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MIDU vs. BITX
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

MIDU vs. BITX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Direxion Daily Mid Cap Bull 3X Shares (MIDU) and 2x Bitcoin Strategy ETF (BITX). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, MIDU achieves a 31.63% return, which is significantly higher than BITX's -55.64% return.


MIDU

1D
0.47%
1M
-0.83%
YTD
31.63%
6M
31.16%
1Y
55.79%
3Y*
22.83%
5Y*
1.62%
10Y*
11.46%

BITX

1D
9.87%
1M
-39.25%
YTD
-55.64%
6M
-59.53%
1Y
-73.99%
3Y*
5Y*
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

MIDU vs. BITX - Yearly Performance Comparison


2026 (YTD)202520242023
MIDU
Direxion Daily Mid Cap Bull 3X Shares
31.63%-2.75%20.32%21.92%
BITX
2x Bitcoin Strategy ETF
-55.64%-38.71%163.41%46.18%

Correlation

The correlation between MIDU and BITX is 0.42, which is low. Their price movements are largely independent, making them effective diversification partners.


Correlation
Correlation (1Y)
Calculated over the trailing 1-year period

0.42

Correlation (All Time)
Calculated using the full available price history since Jun 27, 2023

0.36

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Return for Risk

MIDU vs. BITX — Risk / Return Rank

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

MIDU
MIDU Risk / Return Rank: 4242
Overall Rank
MIDU Sharpe Ratio Rank: 3737
Sharpe Ratio Rank
MIDU Sortino Ratio Rank: 3939
Sortino Ratio Rank
MIDU Omega Ratio Rank: 3636
Omega Ratio Rank
MIDU Calmar Ratio Rank: 4848
Calmar Ratio Rank
MIDU Martin Ratio Rank: 4747
Martin Ratio Rank

BITX
BITX Risk / Return Rank: 22
Overall Rank
BITX Sharpe Ratio Rank: 33
Sharpe Ratio Rank
BITX Sortino Ratio Rank: 22
Sortino Ratio Rank
BITX Omega Ratio Rank: 22
Omega Ratio Rank
BITX Calmar Ratio Rank: 11
Calmar Ratio Rank
BITX Martin Ratio Rank: 22
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.

MIDU vs. BITX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Direxion Daily Mid Cap Bull 3X Shares (MIDU) and 2x Bitcoin Strategy ETF (BITX). 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.


MIDUBITXDifference
Sharpe ratioReturn per unit of total volatility

+2.05

Sortino ratioReturn per unit of downside risk

+3.27

Omega ratioGain probability vs. loss probability

1.22

0.84

+0.38

Calmar ratioReturn relative to maximum drawdown

2.17

-0.90

+3.08

Martin ratioReturn relative to average drawdown

7.20

-1.46

+8.66

MIDU vs. BITX - Sharpe Ratio Comparison

The current MIDU Sharpe Ratio is 1.20, which is higher than the BITX Sharpe Ratio of -0.85. The chart below compares the historical Sharpe Ratios of MIDU and BITX, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.


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Sharpe Ratios by Period


MIDUBITXDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

1.20

-0.85

+2.05

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.03

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.18

Sharpe Ratio (All Time)

Calculated using the full available price history

0.34

0.02

+0.33

Drawdowns

MIDU vs. BITX - Drawdown Comparison

The maximum MIDU drawdown since its inception was -86.26%, roughly equal to the maximum BITX drawdown of -82.16%. Use the drawdown chart below to compare losses from any high point for MIDU and BITX.


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Drawdown Indicators


MIDUBITXDifference

Max Drawdown

Largest peak-to-trough decline

-86.26%

-82.16%

-4.10%

Max Drawdown (1Y)

Largest decline over 1 year

-25.80%

-82.16%

+56.36%

Max Drawdown (3Y)

Largest decline over 3 years

-60.41%

Max Drawdown (5Y)

Largest decline over 5 years

-64.14%

Max Drawdown (10Y)

Largest decline over 10 years

-86.26%

Current Drawdown

Current decline from peak

-8.37%

-80.39%

+72.02%

Average Drawdown

Average peak-to-trough decline

-22.43%

-31.90%

+9.47%

Ulcer Index

Depth and duration of drawdowns from previous peaks

7.77%

50.80%

-43.03%

Volatility

MIDU vs. BITX - Volatility Comparison

The current volatility for Direxion Daily Mid Cap Bull 3X Shares (MIDU) is 12.33%, while 2x Bitcoin Strategy ETF (BITX) has a volatility of 23.70%. This indicates that MIDU experiences smaller price fluctuations and is considered to be less risky than BITX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


MIDUBITXDifference

Volatility (1M)

Calculated over the trailing 1-month period

12.33%

23.70%

-11.37%

Volatility (6M)

Calculated over the trailing 6-month period

34.19%

69.45%

-35.26%

Volatility (1Y)

Calculated over the trailing 1-year period

46.69%

87.88%

-41.19%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

59.49%

98.49%

-39.00%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

63.63%

98.49%

-34.86%

MIDU vs. BITX - Expense Ratio Comparison

MIDU has a 1.06% expense ratio, which is lower than BITX's 2.38% expense ratio.


Dividends

MIDU vs. BITX - Dividend Comparison

MIDU's dividend yield for the trailing twelve months is around 0.67%, less than BITX's 35.74% yield.


PositionTTM2025202420232022202120202019201820172016
BITX
2x Bitcoin Strategy ETF
35.74%21.69%10.70%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%
MIDU
Direxion Daily Mid Cap Bull 3X Shares
0.67%1.04%1.10%1.43%0.11%0.00%0.06%0.71%0.70%2.67%1.89%

Frequently Asked Questions


MIDU and BITX have a correlation of 0.42, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

BITX has higher volatility (23.70%) compared to MIDU (12.33%). In terms of maximum drawdown, MIDU dropped -86.26% vs BITX's -82.16%.

On 1-year performance, MIDU leads with 55.79% vs -73.99% for BITX. On fees, MIDU is cheaper at 1.06% per year. On volatility, MIDU has been the lower-risk option at 12.33%. The better choice depends on whether you care most about return, fees, risk, or income.

Over the 1-year period, MIDU has performed better with a 55.79% return vs -73.99%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.

MIDU is cheaper with a 1.06% expense ratio, compared with 2.38% for BITX.

BITX has the higher dividend yield at 35.74%, compared with 0.67% for MIDU.

MIDU is categorized as Leveraged Equities, while BITX is Cryptocurrency. MIDU tracks S&P MidCap 400 Index (300%), while BITX tracks S&P CME Bitcoin Futures Daily Roll Index (200%). They also come from different issuers: Direxion and Volatility Shares. Their fees differ too: 1.06% for MIDU and 2.38% for BITX.

MIDU currently has the higher Sharpe Ratio (1.20 vs -0.85), 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

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