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MIDU vs TZA

Direxion Daily Mid Cap Bull 3X Shares vs Direxion Daily Small Cap Bear 3X Shares

MIDU

Direxion Daily Mid Cap Bull 3X Shares

Direxion Funds

Annual cost

0.98%

Fund size

$84M

TZA

Direxion Daily Small Cap Bear 3X Shares

Direxion Funds

Annual cost

0.99%

Fund size

$270M

Key differences

  • TZA is significantly larger than MIDU — larger funds tend to be more liquid and less likely to close.
  • MIDU follows a leveraged strategy; TZA uses inverse.
  • Over the last 3 years, MIDU has delivered higher annualized returns.

Side-by-side comparison

MIDUTZA
Annual cost (TER)0.98%0.99%
Fund size (AUM)$84M$270M
Since20092008
Dividend yield0.70%4.33%
Asset classequityequity
Regionnorth americanorth america
Strategyleveragedinverse
CAGR 1Y+61.8%-67.4%
CAGR 3Y+25.8%-46.0%
CAGR 5Y+1.5%-30.9%
Sharpe 3Y0.63-0.70
Volatility 1Y46.80%57.16%
Max drawdown-86.26%-99.70%

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

Similar to MIDU and TZA