SBU vs. XXXX
SBU (Leverage Shares 2X Long SBUX Daily ETF) and XXXX (MAX S&P 500 4X Leveraged ETN) are both Leveraged Equities funds. SBU is actively managed, while XXXX is passively managed. At a 0.34 correlation, their price movements are largely independent. SBU charges 0.75%/yr vs 2.95%/yr for XXXX.
Performance
SBU vs. XXXX - Performance Comparison
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Returns By Period
In the year-to-date period, SBU achieves a 31.44% return, which is significantly higher than XXXX's 20.71% return.
SBU
- 1D
- -1.42%
- 1M
- -6.65%
- YTD
- 31.44%
- 6M
- 25.00%
- 1Y
- —
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
XXXX
- 1D
- -1.40%
- 1M
- -3.10%
- YTD
- 20.71%
- 6M
- 17.73%
- 1Y
- 77.72%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
SBU vs. XXXX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | |
|---|---|---|
SBU Leverage Shares 2X Long SBUX Daily ETF | 31.44% | -6.03% |
XXXX MAX S&P 500 4X Leveraged ETN | 20.71% | 2.75% |
Correlation
The correlation between SBU and XXXX is 0.34, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (All Time) Calculated using the full available price history since Nov 17, 2025 | 0.34 |
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Return for Risk
SBU vs. XXXX — Risk / Return Rank
SBU
Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.
XXXX
SBU vs. XXXX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Leverage Shares 2X Long SBUX Daily ETF (SBU) and MAX S&P 500 4X Leveraged ETN (XXXX). 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.
| SBU | XXXX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | — | — | |
| Sortino ratioReturn per unit of downside risk | — | — | |
| Omega ratioGain probability vs. loss probability | — | 1.27 | — |
| Calmar ratioReturn relative to maximum drawdown | — | 2.10 | — |
| Martin ratioReturn relative to average drawdown | — | 7.82 | — |
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Drawdowns
SBU vs. XXXX - Drawdown Comparison
The maximum SBU drawdown since its inception was -28.10%, smaller than the maximum XXXX drawdown of -62.27%. Use the drawdown chart below to compare losses from any high point for SBU and XXXX.
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Drawdown Indicators
| SBU | XXXX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -28.10% | -62.27% | +34.17% |
Max Drawdown (1Y)Largest decline over 1 year | — | -37.25% | — |
Current DrawdownCurrent decline from peak | -13.61% | -9.34% | -4.27% |
Average DrawdownAverage peak-to-trough decline | -7.36% | -11.55% | +4.19% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | — | 9.97% | — |
Volatility
SBU vs. XXXX - Volatility Comparison
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Volatility by Period
| SBU | XXXX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | — | 18.72% | — |
Volatility (6M)Calculated over the trailing 6-month period | — | 38.88% | — |
Volatility (1Y)Calculated over the trailing 1-year period | 59.40% | 49.23% | +10.17% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 59.40% | 61.12% | -1.72% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 59.40% | 61.12% | -1.72% |
SBU vs. XXXX - Expense Ratio Comparison
SBU has a 0.75% expense ratio, which is lower than XXXX's 2.95% expense ratio.
Dividends
SBU vs. XXXX - Dividend Comparison
Neither SBU nor XXXX has paid dividends to shareholders.
Frequently Asked Questions
SBU and XXXX have a correlation of 0.34, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, SBU is cheaper at 0.75% per year. The better choice depends on whether you care most about return, fees, risk, or income.
SBU is cheaper with a 0.75% expense ratio, compared with 2.95% for XXXX.
SBU and XXXX have nearly identical dividend yields, around 0.00%.
They also come from different issuers: Leverage Shares and Max. Their fees differ too: 0.75% for SBU and 2.95% for XXXX.
Find the right allocation for SBU and XXXX
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