IWM vs SOXL
iShares Russell 2000 ETF vs Direxion Daily Semiconductor Bull 3X ETF
- • IWM has the lower expense ratio at 0.19% vs 0.75% for SOXL.
- • IWM pays a higher dividend yield (0.88%).
Side-by-side metrics
| Metric | IWM | SOXL |
|---|---|---|
Expense ratio Annual fee. Lower is better. | 0.19% | 0.75% |
Dividend yield Trailing 12-month yield. | 0.88% | 0.00% |
AUM Assets under management — bigger funds are typically more liquid. | $82.97B | $31.60B |
YTD return | 19.72% | 315.94% |
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. | 1.26 | 7.64 |
P/E ratio | 18.42 | 32.71 |
Last price | $297.24 | $192.45 |
Inception | — | — |
Issuer | iShares | Direxion |
IWM top holdings
| MOG-A | Moog Inc Class A | 0.38% |
| HUT | Hut 8 Corp | 0.37% |
| VSAT | Viasat Inc | 0.35% |
| BTSG | BrightSpring Health Services Inc | 0.35% |
| CYTK | Cytokinetics Inc | 0.35% |
| MXL | MaxLinear Inc | 0.34% |
| AGX | Argan Inc | 0.34% |
| UMBF | UMB Financial Corp | 0.33% |
| FROG | JFrog Ltd Ordinary Shares | 0.31% |
| RIOT | Riot Platforms Inc | 0.30% |
SOXL top holdings
| MU | Micron Technology Inc | 5.50% |
| AMD | Advanced Micro Devices Inc | 5.21% |
| NVDA | NVIDIA Corp | 4.38% |
| INTC | Intel Corp | 4.07% |
| AVGO | Broadcom Inc | 3.91% |
| AMAT | Applied Materials Inc | 3.72% |
| KLAC | KLA Corp | 3.63% |
About IWM
IWM (iShares Russell 2000 ETF) is US small-cap stocks (Russell 2000). Managed by iShares, the fund carries $83.0B in assets under management, an expense ratio of 0.19%, a dividend yield of 0.88%. Its largest holding is Moog Inc Class A (MOG-A), which represents 0.4% of the portfolio. Real Estate is the fund's largest sector exposure at 6.6%.
About SOXL
SOXL (Direxion Daily Semiconductor Bull 3X ETF) is 3x daily performance of semiconductor stocks. Managed by Direxion, the fund carries $31.6B in assets under management, an expense ratio of 0.75%. Its largest holding is Micron Technology Inc (MU), which represents 5.5% of the portfolio. Technology is the fund's largest sector exposure at 100.0%.