AVSE vs SOXL

vs

Quick Verdict

AVSE has a lower expense ratio. SOXL delivered stronger 1-year returns. AVSE offers more diversification with 1578 holdings.

Side-by-Side Comparison

MetricAVSESOXL
Fund FamilyAvantis InvestorsDirexion Shares ETF Trust
Expense Ratio0.33%0.75%
AUM$187M$12.7B
Dividend Yield2.35%0.23%
Holdings Count2,41135
Inception Date2022-03-282010-03-11
Investment StyleSmall Cap BlendMulti Alternative
1-Month Return+7.77%+46.72%
YTD Return+5.39%+30.12%
1-Year Return+39.11%+129.53%
3-Year Return+17.38%+62.90%
5-Year Return-+13.70%
10-Year Return-+47.29%
Buy Score7075
Momentum Score6985
Value Score5668

Holdings Overlap

2.9%
Weight Overlap
2
Shared Holdings
1610
Total Unique

Top Shared Holdings

TickerAVSE WeightSOXL Weight
TSM:TW7.57%2.63%
ASX0.22%0.69%

Sector Allocation

Loading chart...

Frequently Asked Questions

Which has lower fees, AVSE or SOXL?

AVSE has an expense ratio of 0.33% while SOXL charges 0.75%. AVSE is the cheaper option, saving you money on management fees over time.

Do AVSE and SOXL hold the same stocks?

AVSE and SOXL share 2 common holdings with a 2.9% weight overlap. They hold 1610 unique securities combined. The moderate overlap means holding both could provide meaningful diversification benefits.

Which performed better, AVSE or SOXL?

Over the past year, AVSE returned +39.11% while SOXL returned +129.53%. SOXL outperformed over this period. Past performance does not guarantee future results.