CMU vs SOXL

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Quick Verdict

CMU offers more diversification with 53 holdings.

Side-by-Side Comparison

MetricCMUSOXL
Fund FamilyMFS HIGH YIELD MUNICIPAL TRUSTDirexion Shares ETF Trust
Expense Ratio-0.75%
AUM$139M$12.7B
Dividend Yield-0.23%
Holdings Count-35
Inception Date-2010-03-11
Investment Style-Multi Alternative
1-Month Return-+46.72%
YTD Return-+30.12%
1-Year Return-+129.53%
3-Year Return-+62.90%
5-Year Return-+13.70%
10-Year Return-+47.29%
Buy Score-75
Momentum Score-85
Value Score-68

Holdings Overlap

0.0%
Weight Overlap
0
Shared Holdings
53
Total Unique

Sector Allocation

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Frequently Asked Questions

Which has lower fees, CMU or SOXL?

Expense ratio data is not currently available.

Do CMU and SOXL hold the same stocks?

CMU and SOXL share 0 common holdings with a 0.0% weight overlap. They hold 53 unique securities combined. The moderate overlap means holding both could provide meaningful diversification benefits.

Which performed better, CMU or SOXL?

Historical return data is not currently available for comparison.