Compare · 2 funds side by side · dividends reinvested

SMHU and SOXL

SMHUREX Microsectors×SOXLDirexion×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$15,583SOXL · best of the two

02 / 03

SMHU and SOXL, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Direxion Daily Semiconductor Bull 3X ETFLeveraged · 3x0.91%0.14%+58.8%+37.3%+67.1%+9.3%−77.8%143.0%$19.9B1.1

Bank of Montreal - MicroSectors 3x Long Semiconductor ETNsLeveraged · 3x0.70%0.00%[…][…][…][…][…][…]$18M1.5

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

End-of-day Nov 4, 2026 · returns include dividends · since: SMHU 2026 · SOXL 2010

Head to Head

Swap sides Versus in desk

Head to Head

Bank of Montreal - MicroSectors 3x Long Semiconductor ETNs · $18M[…]

SMHU

SOXL

Direxion Daily Semiconductor Bull 3X ETF · $19.9B$15,583

$10,000 five years ago, dividends reinvested

SMHUMeasureSOXL

[…]Year to dateJan 1 → Nov 4+58.8%

[…]1 yearTotal return+37.3%

[…]3 years · per year$10,000 became […] · $46,695+67.1%

[…]5 years · per year$10,000 became […] · $15,583+9.3%

0.70%Expense ratio$70 · $91 a year on $10k · lower is better0.91%

0.00%Trailing 12-mo yield$0 · $14 a year on $10k0.14%

[…]Worst dropSmaller is better−77.8%

[…]VolatilityLower is calmer143.0%

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

1–1Level

End-of-day Nov 4, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

SMHU vs SOXL: Top 5 Holdings

Today

SMHU

[…]in top 5

SOXL

in top 57.1%

SMHUStockSOXL

not top 5AMD1.6%

not top 5NVDA1.5%

not top 5AVGO1.4%

not top 5MU1.4%

not top 5INTC1.1%

Held in common[…]

End-of-day Nov 4, 2026 · share of each fund

SMHU vs SOXL Returns, Every Period

REX MicrosectorsSMHU

[…]

past year

SOXLDirexion

+37.3%

past year

Returns […]

SMHUSOXLFaded: behind in that period

0–0Level

End-of-day Nov 4, 2026 · dividends in · faded = behind in that period

SMHU vs SOXL

YTD

REX MicrosectorsSMHU

[…]

SOXLDirexion

+58.8%

[…]Year to date+58.8%

[…]Worst drop · 1Y−77.8%

[…]Volatility · 1Y143.0%

0.0%Yield0.1%

$18.3MAssets$19.9B

1–0SOXL wins

End-of-day Nov 4, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: SMHU, SOXL

Today

0.70%lowest, SMHU

FundExpense ratioFee$10k

SMHU0.70%$70

SOXL0.91%$91

End-of-day Nov 4, 2026 · fee on $10,000 a year

Yields: SMHU, SOXL

0.14%highest, SOXL

FundTrailing yieldYield$10k

SOXL0.14%$14

SMHU0.00%$0

End-of-day Nov 4, 2026 · trailing 12-month yield

Income After Fees on $10,000

−$70most kept, SMHU

SMHU$0 − $70 = −$70

SOXL$14 − $91 = −$77

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee

Overlap: SMHU, SOXL

Today

[…]holdings […]

SMHUSOXL

SMHU—[…]

SOXL[…]—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+37.3%SOXL, at 143.0% volatility

SOXLWorst drop−77.8%143.0% vol

SMHUWorst drop[…][…]

End-of-day Nov 4, 2026 · up and left is better

Popular Pairs Near These Two

SOXX vs SMH

YTD

iSharesSOXX

+49.8%

SMHVanEck

+40.0%

+49.8%Year to date+40.0%

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

$42.6BAssets$65.4B

2–0SOXX wins

End-of-day Nov 4, 2026

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026