WTIU vs. SOXL
Compare and contrast key facts about MicroSectors Energy 3X Leveraged ETN (WTIU) and Direxion Daily Semiconductor Bull 3x Shares (SOXL).
WTIU and SOXL are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. WTIU is a passively managed fund by REX that tracks the performance of the Solactive MicroSectors Energy Index - Benchmark TR Gross (--300%). It was launched on Feb 16, 2023. SOXL is a passively managed fund by Direxion that tracks the performance of the PHLX Semiconductor Index (300%). It was launched on Mar 11, 2010. Both WTIU and SOXL are passive ETFs, meaning that they are not actively managed but aim to replicate the performance of the underlying index as closely as possible.
Performance
WTIU vs. SOXL - Performance Comparison
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WTIU vs. SOXL - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | |
|---|---|---|---|---|
WTIU MicroSectors Energy 3X Leveraged ETN | 113.23% | -17.13% | -29.63% | -28.42% |
SOXL Direxion Daily Semiconductor Bull 3x Shares | 24.34% | 54.91% | -12.31% | 80.27% |
Returns By Period
In the year-to-date period, WTIU achieves a 113.23% return, which is significantly higher than SOXL's 24.34% return.
WTIU
- 1D
- -11.84%
- 1M
- 17.12%
- YTD
- 113.23%
- 6M
- 89.84%
- 1Y
- 46.84%
- 3Y*
- 2.42%
- 5Y*
- —
- 10Y*
- —
SOXL
- 1D
- 9.08%
- 1M
- -16.73%
- YTD
- 24.34%
- 6M
- 41.78%
- 1Y
- 228.78%
- 3Y*
- 42.83%
- 5Y*
- 4.90%
- 10Y*
- 41.10%
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WTIU vs. SOXL - Expense Ratio Comparison
WTIU has a 0.95% expense ratio, which is lower than SOXL's 0.99% expense ratio.
Return for Risk
WTIU vs. SOXL — Risk / Return Rank
WTIU
SOXL
WTIU vs. SOXL - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for MicroSectors Energy 3X Leveraged ETN (WTIU) and Direxion Daily Semiconductor Bull 3x Shares (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.
| WTIU | SOXL | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.58 | 1.93 | -1.35 |
Sortino ratioReturn per unit of downside risk | 1.22 | 2.46 | -1.24 |
Omega ratioGain probability vs. loss probability | 1.18 | 1.35 | -0.18 |
Calmar ratioReturn relative to maximum drawdown | 0.92 | 4.64 | -3.73 |
Martin ratioReturn relative to average drawdown | 1.71 | 14.09 | -12.39 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| WTIU | SOXL | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.58 | 1.93 | -1.35 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | — | 0.05 | — |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.42 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | -0.05 | 0.36 | -0.41 |
Correlation
The correlation between WTIU and SOXL is 0.14, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Dividends
WTIU vs. SOXL - Dividend Comparison
WTIU has not paid dividends to shareholders, while SOXL's dividend yield for the trailing twelve months is around 0.15%.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
WTIU MicroSectors Energy 3X Leveraged 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 Shares | 0.15% | 0.34% | 1.18% | 0.51% | 1.07% | 0.04% | 0.05% | 0.38% | 1.30% | 0.09% | 4.84% |
Drawdowns
WTIU vs. SOXL - Drawdown Comparison
The maximum WTIU drawdown since its inception was -75.73%, smaller than the maximum SOXL drawdown of -90.46%. Use the drawdown chart below to compare losses from any high point for WTIU and SOXL.
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Drawdown Indicators
| WTIU | SOXL | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -75.73% | -90.46% | +14.73% |
Max Drawdown (1Y)Largest decline over 1 year | -53.11% | -49.26% | -3.85% |
Max Drawdown (5Y)Largest decline over 5 years | — | -90.46% | — |
Max Drawdown (10Y)Largest decline over 10 years | — | -90.46% | — |
Current DrawdownCurrent decline from peak | -24.42% | -27.28% | +2.86% |
Average DrawdownAverage peak-to-trough decline | -39.49% | -35.34% | -4.15% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 28.53% | 16.23% | +12.30% |
Volatility
WTIU vs. SOXL - Volatility Comparison
The current volatility for MicroSectors Energy 3X Leveraged ETN (WTIU) is 22.50%, while Direxion Daily Semiconductor Bull 3x Shares (SOXL) has a volatility of 38.35%. This indicates that WTIU 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
| WTIU | SOXL | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 22.50% | 38.35% | -15.85% |
Volatility (6M)Calculated over the trailing 6-month period | 46.56% | 79.93% | -33.37% |
Volatility (1Y)Calculated over the trailing 1-year period | 81.69% | 119.50% | -37.81% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 69.54% | 105.40% | -35.86% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 69.54% | 97.72% | -28.18% |