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IYC vs MSFU

iShares US Consumer Discretionary ETF vs Direxion Daily MSFT Bull 2X Shares

IYC

iShares US Consumer Discretionary ETF

iShares

Annual cost

0.38%

Fund size

$1.2B

MSFU

Direxion Daily MSFT Bull 2X Shares

Direxion Funds

Annual cost

0.98%

Fund size

$816M

Key differences

  • IYC costs 0.60% less per year.
  • IYC follows a index tracking strategy; MSFU uses leveraged.
  • Over the last 3 years, IYC has delivered higher annualized returns.
  • IYC has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

IYCMSFU
Annual cost (TER)0.38%0.98%
Fund size (AUM)$1.2B$816M
Since20002022
Dividend yield0.50%11.88%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingleveraged
CAGR 1Y+7.1%-26.0%
CAGR 3Y+17.1%+1.7%
CAGR 5Y+6.8%N/A
Sharpe 3Y0.790.18
Volatility 1Y14.40%47.41%
Max drawdown-35.90%-59.83%

Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.

Similar to IYC and MSFU