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SPXL vs. TNA
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Performance

SPXL vs. TNA - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Direxion Daily S&P 500 Bull 3X Shares (SPXL) and Direxion Daily Small Cap Bull 3X Shares (TNA). The values are adjusted to include any dividend payments, if applicable.

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SPXL vs. TNA - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
SPXL
Direxion Daily S&P 500 Bull 3X Shares
-14.06%31.94%63.61%69.49%-56.55%98.75%9.64%102.80%-25.11%71.03%
TNA
Direxion Daily Small Cap Bull 3X Shares
-1.19%9.82%7.21%26.24%-62.48%27.88%-7.82%71.88%-39.89%39.15%

Returns By Period

In the year-to-date period, SPXL achieves a -14.06% return, which is significantly lower than TNA's -1.19% return. Over the past 10 years, SPXL has outperformed TNA with an annualized return of 25.61%, while TNA has yielded a comparatively lower 4.86% annualized return.


SPXL

1D
2.30%
1M
-13.75%
YTD
-14.06%
6M
-11.40%
1Y
34.55%
3Y*
38.52%
5Y*
17.51%
10Y*
25.61%

TNA

1D
1.93%
1M
-17.02%
YTD
-1.19%
6M
-1.17%
1Y
54.96%
3Y*
13.02%
5Y*
-12.87%
10Y*
4.86%
*Multi-year figures are annualized to reflect compound growth (CAGR)

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SPXL vs. TNA - Expense Ratio Comparison

SPXL has a 1.02% expense ratio, which is lower than TNA's 1.14% expense ratio.


Return for Risk

SPXL vs. TNA — Risk / Return Rank

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

SPXL
SPXL Risk / Return Rank: 4040
Overall Rank
SPXL Sharpe Ratio Rank: 3232
Sharpe Ratio Rank
SPXL Sortino Ratio Rank: 4141
Sortino Ratio Rank
SPXL Omega Ratio Rank: 4545
Omega Ratio Rank
SPXL Calmar Ratio Rank: 4040
Calmar Ratio Rank
SPXL Martin Ratio Rank: 4444
Martin Ratio Rank

TNA
TNA Risk / Return Rank: 4848
Overall Rank
TNA Sharpe Ratio Rank: 4040
Sharpe Ratio Rank
TNA Sortino Ratio Rank: 5353
Sortino Ratio Rank
TNA Omega Ratio Rank: 4646
Omega Ratio Rank
TNA Calmar Ratio Rank: 5454
Calmar Ratio Rank
TNA Martin Ratio Rank: 4646
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.

SPXL vs. TNA - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Direxion Daily S&P 500 Bull 3X Shares (SPXL) and Direxion Daily Small Cap Bull 3X Shares (TNA). 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.


SPXLTNADifference

Sharpe ratio

Return per unit of total volatility

0.64

0.80

-0.16

Sortino ratio

Return per unit of downside risk

1.22

1.46

-0.24

Omega ratio

Gain probability vs. loss probability

1.18

1.19

0.00

Calmar ratio

Return relative to maximum drawdown

1.07

1.46

-0.39

Martin ratio

Return relative to average drawdown

4.25

4.61

-0.36

SPXL vs. TNA - Sharpe Ratio Comparison

The current SPXL Sharpe Ratio is 0.64, which is comparable to the TNA Sharpe Ratio of 0.80. The chart below compares the historical Sharpe Ratios of SPXL and TNA, 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


SPXLTNADifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

0.64

0.80

-0.16

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.35

-0.19

+0.54

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.48

0.07

+0.41

Sharpe Ratio (All Time)

Calculated using the full available price history

0.48

0.19

+0.28

Correlation

The correlation between SPXL and TNA is 0.85, 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

SPXL vs. TNA - Dividend Comparison

SPXL's dividend yield for the trailing twelve months is around 0.78%, more than TNA's 0.61% yield.


TTM202520242023202220212020201920182017
SPXL
Direxion Daily S&P 500 Bull 3X Shares
0.78%0.69%0.74%0.98%0.32%0.11%0.22%0.84%1.02%3.88%
TNA
Direxion Daily Small Cap Bull 3X Shares
0.61%0.78%0.93%1.27%0.31%0.06%0.03%0.44%0.36%0.15%

Drawdowns

SPXL vs. TNA - Drawdown Comparison

The maximum SPXL drawdown since its inception was -76.86%, smaller than the maximum TNA drawdown of -88.09%. Use the drawdown chart below to compare losses from any high point for SPXL and TNA.


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Drawdown Indicators


SPXLTNADifference

Max Drawdown

Largest peak-to-trough decline

-76.86%

-88.09%

+11.23%

Max Drawdown (1Y)

Largest decline over 1 year

-33.42%

-37.58%

+4.16%

Max Drawdown (5Y)

Largest decline over 5 years

-63.80%

-82.36%

+18.56%

Max Drawdown (10Y)

Largest decline over 10 years

-76.86%

-88.09%

+11.23%

Current Drawdown

Current decline from peak

-18.62%

-58.21%

+39.59%

Average Drawdown

Average peak-to-trough decline

-15.85%

-33.81%

+17.96%

Ulcer Index

Depth and duration of drawdowns from previous peaks

8.42%

11.90%

-3.48%

Volatility

SPXL vs. TNA - Volatility Comparison

The current volatility for Direxion Daily S&P 500 Bull 3X Shares (SPXL) is 16.04%, while Direxion Daily Small Cap Bull 3X Shares (TNA) has a volatility of 22.02%. This indicates that SPXL experiences smaller price fluctuations and is considered to be less risky than TNA based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


SPXLTNADifference

Volatility (1M)

Calculated over the trailing 1-month period

16.04%

22.02%

-5.98%

Volatility (6M)

Calculated over the trailing 6-month period

28.52%

43.21%

-14.69%

Volatility (1Y)

Calculated over the trailing 1-year period

54.32%

69.30%

-14.98%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

50.26%

67.36%

-17.10%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

53.36%

68.28%

-14.92%