Compare · 2 funds side by side · dividends reinvested

CARU and SOXL

CARUMax×SOXLDirexion×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$8,961SOXL · best of the two

02 / 04

CARU and SOXL, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Direxion Daily Semiconductor Bull 3X ETFLeveraged · 3x0.91%0.23%−2.7%−4.4%+40.8%−2.2%−86.4%150.7%$19.9B1.3

MAX Auto Industry 3X Leveraged ETNLeveraged · 3x0.95%0.00%−38.2%−27.0%+12.1%[…]−54.1%72.7%$3M1.7

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 5, 2026 · returns include dividends · since: CARU 2023 · SOXL 2010

Head to Head

Swap sides Versus in desk

Head to Head

MAX Auto Industry 3X Leveraged ETN · $3M[…]

CARU

SOXL

Direxion Daily Semiconductor Bull 3X ETF · $19.9B$8,961

$10,000 five years ago, dividends reinvested

CARUMeasureSOXL

−38.2%Year to dateJan 1 → Nov 5−2.7%

−27.0%1 yearTotal return−4.4%

+12.1%3 years · per year$10,000 became $14,086 · $27,898+40.8%

[…]5 years · per year$10,000 became […] · $8,961−2.2%

0.95%Expense ratio$95 · $91 a year on $10k · lower is better0.91%

0.00%Trailing 12-mo yield$0 · $23 a year on $10k0.23%

−54.1%Worst dropSmaller is better−86.4%

72.7%VolatilityLower is calmer150.7%

CARUSOXL Winner of the row, in its colourEach row: the bigger of the two fills its side

2–5SOXL wins

End-of-day Nov 5, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

CARU vs SOXL: Top 5 Holdings

Today

CARU

[…]in top 5

SOXL

in top 57.8%

CARUStockSOXL

not top 5AMD1.9%

not top 5NVDA1.6%

not top 5AVGO1.6%

not top 5MU1.5%

not top 5INTC1.2%

Held in common[…]

End-of-day Nov 5, 2026 · share of each fund

CARU vs SOXL Returns, Every Period

MaxCARU

−27.0%

past year

SOXLDirexion

−4.4%

past year

CARUSOXLFaded: behind in that period

0–3SOXL wins

End-of-day Nov 5, 2026 · dividends in · faded = behind in that period

CARU vs SOXL

YTD

MaxCARU

−38.2%

SOXLDirexion

−2.7%

−38.2%Year to date−2.7%

−54.1%Worst drop · 1Y−86.4%

72.7%Volatility · 1Y150.7%

0.0%Yield0.2%

$3.2MAssets$19.9B

2–2level

End-of-day Nov 5, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: CARU, SOXL

Today

0.91%lowest, SOXL

FundExpense ratioFee$10k

SOXL0.91%$91

CARU0.95%$95

End-of-day Nov 5, 2026 · fee on $10,000 a year

Yields: CARU, SOXL

0.23%highest, SOXL

FundTrailing yieldYield$10k

SOXL0.23%$23

CARU0.00%$0

End-of-day Nov 5, 2026 · trailing 12-month yield

Income After Fees on $10,000

−$68most kept, SOXL

SOXL$23 − $91 = −$68

CARU$0 − $95 = −$95

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee

Overlap: CARU, SOXL

Today

[…]holdings […]

CARUSOXL

CARU—[…]

SOXL[…]—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

−4.4%SOXL, at 150.7% volatility

CARUWorst drop−54.1%72.7% vol

SOXLWorst drop−86.4%150.7% vol

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

SOXLCARU

−2.7%Year to date−38.2%

0.2%Yield0.0%

−4.4%Past year−27.0%

0.91%Fee0.95%

4–0SOXL wins

End-of-day Nov 5, 2026

Popular Pairs Near These Two

SOXX vs SMH

YTD

iSharesSOXX

+31.6%

SMHVanEck

+24.3%

+31.6%Year to date+24.3%

0.33% · $33Fee · on $10k a year0.35% · $35

$42.6BAssets$65.4B

2–0SOXX wins

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026