MSFU vs. AAPL
MSFU (Direxion Daily MSFT Bull 2X Shares) is Leveraged Equities fund tracking the Microsoft Corporation (200%), while AAPL (Apple Inc) is a stock. Over the past 3 years, MSFU returned 3.90%/yr vs 16.99%/yr for AAPL. Their 0.44 correlation means their historical movements had little consistent relationship.
Performance
MSFU vs. AAPL - Performance Comparison
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Returns By Period
In the year-to-date period, MSFU achieves a -18.87% return, which is significantly lower than AAPL's 13.84% return.
MSFU
- 1D
- 5.90%
- 1M
- 37.88%
- 6M
- 4.85%
- YTD
- -18.87%
- 1Y
- -34.49%
- 3Y*
- 3.90%
- 5Y*
- —
- 10Y*
- —
- ALL TIME*
- 11.80%
AAPL
- 1D
- -7.35%
- 1M
- 0.09%
- 6M
- 19.27%
- YTD
- 13.84%
- 1Y
- 53.24%
- 3Y*
- 16.99%
- 5Y*
- 16.79%
- 10Y*
- 29.23%
- ALL TIME*
- 19.30%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
AAPL Apple Inc | $19.18B | $17.68B | $17.20B |
| $236.35M | $210.49M | $216.20M |
MSFU vs. AAPL - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | |
|---|---|---|---|---|---|
MSFU Direxion Daily MSFT Bull 2X Shares | -18.87% | 13.36% | 5.80% | 83.04% | -13.28% |
AAPL Apple Inc | 13.84% | 9.05% | 30.71% | 49.01% | -15.78% |
Correlation
The correlation between MSFU and AAPL is 0.18, which is low. Their historical price movements had little consistent relationship.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.18 |
Correlation (3Y) Balances recent behavior with more history. | 0.35 |
Correlation (All Time) Calculated using the full available price history since Sep 7, 2022 | 0.44 |
Over the past year, the correlation between MSFU and AAPL has dropped to 0.18 - well below their long-term average of 0.44, suggesting their price drivers have been diverging.
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Return for Risk
MSFU vs. AAPL — Risk / Return Rank
MSFU
AAPL
MSFU vs. AAPL - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Direxion Daily MSFT Bull 2X Shares (MSFU) and Apple Inc (AAPL). 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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| MSFU | AAPL | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -2.51 | ||
| Sortino ratioReturn per unit of downside risk | -3.20 | ||
| Omega ratioGain probability vs. loss probability | 0.92 | 1.35 | -0.43 |
| Calmar ratioReturn relative to maximum drawdown | -0.59 | 3.60 | -4.19 |
| Martin ratioReturn relative to average drawdown | -0.98 | 8.56 | -9.54 |
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Drawdowns
MSFU vs. AAPL - Drawdown Comparison
The maximum MSFU drawdown since its inception was -62.43%, smaller than the maximum AAPL drawdown of -81.80%. Use the drawdown chart below to compare losses from any high point for MSFU and AAPL.
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Drawdown Indicators
| MSFU | AAPL | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -62.43% | -81.80% | +19.37% |
Max Drawdown (1Y)Largest decline over 1 year | -62.43% | -13.80% | -48.63% |
Max Drawdown (3Y)Largest decline over 3 years | -62.43% | -33.36% | -29.07% |
Max Drawdown (5Y)Largest decline over 5 years | — | -33.36% | — |
Max Drawdown (10Y)Largest decline over 10 years | — | -38.52% | — |
Current DrawdownCurrent decline from peak | -37.20% | -9.17% | -28.03% |
Average DrawdownAverage peak-to-trough decline | -18.02% | -29.52% | +11.50% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 37.69% | 5.79% | +31.90% |
Volatility
MSFU vs. AAPL - Volatility Comparison
Direxion Daily MSFT Bull 2X Shares (MSFU) has a higher volatility of 29.64% compared to Apple Inc (AAPL) at 11.52%. This indicates that MSFU's price experiences larger fluctuations and is considered to be riskier than AAPL based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| MSFU | AAPL | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 29.64% | 11.52% | +18.12% |
Volatility (6M)Calculated over the trailing 6-month period | 51.29% | 20.71% | +30.58% |
Volatility (1Y)Calculated over the trailing 1-year period | 63.22% | 25.91% | +37.31% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 49.57% | 28.02% | +21.55% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 49.57% | 29.12% | +20.45% |
Dividends
MSFU vs. AAPL - Dividend Comparison
MSFU's dividend yield for the trailing twelve months is around 9.13%, more than AAPL's 0.34% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AAPL Apple Inc | 0.34% | 0.38% | 0.40% | 0.49% | 0.70% | 0.49% | 0.61% | 1.04% | 1.79% | 1.45% | 1.93% | 1.93% |
MSFU Direxion Daily MSFT Bull 2X Shares | 9.13% | 8.15% | 7.00% | 2.11% | 0.54% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Frequently Asked Questions
MSFU and AAPL have a correlation of 0.18, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
MSFU has higher volatility (29.64%) compared to AAPL (11.52%). In terms of maximum drawdown, MSFU dropped -62.43% vs AAPL's -81.80%.
AAPL currently has the higher Sharpe Ratio (1.92 vs -0.59), 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.
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