MSFU vs. MSFT
Compare and contrast key facts about Direxion Daily MSFT Bull 2X Shares (MSFU) and Microsoft Corporation (MSFT).
MSFU is a passively managed fund by Direxion that tracks the performance of the Microsoft Corporation (150%). It was launched on Sep 6, 2022.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: MSFU or MSFT.
Key characteristics
| MSFU | MSFT | |
|---|---|---|
| YTD Return | 14.75% | 15.19% |
| 1Y Return | 38.04% | 32.07% |
| Sharpe Ratio | 1.09 | 1.61 |
| Daily Std Dev | 34.76% | 19.85% |
| Max Drawdown | -29.51% | -69.41% |
| Current Drawdown | -17.24% | -7.69% |
Correlation
The correlation between MSFU and MSFT is 0.99, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Performance
MSFU vs. MSFT - Performance Comparison
The year-to-date returns for both investments are quite close, with MSFU having a 14.75% return and MSFT slightly higher at 15.19%. 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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Risk-Adjusted Performance
MSFU vs. MSFT - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Direxion Daily MSFT Bull 2X Shares (MSFU) and Microsoft Corporation (MSFT). 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. MSFT - Dividend Comparison
MSFU's dividend yield for the trailing twelve months is around 2.18%, more than MSFT's 0.70% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
MSFU Direxion Daily MSFT Bull 2X Shares | 2.18% | 2.11% | 0.54% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
MSFT Microsoft Corporation | 0.70% | 0.74% | 1.06% | 0.68% | 0.94% | 1.20% | 1.69% | 1.86% | 2.37% | 2.33% | 2.48% | 2.59% |
Drawdowns
MSFU vs. MSFT - Drawdown Comparison
The maximum MSFU drawdown since its inception was -29.51%, smaller than the maximum MSFT drawdown of -69.41%. Use the drawdown chart below to compare losses from any high point for MSFU and MSFT. For additional features, visit the drawdowns tool.
Volatility
MSFU vs. MSFT - Volatility Comparison
Direxion Daily MSFT Bull 2X Shares (MSFU) has a higher volatility of 10.52% compared to Microsoft Corporation (MSFT) at 5.28%. This indicates that MSFU's price experiences larger fluctuations and is considered to be riskier than MSFT based on this measure. The chart below showcases a comparison of their rolling one-month volatility.