HFXI vs SOXL

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Quick Verdict

HFXI has a lower expense ratio. SOXL delivered stronger 1-year returns. HFXI offers more diversification with 843 holdings.

Side-by-Side Comparison

MetricHFXISOXL
Fund FamilyINDEXIQ ETF TRUSTDirexion Shares ETF Trust
Expense Ratio0.20%0.75%
AUM$1.4B$12.7B
Dividend Yield3.71%0.23%
Holdings Count84335
Inception Date2015-07-222010-03-11
Investment StyleLarge Cap BlendMulti Alternative
1-Month Return+5.82%+46.72%
YTD Return+5.09%+30.12%
1-Year Return+28.39%+129.53%
3-Year Return+17.20%+62.90%
5-Year Return+12.06%+13.70%
10-Year Return+10.56%+47.29%
Buy Score7675
Momentum Score7185
Value Score6468

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, HFXI or SOXL?

HFXI has an expense ratio of 0.20% while SOXL charges 0.75%. HFXI is the cheaper option, saving you money on management fees over time.

Do HFXI and SOXL hold the same stocks?

HFXI 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, HFXI or SOXL?

Over the past year, HFXI returned +28.39% while SOXL returned +129.53%. SOXL outperformed over this period. Past performance does not guarantee future results.