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 761 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

2.1%
Weight Overlap
2
Shared Holdings
793
Total Unique

Top Shared Holdings

TickerHFXI WeightSOXL Weight
ASML:AS2.05%2.90%
STM:AS0.08%0.40%

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 2 common holdings with a 2.1% weight overlap. They hold 793 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.