DXSLX vs. USNQX
Compare and contrast key facts about Direxion Monthly S&P 500 Bull 1.75X Fund (DXSLX) and USAA Nasdaq 100 Index Fund (USNQX).
DXSLX is a passively managed fund by Direxion that tracks the performance of the S&P 500 Index. It was launched on May 1, 2006. USNQX is managed by Victory. It was launched on Oct 27, 2000.
Performance
DXSLX vs. USNQX - Performance Comparison
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DXSLX vs. USNQX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
DXSLX Direxion Monthly S&P 500 Bull 1.75X Fund | -13.57% | 25.05% | 37.66% | 39.91% | -37.35% | 59.07% | 27.52% | 61.52% | -14.82% | 98.50% |
USNQX USAA Nasdaq 100 Index Fund | -9.04% | 20.52% | 25.42% | 54.46% | -32.71% | 26.82% | 48.31% | 38.86% | -0.43% | 32.30% |
Returns By Period
In the year-to-date period, DXSLX achieves a -13.57% return, which is significantly lower than USNQX's -9.04% return. Over the past 10 years, DXSLX has outperformed USNQX with an annualized return of 23.88%, while USNQX has yielded a comparatively lower 18.16% annualized return.
DXSLX
- 1D
- -0.71%
- 1M
- -13.82%
- YTD
- -13.57%
- 6M
- -10.69%
- 1Y
- 18.71%
- 3Y*
- 23.11%
- 5Y*
- 13.19%
- 10Y*
- 23.88%
USNQX
- 1D
- -0.78%
- 1M
- -7.99%
- YTD
- -9.04%
- 6M
- -6.94%
- 1Y
- 19.40%
- 3Y*
- 20.75%
- 5Y*
- 12.26%
- 10Y*
- 18.16%
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DXSLX vs. USNQX - Expense Ratio Comparison
DXSLX has a 1.35% expense ratio, which is higher than USNQX's 0.42% expense ratio.
Return for Risk
DXSLX vs. USNQX — Risk / Return Rank
DXSLX
USNQX
DXSLX vs. USNQX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Direxion Monthly S&P 500 Bull 1.75X Fund (DXSLX) and USAA Nasdaq 100 Index Fund (USNQX). 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.
| DXSLX | USNQX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.62 | 0.86 | -0.24 |
Sortino ratioReturn per unit of downside risk | 1.13 | 1.38 | -0.25 |
Omega ratioGain probability vs. loss probability | 1.16 | 1.20 | -0.03 |
Calmar ratioReturn relative to maximum drawdown | 0.74 | 1.28 | -0.54 |
Martin ratioReturn relative to average drawdown | 3.51 | 4.79 | -1.28 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| DXSLX | USNQX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.62 | 0.86 | -0.24 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.42 | 0.54 | -0.12 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.62 | 0.81 | -0.19 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.44 | 0.32 | +0.12 |
Correlation
The correlation between DXSLX and USNQX is 0.89, 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.
Dividends
DXSLX vs. USNQX - Dividend Comparison
DXSLX's dividend yield for the trailing twelve months is around 8.82%, more than USNQX's 3.31% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
DXSLX Direxion Monthly S&P 500 Bull 1.75X Fund | 8.82% | 7.93% | 10.57% | 0.00% | 0.00% | 7.89% | 2.42% | 4.41% | 7.21% | 34.95% | 0.00% | 25.71% |
USNQX USAA Nasdaq 100 Index Fund | 3.31% | 3.01% | 2.19% | 2.60% | 4.13% | 4.48% | 1.53% | 0.88% | 0.69% | 1.97% | 0.50% | 2.73% |
Drawdowns
DXSLX vs. USNQX - Drawdown Comparison
The maximum DXSLX drawdown since its inception was -91.80%, which is greater than USNQX's maximum drawdown of -76.24%. Use the drawdown chart below to compare losses from any high point for DXSLX and USNQX.
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Drawdown Indicators
| DXSLX | USNQX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -91.80% | -76.24% | -15.56% |
Max Drawdown (1Y)Largest decline over 1 year | -21.12% | -12.72% | -8.40% |
Max Drawdown (5Y)Largest decline over 5 years | -44.67% | -36.95% | -7.72% |
Max Drawdown (10Y)Largest decline over 10 years | -61.09% | -36.95% | -24.14% |
Current DrawdownCurrent decline from peak | -16.30% | -12.07% | -4.23% |
Average DrawdownAverage peak-to-trough decline | -21.72% | -26.93% | +5.21% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.45% | 3.39% | +1.06% |
Volatility
DXSLX vs. USNQX - Volatility Comparison
Direxion Monthly S&P 500 Bull 1.75X Fund (DXSLX) has a higher volatility of 7.65% compared to USAA Nasdaq 100 Index Fund (USNQX) at 5.39%. This indicates that DXSLX's price experiences larger fluctuations and is considered to be riskier than USNQX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| DXSLX | USNQX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.65% | 5.39% | +2.26% |
Volatility (6M)Calculated over the trailing 6-month period | 16.04% | 12.45% | +3.59% |
Volatility (1Y)Calculated over the trailing 1-year period | 32.26% | 22.55% | +9.71% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 31.31% | 22.88% | +8.43% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 38.56% | 22.59% | +15.97% |