AVSE vs SOXL

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Quick Verdict

AVSE has a lower expense ratio. SOXL delivered stronger 1-year returns. AVSE offers more diversification with 2411 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

0.0%
Weight Overlap
0
Shared Holdings
0
Total Unique

Sector Allocation

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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 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, 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.