MSFU vs. AAPL
MSFU (Direxion Daily MSFT Bull 2X Shares) is Leveraged Equities fund tracking the Microsoft Corporation (150%), while AAPL (Apple Inc) is a stock. Over the past 3 years, MSFU returned -9.21%/yr vs 16.93%/yr for AAPL. At a 0.44 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 -45.68% return, which is significantly lower than AAPL's 8.46% return.
MSFU
- 1D
- 2.99%
- 1M
- -22.25%
- YTD
- -45.68%
- 6M
- -46.49%
- 1Y
- -49.63%
- 3Y*
- -9.21%
- 5Y*
- —
- 10Y*
- —
AAPL
- 1D
- -0.91%
- 1M
- -4.70%
- YTD
- 8.46%
- 6M
- 8.26%
- 1Y
- 46.63%
- 3Y*
- 16.93%
- 5Y*
- 17.74%
- 10Y*
- 30.05%
MSFU vs. AAPL - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | |
|---|---|---|---|---|---|
MSFU Direxion Daily MSFT Bull 2X Shares | -45.68% | 13.36% | 5.80% | 83.04% | -13.28% |
AAPL Apple Inc | 8.46% | 9.05% | 30.71% | 49.01% | -15.78% |
Correlation
The correlation between MSFU and AAPL is 0.12, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.12 |
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 | 0.44 |
Over the past year, the correlation between MSFU and AAPL has dropped to 0.12 - 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 | -3.04 | ||
| Sortino ratioReturn per unit of downside risk | -4.29 | ||
| Omega ratioGain probability vs. loss probability | 0.83 | 1.38 | -0.55 |
| Calmar ratioReturn relative to maximum drawdown | -0.83 | 3.40 | -4.23 |
| Martin ratioReturn relative to average drawdown | -1.50 | 8.35 | -9.84 |
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Drawdowns
MSFU vs. AAPL - Drawdown Comparison
The maximum MSFU drawdown since its inception was -59.83%, 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 | -59.83% | -81.80% | +21.97% |
Max Drawdown (1Y)Largest decline over 1 year | -59.83% | -13.80% | -46.03% |
Max Drawdown (3Y)Largest decline over 3 years | -59.83% | -33.36% | -26.47% |
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 | -57.95% | -6.63% | -51.32% |
Average DrawdownAverage peak-to-trough decline | -16.98% | -29.58% | +12.60% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 33.19% | 5.60% | +27.59% |
Volatility
MSFU vs. AAPL - Volatility Comparison
Direxion Daily MSFT Bull 2X Shares (MSFU) has a higher volatility of 22.49% compared to Apple Inc (AAPL) at 6.98%. 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 | 22.49% | 6.98% | +15.51% |
Volatility (6M)Calculated over the trailing 6-month period | 46.49% | 16.62% | +29.87% |
Volatility (1Y)Calculated over the trailing 1-year period | 51.94% | 22.57% | +29.37% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 46.60% | 27.52% | +19.08% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 46.60% | 28.92% | +17.68% |
Dividends
MSFU vs. AAPL - Dividend Comparison
MSFU's dividend yield for the trailing twelve months is around 14.56%, more than AAPL's 0.36% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AAPL Apple Inc | 0.36% | 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 | 14.56% | 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 0.12, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
MSFU has higher volatility (22.49%) compared to AAPL (6.98%). In terms of maximum drawdown, MSFU dropped -59.83% vs AAPL's -81.80%.
AAPL currently has the higher Sharpe Ratio (2.08 vs -0.96), 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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