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RETL vs SZK

Direxion Daily Retail Bull 3X Shares vs ProShares UltraShort Consumer Staples

RETL

Direxion Daily Retail Bull 3X Shares

Direxion Funds

Annual cost

0.96%

Fund size

$32M

SZK

ProShares UltraShort Consumer Staples

ProShares

Annual cost

0.95%

Fund size

$5M

Key differences

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

Side-by-side comparison

RETLSZK
Annual cost (TER)0.96%0.95%
Fund size (AUM)$32M$5M
Since20102007
Dividend yield0.58%2.80%
Asset classequityequity
Regionnorth americanorth america
Strategyleveragedinverse
CAGR 1Y+12.5%-6.2%
CAGR 3Y+7.1%-4.2%
CAGR 5Y-29.1%-5.5%
Sharpe 3Y0.38-0.20
Volatility 1Y60.15%24.61%
Max drawdown-92.00%-86.79%

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

Similar to RETL and SZK