MSFU vs. AAPL
Compare and contrast key facts about Direxion Daily MSFT Bull 2X Shares (MSFU) and Apple Inc (AAPL).
MSFU is a passively managed fund by Direxion that tracks the performance of the Microsoft Corporation (150%). It was launched on Sep 6, 2022.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: MSFU or AAPL.
Key characteristics
| MSFU | AAPL | |
|---|---|---|
| YTD Return | 14.75% | 15.06% |
| 1Y Return | 38.04% | 23.87% |
| Sharpe Ratio | 1.09 | 1.11 |
| Daily Std Dev | 34.76% | 22.14% |
| Max Drawdown | -29.51% | -81.80% |
| Current Drawdown | -17.24% | -5.91% |
Correlation
The correlation between MSFU and AAPL 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.
Performance
MSFU vs. AAPL - Performance Comparison
The year-to-date returns for both investments are quite close, with MSFU having a 14.75% return and AAPL slightly higher at 15.06%. 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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Risk-Adjusted Performance
MSFU vs. AAPL - Risk-Adjusted Performance 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.
Dividends
MSFU vs. AAPL - Dividend Comparison
MSFU's dividend yield for the trailing twelve months is around 2.18%, more than AAPL's 0.44% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
MSFU Direxion Daily MSFT Bull 2X Shares | 2.18% | 2.11% | 0.54% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
AAPL Apple Inc | 0.44% | 0.49% | 0.70% | 0.49% | 0.61% | 1.04% | 1.79% | 1.45% | 1.93% | 1.93% | 1.67% | 2.10% |
Drawdowns
MSFU vs. AAPL - Drawdown Comparison
The maximum MSFU drawdown since its inception was -29.51%, 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. For additional features, visit the drawdowns tool.
Volatility
MSFU vs. AAPL - Volatility Comparison
Direxion Daily MSFT Bull 2X Shares (MSFU) has a higher volatility of 10.52% compared to Apple Inc (AAPL) at 5.26%. 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.