PortfoliosLab logoPortfoliosLab logo
HIBL vs. SPXS
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

HIBL vs. SPXS - 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 Direxion Daily S&P 500 Bear 3X Shares (SPXS). The values are adjusted to include any dividend payments, if applicable.

Loading charts...

Returns By Period

In the year-to-date period, HIBL achieves a 96.27% return, which is significantly higher than SPXS's -25.49% return.


HIBL

1D
-2.25%
1M
38.56%
YTD
96.27%
6M
98.56%
1Y
279.13%
3Y*
62.03%
5Y*
11.57%
10Y*

SPXS

1D
2.19%
1M
-13.11%
YTD
-25.49%
6M
-24.86%
1Y
-48.73%
3Y*
-42.68%
5Y*
-34.76%
10Y*
-42.01%
*Multi-year figures are annualized to reflect compound growth (CAGR)

HIBL vs. SPXS - Yearly Performance Comparison


2026 (YTD)2025202420232022202120202019
HIBL
Direxion Daily S&P 500 High Beta Bull 3X Shares
96.27%60.38%-0.40%81.02%-68.24%129.14%-24.96%21.45%
SPXS
Direxion Daily S&P 500 Bear 3X Shares
-25.49%-41.53%-42.84%-45.97%36.14%-58.11%-70.47%-13.10%

Correlation

The correlation between HIBL and SPXS is -0.86, 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

-0.86

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

-0.87

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

-0.89

Correlation (All Time)
Calculated using the full available price history since Nov 8, 2019

-0.84

The correlation between HIBL and SPXS has been stable across timeframes, ranging from -0.89 to -0.84 - a consistent structural relationship.

Compare stocks, funds, or ETFs

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


Return for Risk

HIBL vs. SPXS — 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: 8080
Sortino Ratio Rank
HIBL Omega Ratio Rank: 7777
Omega Ratio Rank
HIBL Calmar Ratio Rank: 9696
Calmar Ratio Rank
HIBL Martin Ratio Rank: 9595
Martin Ratio Rank

SPXS
SPXS Risk / Return Rank: 11
Overall Rank
SPXS Sharpe Ratio Rank: 00
Sharpe Ratio Rank
SPXS Sortino Ratio Rank: 00
Sortino Ratio Rank
SPXS Omega Ratio Rank: 00
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.

HIBL vs. SPXS - 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 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.


HIBLSPXSDifference
Sharpe ratioReturn per unit of total volatility

+5.64

Sortino ratioReturn per unit of downside risk

+5.91

Omega ratioGain probability vs. loss probability

1.47

0.75

+0.71

Calmar ratioReturn relative to maximum drawdown

8.96

-0.96

+9.92

Martin ratioReturn relative to average drawdown

32.84

-1.62

+34.46

HIBL vs. SPXS - Sharpe Ratio Comparison

The current HIBL Sharpe Ratio is 4.26, which is higher than the SPXS Sharpe Ratio of -1.38. The chart below compares the historical Sharpe Ratios of HIBL 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.


Loading charts...

Sharpe Ratios by Period


HIBLSPXSDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

4.26

-1.38

+5.64

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.14

-0.69

+0.83

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

-0.79

Sharpe Ratio (All Time)

Calculated using the full available price history

0.24

-0.83

+1.08

Drawdowns

HIBL vs. SPXS - Drawdown Comparison

The maximum HIBL drawdown since its inception was -88.27%, smaller than the maximum SPXS drawdown of -100.00%. Use the drawdown chart below to compare losses from any high point for HIBL and SPXS.


Loading charts...

Drawdown Indicators


HIBLSPXSDifference

Max Drawdown

Largest peak-to-trough decline

-88.27%

-100.00%

+11.73%

Max Drawdown (1Y)

Largest decline over 1 year

-31.39%

-50.77%

+19.38%

Max Drawdown (3Y)

Largest decline over 3 years

-69.66%

-84.13%

+14.47%

Max Drawdown (5Y)

Largest decline over 5 years

-81.58%

-90.11%

+8.53%

Max Drawdown (10Y)

Largest decline over 10 years

-99.63%

Current Drawdown

Current decline from peak

-2.25%

-100.00%

+97.75%

Average Drawdown

Average peak-to-trough decline

-44.20%

-96.30%

+52.10%

Ulcer Index

Depth and duration of drawdowns from previous peaks

8.55%

30.04%

-21.49%

Volatility

HIBL vs. SPXS - Volatility Comparison

Direxion Daily S&P 500 High Beta Bull 3X Shares (HIBL) has a higher volatility of 21.25% compared to Direxion Daily S&P 500 Bear 3X Shares (SPXS) at 8.51%. This indicates that HIBL's price experiences larger fluctuations and is considered to be riskier than SPXS based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


Loading charts...

Volatility by Period


HIBLSPXSDifference

Volatility (1M)

Calculated over the trailing 1-month period

21.25%

8.51%

+12.74%

Volatility (6M)

Calculated over the trailing 6-month period

50.46%

26.82%

+23.64%

Volatility (1Y)

Calculated over the trailing 1-year period

66.16%

35.54%

+30.62%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

82.16%

50.39%

+31.77%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

91.89%

53.54%

+38.35%

HIBL vs. SPXS - Expense Ratio Comparison

HIBL has a 1.12% expense ratio, which is higher than SPXS's 1.08% expense ratio.


Dividends

HIBL vs. SPXS - Dividend Comparison

HIBL's dividend yield for the trailing twelve months is around 1.18%, less than SPXS's 4.91% yield.


PositionTTM20252024202320222021202020192018
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%0.00%
SPXS
Direxion Daily S&P 500 Bear 3X Shares
4.91%4.93%6.18%5.66%0.00%0.00%0.51%1.74%0.58%

Frequently Asked Questions


HIBL and SPXS 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.

HIBL has higher volatility (21.25%) compared to SPXS (8.51%). In terms of maximum drawdown, HIBL dropped -88.27% vs SPXS's -100.00%.

On 5-year performance, HIBL leads with 11.57% vs -34.76% for SPXS. On fees, SPXS is cheaper at 1.08% per year. On volatility, SPXS has been the lower-risk option at 8.51%. The better choice depends on whether you care most about return, fees, risk, or income.

Over the 5-year period, HIBL has performed better with a 11.57% return vs -34.76%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.

SPXS is cheaper with a 1.08% expense ratio, compared with 1.12% for HIBL.

SPXS has the higher dividend yield at 4.91%, compared with 1.18% for HIBL.

HIBL is categorized as Leveraged Equities, while SPXS is Inverse Equities. HIBL tracks S&P 500 High Beta Index (300%), while SPXS tracks S&P 500 Index (-300%). Their fees differ too: 1.12% for HIBL and 1.08% for SPXS.

HIBL currently has the higher Sharpe Ratio (4.26 vs -1.38), 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 HIBL and SPXS

Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.

Open Portfolio Optimizer