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EDZ vs. OOQB
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

EDZ vs. OOQB - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Direxion Daily Emerging Markets Bear 3X Shares (EDZ) and Volatility Shares One+One Nasdaq-100® and Bitcoin ETF (OOQB). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, EDZ achieves a -56.25% return, which is significantly lower than OOQB's -18.43% return.


EDZ

1D
3.62%
1M
-18.11%
YTD
-56.25%
6M
-58.86%
1Y
-74.18%
3Y*
-48.04%
5Y*
-24.82%
10Y*
-36.41%

OOQB

1D
0.00%
1M
0.00%
YTD
-18.43%
6M
-24.56%
1Y
-26.47%
3Y*
5Y*
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

EDZ vs. OOQB - Yearly Performance Comparison


Correlation

The correlation between EDZ and OOQB is -0.53, 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

-0.53

Correlation (All Time)
Calculated using the full available price history since Feb 20, 2025

-0.53

The correlation between EDZ and OOQB has been stable across timeframes, ranging from -0.53 to -0.53 - a consistent structural relationship.

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Return for Risk

EDZ vs. OOQB — Risk / Return Rank

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

EDZ
EDZ Risk / Return Rank: 00
Overall Rank
EDZ Sharpe Ratio Rank: 11
Sharpe Ratio Rank
EDZ Sortino Ratio Rank: 00
Sortino Ratio Rank
EDZ Omega Ratio Rank: 00
Omega Ratio Rank
EDZ Calmar Ratio Rank: 00
Calmar Ratio Rank
EDZ Martin Ratio Rank: 00
Martin Ratio Rank

OOQB
OOQB Risk / Return Rank: 55
Overall Rank
OOQB Sharpe Ratio Rank: 55
Sharpe Ratio Rank
OOQB Sortino Ratio Rank: 55
Sortino Ratio Rank
OOQB Omega Ratio Rank: 55
Omega Ratio Rank
OOQB Calmar Ratio Rank: 55
Calmar Ratio Rank
OOQB Martin Ratio Rank: 55
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.

EDZ vs. OOQB - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Direxion Daily Emerging Markets Bear 3X Shares (EDZ) and Volatility Shares One+One Nasdaq-100® and Bitcoin ETF (OOQB). 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.


EDZOOQBDifference
Sharpe ratioReturn per unit of total volatility

-0.74

Sortino ratioReturn per unit of downside risk

-2.12

Omega ratioGain probability vs. loss probability

0.70

0.94

-0.24

Calmar ratioReturn relative to maximum drawdown

-0.98

-0.50

-0.48

Martin ratioReturn relative to average drawdown

-1.68

-0.88

-0.80

EDZ vs. OOQB - Sharpe Ratio Comparison

The current EDZ Sharpe Ratio is -1.25, which is lower than the OOQB Sharpe Ratio of -0.52. The chart below compares the historical Sharpe Ratios of EDZ and OOQB, 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


EDZOOQBDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

-1.25

-0.52

-0.74

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

-0.44

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

-0.60

Sharpe Ratio (All Time)

Calculated using the full available price history

-0.60

-0.41

-0.20

Drawdowns

EDZ vs. OOQB - Drawdown Comparison

The maximum EDZ drawdown since its inception was -99.99%, which is greater than OOQB's maximum drawdown of -53.44%. Use the drawdown chart below to compare losses from any high point for EDZ and OOQB.


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Drawdown Indicators


EDZOOQBDifference

Max Drawdown

Largest peak-to-trough decline

-99.99%

-53.44%

-46.55%

Max Drawdown (1Y)

Largest decline over 1 year

-75.74%

-53.44%

-22.30%

Max Drawdown (3Y)

Largest decline over 3 years

-89.69%

Max Drawdown (5Y)

Largest decline over 5 years

-92.33%

Max Drawdown (10Y)

Largest decline over 10 years

-99.11%

Current Drawdown

Current decline from peak

-99.99%

-43.69%

-56.30%

Average Drawdown

Average peak-to-trough decline

-97.73%

-23.32%

-74.41%

Ulcer Index

Depth and duration of drawdowns from previous peaks

44.50%

30.24%

+14.26%

Volatility

EDZ vs. OOQB - Volatility Comparison

Direxion Daily Emerging Markets Bear 3X Shares (EDZ) has a higher volatility of 25.57% compared to Volatility Shares One+One Nasdaq-100® and Bitcoin ETF (OOQB) at 0.00%. This indicates that EDZ's price experiences larger fluctuations and is considered to be riskier than OOQB based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


EDZOOQBDifference

Volatility (1M)

Calculated over the trailing 1-month period

25.57%

0.00%

+25.57%

Volatility (6M)

Calculated over the trailing 6-month period

51.95%

38.69%

+13.26%

Volatility (1Y)

Calculated over the trailing 1-year period

59.51%

51.51%

+8.00%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

57.00%

58.03%

-1.03%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

60.97%

58.03%

+2.94%

EDZ vs. OOQB - Expense Ratio Comparison

EDZ has a 1.08% expense ratio, which is higher than OOQB's 0.75% expense ratio.


Dividends

EDZ vs. OOQB - Dividend Comparison

EDZ's dividend yield for the trailing twelve months is around 10.10%, less than OOQB's 11.62% yield.


PositionTTM20252024202320222021202020192018
EDZ
Direxion Daily Emerging Markets Bear 3X Shares
10.10%6.58%4.87%4.34%0.00%0.00%0.82%1.67%0.68%
OOQB
Volatility Shares One+One Nasdaq-100® and Bitcoin ETF
11.62%9.53%0.00%0.00%0.00%0.00%0.00%0.00%0.00%

Frequently Asked Questions


EDZ and OOQB have a correlation of -0.53, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

EDZ has higher volatility (25.57%) compared to OOQB (0.00%). In terms of maximum drawdown, EDZ dropped -99.99% vs OOQB's -53.44%.

On 1-year performance, OOQB leads with -26.47% vs -74.18% for EDZ. On fees, OOQB is cheaper at 0.75% per year. On volatility, OOQB has been the lower-risk option at 0.00%. The better choice depends on whether you care most about return, fees, risk, or income.

Over the 1-year period, OOQB has performed better with a -26.47% return vs -74.18%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.

OOQB is cheaper with a 0.75% expense ratio, compared with 1.08% for EDZ.

OOQB has the higher dividend yield at 11.62%, compared with 10.10% for EDZ.

EDZ is categorized as Leveraged Equities, while OOQB is Nasdaq-100. They also come from different issuers: Direxion and Volatility Shares. Their fees differ too: 1.08% for EDZ and 0.75% for OOQB.

OOQB currently has the higher Sharpe Ratio (-0.52 vs -1.25), 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.

Portfolio Optimizer

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