PLTD vs. BBLU

Last updated Aug 1, 2026

PLTD (Direxion Daily PLTR Bear 1X Shares) and BBLU (Ea Bridgeway Blue Chip ETF) are both exchange-traded funds - PLTD is a Inverse Equities fund tracking the Palantir Technologies Inc. (-100%), while BBLU is a Large Cap Growth Equities fund actively managed by Alpha Architect. PLTD is passively managed, while BBLU is actively managed. Over the past year, PLTD returned 3.22% vs 24.50% for BBLU. Their -0.51 correlation means they have often moved in opposite directions in the past. PLTD charges 0.98%/yr vs 0.15%/yr for BBLU.

Performance

PLTD vs. BBLU - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Direxion Daily PLTR Bear 1X Shares (PLTD) and Ea Bridgeway Blue Chip ETF (BBLU). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

In the year-to-date period, PLTD achieves a 26.78% return, which is significantly higher than BBLU's 11.27% return.

PLTD

• 1D: -0.72%
• 1M: 3.64%
• 6M: 5.36%
• YTD: 26.78%
• 1Y: 3.22%
• 3Y*: —
• 5Y*: —
• 10Y*: —
• ALL TIME*: -46.97%

BBLU

• 1D: 0.95%
• 1M: 1.37%
• 6M: 9.83%
• YTD: 11.27%
• 1Y: 24.50%
• 3Y*: 21.42%
• 5Y*: —
• 10Y*: —
• ALL TIME*: 25.15%

*Multi-year figures are annualized to reflect compound growth (CAGR)

Liquidity Comparison

Position	Avg. Volume Value (2W)	Avg. Volume Value (1M)	Avg. Volume Value (3M)
BBLU Ea Bridgeway Blue Chip ETF	$1.05M	$1.03M	$1.28M
PLTD Direxion Daily PLTR Bear 1X Shares	$308.34M	$340.03M	$346.45M

PLTD vs. BBLU - Yearly Performance Comparison

	2026 (YTD)	2025	2024
PLTD Direxion Daily PLTR Bear 1X Shares	26.78%	-70.53%	-5.12%
BBLU Ea Bridgeway Blue Chip ETF	11.27%	18.40%	-1.11%

Correlation

The correlation between PLTD and BBLU is -0.48, meaning they have often moved in opposite directions in the past. This relationship can weaken or reverse as market conditions change.

	Correlation
Correlation (1Y) Focuses on recent behavior, but can change the most.	-0.48
Correlation (All Time) Calculated using the full available price history since Dec 11, 2024	-0.51

The correlation between PLTD and BBLU has been stable across timeframes, ranging from -0.51 to -0.48 - a consistent structural relationship.

Return for Risk

PLTD vs. BBLU — Risk / Return Rank

Compare historical risk-adjusted metric ranks over the past 12 months.

PLTD

PLTD Risk / Return Rank: 15
PLTD Sharpe Ratio Rank: 14
PLTD Sortino Ratio Rank: 18
PLTD Omega Ratio Rank: 17
PLTD Calmar Ratio Rank: 15
PLTD Martin Ratio Rank: 14

BBLU

BBLU Risk / Return Rank: 86
BBLU Sharpe Ratio Rank: 88
BBLU Sortino Ratio Rank: 88
BBLU Omega Ratio Rank: 84
BBLU Calmar Ratio Rank: 86
BBLU Martin Ratio Rank: 85

The rank (0–100) uses a weighted average of the Sharpe, Sortino, Omega, Calmar, and Martin percentile ranks for the trailing 12 months. Higher means stronger historical risk-adjusted performance within the peer group.

PLTD vs. BBLU - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Direxion Daily PLTR Bear 1X Shares (PLTD) and Ea Bridgeway Blue Chip ETF (BBLU). 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.

Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.

	PLTD	BBLU	Difference
Sharpe ratio: Return per unit of total volatility	0.12	2.16	-2.04
Sortino ratio: Return per unit of downside risk	0.56	3.03	-2.47
Omega ratio: Gain probability vs. loss probability	1.07	1.37	-0.31
Calmar ratio: Return relative to maximum drawdown	0.22	3.41	-3.19
Martin ratio: Return relative to average drawdown	0.42	12.18	-11.76

PLTD vs. BBLU - Sharpe Ratio Comparison

The current PLTD Sharpe Ratio is 0.12, which is lower than the BBLU Sharpe Ratio of 2.16. The chart below compares the historical Sharpe Ratios of PLTD and BBLU, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.

Drawdowns

PLTD vs. BBLU - Drawdown Comparison

The maximum PLTD drawdown since its inception was -77.34%, which is greater than BBLU's maximum drawdown of -17.20%. Use the drawdown chart below to compare losses from any high point for PLTD and BBLU.

Drawdown Indicators

	PLTD	BBLU	Difference
Max Drawdown Largest peak-to-trough decline	-77.34%	-17.20%	-60.14%
Max Drawdown (1Y) Largest decline over 1 year	-27.95%	-7.22%	-20.73%
Max Drawdown (3Y) Largest decline over 3 years	—	-17.20%	—
Current Drawdown Current decline from peak	-67.53%	0.00%	-67.53%
Average Drawdown Average peak-to-trough decline	-60.13%	-1.98%	-58.15%
Ulcer Index Depth and duration of drawdowns from previous peaks	14.70%	2.02%	+12.68%

Volatility

PLTD vs. BBLU - Volatility Comparison

Direxion Daily PLTR Bear 1X Shares (PLTD) has a higher volatility of 13.69% compared to Ea Bridgeway Blue Chip ETF (BBLU) at 3.08%. This indicates that PLTD's price experiences larger fluctuations and is considered to be riskier than BBLU based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

Volatility by Period

	PLTD	BBLU	Difference
Volatility (1M) Calculated over the trailing 1-month period	13.69%	3.08%	+10.61%
Volatility (6M) Calculated over the trailing 6-month period	40.22%	8.62%	+31.60%
Volatility (1Y) Calculated over the trailing 1-year period	52.47%	11.43%	+41.04%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	62.67%	14.43%	+48.24%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	62.67%	14.43%	+48.24%

PLTD vs. BBLU - Expense Ratio Comparison

PLTD has a 0.98% expense ratio, which is higher than BBLU's 0.15% expense ratio.

Dividends

PLTD vs. BBLU - Dividend Comparison

PLTD's dividend yield for the trailing twelve months is around 2.76%, more than BBLU's 1.13% yield.

Position	TTM	2025	2024	2023	2022
BBLU Ea Bridgeway Blue Chip ETF	1.13%	1.25%	1.39%	1.68%	32.08%
PLTD Direxion Daily PLTR Bear 1X Shares	2.76%	5.17%	0.00%	0.00%	0.00%

Frequently Asked Questions

Can I hold both PLTD and BBLU in my portfolio?

PLTD and BBLU have a correlation of -0.48, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

Which is riskier, PLTD or BBLU?

PLTD has higher volatility (13.69%) compared to BBLU (3.08%). In terms of maximum drawdown, PLTD dropped -77.34% vs BBLU's -17.20%.

Which ETF is better, PLTD or BBLU?

On 1-year performance, BBLU leads with 24.50% vs 3.22% for PLTD. On fees, BBLU is cheaper at 0.15% per year. On volatility, BBLU has been the lower-risk option at 3.08%. The better choice depends on whether you care most about return, fees, risk, or income.

Which ETF has performed better, PLTD or BBLU?

Over the 1-year period, BBLU has performed better with a 24.50% return vs 3.22%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.

Which ETF is cheaper, PLTD or BBLU?

BBLU is cheaper with a 0.15% expense ratio, compared with 0.98% for PLTD.

Which ETF pays a higher dividend yield, PLTD or BBLU?

PLTD has the higher dividend yield at 2.76%, compared with 1.13% for BBLU.

What is the main difference between PLTD and BBLU?

PLTD is categorized as Inverse Equities, while BBLU is Large Cap Growth Equities. They also come from different issuers: Direxion and Alpha Architect. Their fees differ too: 0.98% for PLTD and 0.15% for BBLU.

Which has better risk-adjusted returns?

BBLU currently has the higher Sharpe Ratio (2.16 vs 0.12), 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.