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 43 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 Score2880
Value Score6768

Holdings Overlap

0.0%
Weight Overlap
0
Shared Holdings
77
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 77 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.