PortfoliosLab logoPortfoliosLab logo
FAS vs. DIG
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Performance

FAS vs. DIG - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Direxion Daily Financial Bull 3X Shares (FAS) and ProShares Ultra Oil & Gas (DIG). The values are adjusted to include any dividend payments, if applicable.

Loading graphics...

FAS vs. DIG - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
FAS
Direxion Daily Financial Bull 3X Shares
-29.25%21.48%84.47%14.92%-43.19%116.59%-34.97%113.04%-33.84%67.37%
DIG
ProShares Ultra Oil & Gas
85.56%2.73%0.93%-13.04%125.34%115.63%-70.36%12.51%-40.11%-7.39%

Returns By Period

In the year-to-date period, FAS achieves a -29.25% return, which is significantly lower than DIG's 85.56% return. Over the past 10 years, FAS has outperformed DIG with an annualized return of 18.68%, while DIG has yielded a comparatively lower 8.22% annualized return.


FAS

1D
6.35%
1M
-11.64%
YTD
-29.25%
6M
-27.65%
1Y
-18.17%
3Y*
32.31%
5Y*
7.69%
10Y*
18.68%

DIG

1D
-2.11%
1M
20.66%
YTD
85.56%
6M
84.85%
1Y
61.85%
3Y*
23.97%
5Y*
36.31%
10Y*
8.22%
*Multi-year figures are annualized to reflect compound growth (CAGR)

Compare stocks, funds, or ETFs

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


FAS vs. DIG - Expense Ratio Comparison

FAS has a 1.00% expense ratio, which is higher than DIG's 0.95% expense ratio.


Return for Risk

FAS vs. DIG — Risk / Return Rank

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

FAS
FAS Risk / Return Rank: 77
Overall Rank
FAS Sharpe Ratio Rank: 77
Sharpe Ratio Rank
FAS Sortino Ratio Rank: 99
Sortino Ratio Rank
FAS Omega Ratio Rank: 99
Omega Ratio Rank
FAS Calmar Ratio Rank: 66
Calmar Ratio Rank
FAS Martin Ratio Rank: 44
Martin Ratio Rank

DIG
DIG Risk / Return Rank: 6666
Overall Rank
DIG Sharpe Ratio Rank: 7373
Sharpe Ratio Rank
DIG Sortino Ratio Rank: 6969
Sortino Ratio Rank
DIG Omega Ratio Rank: 7070
Omega Ratio Rank
DIG Calmar Ratio Rank: 7474
Calmar Ratio Rank
DIG Martin Ratio Rank: 4242
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.

FAS vs. DIG - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Direxion Daily Financial Bull 3X Shares (FAS) and ProShares Ultra Oil & Gas (DIG). 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.


FASDIGDifference

Sharpe ratio

Return per unit of total volatility

-0.32

1.26

-1.58

Sortino ratio

Return per unit of downside risk

-0.08

1.68

-1.76

Omega ratio

Gain probability vs. loss probability

0.99

1.25

-0.26

Calmar ratio

Return relative to maximum drawdown

-0.37

1.85

-2.22

Martin ratio

Return relative to average drawdown

-1.01

3.79

-4.80

FAS vs. DIG - Sharpe Ratio Comparison

The current FAS Sharpe Ratio is -0.32, which is lower than the DIG Sharpe Ratio of 1.26. The chart below compares the historical Sharpe Ratios of FAS and DIG, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


Loading graphics...

Sharpe Ratios by Period


FASDIGDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

-0.32

1.26

-1.58

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.14

0.71

-0.57

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.31

0.14

+0.16

Sharpe Ratio (All Time)

Calculated using the full available price history

0.19

0.01

+0.18

Correlation

The correlation between FAS and DIG is 0.60, 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.


Dividends

FAS vs. DIG - Dividend Comparison

FAS's dividend yield for the trailing twelve months is around 11.79%, more than DIG's 1.34% yield.


TTM20252024202320222021202020192018201720162015
FAS
Direxion Daily Financial Bull 3X Shares
11.79%8.21%0.76%1.77%0.91%0.60%0.47%0.62%1.43%0.11%0.00%0.00%
DIG
ProShares Ultra Oil & Gas
1.34%2.62%3.13%0.61%1.33%2.24%3.18%2.72%2.30%1.76%1.09%1.56%

Drawdowns

FAS vs. DIG - Drawdown Comparison

The maximum FAS drawdown since its inception was -91.61%, smaller than the maximum DIG drawdown of -97.04%. Use the drawdown chart below to compare losses from any high point for FAS and DIG.


Loading graphics...

Drawdown Indicators


FASDIGDifference

Max Drawdown

Largest peak-to-trough decline

-91.61%

-97.04%

+5.43%

Max Drawdown (1Y)

Largest decline over 1 year

-40.88%

-35.40%

-5.48%

Max Drawdown (5Y)

Largest decline over 5 years

-66.88%

-46.02%

-20.86%

Max Drawdown (10Y)

Largest decline over 10 years

-85.99%

-92.53%

+6.54%

Current Drawdown

Current decline from peak

-35.08%

-45.64%

+10.56%

Average Drawdown

Average peak-to-trough decline

-31.15%

-64.48%

+33.33%

Ulcer Index

Depth and duration of drawdowns from previous peaks

14.87%

17.30%

-2.43%

Volatility

FAS vs. DIG - Volatility Comparison

Direxion Daily Financial Bull 3X Shares (FAS) has a higher volatility of 14.32% compared to ProShares Ultra Oil & Gas (DIG) at 9.86%. This indicates that FAS's price experiences larger fluctuations and is considered to be riskier than DIG based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


Loading graphics...

Volatility by Period


FASDIGDifference

Volatility (1M)

Calculated over the trailing 1-month period

14.32%

9.86%

+4.46%

Volatility (6M)

Calculated over the trailing 6-month period

34.33%

27.64%

+6.69%

Volatility (1Y)

Calculated over the trailing 1-year period

57.51%

49.37%

+8.14%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

55.69%

51.66%

+4.03%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

61.35%

57.59%

+3.76%