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 35 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
0
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 0 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.