BBEM vs SOXL

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Quick Verdict

BBEM has a lower expense ratio. SOXL delivered stronger 1-year returns. BBEM offers more diversification with 1130 holdings.

Side-by-Side Comparison

MetricBBEMSOXL
Fund FamilyJ.P. Morgan Asset ManagementDirexion Shares ETF Trust
Expense Ratio0.15%0.75%
AUM$752M$12.7B
Dividend Yield5.16%0.23%
Holdings Count1,13035
Inception Date2023-05-102010-03-11
Investment StyleLarge Cap BlendMulti Alternative
1-Month Return+7.76%+46.72%
YTD Return+5.40%+30.12%
1-Year Return+43.15%+129.53%
3-Year Return-+62.90%
5-Year Return-+13.70%
10-Year Return-+47.29%
Buy Score7075
Momentum Score6885
Value Score-68

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, BBEM or SOXL?

BBEM has an expense ratio of 0.15% while SOXL charges 0.75%. BBEM is the cheaper option, saving you money on management fees over time.

Do BBEM and SOXL hold the same stocks?

BBEM 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, BBEM or SOXL?

Over the past year, BBEM returned +43.15% while SOXL returned +129.53%. SOXL outperformed over this period. Past performance does not guarantee future results.