IG vs SOXL

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Quick Verdict

IG has a lower expense ratio. SOXL delivered stronger 1-year returns. IG offers more diversification with 231 holdings.

Side-by-Side Comparison

MetricIGSOXL
Fund FamilyPrincipal FundsDirexion Shares ETF Trust
Expense Ratio0.19%0.75%
AUM$166M$12.7B
Dividend Yield4.97%0.23%
Holdings Count23135
Inception Date2018-04-182010-03-11
Investment StyleLong Term Mid QualityMulti Alternative
1-Month Return+0.38%+46.72%
YTD Return+0.43%+30.12%
1-Year Return+7.39%+129.53%
3-Year Return+4.29%+62.90%
5-Year Return-0.34%+13.70%
10-Year Return-+47.29%
Buy Score7075
Momentum Score3585
Value Score5868

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, IG or SOXL?

IG has an expense ratio of 0.19% while SOXL charges 0.75%. IG is the cheaper option, saving you money on management fees over time.

Do IG and SOXL hold the same stocks?

IG 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, IG or SOXL?

Over the past year, IG returned +7.39% while SOXL returned +129.53%. SOXL outperformed over this period. Past performance does not guarantee future results.