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TNA vs HIBL

Direxion Daily Small Cap Bull 3X Shares vs Direxion Daily S&P 500 High Beta Bull 3X Shares

TNA

Direxion Daily Small Cap Bull 3X Shares

Direxion Funds

Annual cost

1.05%

Fund size

$1.5B

HIBL

Direxion Daily S&P 500 High Beta Bull 3X Shares

Direxion Funds

Annual cost

0.98%

Fund size

$83M

Key differences

  • HIBL costs 0.07% less per year.
  • TNA is significantly larger than HIBL — larger funds tend to be more liquid and less likely to close.
  • Over the last 3 years, HIBL has delivered higher annualized returns.
  • TNA has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

TNAHIBL
Annual cost (TER)1.05%0.98%
Fund size (AUM)$1.5B$83M
Since20082019
Dividend yield0.44%1.66%
Asset classequityequity
Regionnorth americanorth america
Strategyleveragedleveraged
CAGR 1Y+130.8%+242.4%
CAGR 3Y+30.7%+60.5%
CAGR 5Y-5.2%+8.7%
Sharpe 3Y0.680.96
Volatility 1Y57.15%66.14%
Max drawdown-88.09%-88.27%

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

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