AVL vs MSOX
Direxion Daily AVGO Bull 2X ETF vs AdvisorShares MSOS Daily Leveraged ETF
Which is better, AVL or MSOX?
AVL has been ahead.
MSOX has a lower expense ratio. AVL led over 1Y and the full window.
MarketXLS is not an investment adviser. This comparison is generated automatically from market data and is for information only. A Best mark means the better reading on that one measure, not a recommendation to buy.
Side-by-Side Comparison
| Metric | AVL | MSOX |
|---|---|---|
| Expense Ratio | 1.00% | 0.97%Best |
| AUM | $283M | $44M |
| Dividend Yield | 36.36% | 0.00% |
| Holdings | 10 | 15 |
| YTD Return | -21.17%Best | -57.95% |
| 1Y Return | -24.87%Best | -77.48% |
| 3Y Return (annualized) | - | -71.96% |
| Volatility (annualized) | 109.5%Best | 200.7% |
| Max Drawdown | -70.6%Best | -96.8% |
| $10,000 over 2 years | $17,130Best | $460 |
| Fund Family | Direxion Shares ETF Trust | AdvisorShares Trust |
| Category | Alternative | Alternative |
| Style | Trading-Leveraged Equity | Trading-Leveraged Equity |
| Inception | Oct 10, 2024 | Aug 23, 2022 |
Not shown on this pair: 5Y Return (annualized), Top 10 Weight.
Volatility and max drawdown, and the $10,000 over 2 years row, are measured over the window both funds cover: Oct 10, 2024 to Oct 14, 2026 (2 years).
AVL vs MSOX growth
Month-end closes. Both lines start at 0% in the first month shown, so the gap between them is the difference in growth across that window. The full view covers the 2 years both funds cover.
AVL vs MSOX Performance
Direxion Daily AVGO Bull 2X ETF (AVL) is an ETF from Direxion Shares ETF Trust and AdvisorShares MSOS Daily Leveraged ETF (MSOX) is an ETF from AdvisorShares Trust. Over the past year AVL returned -24.87% while MSOX returned -77.48%. Year to date, AVL is down 21.17% versus a loss of 57.95% for MSOX.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
MSOX has been the more volatile fund, with annualized monthly volatility of 200.7% compared with 109.5% for AVL. Lower volatility generally means a smoother ride, though it often comes with lower long-run returns.
The deepest peak-to-trough decline in our data was -70.6% for AVL and -96.8% for MSOX. Drawdown depth is what each fund did in the worst stretch of the window measured above.
The two funds' monthly returns correlate at 0.04. They move largely independently of each other.
Fees and Cost Over Time
AVL charges 1.00% per year while MSOX charges 0.97%. On a $10,000 position that is $100 vs $97 annually, a gap of $3 per year that compounds over a long holding period. On income, AVL currently yields 36.36% against 0.00% for MSOX.
Holdings Overlap
We hold position weights for 4 holdings in AVL and 2 in MSOX, totalling 111.1% and 67.1% of the two funds. The two books name no position in common, so there is no overlap percentage to show.
0 positions in common, counted across the 4 positions we hold weights for in AVL and 2 in MSOX, against full books of 10 and 15.
You are not choosing between two funds in isolation.
Whichever of AVL and MSOX you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.
Free for up to 10 holdings. No account needed.
Frequently Asked Questions
Which is cheaper, AVL or MSOX?
AVL has an expense ratio of 1.00% while MSOX charges 0.97%. MSOX is the cheaper option, by $3 a year on a $10,000 investment.
Which performed better, AVL or MSOX?
Over the past year AVL returned -24.87% vs -77.48% for MSOX, so AVL leads on 1-year performance. Over the longest common window we track (2 years), AVL annualized +30.88% vs -78.56% for MSOX. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, AVL or MSOX?
MSOX has been the more volatile fund at 200.7% annualized versus 109.5% for AVL. Worst drawdown: AVL -70.6% vs MSOX -96.8%.
Should I hold both AVL and MSOX?
AVL and MSOX have a monthly-return correlation of 0.04, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.
Which pays a higher dividend, AVL or MSOX?
AVL yields 36.36% while MSOX yields 0.00%, so AVL currently pays the higher dividend yield.
Is MSOX better than AVL?
MSOX has a lower expense ratio. AVL led over 1Y and the full window. Which one suits a particular account depends on what it is for. This is information, not a recommendation.