ESGU vs SOXL
iShares MSCI USA ESG Optimized ETF vs Direxion Daily Semiconductor Bull 3X ETF
- • ESGU has the lower expense ratio at 0.15% vs 0.75% for SOXL.
- • ESGU pays a higher dividend yield (0.97%).
Side-by-side metrics
| Metric | ESGU | SOXL |
|---|---|---|
Expense ratio Annual fee. Lower is better. | 0.15% | 0.75% |
Dividend yield Trailing 12-month yield. | 0.97% | 0.06% |
AUM Assets under management — bigger funds are typically more liquid. | $16.58B | $17.32B |
YTD return | 7.59% | 294.60% |
1-year return | — | — |
3-year return Annualized. | — | — |
5-year return Annualized. | — | — |
10-year return Annualized. | — | — |
Beta (3Y) Volatility relative to the market. Closer to 1 = market-like. | 1.03 | 7.10 |
P/E ratio | 27.35 | 114.49 |
Last price | $159.29 | $152.10 |
Inception | — | — |
Issuer | iShares | Direxion |
ESGU top holdings
| NVDA | NVIDIA Corp | 7.75% |
| AAPL | Apple Inc | 6.27% |
| GOOG | Alphabet Inc Class C | 5.05% |
| MSFT | Microsoft Corp | 4.52% |
| AMZN | Amazon.com Inc | 3.94% |
| AVGO | Broadcom Inc | 3.02% |
| META | Meta Platforms Inc Class A | 1.98% |
| TSLA | Tesla Inc | 1.71% |
| GOOGL | Alphabet Inc Class A | 1.42% |
| JPM | JPMorgan Chase & Co | 1.29% |
SOXL top holdings
| AMD | Advanced Micro Devices Inc | 4.47% |
| AVGO | Broadcom Inc | 4.42% |
| MU | Micron Technology Inc | 4.24% |
About ESGU
ESGU (iShares MSCI USA ESG Optimized ETF) is US large/mid-cap stocks with favorable ESG ratings. Managed by iShares, the fund carries $16.6B in assets under management, an expense ratio of 0.15%, a dividend yield of 0.97%. Its largest holding is NVIDIA Corp (NVDA), which represents 7.7% of the portfolio. Real Estate is the fund's largest sector exposure at 2.2%.
About SOXL
SOXL (Direxion Daily Semiconductor Bull 3X ETF) is 3x daily performance of semiconductor stocks. Managed by Direxion, the fund carries $17.3B in assets under management, an expense ratio of 0.75%, a dividend yield of 0.06%. Its largest holding is Advanced Micro Devices Inc (AMD), which represents 4.5% of the portfolio. Technology is the fund's largest sector exposure at 100.0%.