IGBH vs SOXL

vs

Quick Verdict

IGBH has a lower expense ratio. SOXL delivered stronger 1-year returns. IGBH offers more diversification with 274 holdings.

Side-by-Side Comparison

MetricIGBHSOXL
Fund FamilyiShares by BlackRock (US)Direxion Shares ETF Trust
Expense Ratio0.14%0.75%
AUM$174M$12.7B
Dividend Yield6.09%0.23%
Holdings Count27435
Inception Date2015-07-222010-03-11
Investment StyleUltrashort Term BondMulti Alternative
1-Month Return+0.89%+46.72%
YTD Return+0.85%+30.12%
1-Year Return+7.33%+129.53%
3-Year Return+7.78%+62.90%
5-Year Return+5.04%+13.70%
10-Year Return+4.61%+47.29%
Buy Score6075
Momentum Score4185
Value Score6368

Holdings Overlap

0.0%
Weight Overlap
0
Shared Holdings
0
Total Unique

Sector Allocation

Loading chart...

Frequently Asked Questions

Which has lower fees, IGBH or SOXL?

IGBH has an expense ratio of 0.14% while SOXL charges 0.75%. IGBH is the cheaper option, saving you money on management fees over time.

Do IGBH and SOXL hold the same stocks?

IGBH 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, IGBH or SOXL?

Over the past year, IGBH returned +7.33% while SOXL returned +129.53%. SOXL outperformed over this period. Past performance does not guarantee future results.