SBIO vs SOXL

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Quick Verdict

SBIO has a lower expense ratio. SOXL delivered stronger 1-year returns. SBIO offers more diversification with 90 holdings.

Side-by-Side Comparison

MetricSBIOSOXL
Fund FamilyALPS AdvisorsDirexion Shares ETF Trust
Expense Ratio0.50%0.75%
AUM$139M$12.7B
Dividend Yield0.00%0.23%
Holdings Count9035
Inception Date2014-12-302010-03-11
Investment StyleSmall Cap GrowthMulti Alternative
1-Month Return+0.62%+46.72%
YTD Return+2.63%+30.12%
1-Year Return+64.54%+129.53%
3-Year Return+20.94%+62.90%
5-Year Return-0.63%+13.70%
10-Year Return+10.30%+47.29%
Buy Score6875
Momentum Score5985
Value Score6768

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, SBIO or SOXL?

SBIO has an expense ratio of 0.50% while SOXL charges 0.75%. SBIO is the cheaper option, saving you money on management fees over time.

Do SBIO and SOXL hold the same stocks?

SBIO 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, SBIO or SOXL?

Over the past year, SBIO returned +64.54% while SOXL returned +129.53%. SOXL outperformed over this period. Past performance does not guarantee future results.