DXSLX vs. UPRO
Compare and contrast key facts about Direxion Monthly S&P 500 Bull 1.75X Fund (DXSLX) and ProShares UltraPro S&P 500 (UPRO).
DXSLX is a passively managed fund by Direxion that tracks the performance of the . It was launched on May 1, 2006. UPRO is a passively managed fund by ProShares that tracks the performance of the S&P 500 Index (300%). It was launched on Jun 23, 2009.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: DXSLX or UPRO.
Correlation
The correlation between DXSLX and UPRO is 0.99, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Performance
DXSLX vs. UPRO - Performance Comparison
Key characteristics
DXSLX:
-0.17
UPRO:
-0.10
DXSLX:
0.00
UPRO:
0.25
DXSLX:
1.00
UPRO:
1.04
DXSLX:
-0.16
UPRO:
-0.11
DXSLX:
-0.56
UPRO:
-0.45
DXSLX:
10.76%
UPRO:
12.44%
DXSLX:
35.63%
UPRO:
56.15%
DXSLX:
-89.55%
UPRO:
-76.82%
DXSLX:
-30.24%
UPRO:
-41.17%
Returns By Period
In the year-to-date period, DXSLX achieves a -18.55% return, which is significantly higher than UPRO's -34.10% return. Over the past 10 years, DXSLX has underperformed UPRO with an annualized return of 11.43%, while UPRO has yielded a comparatively higher 18.07% annualized return.
DXSLX
-18.55%
-12.49%
-25.98%
-4.65%
16.81%
11.43%
UPRO
-34.10%
-24.19%
-35.14%
-3.09%
26.65%
18.07%
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DXSLX vs. UPRO - Expense Ratio Comparison
DXSLX has a 1.35% expense ratio, which is higher than UPRO's 0.92% expense ratio.
Risk-Adjusted Performance
DXSLX vs. UPRO — Risk-Adjusted Performance Rank
DXSLX
UPRO
DXSLX vs. UPRO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Direxion Monthly S&P 500 Bull 1.75X Fund (DXSLX) and ProShares UltraPro S&P 500 (UPRO). 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
DXSLX vs. UPRO - Dividend Comparison
DXSLX's dividend yield for the trailing twelve months is around 2.25%, more than UPRO's 1.52% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
DXSLX Direxion Monthly S&P 500 Bull 1.75X Fund | 2.25% | 0.52% | 0.00% | 0.00% | 0.00% | 0.69% | 0.00% | 0.01% | 0.00% | 0.00% | 0.00% | 0.00% |
UPRO ProShares UltraPro S&P 500 | 1.52% | 0.93% | 0.74% | 0.52% | 0.06% | 0.11% | 0.41% | 0.63% | 0.00% | 0.12% | 0.34% | 0.22% |
Drawdowns
DXSLX vs. UPRO - Drawdown Comparison
The maximum DXSLX drawdown since its inception was -89.55%, which is greater than UPRO's maximum drawdown of -76.82%. Use the drawdown chart below to compare losses from any high point for DXSLX and UPRO. For additional features, visit the drawdowns tool.
Volatility
DXSLX vs. UPRO - Volatility Comparison
The current volatility for Direxion Monthly S&P 500 Bull 1.75X Fund (DXSLX) is 25.01%, while ProShares UltraPro S&P 500 (UPRO) has a volatility of 39.53%. This indicates that DXSLX experiences smaller price fluctuations and is considered to be less risky than UPRO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.