SHPU vs. XTJL
SHPU (Direxion Daily SHOP Bull 2X ETF) and XTJL (Innovator U.S. Equity Accelerated Plus ETF - July) are both Leveraged Equities funds. Both are actively managed. A 0.54 correlation means they provide meaningful diversification when combined. SHPU charges 1.09%/yr vs 0.79%/yr for XTJL.
Performance
SHPU vs. XTJL - Performance Comparison
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Returns By Period
In the year-to-date period, SHPU achieves a -63.82% return, which is significantly lower than XTJL's 5.24% return.
SHPU
- 1D
- -11.54%
- 1M
- 3.30%
- YTD
- -63.82%
- 6M
- -63.65%
- 1Y
- —
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
XTJL
- 1D
- -0.13%
- 1M
- 0.66%
- YTD
- 5.24%
- 6M
- 6.12%
- 1Y
- 15.63%
- 3Y*
- 14.56%
- 5Y*
- —
- 10Y*
- —
SHPU vs. XTJL - Yearly Performance Comparison
| 2026 (YTD) | 2025 | |
|---|---|---|
SHPU Direxion Daily SHOP Bull 2X ETF | -63.82% | -2.39% |
XTJL Innovator U.S. Equity Accelerated Plus ETF - July | 5.24% | 6.06% |
Correlation
The correlation between SHPU and XTJL is 0.54, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.
| Correlation | |
|---|---|
Correlation (All Time) Calculated using the full available price history since Aug 7, 2025 | 0.54 |
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Return for Risk
SHPU vs. XTJL — Risk / Return Rank
SHPU
XTJL
SHPU vs. XTJL - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Direxion Daily SHOP Bull 2X ETF (SHPU) and Innovator U.S. Equity Accelerated Plus ETF - July (XTJL). 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.
Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.
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Sharpe Ratios by Period
| SHPU | XTJL | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | — | 2.12 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | -0.65 | 0.64 | -1.29 |
Drawdowns
SHPU vs. XTJL - Drawdown Comparison
The maximum SHPU drawdown since its inception was -77.97%, which is greater than XTJL's maximum drawdown of -23.24%. Use the drawdown chart below to compare losses from any high point for SHPU and XTJL.
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Drawdown Indicators
| SHPU | XTJL | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -77.97% | -23.24% | -54.73% |
Max Drawdown (1Y)Largest decline over 1 year | — | -5.12% | — |
Max Drawdown (3Y)Largest decline over 3 years | — | -16.70% | — |
Current DrawdownCurrent decline from peak | -71.86% | -0.13% | -71.73% |
Average DrawdownAverage peak-to-trough decline | -37.03% | -4.04% | -32.99% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | — | 0.90% | — |
Volatility
SHPU vs. XTJL - Volatility Comparison
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Volatility by Period
| SHPU | XTJL | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | — | 0.31% | — |
Volatility (6M)Calculated over the trailing 6-month period | — | 5.72% | — |
Volatility (1Y)Calculated over the trailing 1-year period | 110.47% | 7.42% | +103.05% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 110.47% | 15.21% | +95.26% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 110.47% | 15.21% | +95.26% |
SHPU vs. XTJL - Expense Ratio Comparison
SHPU has a 1.09% expense ratio, which is higher than XTJL's 0.79% expense ratio.
Dividends
SHPU vs. XTJL - Dividend Comparison
SHPU's dividend yield for the trailing twelve months is around 56.43%, while XTJL has not paid dividends to shareholders.
| Position | TTM | 2025 |
|---|---|---|
SHPU Direxion Daily SHOP Bull 2X ETF | 56.43% | 20.05% |
XTJL Innovator U.S. Equity Accelerated Plus ETF - July | 0.00% | 0.00% |
Frequently Asked Questions
SHPU and XTJL have a correlation of 0.54, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, XTJL is cheaper at 0.79% per year. The better choice depends on whether you care most about return, fees, risk, or income.
XTJL is cheaper with a 0.79% expense ratio, compared with 1.09% for SHPU.
SHPU has the higher dividend yield at 56.43%, compared with 0.00% for XTJL.
They also come from different issuers: Direxion and Innovator. Their fees differ too: 1.09% for SHPU and 0.79% for XTJL.
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