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AMZD vs. QQQE
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

AMZD vs. QQQE - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Direxion Daily AMZN Bear 1X Shares (AMZD) and Direxion NASDAQ-100 Equal Weighted Index Shares (QQQE). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, AMZD achieves a -8.90% return, which is significantly lower than QQQE's 19.12% return.


AMZD

1D
2.47%
1M
8.70%
YTD
-8.90%
6M
-8.11%
1Y
-19.87%
3Y*
-22.66%
5Y*
10Y*

QQQE

1D
-0.10%
1M
10.46%
YTD
19.12%
6M
17.48%
1Y
28.68%
3Y*
18.69%
5Y*
10.30%
10Y*
15.49%
*Multi-year figures are annualized to reflect compound growth (CAGR)

AMZD vs. QQQE - Yearly Performance Comparison


2026 (YTD)2025202420232022
AMZD
Direxion Daily AMZN Bear 1X Shares
-8.90%-9.84%-30.80%-46.50%45.25%
QQQE
Direxion NASDAQ-100 Equal Weighted Index Shares
19.12%14.58%6.98%33.76%-3.31%

Correlation

The correlation between AMZD and QQQE is -0.50, meaning they tend to move in opposite directions. This is especially valuable for risk management - when one declines, the other has historically tended to hold steady or rise.


Correlation
Correlation (1Y)
Calculated over the trailing 1-year period

-0.50

Correlation (3Y)
Calculated over the trailing 3-year period

-0.58

Correlation (All Time)
Calculated using the full available price history since Sep 8, 2022

-0.62

The correlation between AMZD and QQQE shifts across timeframes, from -0.62 (all time) to -0.50 (1 year), reflecting how their relationship changes across market environments.

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Return for Risk

AMZD vs. QQQE — Risk / Return Rank

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

AMZD
AMZD Risk / Return Rank: 33
Overall Rank
AMZD Sharpe Ratio Rank: 33
Sharpe Ratio Rank
AMZD Sortino Ratio Rank: 44
Sortino Ratio Rank
AMZD Omega Ratio Rank: 33
Omega Ratio Rank
AMZD Calmar Ratio Rank: 33
Calmar Ratio Rank
AMZD Martin Ratio Rank: 11
Martin Ratio Rank

QQQE
QQQE Risk / Return Rank: 5858
Overall Rank
QQQE Sharpe Ratio Rank: 5959
Sharpe Ratio Rank
QQQE Sortino Ratio Rank: 5757
Sortino Ratio Rank
QQQE Omega Ratio Rank: 5555
Omega Ratio Rank
QQQE Calmar Ratio Rank: 6161
Calmar Ratio Rank
QQQE Martin Ratio Rank: 5959
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.

AMZD vs. QQQE - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Direxion Daily AMZN Bear 1X Shares (AMZD) and Direxion NASDAQ-100 Equal Weighted Index Shares (QQQE). 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.


AMZDQQQEDifference
Sharpe ratioReturn per unit of total volatility

-2.70

Sortino ratioReturn per unit of downside risk

-3.59

Omega ratioGain probability vs. loss probability

0.90

1.35

-0.44

Calmar ratioReturn relative to maximum drawdown

-0.71

3.06

-3.77

Martin ratioReturn relative to average drawdown

-1.54

10.57

-12.11

AMZD vs. QQQE - Sharpe Ratio Comparison

The current AMZD Sharpe Ratio is -0.66, which is lower than the QQQE Sharpe Ratio of 2.04. The chart below compares the historical Sharpe Ratios of AMZD and QQQE, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.


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Sharpe Ratios by Period


AMZDQQQEDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

-0.66

2.04

-2.70

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.51

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.75

Sharpe Ratio (All Time)

Calculated using the full available price history

-0.59

0.76

-1.36

Drawdowns

AMZD vs. QQQE - Drawdown Comparison

The maximum AMZD drawdown since its inception was -73.05%, which is greater than QQQE's maximum drawdown of -32.14%. Use the drawdown chart below to compare losses from any high point for AMZD and QQQE.


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Drawdown Indicators


AMZDQQQEDifference

Max Drawdown

Largest peak-to-trough decline

-73.05%

-32.14%

-40.91%

Max Drawdown (1Y)

Largest decline over 1 year

-28.27%

-9.41%

-18.86%

Max Drawdown (3Y)

Largest decline over 3 years

-59.20%

-21.38%

-37.82%

Max Drawdown (5Y)

Largest decline over 5 years

-32.14%

Max Drawdown (10Y)

Largest decline over 10 years

-32.14%

Current Drawdown

Current decline from peak

-70.36%

-0.10%

-70.26%

Average Drawdown

Average peak-to-trough decline

-49.11%

-5.17%

-43.94%

Ulcer Index

Depth and duration of drawdowns from previous peaks

13.24%

2.72%

+10.52%

Volatility

AMZD vs. QQQE - Volatility Comparison

Direxion Daily AMZN Bear 1X Shares (AMZD) has a higher volatility of 7.23% compared to Direxion NASDAQ-100 Equal Weighted Index Shares (QQQE) at 3.79%. This indicates that AMZD's price experiences larger fluctuations and is considered to be riskier than QQQE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


AMZDQQQEDifference

Volatility (1M)

Calculated over the trailing 1-month period

7.23%

3.79%

+3.44%

Volatility (6M)

Calculated over the trailing 6-month period

20.49%

10.64%

+9.85%

Volatility (1Y)

Calculated over the trailing 1-year period

30.15%

14.15%

+16.00%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

33.41%

20.30%

+13.11%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

33.41%

20.72%

+12.69%

AMZD vs. QQQE - Expense Ratio Comparison

AMZD has a 1.09% expense ratio, which is higher than QQQE's 0.35% expense ratio.


Dividends

AMZD vs. QQQE - Dividend Comparison

AMZD's dividend yield for the trailing twelve months is around 3.44%, more than QQQE's 0.52% yield.


PositionTTM20252024202320222021202020192018201720162015
AMZD
Direxion Daily AMZN Bear 1X Shares
3.44%3.61%5.15%6.83%2.45%0.00%0.00%0.00%0.00%0.00%0.00%0.00%
QQQE
Direxion NASDAQ-100 Equal Weighted Index Shares
0.52%0.52%0.86%0.79%0.98%3.83%0.54%0.74%0.80%0.65%1.17%0.57%

Frequently Asked Questions


AMZD and QQQE have a correlation of -0.50, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

AMZD has higher volatility (7.23%) compared to QQQE (3.79%). In terms of maximum drawdown, AMZD dropped -73.05% vs QQQE's -32.14%.

On 3-year performance, QQQE leads with 18.69% vs -22.66% for AMZD. On fees, QQQE is cheaper at 0.35% per year. On volatility, QQQE has been the lower-risk option at 3.79%. The better choice depends on whether you care most about return, fees, risk, or income.

Over the 3-year period, QQQE has performed better with a 18.69% return vs -22.66%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.

QQQE is cheaper with a 0.35% expense ratio, compared with 1.09% for AMZD.

AMZD has the higher dividend yield at 3.44%, compared with 0.52% for QQQE.

AMZD is categorized as Inverse Equities, while QQQE is Nasdaq-100. AMZD tracks Amazon.com, Inc. (-100%), while QQQE tracks NASDAQ-100 Equal Weighted Index. Their fees differ too: 1.09% for AMZD and 0.35% for QQQE.

QQQE currently has the higher Sharpe Ratio (2.04 vs -0.66), 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.

Portfolio Optimizer

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