SOXL vs VGI

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Quick Verdict

VGI offers more diversification with 353 holdings.

Side-by-Side Comparison

MetricSOXLVGI
Fund FamilyDirexion Shares ETF TrustVirtus Global Multi-Sector Income Fund
Expense Ratio0.75%-
AUM$12.7B$149M
Dividend Yield0.23%-
Holdings Count35-
Inception Date2010-03-11-
Investment StyleMulti Alternative-
1-Month Return+46.72%-
YTD Return+30.12%-
1-Year Return+129.53%-
3-Year Return+62.90%-
5-Year Return+13.70%-
10-Year Return+47.29%-
Buy Score75-
Momentum Score85-
Value Score68-

Holdings Overlap

0.0%
Weight Overlap
0
Shared Holdings
353
Total Unique

Sector Allocation

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Frequently Asked Questions

Which has lower fees, SOXL or VGI?

Expense ratio data is not currently available.

Do SOXL and VGI hold the same stocks?

SOXL and VGI share 0 common holdings with a 0.0% weight overlap. They hold 353 unique securities combined. The moderate overlap means holding both could provide meaningful diversification benefits.

Which performed better, SOXL or VGI?

Historical return data is not currently available for comparison.