Leveraged & inverse index ETFs
SOXL vs TNA.
Direxion Daily Semiconductor Bull 3X Shares (3x daily NYSE Semiconductor) against Direxion Daily Small Cap Bull 3X Shares (3x daily Russell 2000) — fees, long-horizon total returns, holdings overlap, and sector tilt, side by side.
Performance · total returndaily bars · as of 2026-07-16
| SOXL | TNA | SPREAD | |
|---|---|---|---|
| YTD (cumulative) | — | +56.7% | — |
| 1Y CAGR | — | +101% | — |
| 3Y CAGR | — | +24.9% | — |
| 5Y CAGR | — | -1.52% | — |
| 10Y CAGR | — | +7.60% | — |
| Since inception CAGR | — | +16.3% | — |
Total return: dividend- and split-adjusted daily closes (distributions reinvested). Spread is SOXL minus TNA. TNA since-inception measured from first available bar November 19, 2008. Since-inception spans differ — compare that row with care.
Fund facts
| SOXL | TNA | |
|---|---|---|
| Name | Direxion Daily Semiconductor Bull 3X Shares | Direxion Daily Small Cap Bull 3X Shares |
| Category | Trading--Leveraged Equity | Trading--Leveraged Equity |
| Style | Passive | Passive |
| Expense ratio | 0.76% | 0.94% |
| Assets (AUM) | $31.6B | $1.4B |
| Dividend yield | 0.00% | 0.28% |
| Avg volume (3-mo) | 61.1M | 6.7M |
| Inception | March 11, 2010 | November 5, 2008 |
| Benchmark proxy | PHLX Semiconductor (3x daily) | Russell 2000 (3x daily target) |
Holdings overlaptop-25 holdings · coverage SOXL 30.4% · TNA 69.0%
0.0%of portfolio weight overlaps0 shared of top 7
Sum of min(weight in each fund) across shared tickers — the standard fund-overlap measure. Computed on the top 25 holdings each fund reports, so it is a lower bound; the coverage figures show how much of each fund those top holdings represent.
Sector tilt SOXL TNA
Technology100.0% / 14.8%+85.2pp
Healthcare— / 20.3%
Financial Services— / 17.5%
Industrials— / 14.1%
More leveraged & inverse index etfs
ALAN GLOBAL INTELLIGENCE · alanglobalintelligence.comdaily bars as of 2026-07-16 · fund facts · issuer-verified · holdings · fund data provider
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For information and research only. Not investment advice. ALAN does not place trades or execute orders. Figures come from the sources shown and can lag the market; verify independently before making decisions. Past performance is not predictive of future results.