FMN vs SOXL

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Quick Verdict

SOXL delivered stronger 1-year returns. FMN offers more diversification with 85 holdings.

Side-by-Side Comparison

MetricFMNSOXL
Fund FamilyFederated HermesDirexion Shares ETF Trust
Expense Ratio0.75%0.75%
AUM$16M$22.4B
Dividend Yield4.29%0.00%
Holdings Count15043
Inception Date2002-12-202010-03-11
Investment StyleMunicipal BondMulti Alternative
1-Month Return+0.32%+76.78%
YTD Return+1.54%+374.77%
1-Year Return+9.39%+1295.46%
3-Year Return+4.29%+121.64%
5-Year Return-0.88%+42.99%
10-Year Return+4.02%+61.77%
Buy Score5675
Momentum Score3380
Value Score39-

Holdings Overlap

0.0%
Weight Overlap
0
Shared Holdings
118
Total Unique

Sector Allocation

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Frequently Asked Questions

Which has lower fees, FMN or SOXL?

FMN has an expense ratio of 0.75% while SOXL charges 0.75%. They charge the same expense ratio.

Do FMN and SOXL hold the same stocks?

FMN and SOXL share 0 common holdings with a 0.0% weight overlap. They hold 118 unique securities combined. The moderate overlap means holding both could provide meaningful diversification benefits.

Which performed better, FMN or SOXL?

Over the past year, FMN returned +9.39% while SOXL returned +1295.46%. SOXL outperformed over this period. Past performance does not guarantee future results.