IWD vs SOXL
iShares Russell 1000 Value ETF vs Direxion Daily Semiconductor Bull 3X ETF
- • IWD has the lower expense ratio at 0.18% vs 0.75% for SOXL.
- • IWD pays a higher dividend yield (1.55%).
Side-by-side metrics
| Metric | IWD | SOXL |
|---|---|---|
Expense ratio Annual fee. Lower is better. | 0.18% | 0.75% |
Dividend yield Trailing 12-month yield. | 1.55% | 0.06% |
AUM Assets under management — bigger funds are typically more liquid. | $74.26B | $17.32B |
YTD return | 11.90% | 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. | 0.85 | 7.10 |
P/E ratio | 21.97 | 114.49 |
Last price | $232.02 | $152.10 |
Inception | — | — |
Issuer | iShares | Direxion |
IWD top holdings
| BRK-B | Berkshire Hathaway Inc Class B | 2.67% |
| JPM | JPMorgan Chase & Co | 2.60% |
| GOOGL | Alphabet Inc Class A | 2.42% |
| AMZN | Amazon.com Inc | 2.13% |
| XOM | Exxon Mobil Corp | 1.99% |
| GOOG | Alphabet Inc Class C | 1.96% |
| MU | Micron Technology Inc | 1.76% |
| JNJ | Johnson & Johnson | 1.69% |
| WMT | Walmart Inc | 1.58% |
| INTC | Intel Corp | 1.27% |
SOXL top holdings
| AMD | Advanced Micro Devices Inc | 4.47% |
| AVGO | Broadcom Inc | 4.42% |
| MU | Micron Technology Inc | 4.24% |
About IWD
IWD (iShares Russell 1000 Value ETF) is Russell 1000 value stocks. Managed by iShares, the fund carries $74.3B in assets under management, an expense ratio of 0.18%, a dividend yield of 1.55%. Its largest holding is Berkshire Hathaway Inc Class B (BRK-B), which represents 2.7% of the portfolio. Real Estate is the fund's largest sector exposure at 4.1%.
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%.