y*
-82.41%
5Y*
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

SOXS vs. UVIX - Yearly Performance Comparison


2026 (YTD)2025202420232022
SOXS
Direxion Daily Semiconductor Bear 3x Shares
-91.68%-85.53%-59.55%-84.56%13.11%
UVIX
Volatility Shares 2x Long VIX Futures ETF
-31.70%-83.21%-75.24%-95.28%-62.08%

Correlation

The correlation between SOXS and UVIX is 0.52, 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

0.52

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

0.56

Correlation (All Time)
Calculated using the full available price history since Mar 31, 2022

0.58

The correlation between SOXS and UVIX has been stable across timeframes, ranging from 0.52 to 0.58 - a consistent structural relationship.

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Return for Risk

SOXS vs. UVIX — 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: 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: 11
Martin Ratio Rank

UVIX
UVIX Risk / Return Rank: 11
Overall Rank
UVIX Sharpe Ratio Rank: 33
Sharpe Ratio Rank
UVIX Sortino Ratio Rank: 11
Sortino Ratio Rank
UVIX Omega Ratio Rank: 11
Omega Ratio Rank
UVIX Calmar Ratio Rank: 00
Calmar Ratio Rank
UVIX Martin Ratio Rank: 22
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. UVIX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Direxion Daily Semiconductor Bear 3x Shares (SOXS) and Volatility Shares 2x Long VIX Futures ETF (UVIX). 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.


SOXSUVIXDifference

Sharpe ratio

Return per unit of total volatility

-0.96

-0.78

-0.18

Sortino ratio

Return per unit of downside risk

-3.97

-1.74

-2.23

Omega ratio

Gain probability vs. loss probability

0.58

0.80

-0.22

Calmar ratio

Return relative to maximum drawdown

-1.00

-0.99

-0.01

Martin ratio

Return relative to average drawdown

-1.39

-1.28

-0.11

SOXS vs. UVIX - Sharpe Ratio Comparison

The current SOXS Sharpe Ratio is -0.96, which is comparable to the UVIX Sharpe Ratio of -0.78. The chart below compares the historical Sharpe Ratios of SOXS and UVIX, 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


SOXSUVIXDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

-0.96

-0.78

-0.18

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

-0.74

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

-0.79

Sharpe Ratio (All Time)

Calculated using the full available price history

-0.79

-0.62

-0.17

Drawdowns

SOXS vs. UVIX - Drawdown Comparison

The maximum SOXS drawdown since its inception was -100.00%, roughly equal to the maximum UVIX drawdown of -99.97%. Use the drawdown chart below to compare losses from any high point for SOXS and UVIX.


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Drawdown Indicators


SOXSUVIXDifference

Max Drawdown

Largest peak-to-trough decline

-100.00%

-99.97%

-0.03%

Max Drawdown (1Y)

Largest decline over 1 year

-97.64%

-87.35%

-10.29%

Max Drawdown (3Y)

Largest decline over 3 years

-99.79%

-99.47%

-0.32%

Max Drawdown (5Y)

Largest decline over 5 years

-99.97%

Max Drawdown (10Y)

Largest decline over 10 years

-100.00%

Current Drawdown

Current decline from peak

-100.00%

-99.97%

-0.03%

Average Drawdown

Average peak-to-trough decline

-92.60%

-88.51%

-4.09%

Ulcer Index

Depth and duration of drawdowns from previous peaks

70.48%

67.57%

+2.91%

Volatility

SOXS vs. UVIX - Volatility Comparison

Direxion Daily Semiconductor Bear 3x Shares (SOXS) has a higher volatility of 44.74% compared to Volatility Shares 2x Long VIX Futures ETF (UVIX) at 15.83%. This indicates that SOXS's price experiences larger fluctuations and is considered to be riskier than UVIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


SOXSUVIXDifference

Volatility (1M)

Calculated over the trailing 1-month period

44.74%

15.83%

+28.91%

Volatility (6M)

Calculated over the trailing 6-month period

83.91%

82.35%

+1.56%

Volatility (1Y)

Calculated over the trailing 1-year period

102.16%

111.53%

-9.37%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

108.22%

136.22%

-28.00%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

100.49%

136.22%

-35.73%

SOXS vs. UVIX - Expense Ratio Comparison

SOXS has a 1.08% expense ratio, which is lower than UVIX's 2.78% expense ratio.


Dividends

SOXS vs. UVIX - Dividend Comparison

SOXS's dividend yield for the trailing twelve months is around 64.90%, while UVIX has not paid dividends to shareholders.


PositionTTM20252024202320222021202020192018
SOXS
Direxion Daily Semiconductor Bear 3x Shares
64.90%10.79%5.45%9.22%0.19%0.00%3.58%2.30%0.76%
UVIX
Volatility Shares 2x Long VIX Futures ETF
0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%

Frequently Asked Questions


SOXS and UVIX have a correlation of 0.52, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

SOXS has higher volatility (44.74%) compared to UVIX (15.83%). In terms of maximum drawdown, SOXS dropped -100.00% vs UVIX's -99.97%.

On 3-year performance, UVIX leads with -82.41% vs -86.41% for SOXS. On fees, SOXS is cheaper at 1.08% per year. On volatility, UVIX has been the lower-risk option at 15.83%. The better choice depends on whether you care most about return, fees, risk, or income.

Over the 3-year period, UVIX has performed better with a -82.41% return vs -86.41%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.

SOXS is cheaper with a 1.08% expense ratio, compared with 2.78% for UVIX.

SOXS has the higher dividend yield at 64.90%, compared with 0.00% for UVIX.

SOXS is categorized as Leveraged Equities, while UVIX is Volatility. SOXS tracks PHLX Semiconductor Index (-300%), while UVIX tracks Long VIX Futures Index – Benchmark TR Gross (200%). They also come from different issuers: Direxion and Volatility Shares. Their fees differ too: 1.08% for SOXS and 2.78% for UVIX.

UVIX currently has the higher Sharpe Ratio (-0.78 vs -0.96), 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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