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MSFU vs UGE

Direxion Daily MSFT Bull 2X Shares vs ProShares Ultra Consumer Staples

MSFU

Direxion Daily MSFT Bull 2X Shares

Direxion Funds

Annual cost

0.98%

Fund size

$816M

UGE

ProShares Ultra Consumer Staples

ProShares

Annual cost

0.95%

Fund size

$13M

Key differences

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

Side-by-side comparison

MSFUUGE
Annual cost (TER)0.98%0.95%
Fund size (AUM)$816M$13M
Since20222007
Dividend yield11.88%2.10%
Asset classequityequity
Regionnorth americanorth america
Strategyleveragedleveraged
CAGR 1Y-26.0%+5.4%
CAGR 3Y+1.7%+4.3%
CAGR 5YN/A-0.8%
Sharpe 3Y0.180.15
Volatility 1Y47.41%24.62%
Max drawdown-59.83%-57.14%

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

Similar to MSFU and UGE