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SPDN vs. SARK
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

SPDN vs. SARK - 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 Tradr Short Innovation Daily ETF (SARK). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, SPDN achieves a -7.81% return, which is significantly lower than SARK's -6.78% return.


SPDN

1D
0.58%
1M
-4.42%
YTD
-7.81%
6M
-7.36%
1Y
-16.94%
3Y*
-12.80%
5Y*
-8.88%
10Y*

SARK

1D
2.29%
1M
-0.49%
YTD
-6.78%
6M
-2.33%
1Y
-33.81%
3Y*
-30.74%
5Y*
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

SPDN vs. SARK - Yearly Performance Comparison


2026 (YTD)20252024202320222021
SPDN
Direxion Daily S&P 500 Bear 1x Shares
-7.81%-11.09%-12.88%-15.04%18.63%-2.23%
SARK
Tradr Short Innovation Daily ETF
-6.78%-25.93%-36.90%-46.32%83.35%20.78%

Correlation

The correlation between SPDN and SARK is 0.73, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.


Correlation
Correlation (1Y)
Calculated over the trailing 1-year period

0.73

Correlation (3Y)
Calculated over the trailing 3-year period

0.73

Correlation (All Time)
Calculated using the full available price history since Nov 10, 2021

0.74

The correlation between SPDN and SARK has been stable across timeframes, ranging from 0.73 to 0.74 - a consistent structural relationship.

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Return for Risk

SPDN vs. SARK — Risk / Return Rank

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

SPDN
SPDN Risk / Return Rank: 11
Overall Rank
SPDN Sharpe Ratio Rank: 00
Sharpe Ratio Rank
SPDN Sortino Ratio Rank: 11
Sortino Ratio Rank
SPDN Omega Ratio Rank: 11
Omega Ratio Rank
SPDN Calmar Ratio Rank: 11
Calmar Ratio Rank
SPDN Martin Ratio Rank: 00
Martin Ratio Rank

SARK
SARK Risk / Return Rank: 22
Overall Rank
SARK Sharpe Ratio Rank: 22
Sharpe Ratio Rank
SARK Sortino Ratio Rank: 22
Sortino Ratio Rank
SARK Omega Ratio Rank: 22
Omega Ratio Rank
SARK Calmar Ratio Rank: 22
Calmar Ratio Rank
SARK Martin Ratio Rank: 44
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. SARK - 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 Tradr Short Innovation Daily ETF (SARK). 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.


SPDNSARKDifference
Sharpe ratioReturn per unit of total volatility

-0.46

Sortino ratioReturn per unit of downside risk

-0.72

Omega ratioGain probability vs. loss probability

0.78

0.86

-0.07

Calmar ratioReturn relative to maximum drawdown

-0.95

-0.83

-0.11

Martin ratioReturn relative to average drawdown

-1.74

-1.11

-0.62

SPDN vs. SARK - Sharpe Ratio Comparison

The current SPDN Sharpe Ratio is -1.41, which is lower than the SARK Sharpe Ratio of -0.95. The chart below compares the historical Sharpe Ratios of SPDN and SARK, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.


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Sharpe Ratios by Period


SPDNSARKDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

-1.41

-0.95

-0.46

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

-0.53

Sharpe Ratio (All Time)

Calculated using the full available price history

-0.70

-0.24

-0.46

Drawdowns

SPDN vs. SARK - Drawdown Comparison

The maximum SPDN drawdown since its inception was -75.31%, smaller than the maximum SARK drawdown of -81.07%. Use the drawdown chart below to compare losses from any high point for SPDN and SARK.


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Drawdown Indicators


SPDNSARKDifference

Max Drawdown

Largest peak-to-trough decline

-75.31%

-81.07%

+5.76%

Max Drawdown (1Y)

Largest decline over 1 year

-17.95%

-40.75%

+22.80%

Max Drawdown (3Y)

Largest decline over 3 years

-38.24%

-74.42%

+36.18%

Max Drawdown (5Y)

Largest decline over 5 years

-43.85%

Current Drawdown

Current decline from peak

-75.17%

-79.42%

+4.25%

Average Drawdown

Average peak-to-trough decline

-48.54%

-46.46%

-2.08%

Ulcer Index

Depth and duration of drawdowns from previous peaks

9.78%

30.47%

-20.69%

Volatility

SPDN vs. SARK - Volatility Comparison

The current volatility for Direxion Daily S&P 500 Bear 1x Shares (SPDN) is 2.78%, while Tradr Short Innovation Daily ETF (SARK) has a volatility of 9.13%. This indicates that SPDN experiences smaller price fluctuations and is considered to be less risky than SARK based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


SPDNSARKDifference

Volatility (1M)

Calculated over the trailing 1-month period

2.78%

9.13%

-6.35%

Volatility (6M)

Calculated over the trailing 6-month period

9.08%

25.05%

-15.97%

Volatility (1Y)

Calculated over the trailing 1-year period

12.10%

35.91%

-23.81%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

16.86%

56.24%

-39.38%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

18.04%

56.24%

-38.20%

SPDN vs. SARK - Expense Ratio Comparison

SPDN has a 0.50% expense ratio, which is lower than SARK's 0.75% expense ratio.


Dividends

SPDN vs. SARK - Dividend Comparison

SPDN's dividend yield for the trailing twelve months is around 4.09%, more than SARK's 3.02% yield.


PositionTTM202520242023202220212020201920182017
SARK
Tradr Short Innovation Daily ETF
3.02%2.82%15.49%12.57%25.22%0.00%0.00%0.00%0.00%0.00%
SPDN
Direxion Daily S&P 500 Bear 1x Shares
4.09%4.06%5.32%5.84%0.96%0.00%0.10%1.89%1.24%0.42%

Frequently Asked Questions


SPDN and SARK have a correlation of 0.73, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

SARK has higher volatility (9.13%) compared to SPDN (2.78%). In terms of maximum drawdown, SPDN dropped -75.31% vs SARK's -81.07%.

On 3-year performance, SPDN leads with -12.80% vs -30.74% for SARK. On fees, SPDN is cheaper at 0.50% per year. On volatility, SPDN has been the lower-risk option at 2.78%. The better choice depends on whether you care most about return, fees, risk, or income.

Over the 3-year period, SPDN has performed better with a -12.80% return vs -30.74%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.

SPDN is cheaper with a 0.50% expense ratio, compared with 0.75% for SARK.

SPDN has the higher dividend yield at 4.09%, compared with 3.02% for SARK.

They also come from different issuers: Direxion and AXS. Their fees differ too: 0.50% for SPDN and 0.75% for SARK.

SARK currently has the higher Sharpe Ratio (-0.94 vs -1.41), 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.

Portfolio Optimizer

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