IGBH vs SOXL

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Quick Verdict

IGBH has a lower expense ratio. SOXL delivered stronger 1-year returns. SOXL offers more diversification with 33 holdings.

Side-by-Side Comparison

MetricIGBHSOXL
Fund FamilyiShares by BlackRock (US)Direxion Shares ETF Trust
Expense Ratio0.14%0.75%
AUM$198M$25.2B
Dividend Yield5.68%0.00%
Holdings Count28043
Inception Date2015-07-222010-03-11
Investment StyleUltrashort Term BondMulti Alternative
1-Month Return-0.35%+18.91%
YTD Return+1.98%+464.57%
1-Year Return+8.04%+967.32%
3-Year Return+8.04%+121.73%
5-Year Return+5.27%+43.93%
10-Year Return+4.42%+65.45%
Buy Score6075
Momentum Score3780
Value Score--

Holdings Overlap

0.0%
Weight Overlap
0
Shared Holdings
35
Total Unique

Sector Allocation

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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 35 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 +8.04% while SOXL returned +967.32%. SOXL outperformed over this period. Past performance does not guarantee future results.