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AAPU vs. NUG
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

AAPU vs. NUG - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Direxion Daily AAPL Bull 2X Shares (AAPU) and Leverage Shares 2X Long NU Daily ETF (NUG). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, AAPU achieves a 13.33% return, which is significantly higher than NUG's -37.51% return.


AAPU

1D
-3.64%
1M
-4.76%
6M
16.42%
YTD
13.33%
1Y
93.91%
3Y*
22.71%
5Y*
10Y*
ALL TIME*
18.81%

NUG

1D
1.11%
1M
10.48%
6M
-45.39%
YTD
-37.51%
1Y
3Y*
5Y*
10Y*
ALL TIME*
*Multi-year figures are annualized to reflect compound growth (CAGR)

Liquidity Comparison


PositionAvg. Volume Value (2W)Avg. Volume Value (1M)Avg. Volume Value (3M)
$95.46M$84.08M$76.55M
$94.61K$94.14K$127.44K

AAPU vs. NUG - Yearly Performance Comparison


Correlation

The correlation between AAPU and NUG is 0.22, which is low. Their historical price movements had little consistent relationship.


Correlation
Correlation (All Time)
Calculated using the full available price history since Nov 17, 2025

0.22

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Return for Risk

AAPU vs. NUG — Risk / Return Rank

Compare historical risk-adjusted metric ranks over the past 12 months.

AAPU
AAPU Risk / Return Rank: 7474
Overall Rank
AAPU Sharpe Ratio Rank: 7878
Sharpe Ratio Rank
AAPU Sortino Ratio Rank: 7070
Sortino Ratio Rank
AAPU Omega Ratio Rank: 7575
Omega Ratio Rank
AAPU Calmar Ratio Rank: 8484
Calmar Ratio Rank
AAPU Martin Ratio Rank: 6060
Martin Ratio Rank

NUG

Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.

The rank (0–100) uses a weighted average of the Sharpe, Sortino, Omega, Calmar, and Martin percentile ranks for the trailing 12 months. Higher means stronger historical risk-adjusted performance within the peer group.

AAPU vs. NUG - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Direxion Daily AAPL Bull 2X Shares (AAPU) and Leverage Shares 2X Long NU Daily ETF (NUG). 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.


AAPUNUGDifference
Sharpe ratioReturn per unit of total volatility

Sortino ratioReturn per unit of downside risk

Omega ratioGain probability vs. loss probability

1.32

Calmar ratioReturn relative to maximum drawdown

3.27

Martin ratioReturn relative to average drawdown

7.45

AAPU vs. NUG - Sharpe Ratio Comparison


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Drawdowns

AAPU vs. NUG - Drawdown Comparison

The maximum AAPU drawdown since its inception was -58.61%, smaller than the maximum NUG drawdown of -66.15%. Use the drawdown chart below to compare losses from any high point for AAPU and NUG.


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Drawdown Indicators


AAPUNUGDifference

Max Drawdown

Largest peak-to-trough decline

-58.61%

-66.15%

+7.54%

Max Drawdown (1Y)

Largest decline over 1 year

-28.90%

Max Drawdown (3Y)

Largest decline over 3 years

-58.61%

Current Drawdown

Current decline from peak

-21.19%

-49.45%

+28.26%

Average Drawdown

Average peak-to-trough decline

-17.30%

-35.32%

+18.02%

Ulcer Index

Depth and duration of drawdowns from previous peaks

12.64%

Volatility

AAPU vs. NUG - Volatility Comparison


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Volatility by Period


AAPUNUGDifference

Volatility (1M)

Calculated over the trailing 1-month period

21.88%

Volatility (6M)

Calculated over the trailing 6-month period

41.74%

Volatility (1Y)

Calculated over the trailing 1-year period

51.65%

78.79%

-27.14%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

50.09%

78.79%

-28.70%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

50.09%

78.79%

-28.70%

AAPU vs. NUG - Expense Ratio Comparison

AAPU has a 0.96% expense ratio, which is higher than NUG's 0.75% expense ratio.


Dividends

AAPU vs. NUG - Dividend Comparison

AAPU's dividend yield for the trailing twelve months is around 7.90%, while NUG has not paid dividends to shareholders.


PositionTTM2025202420232022
AAPU
Direxion Daily AAPL Bull 2X Shares
7.90%8.66%14.58%2.32%0.79%
NUG
Leverage Shares 2X Long NU Daily ETF
0.00%0.00%0.00%0.00%0.00%

Frequently Asked Questions


AAPU and NUG have a correlation of 0.22, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

On fees, NUG is cheaper at 0.75% per year. The better choice depends on whether you care most about return, fees, risk, or income.

NUG is cheaper with a 0.75% expense ratio, compared with 0.96% for AAPU.

AAPU has the higher dividend yield at 7.90%, compared with 0.00% for NUG.

They also come from different issuers: Direxion and Leverage Shares. Their fees differ too: 0.96% for AAPU and 0.75% for NUG.

Portfolio Optimizer

Find the right allocation for AAPU and NUG

Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.

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