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MVV vs. MIDU
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

Correlation

The correlation between MVV and MIDU is 0.89, 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

MVV vs. MIDU - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in ProShares Ultra Midcap 400 (MVV) and Direxion Daily Mid Cap Bull 3X Shares (MIDU). The values are adjusted to include any dividend payments, if applicable.

1,000.00%1,500.00%2,000.00%2,500.00%3,000.00%December2025FebruaryMarchAprilMay
1,297.03%
1,542.86%
MVV
MIDU

Key characteristics

Sharpe Ratio

MVV:

-0.21

MIDU:

-0.32

Sortino Ratio

MVV:

-0.00

MIDU:

-0.04

Omega Ratio

MVV:

1.00

MIDU:

0.99

Calmar Ratio

MVV:

-0.21

MIDU:

-0.33

Martin Ratio

MVV:

-0.60

MIDU:

-0.94

Ulcer Index

MVV:

15.51%

MIDU:

22.45%

Daily Std Dev

MVV:

44.25%

MIDU:

66.59%

Max Drawdown

MVV:

-85.54%

MIDU:

-86.26%

Current Drawdown

MVV:

-29.82%

MIDU:

-48.03%

Returns By Period

In the year-to-date period, MVV achieves a -16.51% return, which is significantly higher than MIDU's -27.39% return. Over the past 10 years, MVV has outperformed MIDU with an annualized return of 8.36%, while MIDU has yielded a comparatively lower 4.25% annualized return.


MVV

YTD

-16.51%

1M

21.68%

6M

-25.36%

1Y

-12.19%

5Y*

17.49%

10Y*

8.36%

MIDU

YTD

-27.39%

1M

31.37%

6M

-39.07%

1Y

-24.98%

5Y*

18.06%

10Y*

4.25%

*Annualized

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MVV vs. MIDU - Expense Ratio Comparison

MVV has a 0.95% expense ratio, which is lower than MIDU's 1.06% expense ratio.


Risk-Adjusted Performance

MVV vs. MIDU — Risk-Adjusted Performance Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

MVV
The Risk-Adjusted Performance Rank of MVV is 1212
Overall Rank
The Sharpe Ratio Rank of MVV is 1212
Sharpe Ratio Rank
The Sortino Ratio Rank of MVV is 1515
Sortino Ratio Rank
The Omega Ratio Rank of MVV is 1515
Omega Ratio Rank
The Calmar Ratio Rank of MVV is 99
Calmar Ratio Rank
The Martin Ratio Rank of MVV is 1010
Martin Ratio Rank

MIDU
The Risk-Adjusted Performance Rank of MIDU is 1010
Overall Rank
The Sharpe Ratio Rank of MIDU is 99
Sharpe Ratio Rank
The Sortino Ratio Rank of MIDU is 1414
Sortino Ratio Rank
The Omega Ratio Rank of MIDU is 1414
Omega Ratio Rank
The Calmar Ratio Rank of MIDU is 55
Calmar Ratio Rank
The Martin Ratio Rank of MIDU is 77
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.

MVV vs. MIDU - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for ProShares Ultra Midcap 400 (MVV) and Direxion Daily Mid Cap Bull 3X Shares (MIDU). 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 MVV Sharpe Ratio is -0.21, which is higher than the MIDU Sharpe Ratio of -0.32. The chart below compares the historical Sharpe Ratios of MVV and MIDU, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


Rolling 12-month Sharpe Ratio-1.000.001.002.003.00December2025FebruaryMarchAprilMay
-0.21
-0.32
MVV
MIDU

Dividends

MVV vs. MIDU - Dividend Comparison

MVV's dividend yield for the trailing twelve months is around 0.51%, less than MIDU's 1.82% yield.


TTM2024202320222021202020192018201720162015
MVV
ProShares Ultra Midcap 400
0.51%0.39%0.77%0.93%0.16%0.29%0.62%0.62%0.21%0.43%0.17%
MIDU
Direxion Daily Mid Cap Bull 3X Shares
1.82%1.10%1.43%0.11%0.00%0.06%0.71%0.70%2.67%1.89%0.00%

Drawdowns

MVV vs. MIDU - Drawdown Comparison

The maximum MVV drawdown since its inception was -85.54%, roughly equal to the maximum MIDU drawdown of -86.26%. Use the drawdown chart below to compare losses from any high point for MVV and MIDU. For additional features, visit the drawdowns tool.


-60.00%-50.00%-40.00%-30.00%-20.00%-10.00%0.00%December2025FebruaryMarchAprilMay
-29.82%
-48.03%
MVV
MIDU

Volatility

MVV vs. MIDU - Volatility Comparison

The current volatility for ProShares Ultra Midcap 400 (MVV) is 24.16%, while Direxion Daily Mid Cap Bull 3X Shares (MIDU) has a volatility of 36.39%. This indicates that MVV experiences smaller price fluctuations and is considered to be less risky than MIDU based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


10.00%20.00%30.00%40.00%50.00%December2025FebruaryMarchAprilMay
24.16%
36.39%
MVV
MIDU