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HIBL vs. NTSD
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

HIBL vs. NTSD - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Direxion Daily S&P 500 High Beta Bull 3X Shares (HIBL) and WisdomTree Efficient U.S. Plus International Equity Fund (NTSD). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period


HIBL

1D
-0.46%
1M
31.17%
YTD
95.37%
6M
95.99%
1Y
276.75%
3Y*
62.38%
5Y*
11.47%
10Y*

NTSD

1D
1.08%
1M
6.63%
YTD
6M
1Y
3Y*
5Y*
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

HIBL vs. NTSD - Yearly Performance Comparison


Correlation

The correlation between HIBL and NTSD is 0.86, indicating a strong positive relationship between their price movements. Combining them offers limited diversification - they tend to fall together during downturns.


Correlation
Correlation (All Time)
Calculated using the full available price history since Mar 20, 2026

0.86

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Return for Risk

HIBL vs. NTSD — Risk / Return Rank

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

HIBL
HIBL Risk / Return Rank: 8989
Overall Rank
HIBL Sharpe Ratio Rank: 9696
Sharpe Ratio Rank
HIBL Sortino Ratio Rank: 8181
Sortino Ratio Rank
HIBL Omega Ratio Rank: 7979
Omega Ratio Rank
HIBL Calmar Ratio Rank: 9696
Calmar Ratio Rank
HIBL Martin Ratio Rank: 9595
Martin Ratio Rank

NTSD
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.

HIBL vs. NTSD - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Direxion Daily S&P 500 High Beta Bull 3X Shares (HIBL) and WisdomTree Efficient U.S. Plus International Equity Fund (NTSD). 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.


HIBLNTSDDifference
Sharpe ratioReturn per unit of total volatility

Sortino ratioReturn per unit of downside risk

Omega ratioGain probability vs. loss probability

1.46

Calmar ratioReturn relative to maximum drawdown

8.88

Martin ratioReturn relative to average drawdown

32.55

HIBL vs. NTSD - Sharpe Ratio Comparison


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Sharpe Ratios by Period


HIBLNTSDDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

4.23

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.14

Sharpe Ratio (All Time)

Calculated using the full available price history

0.24

5.46

-5.22

Drawdowns

HIBL vs. NTSD - Drawdown Comparison

The maximum HIBL drawdown since its inception was -88.27%, which is greater than NTSD's maximum drawdown of -5.20%. Use the drawdown chart below to compare losses from any high point for HIBL and NTSD.


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Drawdown Indicators


HIBLNTSDDifference

Max Drawdown

Largest peak-to-trough decline

-88.27%

-5.20%

-83.07%

Max Drawdown (1Y)

Largest decline over 1 year

-31.39%

Max Drawdown (3Y)

Largest decline over 3 years

-69.66%

Max Drawdown (5Y)

Largest decline over 5 years

-81.58%

Current Drawdown

Current decline from peak

-2.70%

-0.04%

-2.66%

Average Drawdown

Average peak-to-trough decline

-44.17%

-0.83%

-43.34%

Ulcer Index

Depth and duration of drawdowns from previous peaks

8.55%

Volatility

HIBL vs. NTSD - Volatility Comparison


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Volatility by Period


HIBLNTSDDifference

Volatility (1M)

Calculated over the trailing 1-month period

21.02%

Volatility (6M)

Calculated over the trailing 6-month period

50.42%

Volatility (1Y)

Calculated over the trailing 1-year period

65.96%

24.10%

+41.86%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

82.15%

24.10%

+58.05%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

91.87%

24.10%

+67.77%

HIBL vs. NTSD - Expense Ratio Comparison

HIBL has a 1.12% expense ratio, which is higher than NTSD's 0.35% expense ratio.


Dividends

HIBL vs. NTSD - Dividend Comparison

HIBL's dividend yield for the trailing twelve months is around 1.18%, while NTSD has not paid dividends to shareholders.


PositionTTM2025202420232022202120202019
HIBL
Direxion Daily S&P 500 High Beta Bull 3X Shares
1.18%2.43%0.82%0.69%0.00%0.06%0.19%0.19%
NTSD
WisdomTree Efficient U.S. Plus International Equity Fund
0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%

Frequently Asked Questions


HIBL and NTSD have a correlation of 0.86, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

On fees, NTSD is cheaper at 0.35% per year. The better choice depends on whether you care most about return, fees, risk, or income.

NTSD is cheaper with a 0.35% expense ratio, compared with 1.12% for HIBL.

HIBL has the higher dividend yield at 1.18%, compared with 0.00% for NTSD.

They also come from different issuers: Direxion and WisdomTree. Their fees differ too: 1.12% for HIBL and 0.35% for NTSD.

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