IZRL vs SOXL

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Quick Verdict

IZRL has a lower expense ratio. SOXL delivered stronger 1-year returns. IZRL offers more diversification with 65 holdings.

Side-by-Side Comparison

MetricIZRLSOXL
Fund FamilyArk InvestDirexion Shares ETF Trust
Expense Ratio0.49%0.75%
AUM$127M$12.7B
Dividend Yield2.83%0.23%
Holdings Count6535
Inception Date2017-12-042010-03-11
Investment StyleSmall Cap GrowthMulti Alternative
1-Month Return+2.42%+46.72%
YTD Return+1.88%+30.12%
1-Year Return+27.23%+129.53%
3-Year Return+17.68%+62.90%
5-Year Return-1.17%+13.70%
10-Year Return-+47.29%
Buy Score6875
Momentum Score5385
Value Score7068

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, IZRL or SOXL?

IZRL has an expense ratio of 0.49% while SOXL charges 0.75%. IZRL is the cheaper option, saving you money on management fees over time.

Do IZRL and SOXL hold the same stocks?

IZRL 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, IZRL or SOXL?

Over the past year, IZRL returned +27.23% while SOXL returned +129.53%. SOXL outperformed over this period. Past performance does not guarantee future results.