SOXL

ETFIndex

Direxion Daily Semiconductor Bull 3X Shares

Category: Other (5,046 funds)

Expense Ratio

0.75%

Annual Cost per $10K

$75.00

30-Year Fee Drag per $10K

$14,482

at 7% annual return

Fund Type

ETF

Index

Trailing 12-Month

+60.66%

Asset Allocation

US Equity

58%

Intl Equity

12%

Cash

30%

Fee Comparison

SOXL

0.75%

Other average

0.99%

Other cheapest

FCDSX

0.00%

Index benchmark

0.03%

24% cheaper than category average

Historical Returns

Monthly total returns (dividends reinvested) from SEC N-PORT filings · As of October 2025 · Updated quarterly

+449.47%3Y

Compare to

Fee Impact Calculator

Investment

Years

Annual Return

SOXL at 0.75%$308,204

At index rates (0.03%)$377,424

Zero fees (theoretical)$380,613

Total fee drag$72,409

Cost vs index fund−$69,220

Similar Funds (100)

Ranked by allocation similarity weighted by fund size · Returns (dividends reinvested) from SEC N-PORT filings · As of October 2025

Ticker	Name	ER	1yr	3yr	5yr
SOXL	Direxion Daily Semiconductor Bull 3X Shares	0.75%	+60.66%	+76.46%	+24.25%
TQQQ	ProShares UltraPro QQQ	0.84%	+31.32%	+49.61%	+18.09%
IILGX	THRIVENT GLOBAL STOCK FUND	0.65%	+19.81%	+19.59%	+14.09%
UPRO	ProShares UltraPro S&P500	0.91%	+24.55%	+39.00%	+26.71%
LABU	Direxion Daily S&P Biotech Bull 3X Shares	0.93%	+10.11%	-3.72%	-34.16%
BRBCX	BlackRock Tactical Opportunities Fund	1.04%	+8.01%	+7.17%	+5.00%
SWMIX	Schwab International Opportunities Fund	0.85%	+23.81%	+17.00%	+6.86%
FOCSX	Fidelity Small Cap Growth K6 Fund	0.61%	+12.88%	+16.45%	+10.84%
SSGVX	State Street Global All Cap Equity ex-U.S. Index Portfolio	0.04%	+16.79%	+20.80%	+10.22%
BIB	ProShares Ultra Nasdaq Biotechnology	0.95%	-16.62%	+3.77%	-4.40%
SPXL	Direxion Daily S&P 500 Bull 3X Shares	0.87%	+43.27%	+51.71%	+36.92%
DPST	Direxion Daily Regional Banks Bull 3X Shares	0.90%	-24.41%	-33.84%	-7.70%
TECL	Direxion Daily Technology Bull 3X Shares	0.85%	+80.61%	+79.78%	+42.54%
TMF	Direxion Daily 20+ Year Treasury Bull 3X Shares	0.91%	-11.13%	-13.72%	-33.59%
FLSP	Franklin Systematic Style Premia ETF	0.65%	+10.89%	+8.71%	+6.19%
IWM	iShares Russell 2000 ETF	0.19%	+10.63%	+15.07%	+11.43%
URTY	ProShares UltraPro Russell2000	0.95%	-4.79%	+1.87%	+4.29%
SSDQX	State Street Target Retirement 2055 Fund	0.09%	+15.19%	+20.06%	+11.00%
PRFZ	Invesco RAFI US 1500 Small-Mid ETF	0.39%	+12.07%	+13.06%	+15.09%
MDYG	SPDR(R) S & P 400 Mid Cap Growth ETF	0.15%	+5.11%	+16.09%	+10.85%
QEFA	SPDR MSCI EAFE StrategicFactors ETF	0.30%	+12.48%	+19.61%	+10.34%
UOPIX	ULTRANASDAQ-100 PROFUND	1.45%	+51.52%	+55.94%	+27.87%
FAS	Direxion Daily Financial Bull 3X Shares	0.89%	+16.83%	+31.53%	+38.28%
RLY	SPDR SSGA Multi-Asset Real Return ETF	0.50%	+10.59%	+10.23%	+12.96%
OWSMX	Old Westbury Small & Mid Cap Strategies Fund	1.13%	+13.77%	+12.64%	+6.51%
UDOW	ProShares UltraPro Dow30	0.95%	+12.68%	+26.96%	+20.50%
IBLC	iShares Blockchain and Tech ETF	0.47%	+89.61%	+58.28%	—
PILL	Direxion Daily Pharmaceutical & Medical Bull 3X Shares	0.97%	-0.37%	-3.24%	-10.15%
CRTOX	Potomac Tactical Opportunities Fund	1.74%	+21.05%	+11.48%	+5.98%
ASCLX	AB Select US Long/Short Portfolio	1.90%	+9.25%	+11.96%	+8.85%
HSGFX	HUSSMAN STRATEGIC MARKET CYCLE FUND	1.23%	-7.75%	-19.00%	-15.59%
GARUX	Goldman Sachs Absolute Return Tracker Fund	0.73%	+6.83%	+9.98%	+6.37%
SSDEX	State Street Target Retirement 2045 Fund	0.09%	+14.21%	+19.06%	+10.43%
IBB	iShares Biotechnology ETF	0.44%	-0.66%	+7.50%	+1.53%
IWO	iShares Russell 2000 Growth ETF	0.24%	+13.44%	+16.59%	+8.33%
SMPIX	SEMICONDUCTOR ULTRASECTOR PROFUND	1.46%	+78.25%	+112.54%	+56.74%
XBI	SPDR(R) S&P(R) Biotech ETF	0.35%	+1.38%	+8.15%	-2.04%
TIBOX	Thornburg Investment Income Builder Fund	0.84%	+26.16%	+24.75%	+17.31%
IRMAX	Voya RussellTM Mid Cap Index Portfolio	0.40%	+10.13%	+16.64%	+11.56%
llscx	Longleaf Partners Small Cap Fund	0.95%	+4.68%	+13.66%	+8.14%
CWI	SPDR(R) MSCI ACWI EX-US ETF	0.30%	+17.35%	+21.20%	+10.77%
UWM	ProShares Ultra Russell2000	0.95%	+3.89%	+8.21%	+9.63%
BKCH	Global X Blockchain ETF	0.50%	+57.01%	+36.90%	—
FNNEX	New Economy Fund	0.47%	+19.36%	+21.34%	+11.35%
HRSIX	Hood River Small-Cap Growth Fund	1.07%	+21.56%	+24.61%	+17.81%
PTF	Invesco Dorsey Wright Technology Momentum ETF	0.60%	+28.32%	+29.06%	+17.63%
PBW	Invesco WilderHill Clean Energy ETF	0.64%	+69.27%	-7.80%	-9.92%
USD	ProShares Ultra Semiconductors	0.95%	+42.76%	+104.62%	+54.55%
VGHAX	VANGUARD HEALTH CARE FUND	0.32%	+0.60%	+5.36%	+6.99%
GAL	SPDR SSGA Global Allocation ETF	0.35%	+11.05%	+15.20%	+8.73%
OTPIX	NASDAQ-100 PROFUND	1.47%	+27.77%	+29.43%	+16.60%
ARBCX	THE ARBITRAGE FUND	1.71%	+5.12%	+3.97%	+2.61%
MFLLX	Inception Portfolio	0.93%	+53.27%	+26.85%	+6.04%
VIOPX	International Opportunities Fund	1.01%	+11.96%	+11.78%	—
NAIL	Direxion Daily Homebuilders & Supplies Bull 3X Shares	0.95%	-53.96%	+31.58%	+8.59%
GUSH	Direxion Daily S&P Oil & Gas Exp. & Prod. Bull 2X Shares	0.93%	-17.32%	-19.74%	+37.58%
MDYV	SPDR(R) S & P 400 Mid Cap Value ETF	0.15%	+6.90%	+15.12%	+16.10%
IWC	iShares Micro-Cap ETF	0.60%	+22.31%	+14.40%	+11.73%
EFAX	SPDR MSCI EAFE Fossil Fuel Reserves Free ETF	0.20%	+15.51%	+22.01%	+10.56%
AGOX	Adaptive Alpha Opportunities ETF$1M min	1.39%	+9.46%	+13.29%	—
DFEN	Direxion Daily Aerospace & Defense Bull 3X Shares	0.95%	+165.27%	+67.66%	+57.98%
WINAX	Wilmington International Fund	0.86%	+25.07%	+20.27%	+9.12%
RAAX	VanEck Real Assets ETF	0.75%	+21.15%	+17.44%	+16.14%
INDS	Pacer Industrial Real Estate ETF	0.55%	-1.27%	+3.25%	+5.02%
JGLYX	JPMorgan Small Cap Growth Fund	1.24%	+6.60%	+9.99%	+2.18%
DFNRX	Kensington Defender Fund	—	—	—	—
CURE	Direxion Daily Healthcare Bull 3X Shares	0.93%	-18.93%	-4.37%	+11.41%
AAFTX	American Funds 2035 Target Date Retirement Fund	0.67%	+15.82%	+15.87%	+10.58%
CDAZX	Multi-Manager Directional Alternative Strategies Fund$1M min	2.42%	+18.70%	+13.71%	+13.10%
PHLQX	PGIM Jennison Health Sciences Fund	0.77%	-11.75%	+9.44%	+6.55%
UAPIX	ULTRA SMALL CAP PROFUND	1.67%	+15.53%	+11.25%	+11.66%
llpfx	Longleaf Partners Fund	0.79%	-1.74%	+13.59%	+9.45%
LCORX	Leuthold Core Investment Fund	1.43%	—	—	—
ERX	Direxion Daily Energy Bull 2X Shares	0.90%	-7.37%	-6.14%	+48.90%
AAGTX	American Funds 2040 Target Date Retirement Fund	0.68%	+18.44%	+18.13%	+12.03%
EIVPX	Parametric Volatility Risk Premium - Defensive Fund$1M min	0.47%	+14.24%	+15.18%	+12.10%
PVFIX	Pinnacle Value Fund	1.32%	+2.08%	+15.84%	+13.67%
DHSCX	DIAMOND HILL SMALL CAP FUND	1.26%	+7.37%	+16.43%	-0.49%
AAHTX	American Funds 2045 Target Date Retirement Fund	0.69%	+19.32%	+18.79%	+12.39%
USAI	Pacer American Energy Independence ETF	0.75%	+6.09%	+15.35%	+26.39%
PQDMX	PGIM Quant Solutions International Developed Markets Index Fund	0.20%	+22.93%	+19.71%	+11.65%
GTSAX	Invesco Small Cap Growth Fund	0.81%	+4.06%	+12.58%	+4.28%
WEBL	Direxion Daily Dow Jones Internet Bull 3X Shares	1.00%	+61.91%	+66.16%	-5.33%
AALTX	American Funds 2050 Target Date Retirement Fund	0.69%	+19.54%	+19.11%	+12.43%
HIBL	Direxion Daily S&P 500 High Beta Bull 3X Shares	0.99%	+63.63%	+38.26%	+36.13%
FSSNX	Fidelity Small Cap Index Fund	0.03%	+14.60%	+12.12%	+11.60%
MXXIX	Marsico Midcap Growth Focus Fund	1.46%	+37.07%	+31.22%	+14.74%
FFTY	Innovator IBD(R) 50 ETF	0.80%	+53.63%	+17.47%	+3.40%
ACSHX	Invesco Comstock Fund	0.51%	+12.71%	+14.13%	+19.36%
JNUG	Direxion Daily Junior Gold Miners Index Bull 2X Shares	1.02%	+173.77%	+78.71%	+4.87%
SSTIX	State Street Total Return V.I.S. Fund	0.67%	+11.57%	+15.85%	+8.56%
RYSEX	Royce Small-Cap Special Equity Fund	1.22%	+1.66%	+9.74%	+9.63%
CGLGX	American Funds Growth and Income Portfolio	0.92%	+18.14%	+18.35%	+12.44%
XLSR	SPDR(R) SSGA U.S. Sector Rotation ETF	0.70%	+15.64%	+19.45%	+12.08%
YACKX	AMG Yacktman Fund$1M min	0.62%	+8.31%	+15.32%	+12.76%
FMSHX	Franklin Mutual Shares Fund	0.70%	+5.55%	+16.01%	+12.34%
PEJ	Invesco Leisure and Entertainment ETF	0.57%	+18.84%	+15.36%	+14.87%
DIAMX	DIAMOND HILL LONG SHORT FUND	1.94%	+11.66%	+13.87%	-4.43%
RWJ	Invesco S&P SmallCap 600 Revenue ETF	0.39%	+8.60%	+10.85%	+19.13%
SSO	ProShares Ultra S&P500	0.89%	+21.64%	+30.12%	+21.87%
TWAIX	THRIVENT INTERNATIONAL EQUITY FUND	0.80%	+22.67%	+19.03%	+11.32%

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