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AAPD vs. EFZ
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Performance

AAPD vs. EFZ - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Direxion Daily AAPL Bear 1X Shares (AAPD) and ProShares Short MSCI EAFE (EFZ). The values are adjusted to include any dividend payments, if applicable.

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AAPD vs. EFZ - Yearly Performance Comparison


2026 (YTD)2025202420232022
AAPD
Direxion Daily AAPL Bear 1X Shares
7.12%-11.41%-21.45%-30.42%21.49%
EFZ
ProShares Short MSCI EAFE
-0.56%-20.92%2.90%-10.38%-1.88%

Returns By Period

In the year-to-date period, AAPD achieves a 7.12% return, which is significantly higher than EFZ's -0.56% return.


AAPD

1D
-2.79%
1M
4.31%
YTD
7.12%
6M
1.14%
1Y
-15.69%
3Y*
-13.03%
5Y*
10Y*

EFZ

1D
-3.23%
1M
8.61%
YTD
-0.56%
6M
-4.15%
1Y
-16.07%
3Y*
-7.87%
5Y*
-5.38%
10Y*
-8.06%
*Multi-year figures are annualized to reflect compound growth (CAGR)

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AAPD vs. EFZ - Expense Ratio Comparison

AAPD has a 1.06% expense ratio, which is higher than EFZ's 0.95% expense ratio.


Return for Risk

AAPD vs. EFZ — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

AAPD
AAPD Risk / Return Rank: 55
Overall Rank
AAPD Sharpe Ratio Rank: 44
Sharpe Ratio Rank
AAPD Sortino Ratio Rank: 44
Sortino Ratio Rank
AAPD Omega Ratio Rank: 33
Omega Ratio Rank
AAPD Calmar Ratio Rank: 55
Calmar Ratio Rank
AAPD Martin Ratio Rank: 77
Martin Ratio Rank

EFZ
EFZ Risk / Return Rank: 33
Overall Rank
EFZ Sharpe Ratio Rank: 11
Sharpe Ratio Rank
EFZ Sortino Ratio Rank: 11
Sortino Ratio Rank
EFZ Omega Ratio Rank: 11
Omega Ratio Rank
EFZ Calmar Ratio Rank: 44
Calmar Ratio Rank
EFZ Martin Ratio Rank: 66
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

AAPD vs. EFZ - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Direxion Daily AAPL Bear 1X Shares (AAPD) and ProShares Short MSCI EAFE (EFZ). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.


AAPDEFZDifference

Sharpe ratio

Return per unit of total volatility

-0.50

-0.87

+0.37

Sortino ratio

Return per unit of downside risk

-0.50

-1.19

+0.69

Omega ratio

Gain probability vs. loss probability

0.92

0.85

+0.07

Calmar ratio

Return relative to maximum drawdown

-0.42

-0.50

+0.08

Martin ratio

Return relative to average drawdown

-0.58

-0.72

+0.14

AAPD vs. EFZ - Sharpe Ratio Comparison

The current AAPD Sharpe Ratio is -0.50, which is higher than the EFZ Sharpe Ratio of -0.87. The chart below compares the historical Sharpe Ratios of AAPD and EFZ, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


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Sharpe Ratios by Period


AAPDEFZDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

-0.50

-0.87

+0.37

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

-0.33

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

-0.47

Sharpe Ratio (All Time)

Calculated using the full available price history

-0.44

-0.33

-0.11

Correlation

The correlation between AAPD and EFZ is 0.45, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.


Dividends

AAPD vs. EFZ - Dividend Comparison

AAPD's dividend yield for the trailing twelve months is around 3.14%, less than EFZ's 3.78% yield.


TTM20252024202320222021202020192018
AAPD
Direxion Daily AAPL Bear 1X Shares
3.14%3.60%4.55%4.37%0.53%0.00%0.00%0.00%0.00%
EFZ
ProShares Short MSCI EAFE
3.78%4.55%5.29%4.66%0.57%0.00%0.04%1.56%0.34%

Drawdowns

AAPD vs. EFZ - Drawdown Comparison

The maximum AAPD drawdown since its inception was -55.92%, smaller than the maximum EFZ drawdown of -88.08%. Use the drawdown chart below to compare losses from any high point for AAPD and EFZ.


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Drawdown Indicators


AAPDEFZDifference

Max Drawdown

Largest peak-to-trough decline

-55.92%

-88.08%

+32.16%

Max Drawdown (1Y)

Largest decline over 1 year

-41.16%

-30.95%

-10.21%

Max Drawdown (5Y)

Largest decline over 5 years

-43.77%

Max Drawdown (10Y)

Largest decline over 10 years

-61.88%

Current Drawdown

Current decline from peak

-50.07%

-86.98%

+36.91%

Average Drawdown

Average peak-to-trough decline

-33.18%

-66.89%

+33.71%

Ulcer Index

Depth and duration of drawdowns from previous peaks

29.76%

21.44%

+8.32%

Volatility

AAPD vs. EFZ - Volatility Comparison

The current volatility for Direxion Daily AAPL Bear 1X Shares (AAPD) is 5.62%, while ProShares Short MSCI EAFE (EFZ) has a volatility of 8.44%. This indicates that AAPD experiences smaller price fluctuations and is considered to be less risky than EFZ based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


AAPDEFZDifference

Volatility (1M)

Calculated over the trailing 1-month period

5.62%

8.44%

-2.82%

Volatility (6M)

Calculated over the trailing 6-month period

15.12%

12.30%

+2.82%

Volatility (1Y)

Calculated over the trailing 1-year period

31.58%

18.50%

+13.08%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

27.20%

16.54%

+10.66%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

27.20%

17.31%

+9.89%