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KORU vs. HFEQ
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

KORU vs. HFEQ - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Direxion Daily South Korea Bull 3X Shares (KORU) and Unlimited HFEQ Equity Long/Short ETF (HFEQ). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, KORU achieves a 290.75% return, which is significantly higher than HFEQ's 9.98% return.


KORU

1D
16.30%
1M
-24.70%
YTD
290.75%
6M
339.95%
1Y
1,038.83%
3Y*
90.94%
5Y*
12.79%
10Y*
13.25%

HFEQ

1D
-3.97%
1M
-2.31%
YTD
9.98%
6M
9.64%
1Y
3Y*
5Y*
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

KORU vs. HFEQ - Yearly Performance Comparison


Correlation

The correlation between KORU and HFEQ is 0.66, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.


Correlation
Correlation (All Time)
Calculated using the full available price history since Jul 16, 2025

0.66

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Return for Risk

KORU vs. HFEQ — Risk / Return Rank

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

KORU
KORU Risk / Return Rank: 9696
Overall Rank
KORU Sharpe Ratio Rank: 9999
Sharpe Ratio Rank
KORU Sortino Ratio Rank: 9090
Sortino Ratio Rank
KORU Omega Ratio Rank: 9292
Omega Ratio Rank
KORU Calmar Ratio Rank: 9898
Calmar Ratio Rank
KORU Martin Ratio Rank: 9898
Martin Ratio Rank

HFEQ
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.

KORU vs. HFEQ - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Direxion Daily South Korea Bull 3X Shares (KORU) and Unlimited HFEQ Equity Long/Short ETF (HFEQ). 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.


KORUHFEQDifference
Sharpe ratioReturn per unit of total volatility

Sortino ratioReturn per unit of downside risk

Omega ratioGain probability vs. loss probability

1.57

Calmar ratioReturn relative to maximum drawdown

17.10

Martin ratioReturn relative to average drawdown

52.85

KORU vs. HFEQ - Sharpe Ratio Comparison


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Sharpe Ratios by Period


KORUHFEQDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

7.91

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.15

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.16

Sharpe Ratio (All Time)

Calculated using the full available price history

0.07

1.37

-1.30

Drawdowns

KORU vs. HFEQ - Drawdown Comparison

The maximum KORU drawdown since its inception was -95.79%, which is greater than HFEQ's maximum drawdown of -12.46%. Use the drawdown chart below to compare losses from any high point for KORU and HFEQ.


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Drawdown Indicators


KORUHFEQDifference

Max Drawdown

Largest peak-to-trough decline

-95.79%

-12.46%

-83.33%

Max Drawdown (1Y)

Largest decline over 1 year

-61.39%

Max Drawdown (3Y)

Largest decline over 3 years

-73.71%

Max Drawdown (5Y)

Largest decline over 5 years

-93.34%

Max Drawdown (10Y)

Largest decline over 10 years

-95.79%

Current Drawdown

Current decline from peak

-43.91%

-3.97%

-39.94%

Average Drawdown

Average peak-to-trough decline

-57.51%

-2.45%

-55.06%

Ulcer Index

Depth and duration of drawdowns from previous peaks

19.83%

Volatility

KORU vs. HFEQ - Volatility Comparison


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Volatility by Period


KORUHFEQDifference

Volatility (1M)

Calculated over the trailing 1-month period

82.40%

Volatility (6M)

Calculated over the trailing 6-month period

125.52%

Volatility (1Y)

Calculated over the trailing 1-year period

132.99%

21.94%

+111.05%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

87.63%

21.94%

+65.69%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

81.26%

21.94%

+59.32%

KORU vs. HFEQ - Expense Ratio Comparison

KORU has a 1.29% expense ratio, which is higher than HFEQ's 1.00% expense ratio.


Dividends

KORU vs. HFEQ - Dividend Comparison

KORU's dividend yield for the trailing twelve months is around 0.24%, while HFEQ has not paid dividends to shareholders.


PositionTTM202520242023202220212020201920182017
HFEQ
Unlimited HFEQ Equity Long/Short ETF
9.59%10.55%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%
KORU
Direxion Daily South Korea Bull 3X Shares
0.24%0.89%4.10%2.55%0.48%0.76%0.01%0.93%1.40%3.59%

Frequently Asked Questions


KORU and HFEQ have a correlation of 0.66, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

On fees, HFEQ is cheaper at 1.00% per year. The better choice depends on whether you care most about return, fees, risk, or income.

HFEQ is cheaper with a 1.00% expense ratio, compared with 1.29% for KORU.

HFEQ has the higher dividend yield at 9.59%, compared with 0.24% for KORU.

KORU is categorized as Leveraged Equities, while HFEQ is Long-Short. They also come from different issuers: Direxion and Unlimited. Their fees differ too: 1.29% for KORU and 1.00% for HFEQ.

Portfolio Optimizer

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