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TZA vs MIDU

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

TZA

Direxion Daily Small Cap Bear 3X Shares

Direxion Funds

Annual cost

0.99%

Fund size

$270M

MIDU

Direxion Daily Mid Cap Bull 3X Shares

Direxion Funds

Annual cost

0.98%

Fund size

$84M

Key differences

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

Side-by-side comparison

TZAMIDU
Annual cost (TER)0.99%0.98%
Fund size (AUM)$270M$84M
Since20082009
Dividend yield4.33%0.70%
Asset classequityequity
Regionnorth americanorth america
Strategyinverseleveraged
CAGR 1Y-67.4%+61.8%
CAGR 3Y-46.0%+25.8%
CAGR 5Y-30.9%+1.5%
Sharpe 3Y-0.700.63
Volatility 1Y57.16%46.80%
Max drawdown-99.70%-86.26%

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

Similar to TZA and MIDU