SOXL vs. CVRD ETF Comparison

Comparison of Direxion Daily Semiconductor Bull 3x Shares (SOXL) to Madison Covered Call ETF (CVRD)
SOXL

Direxion Daily Semiconductor Bull 3x Shares

SOXL Description

The investment seeks daily investment results, before fees and expenses, of 300% of the performance of the PHLX Semiconductor Sector Index. The fund, under normal circumstances, creates long positions by investing at least 80% of its assets in the securities that comprise the PHLX Semiconductor Sector Index ("index") and/or financial instruments that provide leveraged and unleveraged exposure to the index. The index measures the performance of the semiconductor subsector of the U.S. equity market. The fund is non-diversified.

Grade (RS Rating)

Last Trade

$28.49

Average Daily Volume

81,671,682

Number of Holdings *

30

* may have additional holdings in another (foreign) market
CVRD

Madison Covered Call ETF

CVRD Description The fund will seek to achieve its objectives by (1) investing in common stocks of equity securities that pay dividends and (2) writing (i.e., selling) covered call options on a substantial portion of its portfolio of securities. Under normal market conditions, the fund will invest at least 80% of its net assets (including any borrowings for investment purposes) in equity securities of companies, including other investment companies.

Grade (RS Rating)

Last Trade

$19.64

Average Daily Volume

6,647

Number of Holdings *

42

* may have additional holdings in another (foreign) market
Performance
Period SOXL CVRD
30 Days -15.71% 0.70%
60 Days -15.86% 1.14%
90 Days -29.36% 2.31%
12 Months 24.82% 9.31%
3 Overlapping Holdings
Symbol Grade Weight in SOXL Weight in CVRD Overlap
AMD F 5.57% 1.86% 1.86%
MCHP D 2.38% 2.04% 2.04%
TXN C 4.47% 1.77% 1.77%
SOXL Overweight 27 Positions Relative to CVRD
Symbol Grade Weight
NVDA C 7.32%
AVGO D 6.23%
QCOM F 4.35%
MRVL B 3.54%
INTC D 3.38%
MU D 3.07%
TSM B 3.01%
AMAT F 2.81%
LRCX F 2.71%
ADI D 2.69%
NXPI D 2.6%
KLAC D 2.35%
ON D 2.14%
ASML F 2.1%
MPWR F 1.84%
TER D 1.28%
ENTG D 1.14%
SWKS F 1.0%
ONTO D 0.61%
MKSI C 0.57%
OLED D 0.55%
LSCC D 0.52%
STM F 0.52%
QRVO F 0.47%
ASX D 0.46%
ARM D 0.38%
UMC F 0.38%
SOXL Underweight 39 Positions Relative to CVRD
Symbol Grade Weight
CSCO B -3.92%
LVS C -3.7%
CME A -3.69%
GOOG C -3.44%
ADBE C -3.24%
V A -3.17%
PYPL B -3.02%
STZ D -2.89%
MDT D -2.82%
CMCSA B -2.81%
TMUS B -2.59%
ABT B -2.55%
MSFT F -2.49%
APD A -2.37%
HON B -2.35%
ACN C -2.33%
AES F -2.19%
A D -2.18%
UPS C -2.1%
AMZN C -2.08%
EMR A -2.04%
ADM D -1.98%
LH C -1.72%
LOW D -1.7%
AMT D -1.67%
PEP F -1.67%
MTDR B -1.6%
APH A -1.57%
HPE B -1.54%
UNP C -1.52%
JNJ D -1.47%
GLW B -1.43%
DHR F -1.42%
COP C -1.32%
FAST B -1.26%
ROST C -1.03%
RIG D -0.83%
DLTR F -0.8%
APA D -0.66%
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