APHU vs. MSFX
APHU (T-REX 2X Long APH Daily Target ETF) and MSFX (T-Rex 2X Long Microsoft Daily Target ETF) are both Leveraged Equities funds from T-Rex. APHU is passively managed, while MSFX is actively managed. At a 0.11 correlation, their price movements are largely independent. APHU charges 1.50%/yr vs 1.05%/yr for MSFX.
Performance
APHU vs. MSFX - Performance Comparison
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Returns By Period
APHU
- 1D
- -7.68%
- 1M
- 41.17%
- YTD
- —
- 6M
- —
- 1Y
- —
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
MSFX
- 1D
- 3.49%
- 1M
- -21.88%
- YTD
- -45.81%
- 6M
- -46.59%
- 1Y
- -51.08%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
APHU vs. MSFX - Yearly Performance Comparison
| 2026 (YTD) | |
|---|---|
APHU T-REX 2X Long APH Daily Target ETF | 0.94% |
MSFX T-Rex 2X Long Microsoft Daily Target ETF | -16.51% |
Correlation
The correlation between APHU and MSFX is 0.11, 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 Feb 18, 2026 | 0.11 |
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Return for Risk
APHU vs. MSFX — Risk / Return Rank
APHU
Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.
MSFX
APHU vs. MSFX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for T-REX 2X Long APH Daily Target ETF (APHU) and T-Rex 2X Long Microsoft Daily Target ETF (MSFX). 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.
| APHU | MSFX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | — | — | |
| Sortino ratioReturn per unit of downside risk | — | — | |
| Omega ratioGain probability vs. loss probability | — | 0.82 | — |
| Calmar ratioReturn relative to maximum drawdown | — | -0.84 | — |
| Martin ratioReturn relative to average drawdown | — | -1.50 | — |
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Drawdowns
APHU vs. MSFX - Drawdown Comparison
The maximum APHU drawdown since its inception was -43.51%, smaller than the maximum MSFX drawdown of -60.86%. Use the drawdown chart below to compare losses from any high point for APHU and MSFX.
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Drawdown Indicators
| APHU | MSFX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -43.51% | -60.86% | +17.35% |
Max Drawdown (1Y)Largest decline over 1 year | — | -60.86% | — |
Current DrawdownCurrent decline from peak | -7.68% | -58.98% | +51.30% |
Average DrawdownAverage peak-to-trough decline | -19.94% | -21.90% | +1.96% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | — | 34.08% | — |
Volatility
APHU vs. MSFX - Volatility Comparison
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Volatility by Period
| APHU | MSFX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | — | 22.72% | — |
Volatility (6M)Calculated over the trailing 6-month period | — | 46.56% | — |
Volatility (1Y)Calculated over the trailing 1-year period | 94.65% | 52.30% | +42.35% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 94.65% | 49.70% | +44.95% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 94.65% | 49.70% | +44.95% |
APHU vs. MSFX - Expense Ratio Comparison
APHU has a 1.50% expense ratio, which is higher than MSFX's 1.05% expense ratio.
Dividends
APHU vs. MSFX - Dividend Comparison
APHU has not paid dividends to shareholders, while MSFX's dividend yield for the trailing twelve months is around 9.86%.
| Position | TTM | 2025 |
|---|---|---|
APHU T-REX 2X Long APH Daily Target ETF | 0.00% | 0.00% |
MSFX T-Rex 2X Long Microsoft Daily Target ETF | 9.86% | 5.34% |
Frequently Asked Questions
APHU and MSFX have a correlation of 0.11, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, MSFX is cheaper at 1.05% per year. The better choice depends on whether you care most about return, fees, risk, or income.
MSFX is cheaper with a 1.05% expense ratio, compared with 1.50% for APHU.
MSFX has the higher dividend yield at 9.86%, compared with 0.00% for APHU.
Their fees differ too: 1.50% for APHU and 1.05% for MSFX.
Find the right allocation for APHU and MSFX
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