MSFU vs. APLY
Compare and contrast key facts about Direxion Daily MSFT Bull 2X Shares (MSFU) and YieldMax AAPL Option Income Strategy ETF (APLY).
MSFU and APLY are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. MSFU is a passively managed fund by Direxion that tracks the performance of the Microsoft Corporation (150%). It was launched on Sep 6, 2022. APLY is an actively managed fund by Tidal. It was launched on Apr 17, 2023.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: MSFU or APLY.
Key characteristics
| MSFU | APLY | |
|---|---|---|
| YTD Return | 14.75% | 7.48% |
| 1Y Return | 38.04% | 15.68% |
| Sharpe Ratio | 1.09 | 0.95 |
| Daily Std Dev | 34.76% | 16.47% |
| Max Drawdown | -29.51% | -15.85% |
| Current Drawdown | -17.24% | -4.00% |
Correlation
The correlation between MSFU and APLY is 0.43, 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. APLY - Performance Comparison
In the year-to-date period, MSFU achieves a 14.75% return, which is significantly higher than APLY's 7.48% return. 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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MSFU vs. APLY - Expense Ratio Comparison
MSFU has a 1.04% expense ratio, which is higher than APLY's 0.99% expense ratio.
Risk-Adjusted Performance
MSFU vs. APLY - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Direxion Daily MSFT Bull 2X Shares (MSFU) and YieldMax AAPL Option Income Strategy ETF (APLY). 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. APLY - Dividend Comparison
MSFU's dividend yield for the trailing twelve months is around 2.18%, less than APLY's 26.00% yield.
| TTM | 2023 | 2022 | |
|---|---|---|---|
MSFU Direxion Daily MSFT Bull 2X Shares | 2.18% | 2.11% | 0.54% |
APLY YieldMax AAPL Option Income Strategy ETF | 26.00% | 14.36% | 0.00% |
Drawdowns
MSFU vs. APLY - Drawdown Comparison
The maximum MSFU drawdown since its inception was -29.51%, which is greater than APLY's maximum drawdown of -15.85%. Use the drawdown chart below to compare losses from any high point for MSFU and APLY. For additional features, visit the drawdowns tool.
Volatility
MSFU vs. APLY - Volatility Comparison
Direxion Daily MSFT Bull 2X Shares (MSFU) has a higher volatility of 10.52% compared to YieldMax AAPL Option Income Strategy ETF (APLY) at 4.67%. This indicates that MSFU's price experiences larger fluctuations and is considered to be riskier than APLY based on this measure. The chart below showcases a comparison of their rolling one-month volatility.