SMCY vs. SPUU
Compare and contrast key facts about YieldMax SMCI Option Income Strategy ETF (SMCY) and Direxion Daily S&P 500 Bull 2x Shares (SPUU).
SMCY and SPUU are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. SMCY is an actively managed fund by YieldMax. It was launched on Sep 11, 2024. SPUU is a passively managed fund by Direxion that tracks the performance of the S&P 500 Index (200%). It was launched on May 28, 2014.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: SMCY or SPUU.
Correlation
The correlation between SMCY and SPUU is 0.43, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Performance
SMCY vs. SPUU - Performance Comparison
Key characteristics
SMCY:
96.88%
SPUU:
38.18%
SMCY:
-59.71%
SPUU:
-59.35%
SMCY:
-40.62%
SPUU:
-21.56%
Returns By Period
In the year-to-date period, SMCY achieves a 4.17% return, which is significantly higher than SPUU's -15.04% return.
SMCY
4.17%
-4.28%
-38.79%
N/A
N/A
N/A
SPUU
-15.04%
-8.41%
-13.60%
11.39%
25.40%
17.57%
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SMCY vs. SPUU - Expense Ratio Comparison
SMCY has a 0.99% expense ratio, which is higher than SPUU's 0.64% expense ratio.
Risk-Adjusted Performance
SMCY vs. SPUU — Risk-Adjusted Performance Rank
SMCY
SPUU
SMCY vs. SPUU - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for YieldMax SMCI Option Income Strategy ETF (SMCY) and Direxion Daily S&P 500 Bull 2x Shares (SPUU). 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.
Not enough dataDividends
SMCY vs. SPUU - Dividend Comparison
SMCY's dividend yield for the trailing twelve months is around 86.43%, more than SPUU's 0.72% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
SMCY YieldMax SMCI Option Income Strategy ETF | 86.43% | 38.43% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
SPUU Direxion Daily S&P 500 Bull 2x Shares | 0.72% | 0.55% | 0.83% | 0.88% | 3.04% | 8.03% | 1.80% | 5.50% | 6.96% | 8.08% | 1.26% |
Drawdowns
SMCY vs. SPUU - Drawdown Comparison
The maximum SMCY drawdown since its inception was -59.71%, roughly equal to the maximum SPUU drawdown of -59.35%. Use the drawdown chart below to compare losses from any high point for SMCY and SPUU. For additional features, visit the drawdowns tool.
Volatility
SMCY vs. SPUU - Volatility Comparison
The current volatility for YieldMax SMCI Option Income Strategy ETF (SMCY) is 24.19%, while Direxion Daily S&P 500 Bull 2x Shares (SPUU) has a volatility of 27.62%. This indicates that SMCY experiences smaller price fluctuations and is considered to be less risky than SPUU based on this measure. The chart below showcases a comparison of their rolling one-month volatility.