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TZA vs SOXS

Direxion Daily Small Cap Bear 3X Shares vs Direxion Daily Semiconductor Bear 3X Shares

TZA

Direxion Daily Small Cap Bear 3X Shares

Direxion Funds

Annual cost

0.99%

Fund size

$270M

SOXS

Direxion Daily Semiconductor Bear 3X Shares

Direxion Funds

Annual cost

1.00%

Fund size

$1.8B

Key differences

  • SOXS is significantly larger than TZA — larger funds tend to be more liquid and less likely to close.
  • Over the last 3 years, TZA has delivered higher annualized returns.

Side-by-side comparison

TZASOXS
Annual cost (TER)0.99%1.00%
Fund size (AUM)$270M$1.8B
Since20082010
Dividend yield4.33%25.18%
Asset classequityequity
Regionnorth americanorth america
Strategyinverseinverse
CAGR 1Y-67.4%-97.5%
CAGR 3Y-46.0%-86.9%
CAGR 5Y-30.9%-79.9%
Sharpe 3Y-0.70-1.34
Volatility 1Y57.16%101.58%
Max drawdown-99.70%-100.00%

Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.

Similar to TZA and SOXS