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SPDN vs. EMTY
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Performance

SPDN vs. EMTY - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Direxion Daily S&P 500 Bear 1x Shares (SPDN) and ProShares Decline of the Retail Store ETF (EMTY). The values are adjusted to include any dividend payments, if applicable.

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SPDN vs. EMTY - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
SPDN
Direxion Daily S&P 500 Bear 1x Shares
5.09%-11.09%-12.88%-15.04%18.63%-23.72%-24.56%-21.94%5.41%-3.45%
EMTY
ProShares Decline of the Retail Store ETF
-2.38%-1.76%-4.13%0.27%4.32%-37.39%-31.92%-8.65%11.16%-14.16%

Returns By Period

In the year-to-date period, SPDN achieves a 5.09% return, which is significantly higher than EMTY's -2.38% return.


SPDN

1D
-0.90%
1M
4.76%
YTD
5.09%
6M
4.27%
1Y
-11.55%
3Y*
-9.84%
5Y*
-7.52%
10Y*

EMTY

1D
-0.29%
1M
5.78%
YTD
-2.38%
6M
3.88%
1Y
-10.57%
3Y*
-1.99%
5Y*
-4.65%
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

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SPDN vs. EMTY - Expense Ratio Comparison

SPDN has a 0.50% expense ratio, which is lower than EMTY's 0.66% expense ratio.


Return for Risk

SPDN vs. EMTY — Risk / Return Rank

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

SPDN
SPDN Risk / Return Rank: 44
Overall Rank
SPDN Sharpe Ratio Rank: 33
Sharpe Ratio Rank
SPDN Sortino Ratio Rank: 33
Sortino Ratio Rank
SPDN Omega Ratio Rank: 22
Omega Ratio Rank
SPDN Calmar Ratio Rank: 55
Calmar Ratio Rank
SPDN Martin Ratio Rank: 88
Martin Ratio Rank

EMTY
EMTY Risk / Return Rank: 55
Overall Rank
EMTY Sharpe Ratio Rank: 44
Sharpe Ratio Rank
EMTY Sortino Ratio Rank: 44
Sortino Ratio Rank
EMTY Omega Ratio Rank: 33
Omega Ratio Rank
EMTY Calmar Ratio Rank: 55
Calmar Ratio Rank
EMTY Martin Ratio Rank: 77
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

SPDN vs. EMTY - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Direxion Daily S&P 500 Bear 1x Shares (SPDN) and ProShares Decline of the Retail Store ETF (EMTY). 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.


SPDNEMTYDifference

Sharpe ratio

Return per unit of total volatility

-0.63

-0.52

-0.10

Sortino ratio

Return per unit of downside risk

-0.77

-0.59

-0.18

Omega ratio

Gain probability vs. loss probability

0.89

0.92

-0.03

Calmar ratio

Return relative to maximum drawdown

-0.45

-0.44

-0.01

Martin ratio

Return relative to average drawdown

-0.55

-0.59

+0.04

SPDN vs. EMTY - Sharpe Ratio Comparison

The current SPDN Sharpe Ratio is -0.63, which is comparable to the EMTY Sharpe Ratio of -0.52. The chart below compares the historical Sharpe Ratios of SPDN and EMTY, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


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Sharpe Ratios by Period


SPDNEMTYDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

-0.63

-0.52

-0.10

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

-0.45

-0.21

-0.24

Sharpe Ratio (All Time)

Calculated using the full available price history

-0.64

-0.45

-0.19

Correlation

The correlation between SPDN and EMTY is 0.62, 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.


Dividends

SPDN vs. EMTY - Dividend Comparison

SPDN's dividend yield for the trailing twelve months is around 3.59%, which matches EMTY's 3.57% yield.


TTM202520242023202220212020201920182017
SPDN
Direxion Daily S&P 500 Bear 1x Shares
3.59%4.06%5.32%5.84%0.96%0.00%0.10%1.89%1.24%0.42%
EMTY
ProShares Decline of the Retail Store ETF
3.57%3.83%6.00%4.41%0.65%0.00%0.07%0.82%0.62%0.03%

Drawdowns

SPDN vs. EMTY - Drawdown Comparison

The maximum SPDN drawdown since its inception was -73.52%, smaller than the maximum EMTY drawdown of -77.62%. Use the drawdown chart below to compare losses from any high point for SPDN and EMTY.


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Drawdown Indicators


SPDNEMTYDifference

Max Drawdown

Largest peak-to-trough decline

-73.52%

-77.62%

+4.10%

Max Drawdown (1Y)

Largest decline over 1 year

-26.44%

-25.41%

-1.03%

Max Drawdown (5Y)

Largest decline over 5 years

-39.78%

-30.83%

-8.95%

Current Drawdown

Current decline from peak

-71.70%

-75.63%

+3.93%

Average Drawdown

Average peak-to-trough decline

-48.10%

-53.58%

+5.48%

Ulcer Index

Depth and duration of drawdowns from previous peaks

21.73%

19.07%

+2.66%

Volatility

SPDN vs. EMTY - Volatility Comparison

Direxion Daily S&P 500 Bear 1x Shares (SPDN) has a higher volatility of 5.54% compared to ProShares Decline of the Retail Store ETF (EMTY) at 4.18%. This indicates that SPDN's price experiences larger fluctuations and is considered to be riskier than EMTY based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


SPDNEMTYDifference

Volatility (1M)

Calculated over the trailing 1-month period

5.54%

4.18%

+1.36%

Volatility (6M)

Calculated over the trailing 6-month period

9.71%

12.20%

-2.49%

Volatility (1Y)

Calculated over the trailing 1-year period

18.52%

20.25%

-1.73%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

16.87%

22.40%

-5.53%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

18.13%

25.75%

-7.62%