FTCB vs SOXL

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Quick Verdict

FTCB has a lower expense ratio. SOXL delivered stronger 1-year returns. FTCB offers more diversification with 330 holdings.

Side-by-Side Comparison

MetricFTCBSOXL
Fund FamilyFirst Trust Portfolios (US)Direxion Shares ETF Trust
Expense Ratio0.56%0.75%
AUM$2.2B$12.7B
Dividend Yield4.94%0.23%
Holdings Count67135
Inception Date2023-11-072010-03-11
Investment StyleInvestment Grade BondMulti Alternative
1-Month Return-0.05%+46.72%
YTD Return+0.00%+30.12%
1-Year Return+7.44%+129.53%
3-Year Return-+62.90%
5-Year Return-+13.70%
10-Year Return-+47.29%
Buy Score5575
Momentum Score2985
Value Score5668

Holdings Overlap

0.0%
Weight Overlap
0
Shared Holdings
364
Total Unique

Sector Allocation

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Frequently Asked Questions

Which has lower fees, FTCB or SOXL?

FTCB has an expense ratio of 0.56% while SOXL charges 0.75%. FTCB is the cheaper option, saving you money on management fees over time.

Do FTCB and SOXL hold the same stocks?

FTCB and SOXL share 0 common holdings with a 0.0% weight overlap. They hold 364 unique securities combined. The moderate overlap means holding both could provide meaningful diversification benefits.

Which performed better, FTCB or SOXL?

Over the past year, FTCB returned +7.44% while SOXL returned +129.53%. SOXL outperformed over this period. Past performance does not guarantee future results.