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MSFU vs. APLY
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

MSFU vs. APLY

Last updated May 11, 2025

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 YieldMax. 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.

Correlation

The correlation between MSFU and APLY is 0.54, 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

The chart below illustrates the hypothetical performance of a $10,000 investment in Direxion Daily MSFT Bull 2X Shares (MSFU) and YieldMax AAPL Option Income Strategy ETF (APLY). The values are adjusted to include any dividend payments, if applicable.

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Key characteristics

Sharpe Ratio

MSFU:

-0.05

APLY:

0.01

Sortino Ratio

MSFU:

0.33

APLY:

0.30

Omega Ratio

MSFU:

1.04

APLY:

1.04

Calmar Ratio

MSFU:

-0.03

APLY:

0.07

Martin Ratio

MSFU:

-0.06

APLY:

0.24

Ulcer Index

MSFU:

24.39%

APLY:

8.74%

Daily Std Dev

MSFU:

51.05%

APLY:

27.21%

Max Drawdown

MSFU:

-48.11%

APLY:

-31.09%

Current Drawdown

MSFU:

-23.15%

APLY:

-20.50%

Returns By Period

In the year-to-date period, MSFU achieves a 0.72% return, which is significantly higher than APLY's -18.47% return.

MSFU

YTD

0.72%

1M

30.05%

6M

-1.37%

1Y

-3.83%

5Y*

N/A

10Y*

N/A

APLY

YTD

-18.47%

1M

5.02%

6M

-12.68%

1Y

0.74%

5Y*

N/A

10Y*

N/A

*Annualized

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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.

MSFU
Direxion Daily MSFT Bull 2X Shares
APLY
YieldMax AAPL Option Income Strategy ETF

Risk-Adjusted Performance

MSFU vs. APLY — Risk-Adjusted Performance Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.
MSFU
The Risk-Adjusted Performance Rank of MSFU is 2121
Overall Rank
The Sharpe Ratio Rank of MSFU is 1717
Sharpe Ratio Rank
The Sortino Ratio Rank of MSFU is 2727
Sortino Ratio Rank
The Omega Ratio Rank of MSFU is 2727
Omega Ratio Rank
The Calmar Ratio Rank of MSFU is 1717
Calmar Ratio Rank
The Martin Ratio Rank of MSFU is 1818
Martin Ratio Rank
APLY
The Risk-Adjusted Performance Rank of APLY is 2424
Overall Rank
The Sharpe Ratio Rank of APLY is 2020
Sharpe Ratio Rank
The Sortino Ratio Rank of APLY is 2626
Sortino Ratio Rank
The Omega Ratio Rank of APLY is 2727
Omega Ratio Rank
The Calmar Ratio Rank of APLY is 2424
Calmar Ratio Rank
The Martin Ratio Rank of APLY is 2323
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

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.

The current MSFU Sharpe Ratio is -0.05, which is lower than the APLY Sharpe Ratio of 0.01. The chart below compares the historical Sharpe Ratios of MSFU and APLY, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

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Dividends

MSFU vs. APLY - Dividend Comparison

MSFU's dividend yield for the trailing twelve months is around 6.85%, less than APLY's 35.53% yield.

TTM202420232022
MSFU
Direxion Daily MSFT Bull 2X Shares		6.85%7.00%2.11%0.54%
APLY
YieldMax AAPL Option Income Strategy ETF		35.53%24.95%14.36%0.00%

Drawdowns

MSFU vs. APLY - Drawdown Comparison

The maximum MSFU drawdown since its inception was -48.11%, which is greater than APLY's maximum drawdown of -31.09%. Use the drawdown chart below to compare losses from any high point for MSFU and APLY. For additional features, visit the drawdowns tool.

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Volatility

MSFU vs. APLY - Volatility Comparison

Direxion Daily MSFT Bull 2X Shares (MSFU) has a higher volatility of 21.19% compared to YieldMax AAPL Option Income Strategy ETF (APLY) at 8.75%. 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.

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