DUSL vs. SMH
Compare and contrast key facts about Direxion Daily Industrials Bull 3X Shares (DUSL) and VanEck Vectors Semiconductor ETF (SMH).
DUSL and SMH are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. DUSL is a passively managed fund by Direxion that tracks the performance of the Utilities Select Sector Index (300%). It was launched on May 3, 2017. SMH is a passively managed fund by VanEck that tracks the performance of the MVIS US Listed Semiconductor 25 Index. It was launched on Dec 20, 2011. Both DUSL and SMH are passive ETFs, meaning that they are not actively managed but aim to replicate the performance of the underlying index as closely as possible.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: DUSL or SMH.
Key characteristics
| DUSL | SMH | |
|---|---|---|
| YTD Return | 19.47% | 24.46% |
| 1Y Return | 67.97% | 80.07% |
| 3Y Return (Ann) | 6.69% | 21.61% |
| 5Y Return (Ann) | 10.10% | 33.36% |
| Sharpe Ratio | 2.00 | 2.90 |
| Daily Std Dev | 39.05% | 28.21% |
| Max Drawdown | -85.74% | -95.73% |
| Current Drawdown | -9.02% | -7.06% |
Correlation
The correlation between DUSL and SMH is 0.58, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Performance
DUSL vs. SMH - Performance Comparison
In the year-to-date period, DUSL achieves a 19.47% return, which is significantly lower than SMH's 24.46% return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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DUSL vs. SMH - Expense Ratio Comparison
DUSL has a 1.01% expense ratio, which is higher than SMH's 0.35% expense ratio.
Risk-Adjusted Performance
DUSL vs. SMH - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Direxion Daily Industrials Bull 3X Shares (DUSL) and VanEck Vectors Semiconductor ETF (SMH). 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.
Dividends
DUSL vs. SMH - Dividend Comparison
DUSL's dividend yield for the trailing twelve months is around 1.15%, more than SMH's 0.48% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
DUSL Direxion Daily Industrials Bull 3X Shares | 1.15% | 1.28% | 0.66% | 0.07% | 0.48% | 1.01% | 1.46% | 0.57% | 0.00% | 0.00% | 0.00% | 0.00% |
SMH VanEck Vectors Semiconductor ETF | 0.48% | 0.60% | 2.37% | 1.02% | 1.38% | 6.00% | 3.75% | 2.85% | 1.61% | 4.28% | 2.31% | 3.11% |
Drawdowns
DUSL vs. SMH - Drawdown Comparison
The maximum DUSL drawdown since its inception was -85.74%, smaller than the maximum SMH drawdown of -95.73%. Use the drawdown chart below to compare losses from any high point for DUSL and SMH. For additional features, visit the drawdowns tool.
Volatility
DUSL vs. SMH - Volatility Comparison
Direxion Daily Industrials Bull 3X Shares (DUSL) and VanEck Vectors Semiconductor ETF (SMH) have volatilities of 9.83% and 9.37%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.