INCE vs SOXL

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Quick Verdict

INCE has a lower expense ratio. SOXL delivered stronger 1-year returns. INCE offers more diversification with 81 holdings.

Side-by-Side Comparison

MetricINCESOXL
Fund FamilyFranklin Templeton Investments (US)Direxion Shares ETF Trust
Expense Ratio0.29%0.75%
AUM$108M$12.7B
Dividend Yield4.95%0.23%
Holdings Count8135
Inception Date2016-09-202010-03-11
Investment StyleLarge Cap ValueMulti Alternative
1-Month Return+4.05%+46.72%
YTD Return+9.87%+30.12%
1-Year Return+21.86%+129.53%
3-Year Return+17.31%+62.90%
5-Year Return+13.21%+13.70%
10-Year Return-+47.29%
Buy Score7875
Momentum Score8885
Value Score5968

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, INCE or SOXL?

INCE has an expense ratio of 0.29% while SOXL charges 0.75%. INCE is the cheaper option, saving you money on management fees over time.

Do INCE and SOXL hold the same stocks?

INCE 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, INCE or SOXL?

Over the past year, INCE returned +21.86% while SOXL returned +129.53%. SOXL outperformed over this period. Past performance does not guarantee future results.