FLGV vs SOXL

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Quick Verdict

FLGV has a lower expense ratio. SOXL delivered stronger 1-year returns. FLGV offers more diversification with 48 holdings.

Side-by-Side Comparison

MetricFLGVSOXL
Fund FamilyFranklin Templeton Investments (US)Direxion Shares ETF Trust
Expense Ratio0.09%0.75%
AUM$1.0B$12.7B
Dividend Yield3.99%0.23%
Holdings Count4835
Inception Date2020-06-092010-03-11
Investment StyleIntermediate Term US Government BondMulti Alternative
1-Month Return+0.10%+46.72%
YTD Return+0.15%+30.12%
1-Year Return+5.85%+129.53%
3-Year Return+2.58%+62.90%
5-Year Return-0.76%+13.70%
10-Year Return-+47.29%
Buy Score7175
Momentum Score2885
Value Score6768

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, FLGV or SOXL?

FLGV has an expense ratio of 0.09% while SOXL charges 0.75%. FLGV is the cheaper option, saving you money on management fees over time.

Do FLGV and SOXL hold the same stocks?

FLGV 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, FLGV or SOXL?

Over the past year, FLGV returned +5.85% while SOXL returned +129.53%. SOXL outperformed over this period. Past performance does not guarantee future results.