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DFEN vs. RBIL
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

DFEN vs. RBIL - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Direxion Daily Aerospace & Defense Bull 3X Shares (DFEN) and F/m Ultrashort Treasury Inflation-Protected Security (TIPS) ETF (RBIL). 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 RBIL's 2.70% return.


DFEN

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

RBIL

1D
0.06%
1M
0.38%
YTD
2.70%
6M
2.79%
1Y
4.57%
3Y*
5Y*
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

DFEN vs. RBIL - Yearly Performance Comparison


Correlation

The correlation between DFEN and RBIL is -0.21, 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

-0.21

Correlation (All Time)
Calculated using the full available price history since Feb 26, 2025

-0.20

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Return for Risk

DFEN vs. RBIL — 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

RBIL
RBIL Risk / Return Rank: 9898
Overall Rank
RBIL Sharpe Ratio Rank: 9797
Sharpe Ratio Rank
RBIL Sortino Ratio Rank: 9898
Sortino Ratio Rank
RBIL Omega Ratio Rank: 9898
Omega Ratio Rank
RBIL Calmar Ratio Rank: 9898
Calmar Ratio Rank
RBIL Martin Ratio Rank: 9898
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. RBIL - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Direxion Daily Aerospace & Defense Bull 3X Shares (DFEN) and F/m Ultrashort Treasury Inflation-Protected Security (TIPS) ETF (RBIL). 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.


DFENRBILDifference
Sharpe ratioReturn per unit of total volatility

-4.06

Sortino ratioReturn per unit of downside risk

-6.33

Omega ratioGain probability vs. loss probability

1.19

2.39

-1.20

Calmar ratioReturn relative to maximum drawdown

1.43

17.00

-15.56

Martin ratioReturn relative to average drawdown

3.44

70.66

-67.22

DFEN vs. RBIL - Sharpe Ratio Comparison

The current DFEN Sharpe Ratio is 0.95, which is lower than the RBIL Sharpe Ratio of 5.01. The chart below compares the historical Sharpe Ratios of DFEN and RBIL, 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


DFENRBILDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

0.95

5.01

-4.06

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.44

Sharpe Ratio (All Time)

Calculated using the full available price history

0.21

4.28

-4.07

Drawdowns

DFEN vs. RBIL - Drawdown Comparison

The maximum DFEN drawdown since its inception was -91.36%, which is greater than RBIL's maximum drawdown of -0.50%. Use the drawdown chart below to compare losses from any high point for DFEN and RBIL.


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Drawdown Indicators


DFENRBILDifference

Max Drawdown

Largest peak-to-trough decline

-91.36%

-0.50%

-90.86%

Max Drawdown (1Y)

Largest decline over 1 year

-41.75%

-0.27%

-41.48%

Max Drawdown (3Y)

Largest decline over 3 years

-43.13%

Max Drawdown (5Y)

Largest decline over 5 years

-56.23%

Current Drawdown

Current decline from peak

-33.04%

0.00%

-33.04%

Average Drawdown

Average peak-to-trough decline

-45.27%

-0.06%

-45.21%

Ulcer Index

Depth and duration of drawdowns from previous peaks

17.36%

0.07%

+17.29%

Volatility

DFEN vs. RBIL - Volatility Comparison

Direxion Daily Aerospace & Defense Bull 3X Shares (DFEN) has a higher volatility of 22.35% compared to F/m Ultrashort Treasury Inflation-Protected Security (TIPS) ETF (RBIL) at 0.30%. This indicates that DFEN's price experiences larger fluctuations and is considered to be riskier than RBIL based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


DFENRBILDifference

Volatility (1M)

Calculated over the trailing 1-month period

22.35%

0.30%

+22.05%

Volatility (6M)

Calculated over the trailing 6-month period

53.06%

0.79%

+52.27%

Volatility (1Y)

Calculated over the trailing 1-year period

63.21%

0.92%

+62.29%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

60.16%

1.05%

+59.11%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

71.48%

1.05%

+70.43%

DFEN vs. RBIL - Expense Ratio Comparison

DFEN has a 0.99% expense ratio, which is higher than RBIL's 0.17% expense ratio.


Dividends

DFEN vs. RBIL - Dividend Comparison

DFEN's dividend yield for the trailing twelve months is around 8.74%, more than RBIL's 4.60% yield.


PositionTTM202520242023202220212020201920182017
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%
RBIL
F/m Ultrashort Treasury Inflation-Protected Security (TIPS) ETF
4.60%3.65%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%

Frequently Asked Questions


DFEN and RBIL have a correlation of -0.21, 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 RBIL (0.30%). In terms of maximum drawdown, DFEN dropped -91.36% vs RBIL's -0.50%.

On 1-year performance, DFEN leads with 59.57% vs 4.57% for RBIL. On fees, RBIL is cheaper at 0.17% per year. On volatility, RBIL has been the lower-risk option at 0.30%. The better choice depends on whether you care most about return, fees, risk, or income.

Over the 1-year period, DFEN has performed better with a 59.57% return vs 4.57%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.

RBIL is cheaper with a 0.17% expense ratio, compared with 0.99% for DFEN.

DFEN has the higher dividend yield at 8.74%, compared with 4.60% for RBIL.

DFEN is categorized as Leveraged Equities, while RBIL is Inflation-Protected Bonds. DFEN tracks Dow Jones U.S. Select Aerospace & Defense Index (300%), while RBIL tracks Bloomberg US Ultrashort TIPS 1-13 Months Index. They also come from different issuers: Direxion and F/m. Their fees differ too: 0.99% for DFEN and 0.17% for RBIL.

RBIL currently has the higher Sharpe Ratio (5.01 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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