AAPU vs. SOXL
Compare and contrast key facts about Direxion Daily AAPL Bull 2X Shares (AAPU) and Direxion Daily Semiconductor Bull 3x Shares (SOXL).
AAPU and SOXL are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. AAPU is a passively managed fund by Direxion that tracks the performance of the Apple Inc. (150%). It was launched on Aug 8, 2022. SOXL is a passively managed fund by Direxion that tracks the performance of the PHLX Semiconductor Index (300%). It was launched on Mar 11, 2010. Both AAPU and SOXL are passive ETFs, meaning that they are not actively managed but aim to replicate the performance of the underlying index as closely as possible.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: AAPU or SOXL.
Correlation
The correlation between AAPU and SOXL is 0.54, 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.
Performance
AAPU vs. SOXL - Performance Comparison
Key characteristics
AAPU:
1.24
SOXL:
-0.07
AAPU:
1.88
SOXL:
0.61
AAPU:
1.24
SOXL:
1.08
AAPU:
1.86
SOXL:
-0.12
AAPU:
4.66
SOXL:
-0.21
AAPU:
11.39%
SOXL:
35.51%
AAPU:
42.89%
SOXL:
101.81%
AAPU:
-41.79%
SOXL:
-90.46%
AAPU:
-3.02%
SOXL:
-61.08%
Returns By Period
In the year-to-date period, AAPU achieves a 58.47% return, which is significantly higher than SOXL's -10.89% return.
AAPU
58.47%
18.84%
33.00%
55.36%
N/A
N/A
SOXL
-10.89%
0.58%
-57.15%
-8.80%
9.08%
29.77%
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AAPU vs. SOXL - Expense Ratio Comparison
AAPU has a 1.04% expense ratio, which is higher than SOXL's 0.99% expense ratio.
Risk-Adjusted Performance
AAPU vs. SOXL - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Direxion Daily AAPL Bull 2X Shares (AAPU) and Direxion Daily Semiconductor Bull 3x Shares (SOXL). 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.
Dividends
AAPU vs. SOXL - Dividend Comparison
AAPU's dividend yield for the trailing twelve months is around 14.41%, more than SOXL's 1.10% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
AAPU Direxion Daily AAPL Bull 2X Shares | 14.41% | 2.32% | 0.79% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
SOXL Direxion Daily Semiconductor Bull 3x Shares | 1.10% | 0.51% | 1.08% | 0.04% | 0.05% | 0.38% | 1.30% | 0.09% | 4.84% | 0.00% | 0.00% |
Drawdowns
AAPU vs. SOXL - Drawdown Comparison
The maximum AAPU drawdown since its inception was -41.79%, smaller than the maximum SOXL drawdown of -90.46%. Use the drawdown chart below to compare losses from any high point for AAPU and SOXL. For additional features, visit the drawdowns tool.
Volatility
AAPU vs. SOXL - Volatility Comparison
The current volatility for Direxion Daily AAPL Bull 2X Shares (AAPU) is 7.65%, while Direxion Daily Semiconductor Bull 3x Shares (SOXL) has a volatility of 24.09%. This indicates that AAPU experiences smaller price fluctuations and is considered to be less risky than SOXL based on this measure. The chart below showcases a comparison of their rolling one-month volatility.