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 62 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

0.8%
Weight Overlap
1
Shared Holdings
95
Total Unique

Top Shared Holdings

TickerIZRL WeightSOXL Weight
NVMI:IL1.66%0.83%

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 1 common holdings with a 0.8% weight overlap. They hold 95 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.