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FAS vs. SPXS
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

FAS vs. SPXS - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Direxion Daily Financial Bull 3X Shares (FAS) and Direxion Daily S&P 500 Bear 3X Shares (SPXS). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, FAS achieves a -10.50% return, which is significantly higher than SPXS's -20.76% return. Over the past 10 years, FAS has outperformed SPXS with an annualized return of 22.50%, while SPXS has yielded a comparatively lower -42.08% annualized return.


FAS

1D
0.67%
1M
11.10%
YTD
-10.50%
6M
-13.84%
1Y
5.47%
3Y*
41.93%
5Y*
9.82%
10Y*
22.50%

SPXS

1D
3.42%
1M
3.11%
YTD
-20.76%
6M
-18.37%
1Y
-44.21%
3Y*
-40.67%
5Y*
-33.53%
10Y*
-42.08%
*Multi-year figures are annualized to reflect compound growth (CAGR)

FAS vs. SPXS - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
FAS
Direxion Daily Financial Bull 3X Shares
-10.50%21.48%84.47%14.92%-43.19%116.59%-34.97%113.04%-33.84%67.37%
SPXS
Direxion Daily S&P 500 Bear 3X Shares
-20.76%-41.53%-42.84%-45.97%36.14%-58.11%-70.47%-56.40%3.44%-44.52%

Correlation

The correlation between FAS and SPXS is -0.57, 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

-0.57

Correlation (3Y)
Calculated over the trailing 3-year period

-0.64

Correlation (5Y)
Calculated over the trailing 5-year period

-0.74

Correlation (10Y)
Calculated over the trailing 10-year period

-0.77

Correlation (All Time)
Calculated using the full available price history since Nov 19, 2008

-0.83

Over the past year, the inverse relationship between FAS and SPXS has weakened: their correlation has moved from -0.83 to -0.57, meaning they move in opposite directions less often than they have historically.

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Return for Risk

FAS vs. SPXS — Risk / Return Rank

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

FAS
FAS Risk / Return Rank: 1111
Overall Rank
FAS Sharpe Ratio Rank: 1010
Sharpe Ratio Rank
FAS Sortino Ratio Rank: 1111
Sortino Ratio Rank
FAS Omega Ratio Rank: 1111
Omega Ratio Rank
FAS Calmar Ratio Rank: 1010
Calmar Ratio Rank
FAS Martin Ratio Rank: 1010
Martin Ratio Rank

SPXS
SPXS Risk / Return Rank: 11
Overall Rank
SPXS Sharpe Ratio Rank: 11
Sharpe Ratio Rank
SPXS Sortino Ratio Rank: 11
Sortino Ratio Rank
SPXS Omega Ratio Rank: 11
Omega Ratio Rank
SPXS Calmar Ratio Rank: 11
Calmar Ratio Rank
SPXS Martin Ratio Rank: 11
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. SPXS - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Direxion Daily Financial Bull 3X Shares (FAS) and Direxion Daily S&P 500 Bear 3X Shares (SPXS). 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.

Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.


FASSPXSDifference
Sharpe ratioReturn per unit of total volatility

+1.32

Sortino ratioReturn per unit of downside risk

+2.39

Omega ratioGain probability vs. loss probability

1.06

0.79

+0.26

Calmar ratioReturn relative to maximum drawdown

0.13

-0.94

+1.08

Martin ratioReturn relative to average drawdown

0.30

-1.63

+1.93

FAS vs. SPXS - Sharpe Ratio Comparison

The current FAS Sharpe Ratio is 0.13, which is higher than the SPXS Sharpe Ratio of -1.19. The chart below compares the historical Sharpe Ratios of FAS and SPXS, 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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Drawdowns

FAS vs. SPXS - Drawdown Comparison

The maximum FAS drawdown since its inception was -91.61%, smaller than the maximum SPXS drawdown of -100.00%. Use the drawdown chart below to compare losses from any high point for FAS and SPXS.


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Drawdown Indicators


FASSPXSDifference

Max Drawdown

Largest peak-to-trough decline

-91.61%

-100.00%

+8.39%

Max Drawdown (1Y)

Largest decline over 1 year

-40.88%

-46.94%

+6.06%

Max Drawdown (3Y)

Largest decline over 3 years

-43.10%

-84.13%

+41.03%

Max Drawdown (5Y)

Largest decline over 5 years

-66.88%

-90.11%

+23.23%

Max Drawdown (10Y)

Largest decline over 10 years

-85.99%

-99.63%

+13.64%

Current Drawdown

Current decline from peak

-17.88%

-100.00%

+82.12%

Average Drawdown

Average peak-to-trough decline

-31.10%

-96.29%

+65.19%

Ulcer Index

Depth and duration of drawdowns from previous peaks

18.17%

29.25%

-11.08%

Volatility

FAS vs. SPXS - Volatility Comparison

The current volatility for Direxion Daily Financial Bull 3X Shares (FAS) is 12.26%, while Direxion Daily S&P 500 Bear 3X Shares (SPXS) has a volatility of 14.08%. This indicates that FAS experiences smaller price fluctuations and is considered to be less risky than SPXS based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


FASSPXSDifference

Volatility (1M)

Calculated over the trailing 1-month period

12.26%

14.08%

-1.82%

Volatility (6M)

Calculated over the trailing 6-month period

33.44%

29.38%

+4.06%

Volatility (1Y)

Calculated over the trailing 1-year period

43.36%

37.37%

+5.99%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

55.35%

50.68%

+4.67%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

61.18%

53.59%

+7.59%

FAS vs. SPXS - Expense Ratio Comparison

FAS has a 1.00% expense ratio, which is lower than SPXS's 1.08% expense ratio.


Dividends

FAS vs. SPXS - Dividend Comparison

FAS's dividend yield for the trailing twelve months is around 9.32%, more than SPXS's 4.62% yield.


PositionTTM202520242023202220212020201920182017
FAS
Direxion Daily Financial Bull 3X Shares
9.32%8.21%0.76%1.77%0.91%0.60%0.47%0.62%1.43%0.11%
SPXS
Direxion Daily S&P 500 Bear 3X Shares
4.62%4.93%6.18%5.66%0.00%0.00%0.51%1.74%0.58%0.00%

Frequently Asked Questions


FAS and SPXS have a correlation of -0.57, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

SPXS has higher volatility (14.08%) compared to FAS (12.26%). In terms of maximum drawdown, FAS dropped -91.61% vs SPXS's -100.00%.

On 10-year performance, FAS leads with 22.50% vs -42.08% for SPXS. On fees, FAS is cheaper at 1.00% per year. On volatility, FAS has been the lower-risk option at 12.26%. The better choice depends on whether you care most about return, fees, risk, or income.

Over the 10-year period, FAS has performed better with a 22.50% return vs -42.08%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.

FAS is cheaper with a 1.00% expense ratio, compared with 1.08% for SPXS.

FAS has the higher dividend yield at 9.32%, compared with 4.62% for SPXS.

FAS is categorized as Leveraged Equities, while SPXS is Inverse Equities. FAS tracks Russell 1000 Financial Services Index (300%), while SPXS tracks S&P 500 Index (-300%). Their fees differ too: 1.00% for FAS and 1.08% for SPXS.

FAS currently has the higher Sharpe Ratio (0.13 vs -1.19), 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

Find the right allocation for FAS and SPXS

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