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 86 holdings.

Side-by-Side Comparison

MetricSBIOSOXL
Fund FamilyALPS AdvisorsDirexion Shares ETF Trust
Expense Ratio0.50%0.75%
AUM$213M$25.2B
Dividend Yield0.00%0.00%
Holdings Count8743
Inception Date2014-12-302010-03-11
Investment StyleSmall Cap GrowthMulti Alternative
1-Month Return+18.70%+18.91%
YTD Return+28.38%+464.57%
1-Year Return+114.59%+967.32%
3-Year Return+28.44%+121.73%
5-Year Return+6.46%+43.93%
10-Year Return+11.93%+65.45%
Buy Score7675
Momentum Score7880
Value Score57-

Holdings Overlap

0.0%
Weight Overlap
0
Shared Holdings
119
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 119 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 +114.59% while SOXL returned +967.32%. SOXL outperformed over this period. Past performance does not guarantee future results.