JNUG vs. JDST
Compare and contrast key facts about Direxion Daily Junior Gold Miners Index Bull 2x Shares (JNUG) and Direxion Daily Junior Gold Miners Index Bear 2X Shares (JDST).
JNUG and JDST are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. JNUG is a passively managed fund by Direxion that tracks the performance of the MVIS Global Junior Gold Miners Index (300%). It was launched on Apr 1, 2020. JDST is a passively managed fund by Direxion that tracks the performance of the MVIS Global Junior Gold Miners Index (-300%). It was launched on Apr 1, 2020. Both JNUG and JDST 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: JNUG or JDST.
Key characteristics
| JNUG | JDST | |
|---|---|---|
| YTD Return | 43.76% | -51.87% |
| 1Y Return | 81.56% | -64.46% |
| 3Y Return (Ann) | -12.96% | -34.35% |
| 5Y Return (Ann) | -38.17% | -63.30% |
| 10Y Return (Ann) | -35.34% | -65.37% |
| Sharpe Ratio | 1.16 | -0.92 |
| Sortino Ratio | 1.81 | -1.49 |
| Omega Ratio | 1.21 | 0.83 |
| Calmar Ratio | 0.82 | -0.64 |
| Martin Ratio | 4.89 | -1.37 |
| Ulcer Index | 16.66% | 46.87% |
| Daily Std Dev | 70.18% | 70.18% |
| Max Drawdown | -99.95% | -100.00% |
| Current Drawdown | -99.87% | -100.00% |
Correlation
The correlation between JNUG and JDST is -0.82. This indicates that the assets' prices tend to move in opposite directions. Negative correlation can be particularly beneficial for diversification and risk management, as one asset may offset the losses of the other during market fluctuations.
Performance
JNUG vs. JDST - Performance Comparison
In the year-to-date period, JNUG achieves a 43.76% return, which is significantly higher than JDST's -51.87% return. Over the past 10 years, JNUG has outperformed JDST with an annualized return of -35.34%, while JDST has yielded a comparatively lower -65.37% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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JNUG vs. JDST - Expense Ratio Comparison
JNUG has a 1.17% expense ratio, which is higher than JDST's 1.10% expense ratio.
Risk-Adjusted Performance
JNUG vs. JDST - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Direxion Daily Junior Gold Miners Index Bull 2x Shares (JNUG) and Direxion Daily Junior Gold Miners Index Bear 2X Shares (JDST). 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.
Dividends
JNUG vs. JDST - Dividend Comparison
JNUG's dividend yield for the trailing twelve months is around 1.72%, less than JDST's 8.15% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
JNUG Direxion Daily Junior Gold Miners Index Bull 2x Shares | 1.72% | 1.62% | 0.00% | 0.52% | 0.10% | 0.49% | 0.05% | 0.52% | 0.00% | 0.00% | 4.64% |
JDST Direxion Daily Junior Gold Miners Index Bear 2X Shares | 8.15% | 4.80% | 0.00% | 0.00% | 11.79% | 3.16% | 0.57% | 0.00% | 0.00% | 0.00% | 3.20% |
Drawdowns
JNUG vs. JDST - Drawdown Comparison
The maximum JNUG drawdown since its inception was -99.95%, roughly equal to the maximum JDST drawdown of -100.00%. Use the drawdown chart below to compare losses from any high point for JNUG and JDST. For additional features, visit the drawdowns tool.
Volatility
JNUG vs. JDST - Volatility Comparison
Direxion Daily Junior Gold Miners Index Bull 2x Shares (JNUG) and Direxion Daily Junior Gold Miners Index Bear 2X Shares (JDST) have volatilities of 18.68% and 18.17%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.