FMO vs SOXL

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Quick Verdict

SOXL offers more diversification with 35 holdings.

Side-by-Side Comparison

MetricFMOSOXL
Fund FamilyFiduciary/Claymore Energy Infrastructure FundDirexion Shares ETF Trust
Expense Ratio-0.75%
AUM$275M$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
19
Total Unique

Sector Allocation

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Frequently Asked Questions

Which has lower fees, FMO or SOXL?

Expense ratio data is not currently available.

Do FMO and SOXL hold the same stocks?

FMO and SOXL share 0 common holdings with a 0.0% weight overlap. They hold 19 unique securities combined. The moderate overlap means holding both could provide meaningful diversification benefits.

Which performed better, FMO or SOXL?

Historical return data is not currently available for comparison.