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HCMT vs. TOLZ
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Performance

HCMT vs. TOLZ - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Direxion HCM Tactical Enhanced U.S. Equity Strategy ETF (HCMT) and ProShares DJ Brookfield Global Infrastructure ETF (TOLZ). The values are adjusted to include any dividend payments, if applicable.

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HCMT vs. TOLZ - Yearly Performance Comparison


2026 (YTD)202520242023
HCMT
Direxion HCM Tactical Enhanced U.S. Equity Strategy ETF
-8.58%7.39%39.14%5.67%
TOLZ
ProShares DJ Brookfield Global Infrastructure ETF
11.27%14.76%11.67%4.71%

Returns By Period

In the year-to-date period, HCMT achieves a -8.58% return, which is significantly lower than TOLZ's 11.27% return.


HCMT

1D
-0.03%
1M
-6.60%
YTD
-8.58%
6M
-5.95%
1Y
17.04%
3Y*
5Y*
10Y*

TOLZ

1D
0.38%
1M
-2.88%
YTD
11.27%
6M
12.10%
1Y
18.59%
3Y*
13.80%
5Y*
10.31%
10Y*
8.41%
*Multi-year figures are annualized to reflect compound growth (CAGR)

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HCMT vs. TOLZ - Expense Ratio Comparison

HCMT has a 1.17% expense ratio, which is higher than TOLZ's 0.46% expense ratio.


Return for Risk

HCMT vs. TOLZ — Risk / Return Rank

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

HCMT
HCMT Risk / Return Rank: 3333
Overall Rank
HCMT Sharpe Ratio Rank: 3232
Sharpe Ratio Rank
HCMT Sortino Ratio Rank: 3232
Sortino Ratio Rank
HCMT Omega Ratio Rank: 3333
Omega Ratio Rank
HCMT Calmar Ratio Rank: 3636
Calmar Ratio Rank
HCMT Martin Ratio Rank: 3030
Martin Ratio Rank

TOLZ
TOLZ Risk / Return Rank: 7979
Overall Rank
TOLZ Sharpe Ratio Rank: 7878
Sharpe Ratio Rank
TOLZ Sortino Ratio Rank: 7777
Sortino Ratio Rank
TOLZ Omega Ratio Rank: 7575
Omega Ratio Rank
TOLZ Calmar Ratio Rank: 7979
Calmar Ratio Rank
TOLZ Martin Ratio Rank: 8888
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.

HCMT vs. TOLZ - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Direxion HCM Tactical Enhanced U.S. Equity Strategy ETF (HCMT) and ProShares DJ Brookfield Global Infrastructure ETF (TOLZ). 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.


HCMTTOLZDifference

Sharpe ratio

Return per unit of total volatility

0.58

1.44

-0.86

Sortino ratio

Return per unit of downside risk

0.91

1.94

-1.03

Omega ratio

Gain probability vs. loss probability

1.13

1.28

-0.15

Calmar ratio

Return relative to maximum drawdown

0.89

2.14

-1.25

Martin ratio

Return relative to average drawdown

2.48

10.58

-8.10

HCMT vs. TOLZ - Sharpe Ratio Comparison

The current HCMT Sharpe Ratio is 0.58, which is lower than the TOLZ Sharpe Ratio of 1.44. The chart below compares the historical Sharpe Ratios of HCMT and TOLZ, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


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Sharpe Ratios by Period


HCMTTOLZDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

0.58

1.44

-0.86

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.75

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.52

Sharpe Ratio (All Time)

Calculated using the full available price history

0.49

0.42

+0.07

Correlation

The correlation between HCMT and TOLZ is 0.26, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.


Dividends

HCMT vs. TOLZ - Dividend Comparison

HCMT's dividend yield for the trailing twelve months is around 0.46%, less than TOLZ's 3.66% yield.


TTM20252024202320222021202020192018201720162015
HCMT
Direxion HCM Tactical Enhanced U.S. Equity Strategy ETF
0.46%0.43%2.75%0.63%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%
TOLZ
ProShares DJ Brookfield Global Infrastructure ETF
3.66%3.99%3.53%3.34%3.01%3.28%3.16%2.96%3.63%3.30%2.62%3.67%

Drawdowns

HCMT vs. TOLZ - Drawdown Comparison

The maximum HCMT drawdown since its inception was -36.26%, smaller than the maximum TOLZ drawdown of -39.33%. Use the drawdown chart below to compare losses from any high point for HCMT and TOLZ.


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Drawdown Indicators


HCMTTOLZDifference

Max Drawdown

Largest peak-to-trough decline

-36.26%

-39.33%

+3.07%

Max Drawdown (1Y)

Largest decline over 1 year

-19.31%

-8.82%

-10.49%

Max Drawdown (5Y)

Largest decline over 5 years

-21.85%

Max Drawdown (10Y)

Largest decline over 10 years

-39.33%

Current Drawdown

Current decline from peak

-13.50%

-3.16%

-10.34%

Average Drawdown

Average peak-to-trough decline

-8.33%

-6.70%

-1.63%

Ulcer Index

Depth and duration of drawdowns from previous peaks

6.93%

1.79%

+5.14%

Volatility

HCMT vs. TOLZ - Volatility Comparison

Direxion HCM Tactical Enhanced U.S. Equity Strategy ETF (HCMT) has a higher volatility of 7.70% compared to ProShares DJ Brookfield Global Infrastructure ETF (TOLZ) at 3.63%. This indicates that HCMT's price experiences larger fluctuations and is considered to be riskier than TOLZ based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


HCMTTOLZDifference

Volatility (1M)

Calculated over the trailing 1-month period

7.70%

3.63%

+4.07%

Volatility (6M)

Calculated over the trailing 6-month period

20.08%

7.29%

+12.79%

Volatility (1Y)

Calculated over the trailing 1-year period

29.73%

12.97%

+16.76%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

29.03%

13.90%

+15.13%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

29.03%

16.30%

+12.73%