AMZU vs. RKLB
AMZU (Direxion Daily AMZN Bull 2X Shares) is Leveraged Equities fund tracking the Amazon.com, Inc. (200%), while RKLB (Rocket Lab USA, Inc.) is a stock. Over the past 3 years, AMZU returned 26.76%/yr vs 107.59%/yr for RKLB. Their 0.35 correlation means their historical movements had little consistent relationship.
Performance
AMZU vs. RKLB - Performance Comparison
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Returns By Period
In the year-to-date period, AMZU achieves a 20.75% return, which is significantly higher than RKLB's -6.90% return.
AMZU
- 1D
- 29.73%
- 1M
- 21.60%
- 6M
- 14.03%
- YTD
- 20.75%
- 1Y
- 28.33%
- 3Y*
- 26.76%
- 5Y*
- —
- 10Y*
- —
- ALL TIME*
- 17.69%
RKLB
- 1D
- 0.42%
- 1M
- -35.35%
- 6M
- -18.88%
- YTD
- -6.90%
- 1Y
- 44.95%
- 3Y*
- 107.59%
- 5Y*
- —
- 10Y*
- —
- ALL TIME*
- 42.54%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $124.23M | $117.55M | $117.81M | |
| $1.17B | $1.42B | $2.73B |
AMZU vs. RKLB - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | |
|---|---|---|---|---|---|
AMZU Direxion Daily AMZN Bull 2X Shares | 20.75% | -11.59% | 60.99% | 118.70% | -49.82% |
RKLB Rocket Lab USA, Inc. | -6.90% | 173.89% | 360.58% | 46.68% | -28.33% |
Correlation
The correlation between AMZU and RKLB is 0.29, which is low. Their historical price movements had little consistent relationship.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.29 |
Correlation (3Y) Balances recent behavior with more history. | 0.31 |
Correlation (All Time) Calculated using the full available price history since Sep 7, 2022 | 0.35 |
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Return for Risk
AMZU vs. RKLB — Risk / Return Rank
AMZU
RKLB
AMZU vs. RKLB - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Direxion Daily AMZN Bull 2X Shares (AMZU) and Rocket Lab USA, Inc. (RKLB). 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.
| AMZU | RKLB | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.34 | ||
| Sortino ratioReturn per unit of downside risk | -0.60 | ||
| Omega ratioGain probability vs. loss probability | 1.08 | 1.15 | -0.07 |
| Calmar ratioReturn relative to maximum drawdown | 0.17 | 0.68 | -0.52 |
| Martin ratioReturn relative to average drawdown | 0.33 | 1.68 | -1.35 |
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Drawdowns
AMZU vs. RKLB - Drawdown Comparison
The maximum AMZU drawdown since its inception was -55.59%, smaller than the maximum RKLB drawdown of -82.96%. Use the drawdown chart below to compare losses from any high point for AMZU and RKLB.
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Drawdown Indicators
| AMZU | RKLB | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -55.59% | -82.96% | +27.37% |
Max Drawdown (1Y)Largest decline over 1 year | -42.98% | -60.99% | +18.01% |
Max Drawdown (3Y)Largest decline over 3 years | -55.47% | -60.99% | +5.52% |
Current DrawdownCurrent decline from peak | -11.06% | -56.77% | +45.71% |
Average DrawdownAverage peak-to-trough decline | -22.09% | -51.12% | +29.03% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 21.42% | 24.74% | -3.32% |
Volatility
AMZU vs. RKLB - Volatility Comparison
Direxion Daily AMZN Bull 2X Shares (AMZU) has a higher volatility of 31.08% compared to Rocket Lab USA, Inc. (RKLB) at 25.66%. This indicates that AMZU's price experiences larger fluctuations and is considered to be riskier than RKLB based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| AMZU | RKLB | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 31.08% | 25.66% | +5.42% |
Volatility (6M)Calculated over the trailing 6-month period | 52.00% | 73.51% | -21.51% |
Volatility (1Y)Calculated over the trailing 1-year period | 70.05% | 95.44% | -25.39% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 61.30% | 82.12% | -20.82% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 61.30% | 82.12% | -20.82% |
Dividends
AMZU vs. RKLB - Dividend Comparison
AMZU's dividend yield for the trailing twelve months is around 4.83%, while RKLB has not paid dividends to shareholders.
| Position | TTM | 2025 | 2024 | 2023 | 2022 |
|---|---|---|---|---|---|
AMZU Direxion Daily AMZN Bull 2X Shares | 4.83% | 6.12% | 3.79% | 3.37% | 0.50% |
RKLB Rocket Lab USA, Inc. | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Frequently Asked Questions
AMZU and RKLB have a correlation of 0.29, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
AMZU has higher volatility (31.08%) compared to RKLB (25.66%). In terms of maximum drawdown, AMZU dropped -55.59% vs RKLB's -82.96%.
RKLB currently has the higher Sharpe Ratio (0.44 vs 0.10), 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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