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 102 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
0
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 0 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.