SPUU vs. MAGSX
Compare and contrast key facts about Direxion Daily S&P 500 Bull 2x Shares (SPUU) and Madison Aggressive Allocation Fund (MAGSX).
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. MAGSX is managed by Madison Funds. It was launched on Jun 29, 2006.
Performance
SPUU vs. MAGSX - Performance Comparison
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SPUU vs. MAGSX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
SPUU Direxion Daily S&P 500 Bull 2x Shares | -10.01% | 26.55% | 44.25% | 47.28% | -38.72% | 61.27% | 21.85% | 66.84% | -14.59% | 44.33% |
MAGSX Madison Aggressive Allocation Fund | -3.24% | 12.48% | 6.46% | 12.32% | -15.38% | 9.50% | 9.65% | 19.21% | -6.59% | 18.04% |
Returns By Period
In the year-to-date period, SPUU achieves a -10.01% return, which is significantly lower than MAGSX's -3.24% return. Over the past 10 years, SPUU has outperformed MAGSX with an annualized return of 21.67%, while MAGSX has yielded a comparatively lower 6.31% annualized return.
SPUU
- 1D
- 5.86%
- 1M
- -10.17%
- YTD
- -10.01%
- 6M
- -6.87%
- 1Y
- 27.13%
- 3Y*
- 28.85%
- 5Y*
- 15.86%
- 10Y*
- 21.67%
MAGSX
- 1D
- -0.26%
- 1M
- -8.20%
- YTD
- -3.24%
- 6M
- -0.86%
- 1Y
- 9.31%
- 3Y*
- 7.71%
- 5Y*
- 3.38%
- 10Y*
- 6.31%
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SPUU vs. MAGSX - Expense Ratio Comparison
SPUU has a 0.64% expense ratio, which is lower than MAGSX's 0.71% expense ratio.
Return for Risk
SPUU vs. MAGSX — Risk / Return Rank
SPUU
MAGSX
SPUU vs. MAGSX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Direxion Daily S&P 500 Bull 2x Shares (SPUU) and Madison Aggressive Allocation Fund (MAGSX). 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.
| SPUU | MAGSX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.75 | 0.70 | +0.05 |
Sortino ratioReturn per unit of downside risk | 1.26 | 1.07 | +0.19 |
Omega ratioGain probability vs. loss probability | 1.19 | 1.15 | +0.04 |
Calmar ratioReturn relative to maximum drawdown | 1.24 | 0.81 | +0.43 |
Martin ratioReturn relative to average drawdown | 5.35 | 3.48 | +1.87 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| SPUU | MAGSX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.75 | 0.70 | +0.05 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.48 | 0.28 | +0.19 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.61 | 0.49 | +0.12 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.56 | 0.32 | +0.24 |
Correlation
The correlation between SPUU and MAGSX is 0.91, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Dividends
SPUU vs. MAGSX - Dividend Comparison
SPUU's dividend yield for the trailing twelve months is around 1.78%, less than MAGSX's 6.38% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SPUU Direxion Daily S&P 500 Bull 2x Shares | 1.78% | 1.63% | 0.55% | 0.83% | 0.88% | 3.04% | 8.03% | 1.80% | 5.50% | 6.96% | 8.08% | 4.42% |
MAGSX Madison Aggressive Allocation Fund | 6.38% | 6.17% | 2.02% | 1.89% | 1.26% | 9.97% | 8.66% | 5.42% | 10.79% | 5.89% | 3.82% | 9.57% |
Drawdowns
SPUU vs. MAGSX - Drawdown Comparison
The maximum SPUU drawdown since its inception was -59.35%, which is greater than MAGSX's maximum drawdown of -56.06%. Use the drawdown chart below to compare losses from any high point for SPUU and MAGSX.
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Drawdown Indicators
| SPUU | MAGSX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -59.35% | -56.06% | -3.29% |
Max Drawdown (1Y)Largest decline over 1 year | -23.10% | -10.11% | -12.99% |
Max Drawdown (5Y)Largest decline over 5 years | -46.59% | -21.13% | -25.46% |
Max Drawdown (10Y)Largest decline over 10 years | -59.35% | -23.20% | -36.15% |
Current DrawdownCurrent decline from peak | -13.39% | -8.63% | -4.76% |
Average DrawdownAverage peak-to-trough decline | -9.62% | -9.54% | -0.08% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 5.35% | 2.35% | +3.00% |
Volatility
SPUU vs. MAGSX - Volatility Comparison
Direxion Daily S&P 500 Bull 2x Shares (SPUU) has a higher volatility of 10.70% compared to Madison Aggressive Allocation Fund (MAGSX) at 4.33%. This indicates that SPUU's price experiences larger fluctuations and is considered to be riskier than MAGSX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| SPUU | MAGSX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 10.70% | 4.33% | +6.37% |
Volatility (6M)Calculated over the trailing 6-month period | 19.17% | 7.81% | +11.36% |
Volatility (1Y)Calculated over the trailing 1-year period | 36.23% | 13.99% | +22.24% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 33.47% | 12.02% | +21.45% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 35.73% | 12.99% | +22.74% |