SPHB vs. SOXS ETF Comparison
Comparison of PowerShares S&P 500 High Beta Portfolio (SPHB) to Direxion Daily Semiconductor Bear 3x Shares (SOXS)
SPHB
PowerShares S&P 500 High Beta Portfolio
SPHB Description
The PowerShares S&P 500 High Beta Portfolio (Fund) is based on the S&P 500 High Beta Index (Index). The Fund will invest at least 90% of its total assets in common stocks that comprise the Index. The Index is compiled, maintained and calculated by Standard & Poor's and consists of the 100 stocks from the S&P 500 Index with the highest sensitivity to market movements, or beta, over the past 12 months. Beta is a measure of relative risk and is the rate of change of a security's price. The Fund and the Index are rebalanced and reconstituted quarterly in February, May, August and November.
Grade (RS Rating)
Last Trade
$89.17
Average Daily Volume
401,273
Number of Holdings
*
98
* may have additional holdings in another (foreign) market
SOXS
Direxion Daily Semiconductor Bear 3x Shares
SOXS Description
The investment seeks daily investment results, before fees and expenses, of 300% of the inverse of the performance of the PHLX Semiconductor Sector Index. The fund creates short positions by investing at least 80% of its assets in: futures contracts; options on securities, indices and futures contracts; equity caps, floors and collars; swap agreements; forward contracts; short positions; reverse repurchase agreements; ETFs; and other financial instruments that, in combination, provide leveraged and unleveraged exposure to the index. The index measures the performance of the semiconductor subsector of the U.S. equity market. The fund is non-diversified.Grade (RS Rating)
Last Trade
$20.02
Average Daily Volume
65,043,861
Number of Holdings
*
26
* may have additional holdings in another (foreign) market
Performance
| Period | SPHB | SOXS |
|---|---|---|
| 30 Days | 8.85% | -24.54% |
| 60 Days | 14.28% | -41.85% |
| 90 Days | 4.86% | -1.51% |
| 12 Months | 31.48% | -81.69% |
18 Overlapping Holdings
| Symbol | Grade | Weight in SPHB | Weight in SOXS | Overlap | |
|---|---|---|---|---|---|
| ADI | B | 0.92% | 3.79% | 0.92% | |
| AMAT | C | 1.36% | 3.89% | 1.36% | |
| AMD | C | 1.82% | 4.66% | 1.82% | |
| AVGO | B | 1.62% | 7.0% | 1.62% | |
| INTC | D | 0.94% | 7.36% | 0.94% | |
| KLAC | B | 1.35% | 3.8% | 1.35% | |
| LRCX | D | 1.37% | 4.14% | 1.37% | |
| MCHP | F | 1.13% | 3.53% | 1.13% | |
| MPWR | B | 1.79% | 1.06% | 1.06% | |
| MU | D | 1.33% | 4.35% | 1.33% | |
| NVDA | B | 1.75% | 8.24% | 1.75% | |
| NXPI | F | 1.06% | 4.15% | 1.06% | |
| ON | F | 1.25% | 1.38% | 1.25% | |
| QCOM | D | 1.12% | 8.23% | 1.12% | |
| QRVO | F | 0.88% | 1.8% | 0.88% | |
| SWKS | F | 0.9% | 2.85% | 0.9% | |
| TER | C | 1.51% | 1.59% | 1.51% | |
| TXN | C | 0.77% | 7.85% | 0.77% |
SPHB Overweight 80 Positions Relative to SOXS
| Symbol | Grade | Weight | |
|---|---|---|---|
| SMCI | F | 1.8% | |
| TSLA | C | 1.56% | |
| BLDR | C | 1.45% | |
| ALB | D | 1.4% | |
| ANET | A | 1.35% | |
| CZR | B | 1.31% | |
| CRWD | D | 1.3% | |
| NCLH | C | 1.28% | |
| CCL | C | 1.25% | |
| ENPH | F | 1.22% | |
| META | A | 1.18% | |
| URI | C | 1.18% | |
| WDC | C | 1.15% | |
| VST | A | 1.15% | |
| ALGN | D | 1.15% | |
| CEG | A | 1.14% | |
| GNRC | B | 1.11% | |
| FSLR | C | 1.08% | |
| JBL | C | 1.07% | |
| CDNS | D | 1.06% | |
| PWR | A | 1.05% | |
| ORCL | A | 1.04% | |
| SNPS | F | 1.04% | |
| BX | C | 1.03% | |
| BXP | B | 1.01% | |
| UAL | A | 1.01% | |
| CARR | A | 1.01% | |
| KKR | A | 1.01% | |
| UBER | C | 1.01% | |
| PYPL | A | 0.99% | |
| ABNB | D | 0.98% | |
| ETN | B | 0.98% | |
| AMZN | C | 0.98% | |
| FCX | B | 0.97% | |
| RCL | B | 0.97% | |
| HUBB | A | 0.94% | |
| KEYS | B | 0.94% | |
| NOW | B | 0.94% | |
| ADSK | B | 0.93% | |
| PODD | C | 0.92% | |
| ZBRA | B | 0.91% | |
| PHM | C | 0.91% | |
| CRM | B | 0.91% | |
| PH | A | 0.89% | |
| PANW | B | 0.88% | |
| DAY | C | 0.88% | |
| AES | C | 0.85% | |
| MHK | C | 0.84% | |
| BKNG | B | 0.84% | |
| INTU | F | 0.83% | |
| ARE | D | 0.83% | |
| IDXX | D | 0.82% | |
| LEN | C | 0.81% | |
| FICO | C | 0.81% | |
| DHI | C | 0.81% | |
| LW | D | 0.81% | |
| DECK | B | 0.81% | |
| ROK | D | 0.81% | |
| IVZ | A | 0.8% | |
| ISRG | C | 0.8% | |
| GE | B | 0.8% | |
| EFX | D | 0.8% | |
| KEY | B | 0.79% | |
| RMD | C | 0.79% | |
| ANSS | D | 0.79% | |
| GOOG | B | 0.78% | |
| ADBE | F | 0.78% | |
| KMX | F | 0.78% | |
| APTV | D | 0.77% | |
| CRL | F | 0.77% | |
| LULU | D | 0.77% | |
| APH | D | 0.76% | |
| MGM | D | 0.76% | |
| TROW | D | 0.74% | |
| WBD | F | 0.73% | |
| IQV | F | 0.72% | |
| BBWI | F | 0.72% | |
| CPRT | B | 0.71% | |
| MLM | F | 0.67% | |
| EPAM | F | 0.65% |
SPHB: Top Represented Industries & Keywords
Industries:
Semiconductors
Software - Application
Semiconductor Equipment & Materials
Asset Management
Diversified Industrials
Diagnostics & Research
Leisure
Residential Construction
Software - Infrastructure
Apparel Stores
Auto & Truck Dealerships
Building Materials
Electronic Components
Internet Content & Information
Medical Devices
Medical Instruments & Supplies
REIT - Office
Resorts & Casinos
Specialty Industrial Machinery
Airlines
Keywords:
S&P 500
Nasdaq 100
Computing
Semiconductor
Integrated Circuits
Electronics
IBD 50
Aerospace
Mobile Devices
Power Management
Smartphones
Work From Home
Electronic Design
Fabless Semiconductor Companies
Software
Design Manufacturers
Electrical Engineering
Electronic Engineering
Ethernet
Semiconductor Devices
SOXS: Top Represented Industries & Keywords
Industries:
Semiconductors
Semiconductor Equipment & Materials
Scientific & Technical Instruments
Semiconductor Memory
Keywords:
S&P 500
Nasdaq 100
Integrated Circuits
Semiconductor
Fabless Semiconductor Companies
Computing
Power Management
Electronics
Semiconductor Device Fabrication
Electronic Engineering
Semiconductor Devices
Smartphones
Aerospace
Consumer Electronics
Design Manufacturers
Device Manufacturers
Electrical Engineering
Electronic Devices
Flash
Microcontroller
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