FQAL vs SOXL

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Quick Verdict

FQAL has a lower expense ratio. SOXL delivered stronger 1-year returns. FQAL offers more diversification with 124 holdings.

Side-by-Side Comparison

MetricFQALSOXL
Fund FamilyFidelity Investments (US)Direxion Shares ETF Trust
Expense Ratio0.15%0.75%
AUM$1.4B$22.4B
Dividend Yield1.17%0.00%
Holdings Count12943
Inception Date2016-09-122010-03-11
Investment StyleLarge Cap BlendMulti Alternative
1-Month Return+3.73%+76.78%
YTD Return+7.76%+374.77%
1-Year Return+22.30%+1295.46%
3-Year Return+21.06%+121.64%
5-Year Return+12.60%+42.99%
10-Year Return-+61.77%
Buy Score6975
Momentum Score5480
Value Score74-

Holdings Overlap

12.9%
Weight Overlap
5
Shared Holdings
152
Total Unique

Top Shared Holdings

TickerFQAL WeightSOXL Weight
NVDA7.47%6.08%
AVGO3.59%5.99%
KLAC1.09%2.95%
LRCX1.15%2.79%
QCOM0.97%2.91%

Sector Allocation

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Frequently Asked Questions

Which has lower fees, FQAL or SOXL?

FQAL has an expense ratio of 0.15% while SOXL charges 0.75%. FQAL is the cheaper option, saving you money on management fees over time.

Do FQAL and SOXL hold the same stocks?

FQAL and SOXL share 5 common holdings with a 12.9% weight overlap. They hold 152 unique securities combined. The moderate overlap means holding both could provide meaningful diversification benefits.

Which performed better, FQAL or SOXL?

Over the past year, FQAL returned +22.30% while SOXL returned +1295.46%. SOXL outperformed over this period. Past performance does not guarantee future results.