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 889 holdings.

Side-by-Side Comparison

MetricBBEMSOXL
Fund FamilyJ.P. Morgan Asset ManagementDirexion Shares ETF Trust
Expense Ratio0.15%0.75%
AUM$785M$22.4B
Dividend Yield4.64%0.00%
Holdings Count1,13243
Inception Date2023-05-102010-03-11
Investment StyleLarge Cap BlendMulti Alternative
1-Month Return+7.84%+76.78%
YTD Return+21.77%+374.77%
1-Year Return+55.37%+1295.46%
3-Year Return+24.49%+121.64%
5-Year Return-+42.99%
10-Year Return-+61.77%
Buy Score8175
Momentum Score7880
Value Score59-

Holdings Overlap

0.5%
Weight Overlap
2
Shared Holdings
920
Total Unique

Top Shared Holdings

TickerBBEM WeightSOXL Weight
ASX:TW0.34%0.72%
UMC0.20%0.42%

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 2 common holdings with a 0.5% weight overlap. They hold 920 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 +55.37% while SOXL returned +1295.46%. SOXL outperformed over this period. Past performance does not guarantee future results.