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TZA vs SPXL

Direxion Daily Small Cap Bear 3X Shares vs Direxion Daily S&P500 Bull 3X Shares

TZA

Direxion Daily Small Cap Bear 3X Shares

Direxion Funds

Annual cost

0.99%

Fund size

$270M

SPXL

Direxion Daily S&P500 Bull 3X Shares

Direxion Funds

Annual cost

0.84%

Fund size

$5.9B

Key differences

  • SPXL costs 0.15% less per year.
  • SPXL is significantly larger than TZA — larger funds tend to be more liquid and less likely to close.
  • TZA follows a inverse strategy; SPXL uses leveraged.
  • Over the last 3 years, SPXL has delivered higher annualized returns.

Side-by-side comparison

TZASPXL
Annual cost (TER)0.99%0.84%
Fund size (AUM)$270M$5.9B
Since20082008
Dividend yield4.33%0.60%
Asset classequityequity
Regionnorth americanorth america
Strategyinverseleveraged
CAGR 1Y-67.4%+87.0%
CAGR 3Y-46.0%+55.4%
CAGR 5Y-30.9%+23.9%
Sharpe 3Y-0.701.14
Volatility 1Y57.16%35.92%
Max drawdown-99.70%-76.86%

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

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