Home 
Today's Top Picks 
Top Performers 
Watchlist 
My Robo Portfolios 
ETF Zone 
Help & Tutorial 
Cancel anytime
- Chart
- Upturn Summary
- Highlights
Upturn AI SWOT - About
Direxion Daily Semiconductor Bear 3X Shares (SOXS)
- BUY Advisory
- SELL Advisory (Profit)
- SELL Advisory (Loss)
- Profit
- Loss
- Pass (Skip investing)
Stock price based on last close (see disclosures)
- ALL
- YEAR
- MONTH
- WEEK
Upturn Advisory Summary
09/16/2025: SOXS (1-star) is currently NOT-A-BUY. Pass it for now.
Upturn Star Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
Analysis of Past Performance
Type ETF | Historic Profit -74% | Avg. Invested days 19 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  1.0 | ETF Returns Performance  1.0 |
| Profits based on simulation | Last Close 09/16/2025 |
Key Highlights
Volume (30-day avg) - | Beta -4.64 | 52 Weeks Range 7.65 - 53.11 | Updated Date 06/30/2025 |
52 Weeks Range 7.65 - 53.11 | Updated Date 06/30/2025 |
Upturn AI SWOT
Direxion Daily Semiconductor Bear 3X Shares
ETF Overview
Overview
The Direxion Daily Semiconductor Bear 3X Shares (SOXS) seeks daily investment results, before fees and expenses, of 300% of the inverse (or opposite) of the daily performance of the ICE Semiconductor Index. It provides leveraged exposure to the semiconductor sector. The fund is designed for sophisticated investors who understand the risks associated with leveraged and inverse ETFs.
Reputation and Reliability
Direxion is a well-known issuer of leveraged and inverse ETFs, known for offering products with defined, short-term investment objectives.
Management Expertise
Direxion has a dedicated team experienced in managing complex ETF strategies, particularly those involving leverage and derivatives.
Investment Objective
Goal
To seek daily investment results, before fees and expenses, of 300% of the inverse (or opposite) of the daily performance of the ICE Semiconductor Index.
Investment Approach and Strategy
Strategy: The ETF employs a leveraged strategy, using derivatives such as swaps and futures contracts to achieve its 3x inverse daily performance objective.
Composition The ETF does not hold physical semiconductor stocks directly. Instead, it utilizes financial instruments to synthetically replicate the inverse performance of the underlying index.
Market Position
Market Share: SOXS's market share within the leveraged semiconductor ETF segment is significant but varies depending on trading volume and investor sentiment.
Total Net Assets (AUM): 284200000
Competitors
Key Competitors
- ProShares UltraShort Semiconductors (SSG)
Competitive Landscape
The competitive landscape is limited to a few leveraged/inverse semiconductor ETFs. SOXS offers 3x leverage, while SSG offers 2x leverage. SOXS is higher risk and reward compared to SSG because of the leverage factor.
Financial Performance
Historical Performance: Due to the leveraged and inverse nature, historical performance is highly volatile and path-dependent, varying significantly based on short-term market movements. Long-term returns are typically negative.
Benchmark Comparison: The ETF aims to deliver -3x the daily performance of the ICE Semiconductor Index, but tracking error and compounding effects can cause deviations over longer periods.
Expense Ratio: 0.91
Liquidity
Average Trading Volume
The average daily trading volume of SOXS is high, indicating good liquidity.
Bid-Ask Spread
The bid-ask spread is generally tight, reflecting the ETF's high trading volume.
Market Dynamics
Market Environment Factors
Economic conditions, interest rate changes, technological advancements, and global trade dynamics all impact the semiconductor industry and, consequently, SOXS's performance.
Growth Trajectory
SOXS's value depends solely on short term market sentiment and doesn't have intrinsic long term growth trajectory.
Moat and Competitive Advantages
Competitive Edge
SOXS provides a highly leveraged way to bet against the semiconductor industry. It targets sophisticated investors seeking short-term trading opportunities based on their bearish view of the semiconductor sector. Its 3x leverage offers higher potential returns (and losses) compared to competitors. This high leverage and focus on the semiconductor sector gives SOXS a unique niche.
Risk Analysis
Volatility
SOXS exhibits extremely high volatility due to its leveraged and inverse nature. Daily price swings can be significant.
Market Risk
The primary risk is market risk associated with the semiconductor sector and the broader equity market. Compounding effects can also erode returns over time.
Investor Profile
Ideal Investor Profile
SOXS is suitable only for sophisticated, short-term traders with a high-risk tolerance and a bearish outlook on the semiconductor industry.
Market Risk
SOXS is not suitable for long-term investors or those seeking passive index exposure. It is best for active traders implementing short-term tactical strategies.
Summary
SOXS is a leveraged inverse ETF designed for short-term tactical trading, not long-term investment. It seeks to provide -3x the daily performance of the ICE Semiconductor Index. Its high leverage and volatility make it extremely risky and only suitable for sophisticated traders with a bearish outlook on semiconductors. Long-term returns are typically negative due to compounding effects and the nature of leveraged inverse products.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Direxion
- ICE Data Indices
- SEC Filings
- Yahoo Finance
Disclaimers:
This analysis is for informational purposes only and does not constitute investment advice. Leveraged and inverse ETFs are inherently risky and may not be suitable for all investors. Past performance is not indicative of future results.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About Direxion Daily Semiconductor Bear 3X Shares
Exchange NYSE ARCA | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
The fund invests at least 80% of the fund"s net assets in financial instruments, that, in combination, provide 3X daily inverse (opposite) or short exposure to the index or to ETFs that track the index, consistent with the fund"s investment objective. The index is a rules-based, modified float-adjusted market capitalization-weighted index that tracks the performance of the thirty largest U.S. listed semiconductor companies. The fund is non-diversified.
Note: This website is maintained by Upturn Corporation, which is an investment adviser registered with the U.S. Securities and Exchange Commission. Such registration does not imply a certain level of skill or training. Investing in securities has risks. Past performance is no guarantee of future returns. No assurance is provided as to any particular investment return, and you may lose money using our services. You are strongly advised to consult appropriate counsel before making any investments in companies you learn about through our services. You should obtain appropriate legal, tax, investment, accounting, and other advice that takes into account your investment portfolio and overall financial situation. You are solely responsible for conducting due diligence on a potential investment. We do not affect trades for you. You will select your own broker through which to transact. Investments are not FDIC insured, they are not guaranteed, and they may lose value. Please see the Privacy Policy, Terms of Use, and Disclosure for more information.