Correlation
The correlation between ISHP and SPUU is 0.58, 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.
ISHP vs. SPUU
Compare and contrast key facts about First Trust S-Network Global E-Commerce ETF (ISHP) and Direxion Daily S&P 500 Bull 2x Shares (SPUU).
ISHP and SPUU are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. ISHP is a passively managed fund by First Trust that tracks the performance of the S-Network Global E-Commerce Index. It was launched on Sep 20, 2016. SPUU is a passively managed fund by Direxion that tracks the performance of the S&P 500 Index (200%). It was launched on May 28, 2014. Both ISHP and SPUU are passive ETFs, meaning that they are not actively managed but aim to replicate the performance of the underlying index as closely as possible.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: ISHP or SPUU.
Performance
ISHP vs. SPUU - Performance Comparison
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Key characteristics
ISHP:
1.16
SPUU:
0.47
ISHP:
1.71
SPUU:
0.80
ISHP:
1.23
SPUU:
1.12
ISHP:
1.06
SPUU:
0.42
ISHP:
4.90
SPUU:
1.45
ISHP:
5.36%
SPUU:
10.30%
ISHP:
22.97%
SPUU:
38.88%
ISHP:
-47.57%
SPUU:
-59.35%
ISHP:
-4.83%
SPUU:
-10.83%
Returns By Period
In the year-to-date period, ISHP achieves a 7.20% return, which is significantly higher than SPUU's -3.42% return.
ISHP
7.20%
4.44%
1.91%
26.53%
15.58%
11.64%
N/A
SPUU
-3.42%
10.79%
-8.81%
16.16%
19.53%
24.98%
18.76%
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ISHP vs. SPUU - Expense Ratio Comparison
ISHP has a 0.60% expense ratio, which is lower than SPUU's 0.64% expense ratio.
Risk-Adjusted Performance
ISHP vs. SPUU — Risk-Adjusted Performance Rank
ISHP
SPUU
ISHP vs. SPUU - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for First Trust S-Network Global E-Commerce ETF (ISHP) and Direxion Daily S&P 500 Bull 2x Shares (SPUU). 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.
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Dividends
ISHP vs. SPUU - Dividend Comparison
ISHP's dividend yield for the trailing twelve months is around 0.95%, more than SPUU's 0.64% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
ISHP First Trust S-Network Global E-Commerce ETF | 0.95% | 1.02% | 1.58% | 0.76% | 0.52% | 0.82% | 1.16% | 0.89% | 1.64% | 0.23% | 0.00% |
SPUU Direxion Daily S&P 500 Bull 2x Shares | 0.64% | 0.55% | 0.83% | 0.88% | 3.04% | 8.03% | 1.80% | 5.50% | 6.96% | 8.08% | 1.26% |
Drawdowns
ISHP vs. SPUU - Drawdown Comparison
The maximum ISHP drawdown since its inception was -47.57%, smaller than the maximum SPUU drawdown of -59.35%. Use the drawdown chart below to compare losses from any high point for ISHP and SPUU.
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Volatility
ISHP vs. SPUU - Volatility Comparison
The current volatility for First Trust S-Network Global E-Commerce ETF (ISHP) is 5.79%, while Direxion Daily S&P 500 Bull 2x Shares (SPUU) has a volatility of 9.47%. This indicates that ISHP experiences smaller price fluctuations and is considered to be less risky than SPUU based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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