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DFEN vs. BNO
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

DFEN vs. BNO - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Direxion Daily Aerospace & Defense Bull 3X Shares (DFEN) and United States Brent Oil Fund LP (BNO). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, DFEN achieves a 2.17% return, which is significantly lower than BNO's 90.47% return.


DFEN

1D
-4.54%
1M
12.97%
YTD
2.17%
6M
21.41%
1Y
59.57%
3Y*
63.19%
5Y*
26.54%
10Y*

BNO

1D
1.99%
1M
-10.29%
YTD
90.47%
6M
86.00%
1Y
91.89%
3Y*
27.93%
5Y*
24.16%
10Y*
13.60%
*Multi-year figures are annualized to reflect compound growth (CAGR)

DFEN vs. BNO - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
DFEN
Direxion Daily Aerospace & Defense Bull 3X Shares
2.17%156.62%27.07%24.70%6.99%12.72%-70.23%95.09%-32.86%83.64%
BNO
United States Brent Oil Fund LP
90.47%-5.44%9.67%-3.43%35.25%62.34%-38.23%36.01%-15.30%33.09%

Correlation

The correlation between DFEN and BNO is -0.10, meaning there is essentially no relationship between their price movements. Each responds to its own set of market drivers, making them strong candidates for combining in a diversified portfolio.


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

-0.10

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

0.02

Correlation (5Y)
Calculated over the trailing 5-year period

0.12

Correlation (All Time)
Calculated using the full available price history since May 4, 2017

0.18

The correlation between DFEN and BNO shifts across timeframes, from -0.10 (1 year) to 0.18 (all time), reflecting how their relationship changes across market environments.

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Return for Risk

DFEN vs. BNO — Risk / Return Rank

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

DFEN
DFEN Risk / Return Rank: 2727
Overall Rank
DFEN Sharpe Ratio Rank: 2626
Sharpe Ratio Rank
DFEN Sortino Ratio Rank: 2929
Sortino Ratio Rank
DFEN Omega Ratio Rank: 2727
Omega Ratio Rank
DFEN Calmar Ratio Rank: 2929
Calmar Ratio Rank
DFEN Martin Ratio Rank: 2525
Martin Ratio Rank

BNO
BNO Risk / Return Rank: 6565
Overall Rank
BNO Sharpe Ratio Rank: 6666
Sharpe Ratio Rank
BNO Sortino Ratio Rank: 5656
Sortino Ratio Rank
BNO Omega Ratio Rank: 6060
Omega Ratio Rank
BNO Calmar Ratio Rank: 8888
Calmar Ratio Rank
BNO Martin Ratio Rank: 5555
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.

DFEN vs. BNO - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Direxion Daily Aerospace & Defense Bull 3X Shares (DFEN) and United States Brent Oil Fund LP (BNO). 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.


DFENBNODifference
Sharpe ratioReturn per unit of total volatility

-1.28

Sortino ratioReturn per unit of downside risk

-1.14

Omega ratioGain probability vs. loss probability

1.19

1.38

-0.19

Calmar ratioReturn relative to maximum drawdown

1.43

5.17

-3.73

Martin ratioReturn relative to average drawdown

3.44

9.76

-6.32

DFEN vs. BNO - Sharpe Ratio Comparison

The current DFEN Sharpe Ratio is 0.95, which is lower than the BNO Sharpe Ratio of 2.23. The chart below compares the historical Sharpe Ratios of DFEN and BNO, 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


DFENBNODifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

0.95

2.23

-1.28

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.44

0.69

-0.24

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.37

Sharpe Ratio (All Time)

Calculated using the full available price history

0.21

0.14

+0.07

Drawdowns

DFEN vs. BNO - Drawdown Comparison

The maximum DFEN drawdown since its inception was -91.36%, roughly equal to the maximum BNO drawdown of -87.06%. Use the drawdown chart below to compare losses from any high point for DFEN and BNO.


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Drawdown Indicators


DFENBNODifference

Max Drawdown

Largest peak-to-trough decline

-91.36%

-87.06%

-4.30%

Max Drawdown (1Y)

Largest decline over 1 year

-41.75%

-17.87%

-23.88%

Max Drawdown (3Y)

Largest decline over 3 years

-43.13%

-23.75%

-19.38%

Max Drawdown (5Y)

Largest decline over 5 years

-56.23%

-33.70%

-22.53%

Max Drawdown (10Y)

Largest decline over 10 years

-75.18%

Current Drawdown

Current decline from peak

-33.04%

-10.29%

-22.75%

Average Drawdown

Average peak-to-trough decline

-45.27%

-40.17%

-5.10%

Ulcer Index

Depth and duration of drawdowns from previous peaks

17.36%

9.45%

+7.91%

Volatility

DFEN vs. BNO - Volatility Comparison

Direxion Daily Aerospace & Defense Bull 3X Shares (DFEN) has a higher volatility of 22.35% compared to United States Brent Oil Fund LP (BNO) at 14.22%. This indicates that DFEN's price experiences larger fluctuations and is considered to be riskier than BNO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


DFENBNODifference

Volatility (1M)

Calculated over the trailing 1-month period

22.35%

14.22%

+8.13%

Volatility (6M)

Calculated over the trailing 6-month period

53.06%

36.10%

+16.96%

Volatility (1Y)

Calculated over the trailing 1-year period

63.21%

41.46%

+21.75%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

60.16%

35.38%

+24.78%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

71.48%

36.68%

+34.80%

DFEN vs. BNO - Expense Ratio Comparison

DFEN has a 0.99% expense ratio, which is higher than BNO's 0.90% expense ratio.


Dividends

DFEN vs. BNO - Dividend Comparison

DFEN's dividend yield for the trailing twelve months is around 8.74%, while BNO has not paid dividends to shareholders.


PositionTTM202520242023202220212020201920182017
BNO
United States Brent Oil Fund LP
0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%
DFEN
Direxion Daily Aerospace & Defense Bull 3X Shares
8.74%8.89%14.12%1.13%0.46%1.89%0.48%0.50%1.07%1.50%

Frequently Asked Questions


DFEN and BNO have a correlation of -0.10, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

DFEN has higher volatility (22.35%) compared to BNO (14.22%). In terms of maximum drawdown, DFEN dropped -91.36% vs BNO's -87.06%.

On 5-year performance, DFEN leads with 26.54% vs 24.16% for BNO. On fees, BNO is cheaper at 0.90% per year. On volatility, BNO has been the lower-risk option at 14.22%. The better choice depends on whether you care most about return, fees, risk, or income.

Over the 5-year period, DFEN has performed better with a 26.54% return vs 24.16%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.

BNO is cheaper with a 0.90% expense ratio, compared with 0.99% for DFEN.

DFEN has the higher dividend yield at 8.74%, compared with 0.00% for BNO.

DFEN is categorized as Leveraged Equities, while BNO is Oil & Gas. DFEN tracks Dow Jones U.S. Select Aerospace & Defense Index (300%), while BNO tracks Front Month Brent Crude Oil. They also come from different issuers: Direxion and Concierge Technologies. Their fees differ too: 0.99% for DFEN and 0.90% for BNO.

BNO currently has the higher Sharpe Ratio (2.23 vs 0.95), 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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