SCHQ vs SOXL

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Quick Verdict

SCHQ has a lower expense ratio. SOXL delivered stronger 1-year returns. SCHQ offers more diversification with 97 holdings.

Side-by-Side Comparison

MetricSCHQSOXL
Fund FamilyCharles Schwab Asset ManagementDirexion Shares ETF Trust
Expense Ratio0.03%0.75%
AUM$923M$12.7B
Dividend Yield4.43%0.23%
Holdings Count9735
Inception Date2019-10-102010-03-11
Investment StyleLong Term Government BondMulti Alternative
1-Month Return-0.06%+46.72%
YTD Return+0.09%+30.12%
1-Year Return+4.22%+129.53%
3-Year Return-1.99%+62.90%
5-Year Return-6.92%+13.70%
10-Year Return-+47.29%
Buy Score6175
Momentum Score2585
Value Score7368

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, SCHQ or SOXL?

SCHQ has an expense ratio of 0.03% while SOXL charges 0.75%. SCHQ is the cheaper option, saving you money on management fees over time.

Do SCHQ and SOXL hold the same stocks?

SCHQ 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, SCHQ or SOXL?

Over the past year, SCHQ returned +4.22% while SOXL returned +129.53%. SOXL outperformed over this period. Past performance does not guarantee future results.