CGW vs SOXL
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CGW vs SOXL
Invesco S&P Global Water Index ETF vs Direxion Daily Semiconductor Bull 3X ETF
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Quick Verdict
CGW has a lower expense ratio. SOXL delivered stronger 1-year returns. CGW offers more diversification with 60 holdings.
Side-by-Side Comparison
| Metric | CGW | SOXL |
|---|---|---|
| Fund Family | Invesco (US) | Direxion Shares ETF Trust |
| Expense Ratio | 0.59% | 0.75% |
| AUM | $1.0B | $12.7B |
| Dividend Yield | 1.45% | 0.23% |
| Holdings Count | 77 | 35 |
| Inception Date | 2007-05-14 | 2010-03-11 |
| Investment Style | Mid Cap Blend | Multi Alternative |
| 1-Month Return | +4.39% | +46.72% |
| YTD Return | +7.98% | +30.12% |
| 1-Year Return | +23.15% | +129.53% |
| 3-Year Return | +12.85% | +62.90% |
| 5-Year Return | +8.95% | +13.70% |
| 10-Year Return | +11.62% | +47.29% |
| Buy Score | 81 | 75 |
| Momentum Score | 79 | 80 |
| Value Score | 52 | 68 |
Holdings Overlap
0.0%
Weight Overlap
0
Shared Holdings
94
Total Unique
Sector Allocation
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Frequently Asked Questions
Which has lower fees, CGW or SOXL?
CGW has an expense ratio of 0.59% while SOXL charges 0.75%. CGW is the cheaper option, saving you money on management fees over time.
Do CGW and SOXL hold the same stocks?
CGW and SOXL share 0 common holdings with a 0.0% weight overlap. They hold 94 unique securities combined. The moderate overlap means holding both could provide meaningful diversification benefits.
Which performed better, CGW or SOXL?
Over the past year, CGW returned +23.15% while SOXL returned +129.53%. SOXL outperformed over this period. Past performance does not guarantee future results.