ETW vs SOXL
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ETW vs SOXL
Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund vs Direxion Daily Semiconductor Bull 3X ETF
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Quick Verdict
SOXL has a lower expense ratio. SOXL delivered stronger 1-year returns. ETW offers more diversification with 260 holdings.
Side-by-Side Comparison
| Metric | ETW | SOXL |
|---|---|---|
| Fund Family | Eaton Vance | Direxion Shares ETF Trust |
| Expense Ratio | 1.10% | 0.75% |
| AUM | $936M | $25.2B |
| Dividend Yield | 7.41% | 0.00% |
| Holdings Count | 296 | 43 |
| Inception Date | 2005-09-28 | 2010-03-11 |
| Investment Style | Multi Alternative | Multi Alternative |
| 1-Month Return | +1.66% | +18.91% |
| YTD Return | +8.77% | +464.57% |
| 1-Year Return | +22.55% | +967.32% |
| 3-Year Return | +15.50% | +121.73% |
| 5-Year Return | +7.74% | +43.93% |
| 10-Year Return | +12.75% | +65.45% |
| Buy Score | 62 | 75 |
| Momentum Score | 60 | 80 |
| Value Score | 51 | - |
Holdings Overlap
Sector Allocation
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Frequently Asked Questions
Which has lower fees, ETW or SOXL?
ETW has an expense ratio of 1.10% while SOXL charges 0.75%. SOXL is the cheaper option, saving you money on management fees over time.
Do ETW and SOXL hold the same stocks?
ETW and SOXL share 8 common holdings with a 12.9% weight overlap. They hold 285 unique securities combined. The moderate overlap means holding both could provide meaningful diversification benefits.
Which performed better, ETW or SOXL?
Over the past year, ETW returned +22.55% while SOXL returned +967.32%. SOXL outperformed over this period. Past performance does not guarantee future results.