SOXU.TO vs. XCHP.TO
SOXU.TO (MegaLong (3X) US Semiconductors Daily Leveraged Alternative ETF) and XCHP.TO (iShares Semiconductor Index ETF) are both exchange-traded funds - SOXU.TO is a Leveraged Equities fund tracking the Solactive US Semiconductor 30 Capped Index, while XCHP.TO is a Semiconductors fund tracking the NYSE Semiconductor Index. Both are passively managed. Over the past year, SOXU.TO returned 941.33% vs 174.83% for XCHP.TO. Their correlation of 0.84 suggests significant overlap in exposure. SOXU.TO charges 1.81%/yr vs 0.39%/yr for XCHP.TO.
Performance
SOXU.TO vs. XCHP.TO - Performance Comparison
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Returns By Period
In the year-to-date period, SOXU.TO achieves a 432.65% return, which is significantly higher than XCHP.TO's 107.37% return.
SOXU.TO
- 1D
- -23.66%
- 1M
- 23.15%
- YTD
- 432.65%
- 6M
- 428.86%
- 1Y
- 941.33%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
XCHP.TO
- 1D
- -7.52%
- 1M
- 15.53%
- YTD
- 107.37%
- 6M
- 104.94%
- 1Y
- 174.83%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
SOXU.TO vs. XCHP.TO - Yearly Performance Comparison
| 2026 (YTD) | 2025 | |
|---|---|---|
SOXU.TO MegaLong (3X) US Semiconductors Daily Leveraged Alternative ETF | 432.65% | 173.80% |
XCHP.TO iShares Semiconductor Index ETF | 107.37% | 44.74% |
Correlation
The correlation between SOXU.TO and XCHP.TO is 0.90, 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 | 0.90 |
Correlation (All Time) Calculated using the full available price history since May 23, 2025 | 0.84 |
The correlation between SOXU.TO and XCHP.TO has been stable across timeframes, ranging from 0.84 to 0.90 - a consistent structural relationship.
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Return for Risk
SOXU.TO vs. XCHP.TO — Risk / Return Rank
SOXU.TO
XCHP.TO
SOXU.TO vs. XCHP.TO - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for MegaLong (3X) US Semiconductors Daily Leveraged Alternative ETF (SOXU.TO) and iShares Semiconductor Index ETF (XCHP.TO). 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.
| SOXU.TO | XCHP.TO | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +3.54 | ||
| Sortino ratioReturn per unit of downside risk | -0.47 | ||
| Omega ratioGain probability vs. loss probability | 1.57 | 1.62 | -0.05 |
| Calmar ratioReturn relative to maximum drawdown | 22.23 | 12.37 | +9.86 |
| Martin ratioReturn relative to average drawdown | 70.13 | 42.02 | +28.11 |
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Drawdowns
SOXU.TO vs. XCHP.TO - Drawdown Comparison
The maximum SOXU.TO drawdown since its inception was -42.78%, which is greater than XCHP.TO's maximum drawdown of -39.06%. Use the drawdown chart below to compare losses from any high point for SOXU.TO and XCHP.TO.
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Drawdown Indicators
| SOXU.TO | XCHP.TO | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -42.78% | -39.06% | -3.72% |
Max Drawdown (1Y)Largest decline over 1 year | -42.78% | -14.22% | -28.56% |
Current DrawdownCurrent decline from peak | -23.66% | -7.52% | -16.14% |
Average DrawdownAverage peak-to-trough decline | -8.66% | -8.18% | -0.48% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 13.53% | 4.18% | +9.35% |
Volatility
SOXU.TO vs. XCHP.TO - Volatility Comparison
MegaLong (3X) US Semiconductors Daily Leveraged Alternative ETF (SOXU.TO) has a higher volatility of 67.72% compared to iShares Semiconductor Index ETF (XCHP.TO) at 19.98%. This indicates that SOXU.TO's price experiences larger fluctuations and is considered to be riskier than XCHP.TO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| SOXU.TO | XCHP.TO | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 67.72% | 19.98% | +47.74% |
Volatility (6M)Calculated over the trailing 6-month period | 101.02% | 31.53% | +69.49% |
Volatility (1Y)Calculated over the trailing 1-year period | 116.54% | 38.04% | +78.50% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 114.47% | 38.01% | +76.46% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 114.47% | 38.01% | +76.46% |
SOXU.TO vs. XCHP.TO - Expense Ratio Comparison
SOXU.TO has a 1.81% expense ratio, which is higher than XCHP.TO's 0.39% expense ratio.
Dividends
SOXU.TO vs. XCHP.TO - Dividend Comparison
Neither SOXU.TO nor XCHP.TO has paid dividends to shareholders.
Frequently Asked Questions
With a correlation of 0.90, SOXU.TO and XCHP.TO move almost identically. Holding both adds very little diversification - you're essentially doubling your position in the same market segment. Choosing one is usually more capital-efficient.
On fees, XCHP.TO is cheaper at 0.39% per year. The better choice depends on whether you care most about return, fees, risk, or income.
XCHP.TO is cheaper with a 0.39% expense ratio, compared with 1.81% for SOXU.TO.
SOXU.TO is categorized as Leveraged Equities, while XCHP.TO is Semiconductors. SOXU.TO tracks Solactive US Semiconductor 30 Capped Index, while XCHP.TO tracks NYSE Semiconductor Index. They also come from different issuers: LongPoint and iShares. Their fees differ too: 1.81% for SOXU.TO and 0.39% for XCHP.TO.
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