HUSV vs SOXL

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Quick Verdict

HUSV has a lower expense ratio. SOXL delivered stronger 1-year returns. HUSV offers more diversification with 100 holdings.

Side-by-Side Comparison

MetricHUSVSOXL
Fund FamilyFirst Trust Portfolios (US)Direxion Shares ETF Trust
Expense Ratio0.70%0.75%
AUM$75M$12.7B
Dividend Yield1.31%0.23%
Holdings Count10235
Inception Date2016-08-242010-03-11
Investment StyleLarge Cap BlendMulti Alternative
1-Month Return+1.97%+46.72%
YTD Return+2.44%+30.12%
1-Year Return+3.07%+129.53%
3-Year Return+7.82%+62.90%
5-Year Return+8.85%+13.70%
10-Year Return-+47.29%
Buy Score6875
Momentum Score4685
Value Score4868

Holdings Overlap

0.0%
Weight Overlap
0
Shared Holdings
134
Total Unique

Sector Allocation

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Frequently Asked Questions

Which has lower fees, HUSV or SOXL?

HUSV has an expense ratio of 0.70% while SOXL charges 0.75%. HUSV is the cheaper option, saving you money on management fees over time.

Do HUSV and SOXL hold the same stocks?

HUSV and SOXL share 0 common holdings with a 0.0% weight overlap. They hold 134 unique securities combined. The moderate overlap means holding both could provide meaningful diversification benefits.

Which performed better, HUSV or SOXL?

Over the past year, HUSV returned +3.07% while SOXL returned +129.53%. SOXL outperformed over this period. Past performance does not guarantee future results.