INCE vs SOXL

vs

Quick Verdict

INCE has a lower expense ratio. SOXL delivered stronger 1-year returns. INCE offers more diversification with 47 holdings.

Side-by-Side Comparison

MetricINCESOXL
Fund FamilyFranklin Templeton Investments (US)Direxion Shares ETF Trust
Expense Ratio0.29%0.75%
AUM$132M$22.4B
Dividend Yield4.82%0.00%
Holdings Count8243
Inception Date2016-09-202010-03-11
Investment StyleLarge Cap ValueMulti Alternative
1-Month Return+1.48%+76.78%
YTD Return+12.22%+374.77%
1-Year Return+27.78%+1295.46%
3-Year Return+17.84%+121.64%
5-Year Return+11.24%+42.99%
10-Year Return-+61.77%
Buy Score7275
Momentum Score7080
Value Score59-

Holdings Overlap

1.9%
Weight Overlap
1
Shared Holdings
79
Total Unique

Top Shared Holdings

TickerINCE WeightSOXL Weight
TXN1.92%2.87%

Sector Allocation

Loading chart...

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 1 common holdings with a 1.9% weight overlap. They hold 79 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 +27.78% while SOXL returned +1295.46%. SOXL outperformed over this period. Past performance does not guarantee future results.