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 -7.95%/yr vs 19.05%/yr for AAPL. At a 0.45 correlation, their price movements are largely independent.
Performance
MSFU vs. AAPL - Performance Comparison
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Returns By Period
In the year-to-date period, MSFU achieves a -40.99% return, which is significantly lower than AAPL's 16.94% return.
MSFU
- 1D
- 2.98%
- 1M
- -1.77%
- 6M
- -39.20%
- YTD
- -40.99%
- 1Y
- -48.71%
- 3Y*
- -7.95%
- 5Y*
- —
- 10Y*
- —
AAPL
- 1D
- 0.63%
- 1M
- 8.99%
- 6M
- 22.15%
- YTD
- 16.94%
- 1Y
- 50.87%
- 3Y*
- 19.05%
- 5Y*
- 16.89%
- 10Y*
- 30.30%
MSFU vs. AAPL - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | |
|---|---|---|---|---|---|
MSFU Direxion Daily MSFT Bull 2X Shares | -40.99% | 13.36% | 5.80% | 83.04% | -13.28% |
AAPL Apple Inc | 16.94% | 9.05% | 30.71% | 49.01% | -15.78% |
Correlation
The correlation between MSFU and AAPL is 0.16, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.16 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.36 |
Correlation (All Time) Calculated using the full available price history since Sep 7, 2022 | 0.45 |
Over the past year, the correlation between MSFU and AAPL has dropped to 0.16 - well below their long-term average of 0.45, 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 | -3.03 | ||
| Sortino ratioReturn per unit of downside risk | -4.17 | ||
| Omega ratioGain probability vs. loss probability | 0.84 | 1.39 | -0.55 |
| Calmar ratioReturn relative to maximum drawdown | -0.78 | 3.70 | -4.49 |
| Martin ratioReturn relative to average drawdown | -1.37 | 8.82 | -10.19 |
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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 | -54.32% | 0.00% | -54.32% |
Average DrawdownAverage peak-to-trough decline | -17.52% | -29.55% | +12.03% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 35.61% | 5.78% | +29.83% |
Volatility
MSFU vs. AAPL - Volatility Comparison
Direxion Daily MSFT Bull 2X Shares (MSFU) has a higher volatility of 20.77% compared to Apple Inc (AAPL) at 9.95%. 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 | 20.77% | 9.95% | +10.82% |
Volatility (6M)Calculated over the trailing 6-month period | 48.85% | 18.77% | +30.08% |
Volatility (1Y)Calculated over the trailing 1-year period | 54.11% | 24.11% | +30.00% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 47.02% | 27.78% | +19.24% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 47.02% | 29.05% | +17.97% |
Dividends
MSFU vs. AAPL - Dividend Comparison
MSFU's dividend yield for the trailing twelve months is around 12.55%, more than AAPL's 0.33% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AAPL Apple Inc | 0.33% | 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 | 12.55% | 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 0.16, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
MSFU has higher volatility (20.77%) compared to AAPL (9.95%). In terms of maximum drawdown, MSFU dropped -62.43% vs AAPL's -81.80%.
AAPL currently has the higher Sharpe Ratio (2.12 vs -0.90), 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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