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MSFU vs SPUU

Direxion Daily MSFT Bull 2X Shares vs Direxion Daily S&P 500 Bull 2X Shares

MSFU

Direxion Daily MSFT Bull 2X Shares

Direxion Funds

Annual cost

0.98%

Fund size

$816M

SPUU

Direxion Daily S&P 500 Bull 2X Shares

Direxion Funds

Annual cost

0.60%

Fund size

$228M

Key differences

  • SPUU costs 0.38% less per year.
  • MSFU is significantly larger than SPUU — larger funds tend to be more liquid and less likely to close.
  • Over the last 3 years, SPUU has delivered higher annualized returns.
  • SPUU has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

MSFUSPUU
Annual cost (TER)0.98%0.60%
Fund size (AUM)$816M$228M
Since20222014
Dividend yield11.88%1.47%
Asset classequityequity
Regionnorth americanorth america
Strategyleveragedleveraged
CAGR 1Y-26.0%+56.4%
CAGR 3Y+1.7%+39.7%
CAGR 5YN/A+20.4%
Sharpe 3Y0.181.17
Volatility 1Y47.41%24.20%
Max drawdown-59.83%-59.35%

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

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