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 671 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
0
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 0 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.