AIBU vs. ALBG

Last updated Jul 14, 2026

AIBU (Direxion Daily AI and Big Data Bull 2X Shares) and ALBG (Leverage Shares 2X Long ALB Daily ETF) are both Leveraged Equities funds - AIBU tracks the Solactive US AI & Big Data Index while ALBG tracks the Albemarle Corporation (ALB). Both are passively managed. At a 0.31 correlation, their price movements are largely independent. AIBU charges 0.96%/yr vs 0.75%/yr for ALBG.

Performance

AIBU vs. ALBG - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Direxion Daily AI and Big Data Bull 2X Shares (AIBU) and Leverage Shares 2X Long ALB Daily ETF (ALBG). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

AIBU

• 1D: -3.90%
• 1M: -2.75%
• 6M: 17.79%
• YTD: 23.63%
• 1Y: 46.84%
• 3Y*: —
• 5Y*: —
• 10Y*: —

ALBG

• 1D: -0.19%
• 1M: -46.99%
• 6M: -58.75%
• YTD: —
• 1Y: —
• 3Y*: —
• 5Y*: —
• 10Y*: —

*Multi-year figures are annualized to reflect compound growth (CAGR)

AIBU vs. ALBG - Yearly Performance Comparison

	2026 (YTD)
AIBU Direxion Daily AI and Big Data Bull 2X Shares	17.79%
ALBG Leverage Shares 2X Long ALB Daily ETF	-58.75%

Correlation

The correlation between AIBU and ALBG is 0.31, which is low. Their price movements are largely independent, making them effective diversification partners.

	Correlation
Correlation (All Time) Calculated using the full available price history since Jan 13, 2026	0.31

Return for Risk

AIBU vs. ALBG — Risk / Return Rank

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

AIBU

AIBU Risk / Return Rank: 29
AIBU Sharpe Ratio Rank: 31
AIBU Sortino Ratio Rank: 33
AIBU Omega Ratio Rank: 32
AIBU Calmar Ratio Rank: 25
AIBU Martin Ratio Rank: 23

ALBG

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

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.

AIBU vs. ALBG - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Direxion Daily AI and Big Data Bull 2X Shares (AIBU) and Leverage Shares 2X Long ALB Daily ETF (ALBG). 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.

	AIBU	ALBG	Difference
Sharpe ratio: Return per unit of total volatility	0.92	—	—
Sortino ratio: Return per unit of downside risk	1.45	—	—
Omega ratio: Gain probability vs. loss probability	1.18	—	—
Calmar ratio: Return relative to maximum drawdown	0.97	—	—
Martin ratio: Return relative to average drawdown	2.26	—	—

Drawdowns

AIBU vs. ALBG - Drawdown Comparison

The maximum AIBU drawdown since its inception was -51.17%, smaller than the maximum ALBG drawdown of -68.98%. Use the drawdown chart below to compare losses from any high point for AIBU and ALBG.

Drawdown Indicators

	AIBU	ALBG	Difference
Max Drawdown Largest peak-to-trough decline	-51.17%	-68.98%	+17.81%
Max Drawdown (1Y) Largest decline over 1 year	-48.71%	—	—
Current Drawdown Current decline from peak	-20.13%	-68.98%	+48.85%
Average Drawdown Average peak-to-trough decline	-13.93%	-30.62%	+16.69%
Ulcer Index Depth and duration of drawdowns from previous peaks	20.75%	—	—

Volatility

Volatility by Period

	AIBU	ALBG	Difference
Volatility (1M) Calculated over the trailing 1-month period	15.96%	—	—
Volatility (6M) Calculated over the trailing 6-month period	40.04%	—	—
Volatility (1Y) Calculated over the trailing 1-year period	51.03%	120.72%	-69.69%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	55.82%	120.72%	-64.90%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	55.82%	120.72%	-64.90%

AIBU vs. ALBG - Expense Ratio Comparison

AIBU has a 0.96% expense ratio, which is higher than ALBG's 0.75% expense ratio.

Dividends

AIBU vs. ALBG - Dividend Comparison

AIBU's dividend yield for the trailing twelve months is around 1.74%, while ALBG has not paid dividends to shareholders.

Position	TTM	2025	2024
AIBU Direxion Daily AI and Big Data Bull 2X Shares	1.74%	2.27%	1.33%
ALBG Leverage Shares 2X Long ALB Daily ETF	0.00%	0.00%	0.00%

Frequently Asked Questions

Can I hold both AIBU and ALBG in my portfolio?

AIBU and ALBG have a correlation of 0.31, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

Which ETF is better, AIBU or ALBG?

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

Which ETF is cheaper, AIBU or ALBG?

ALBG is cheaper with a 0.75% expense ratio, compared with 0.96% for AIBU.

Which ETF pays a higher dividend yield, AIBU or ALBG?

AIBU has the higher dividend yield at 1.74%, compared with 0.00% for ALBG.

What is the main difference between AIBU and ALBG?

AIBU tracks Solactive US AI & Big Data Index, while ALBG tracks Albemarle Corporation (ALB). They also come from different issuers: Direxion and Leverage Shares. Their fees differ too: 0.96% for AIBU and 0.75% for ALBG.