APPLX vs. AAPU

Last updated Apr 1, 2026

Compare and contrast key facts about Appleseed Fund (APPLX) and Direxion Daily AAPL Bull 2X Shares (AAPU).

APPLX is managed by Appleseed Fund. It was launched on Dec 7, 2006. AAPU is a passively managed fund by Direxion that tracks the performance of the Apple Inc. (150%). It was launched on Aug 8, 2022.

Performance

APPLX vs. AAPU - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Appleseed Fund (APPLX) and Direxion Daily AAPL Bull 2X Shares (AAPU). The values are adjusted to include any dividend payments, if applicable.

APPLX vs. AAPU - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022
APPLX Appleseed Fund	1.14%	25.79%	6.38%	9.39%	-3.81%
AAPU Direxion Daily AAPL Bull 2X Shares	-15.92%	-2.91%	58.45%	68.66%	-32.82%

Returns By Period

APPLX

• 1D: —
• 1M: —
• YTD: —
• 6M: —
• 1Y: —
• 3Y*: —
• 5Y*: —
• 10Y*: —

AAPU

• 1D: 5.77%
• 1M: -8.77%
• YTD: -15.92%
• 6M: -6.75%
• 1Y: 8.56%
• 3Y*: 15.80%
• 5Y*: —
• 10Y*: —

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

APPLX vs. AAPU - Expense Ratio Comparison

APPLX has a 1.14% expense ratio, which is higher than AAPU's 1.04% expense ratio.

APPLX

Appleseed Fund

AAPU

Direxion Daily AAPL Bull 2X Shares

Return for Risk

APPLX vs. AAPU — Risk / Return Rank

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

AAPU

AAPU Risk / Return Rank: 21
AAPU Sharpe Ratio Rank: 16
AAPU Sortino Ratio Rank: 25
AAPU Omega Ratio Rank: 26
AAPU Calmar Ratio Rank: 19
AAPU Martin Ratio Rank: 18

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.

APPLX vs. AAPU - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Appleseed Fund (APPLX) and Direxion Daily AAPL Bull 2X Shares (AAPU). 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.

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

Sharpe Ratios by Period

	APPLX	AAPU	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	—	0.14	—
Sharpe Ratio (All Time) Calculated using the full available price history	—	0.23	—

Correlation

The correlation between APPLX and AAPU is 0.30, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.

Dividends

APPLX vs. AAPU - Dividend Comparison

APPLX's dividend yield for the trailing twelve months is around 46.50%, more than AAPU's 10.11% yield.

	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
APPLX Appleseed Fund	46.50%	22.94%	6.05%	1.95%	0.66%	6.09%	1.46%	2.68%	9.87%	1.09%	1.49%	2.54%
AAPU Direxion Daily AAPL Bull 2X Shares	10.11%	8.66%	14.58%	2.32%	0.79%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%

Drawdowns

Drawdown Indicators

	APPLX	AAPU	Difference
Max Drawdown Largest peak-to-trough decline	—	-58.61%	—
Max Drawdown (1Y) Largest decline over 1 year	—	-41.77%	—
Current Drawdown Current decline from peak	—	-24.80%	—
Average Drawdown Average peak-to-trough decline	—	-18.06%	—
Ulcer Index Depth and duration of drawdowns from previous peaks	—	17.10%	—

Volatility

Volatility by Period

	APPLX	AAPU	Difference
Volatility (1M) Calculated over the trailing 1-month period	—	11.13%	—
Volatility (6M) Calculated over the trailing 6-month period	—	30.36%	—
Volatility (1Y) Calculated over the trailing 1-year period	—	62.71%	—
Volatility (5Y) Calculated over the trailing 5-year period, annualized	—	49.10%	—
Volatility (10Y) Calculated over the trailing 10-year period, annualized	—	49.10%	—