AAPL vs. AAPU
AAPL (Apple Inc) is a stock, while AAPU (Direxion Daily AAPL Bull 2X Shares) is Leveraged Equities fund tracking the Apple Inc. (150%). Over the past 3 years, AAPL returned 17.21%/yr vs 19.81%/yr for AAPU. With a 1.00 correlation, they move nearly in lockstep.
Performance
AAPL vs. AAPU - Performance Comparison
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Returns By Period
In the year-to-date period, AAPL achieves a 7.29% return, which is significantly lower than AAPU's 7.76% return.
AAPL
- 1D
- -1.52%
- 1M
- -2.59%
- YTD
- 7.29%
- 6M
- 4.81%
- 1Y
- 46.73%
- 3Y*
- 17.21%
- 5Y*
- 18.59%
- 10Y*
- 29.36%
AAPU
- 1D
- -3.02%
- 1M
- -6.18%
- YTD
- 7.76%
- 6M
- 2.29%
- 1Y
- 86.79%
- 3Y*
- 19.81%
- 5Y*
- —
- 10Y*
- —
AAPL vs. AAPU - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | |
|---|---|---|---|---|---|
AAPL Apple Inc | 7.29% | 9.05% | 30.71% | 49.01% | -21.06% |
AAPU Direxion Daily AAPL Bull 2X Shares | 7.76% | -2.91% | 58.45% | 68.66% | -32.44% |
Correlation
The correlation between AAPL and AAPU is 1.00 - these two move nearly in lockstep. At this level, holding both provides almost no diversification benefit. If you already own one, adding the other does little to reduce portfolio risk.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 1.00 |
Correlation (3Y) Calculated over the trailing 3-year period | 1.00 |
Correlation (All Time) Calculated using the full available price history since Aug 9, 2022 | 1.00 |
The correlation between AAPL and AAPU has been stable across timeframes, ranging from 1.00 to 1.00 - a consistent structural relationship.
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Return for Risk
AAPL vs. AAPU — Risk / Return Rank
AAPL
AAPU
AAPL vs. AAPU - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Apple Inc (AAPL) and Direxion Daily AAPL Bull 2X Shares (AAPU). 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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| AAPL | AAPU | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.15 | ||
| Sortino ratioReturn per unit of downside risk | +0.35 | ||
| Omega ratioGain probability vs. loss probability | 1.38 | 1.33 | +0.05 |
| Calmar ratioReturn relative to maximum drawdown | 3.40 | 3.02 | +0.38 |
| Martin ratioReturn relative to average drawdown | 8.47 | 7.21 | +1.26 |
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Drawdowns
AAPL vs. AAPU - Drawdown Comparison
The maximum AAPL drawdown since its inception was -81.80%, which is greater than AAPU's maximum drawdown of -58.61%. Use the drawdown chart below to compare losses from any high point for AAPL and AAPU.
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Drawdown Indicators
| AAPL | AAPU | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -81.80% | -58.61% | -23.19% |
Max Drawdown (1Y)Largest decline over 1 year | -13.80% | -28.90% | +15.10% |
Max Drawdown (3Y)Largest decline over 3 years | -33.36% | -58.61% | +25.25% |
Max Drawdown (5Y)Largest decline over 5 years | -33.36% | — | — |
Max Drawdown (10Y)Largest decline over 10 years | -38.52% | — | — |
Current DrawdownCurrent decline from peak | -7.64% | -15.17% | +7.53% |
Average DrawdownAverage peak-to-trough decline | -29.59% | -17.62% | -11.97% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 5.53% | 12.08% | -6.55% |
Volatility
AAPL vs. AAPU - Volatility Comparison
The current volatility for Apple Inc (AAPL) is 6.73%, while Direxion Daily AAPL Bull 2X Shares (AAPU) has a volatility of 13.48%. This indicates that AAPL experiences smaller price fluctuations and is considered to be less risky than AAPU based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| AAPL | AAPU | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.73% | 13.48% | -6.75% |
Volatility (6M)Calculated over the trailing 6-month period | 16.53% | 33.06% | -16.53% |
Volatility (1Y)Calculated over the trailing 1-year period | 22.64% | 45.31% | -22.67% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 27.52% | 48.98% | -21.46% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 28.92% | 48.98% | -20.06% |
Dividends
AAPL vs. AAPU - Dividend Comparison
AAPL's dividend yield for the trailing twelve months is around 0.36%, less than AAPU's 7.89% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AAPL Apple Inc | 0.36% | 0.38% | 0.40% | 0.49% | 0.70% | 0.49% | 0.61% | 1.04% | 1.79% | 1.45% | 1.93% | 1.93% |
AAPU Direxion Daily AAPL Bull 2X Shares | 7.89% | 8.66% | 14.58% | 2.32% | 0.79% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Frequently Asked Questions
With a correlation of 1.00, AAPL and AAPU move almost identically. Holding both adds very little diversification - you're essentially doubling your position in the same market segment. Choosing one is usually more capital-efficient.
AAPU has higher volatility (13.48%) compared to AAPL (6.73%). In terms of maximum drawdown, AAPL dropped -81.80% vs AAPU's -58.61%.
AAPL currently has the higher Sharpe Ratio (2.07 vs 1.93), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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