AVNM vs SOXL

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Quick Verdict

AVNM has a lower expense ratio. SOXL delivered stronger 1-year returns. SOXL offers more diversification with 34 holdings.

Side-by-Side Comparison

MetricAVNMSOXL
Fund FamilyAvantis InvestorsDirexion Shares ETF Trust
Expense Ratio0.31%0.75%
AUM$557M$12.7B
Dividend Yield2.44%0.23%
Holdings Count935
Inception Date2023-06-272010-03-11
Investment StyleLarge Cap ValueMulti Alternative
1-Month Return+6.56%+46.72%
YTD Return+11.82%+30.12%
1-Year Return+47.16%+129.53%
3-Year Return-+62.90%
5-Year Return-+13.70%
10-Year Return-+47.29%
Buy Score7575
Momentum Score8585
Value Score7168

Holdings Overlap

0.0%
Weight Overlap
0
Shared Holdings
42
Total Unique

Sector Allocation

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Frequently Asked Questions

Which has lower fees, AVNM or SOXL?

AVNM has an expense ratio of 0.31% while SOXL charges 0.75%. AVNM is the cheaper option, saving you money on management fees over time.

Do AVNM and SOXL hold the same stocks?

AVNM and SOXL share 0 common holdings with a 0.0% weight overlap. They hold 42 unique securities combined. The moderate overlap means holding both could provide meaningful diversification benefits.

Which performed better, AVNM or SOXL?

Over the past year, AVNM returned +47.16% while SOXL returned +129.53%. SOXL outperformed over this period. Past performance does not guarantee future results.