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 145 holdings.

Side-by-Side Comparison

MetricIGSOXL
Fund FamilyPrincipal FundsDirexion Shares ETF Trust
Expense Ratio0.19%0.75%
AUM$200M$22.4B
Dividend Yield5.07%0.00%
Holdings Count24843
Inception Date2018-04-182010-03-11
Investment StyleLong Term Mid QualityMulti Alternative
1-Month Return+0.81%+76.78%
YTD Return+1.00%+374.77%
1-Year Return+6.53%+1295.46%
3-Year Return+5.37%+121.64%
5-Year Return+0.29%+42.99%
10-Year Return-+61.77%
Buy Score7375
Momentum Score3080
Value Score55-

Holdings Overlap

0.0%
Weight Overlap
0
Shared Holdings
178
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 178 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 +6.53% while SOXL returned +1295.46%. SOXL outperformed over this period. Past performance does not guarantee future results.