ETW vs SOXL

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Quick Verdict

ETW offers more diversification with 293 holdings.

Side-by-Side Comparison

MetricETWSOXL
Fund FamilyEaton Vance Tax-Managed Global Buy-Write Opportunities FundDirexion Shares ETF Trust
Expense Ratio-0.75%
AUM$1.1B$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
293
Total Unique

Sector Allocation

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Frequently Asked Questions

Which has lower fees, ETW or SOXL?

Expense ratio data is not currently available.

Do ETW and SOXL hold the same stocks?

ETW and SOXL share 0 common holdings with a 0.0% weight overlap. They hold 293 unique securities combined. The moderate overlap means holding both could provide meaningful diversification benefits.

Which performed better, ETW or SOXL?

Historical return data is not currently available for comparison.