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 77 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 | 83 | 85 |
| Value Score | 52 | 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, 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 0 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.