MSFU vs. IBIC
MSFU (Direxion Daily MSFT Bull 2X Shares) and IBIC (iShares iBonds Oct 2026 Term TIPS ETF) are both exchange-traded funds - MSFU is a Leveraged Equities fund tracking the Microsoft Corporation (150%), while IBIC is a Inflation-Protected Bonds fund tracking the ICE 2026 Maturity US Inflation-Linked Treasury Index. Both are passively managed. Over the past year, MSFU returned -26.77% vs 4.49% for IBIC. At a correlation of -0.06, they often move in opposite directions. MSFU charges 1.04%/yr vs 0.10%/yr for IBIC.
Performance
MSFU vs. IBIC - Performance Comparison
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Returns By Period
In the year-to-date period, MSFU achieves a -27.58% return, which is significantly lower than IBIC's 2.34% return.
MSFU
- 1D
- 0.23%
- 1M
- 7.06%
- YTD
- -27.58%
- 6M
- -27.68%
- 1Y
- -26.77%
- 3Y*
- -0.38%
- 5Y*
- —
- 10Y*
- —
IBIC
- 1D
- -0.03%
- 1M
- 0.28%
- YTD
- 2.34%
- 6M
- 2.50%
- 1Y
- 4.49%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
MSFU vs. IBIC - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | |
|---|---|---|---|---|
MSFU Direxion Daily MSFT Bull 2X Shares | -27.58% | 13.36% | 5.80% | 19.27% |
IBIC iShares iBonds Oct 2026 Term TIPS ETF | 2.34% | 4.96% | 5.25% | 2.17% |
Correlation
The correlation between MSFU and IBIC is -0.15, meaning they tend to move in opposite directions. This is especially valuable for risk management - when one declines, the other has historically tended to hold steady or rise.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | -0.15 |
Correlation (All Time) Calculated using the full available price history since Sep 18, 2023 | -0.06 |
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Return for Risk
MSFU vs. IBIC — Risk / Return Rank
MSFU
IBIC
MSFU vs. IBIC - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Direxion Daily MSFT Bull 2X Shares (MSFU) and iShares iBonds Oct 2026 Term TIPS ETF (IBIC). 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.
| MSFU | IBIC | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -5.52 | ||
| Sortino ratioReturn per unit of downside risk | -9.49 | ||
| Omega ratioGain probability vs. loss probability | 0.94 | 2.22 | -1.28 |
| Calmar ratioReturn relative to maximum drawdown | -0.45 | 17.09 | -17.54 |
| Martin ratioReturn relative to average drawdown | -0.86 | 66.52 | -67.38 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| MSFU | IBIC | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | -0.54 | 4.99 | -5.52 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.19 | 3.48 | -3.29 |
Drawdowns
MSFU vs. IBIC - Drawdown Comparison
The maximum MSFU drawdown since its inception was -59.83%, which is greater than IBIC's maximum drawdown of -0.90%. Use the drawdown chart below to compare losses from any high point for MSFU and IBIC.
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Drawdown Indicators
| MSFU | IBIC | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -59.83% | -0.90% | -58.93% |
Max Drawdown (1Y)Largest decline over 1 year | -59.83% | -0.26% | -59.57% |
Max Drawdown (3Y)Largest decline over 3 years | -59.83% | — | — |
Current DrawdownCurrent decline from peak | -43.94% | -0.16% | -43.78% |
Average DrawdownAverage peak-to-trough decline | -16.54% | -0.10% | -16.44% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 31.08% | 0.07% | +31.01% |
Volatility
MSFU vs. IBIC - Volatility Comparison
Direxion Daily MSFT Bull 2X Shares (MSFU) has a higher volatility of 19.71% compared to iShares iBonds Oct 2026 Term TIPS ETF (IBIC) at 0.32%. This indicates that MSFU's price experiences larger fluctuations and is considered to be riskier than IBIC based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| MSFU | IBIC | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 19.71% | 0.32% | +19.39% |
Volatility (6M)Calculated over the trailing 6-month period | 45.31% | 0.67% | +44.64% |
Volatility (1Y)Calculated over the trailing 1-year period | 50.14% | 0.90% | +49.24% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 46.30% | 1.58% | +44.72% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 46.30% | 1.58% | +44.72% |
MSFU vs. IBIC - Expense Ratio Comparison
MSFU has a 1.04% expense ratio, which is higher than IBIC's 0.10% expense ratio.
Dividends
MSFU vs. IBIC - Dividend Comparison
MSFU's dividend yield for the trailing twelve months is around 10.93%, more than IBIC's 3.59% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 |
|---|---|---|---|---|---|
IBIC iShares iBonds Oct 2026 Term TIPS ETF | 3.59% | 4.43% | 4.65% | 0.83% | 0.00% |
MSFU Direxion Daily MSFT Bull 2X Shares | 10.93% | 8.15% | 7.00% | 2.11% | 0.54% |
Frequently Asked Questions
MSFU and IBIC have a correlation of -0.15, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
MSFU has higher volatility (19.71%) compared to IBIC (0.32%). In terms of maximum drawdown, MSFU dropped -59.83% vs IBIC's -0.90%.
On 1-year performance, IBIC leads with 4.49% vs -26.77% for MSFU. On fees, IBIC is cheaper at 0.10% per year. On volatility, IBIC has been the lower-risk option at 0.32%. The better choice depends on whether you care most about return, fees, risk, or income.
Over the 1-year period, IBIC has performed better with a 4.49% return vs -26.77%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.
IBIC is cheaper with a 0.10% expense ratio, compared with 1.04% for MSFU.
MSFU has the higher dividend yield at 10.93%, compared with 3.59% for IBIC.
MSFU is categorized as Leveraged Equities, while IBIC is Inflation-Protected Bonds. MSFU tracks Microsoft Corporation (150%), while IBIC tracks ICE 2026 Maturity US Inflation-Linked Treasury Index. They also come from different issuers: Direxion and iShares. Their fees differ too: 1.04% for MSFU and 0.10% for IBIC.
IBIC currently has the higher Sharpe Ratio (4.99 vs -0.54), 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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