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SPXS vs. VOO
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

SPXS vs. VOO - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Direxion Daily S&P 500 Bear 3X Shares (SPXS) and Vanguard S&P 500 ETF (VOO). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, SPXS achieves a -25.49% return, which is significantly lower than VOO's 10.91% return. Over the past 10 years, SPXS has underperformed VOO with an annualized return of -42.01%, while VOO has yielded a comparatively higher 15.56% annualized return.


SPXS

1D
2.19%
1M
-13.11%
YTD
-25.49%
6M
-24.86%
1Y
-48.73%
3Y*
-42.68%
5Y*
-34.76%
10Y*
-42.01%

VOO

1D
-0.70%
1M
5.04%
YTD
10.91%
6M
10.93%
1Y
28.04%
3Y*
22.44%
5Y*
13.90%
10Y*
15.56%
*Multi-year figures are annualized to reflect compound growth (CAGR)

SPXS vs. VOO - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
SPXS
Direxion Daily S&P 500 Bear 3X Shares
-25.49%-41.53%-42.84%-45.97%36.14%-58.11%-70.47%-56.40%3.44%-44.52%
VOO
Vanguard S&P 500 ETF
10.91%17.82%24.98%26.32%-18.17%28.79%18.32%31.37%-4.50%21.77%

Correlation

The correlation between SPXS and VOO is -1.00, meaning they tend to move in opposite directions. This is especially valuable for risk management - when one declines, the other has historically tended to hold steady or rise.


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

-1.00

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

-1.00

Correlation (5Y)
Calculated over the trailing 5-year period

-1.00

Correlation (10Y)
Calculated over the trailing 10-year period

-1.00

Correlation (All Time)
Calculated using the full available price history since Sep 10, 2010

-1.00

The correlation between SPXS and VOO has been stable across timeframes, ranging from -1.00 to -1.00 - a consistent structural relationship.

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Return for Risk

SPXS vs. VOO — Risk / Return Rank

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

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

VOO
VOO Risk / Return Rank: 7070
Overall Rank
VOO Sharpe Ratio Rank: 7171
Sharpe Ratio Rank
VOO Sortino Ratio Rank: 7070
Sortino Ratio Rank
VOO Omega Ratio Rank: 7070
Omega Ratio Rank
VOO Calmar Ratio Rank: 6262
Calmar Ratio Rank
VOO Martin Ratio Rank: 7575
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.

SPXS vs. VOO - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Direxion Daily S&P 500 Bear 3X Shares (SPXS) and Vanguard S&P 500 ETF (VOO). 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.


SPXSVOODifference
Sharpe ratioReturn per unit of total volatility

-3.76

Sortino ratioReturn per unit of downside risk

-5.56

Omega ratioGain probability vs. loss probability

0.75

1.43

-0.68

Calmar ratioReturn relative to maximum drawdown

-0.96

3.16

-4.13

Martin ratioReturn relative to average drawdown

-1.62

14.73

-16.35

SPXS vs. VOO - Sharpe Ratio Comparison

The current SPXS Sharpe Ratio is -1.38, which is lower than the VOO Sharpe Ratio of 2.39. The chart below compares the historical Sharpe Ratios of SPXS and VOO, 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


SPXSVOODifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

-1.38

2.39

-3.76

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

-0.69

0.83

-1.52

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

-0.79

0.87

-1.65

Sharpe Ratio (All Time)

Calculated using the full available price history

-0.83

0.89

-1.72

Drawdowns

SPXS vs. VOO - Drawdown Comparison

The maximum SPXS drawdown since its inception was -100.00%, which is greater than VOO's maximum drawdown of -33.99%. Use the drawdown chart below to compare losses from any high point for SPXS and VOO.


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Drawdown Indicators


SPXSVOODifference

Max Drawdown

Largest peak-to-trough decline

-100.00%

-33.99%

-66.01%

Max Drawdown (1Y)

Largest decline over 1 year

-50.77%

-8.90%

-41.87%

Max Drawdown (3Y)

Largest decline over 3 years

-84.13%

-18.69%

-65.44%

Max Drawdown (5Y)

Largest decline over 5 years

-90.11%

-24.52%

-65.59%

Max Drawdown (10Y)

Largest decline over 10 years

-99.63%

-33.99%

-65.64%

Current Drawdown

Current decline from peak

-100.00%

-0.70%

-99.30%

Average Drawdown

Average peak-to-trough decline

-96.30%

-3.69%

-92.61%

Ulcer Index

Depth and duration of drawdowns from previous peaks

30.04%

1.91%

+28.13%

Volatility

SPXS vs. VOO - Volatility Comparison

Direxion Daily S&P 500 Bear 3X Shares (SPXS) has a higher volatility of 8.51% compared to Vanguard S&P 500 ETF (VOO) at 2.84%. This indicates that SPXS's price experiences larger fluctuations and is considered to be riskier than VOO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


SPXSVOODifference

Volatility (1M)

Calculated over the trailing 1-month period

8.51%

2.84%

+5.67%

Volatility (6M)

Calculated over the trailing 6-month period

26.82%

8.90%

+17.92%

Volatility (1Y)

Calculated over the trailing 1-year period

35.54%

11.80%

+23.74%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

50.39%

16.81%

+33.58%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

53.54%

18.01%

+35.53%

SPXS vs. VOO - Expense Ratio Comparison

SPXS has a 1.08% expense ratio, which is higher than VOO's 0.03% expense ratio.


Dividends

SPXS vs. VOO - Dividend Comparison

SPXS's dividend yield for the trailing twelve months is around 4.91%, more than VOO's 1.03% yield.


PositionTTM20252024202320222021202020192018201720162015
SPXS
Direxion Daily S&P 500 Bear 3X Shares
4.91%4.93%6.18%5.66%0.00%0.00%0.51%1.74%0.58%0.00%0.00%0.00%
VOO
Vanguard S&P 500 ETF
1.03%1.13%1.24%1.46%1.69%1.25%1.54%1.88%2.06%1.78%2.02%2.10%

Frequently Asked Questions


SPXS and VOO have a correlation of -1.00, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

SPXS has higher volatility (8.51%) compared to VOO (2.84%). In terms of maximum drawdown, SPXS dropped -100.00% vs VOO's -33.99%.

On 10-year performance, VOO leads with 15.56% vs -42.01% for SPXS. On fees, VOO is cheaper at 0.03% per year. On volatility, VOO has been the lower-risk option at 2.84%. The better choice depends on whether you care most about return, fees, risk, or income.

Over the 10-year period, VOO has performed better with a 15.56% return vs -42.01%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.

VOO is cheaper with a 0.03% expense ratio, compared with 1.08% for SPXS.

SPXS has the higher dividend yield at 4.91%, compared with 1.03% for VOO.

SPXS is categorized as Inverse Equities, while VOO is S&P 500. SPXS tracks S&P 500 Index (-300%), while VOO tracks S&P 500 Index. They also come from different issuers: Direxion and Vanguard. Their fees differ too: 1.08% for SPXS and 0.03% for VOO.

VOO currently has the higher Sharpe Ratio (2.39 vs -1.38), 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

Find the right allocation for SPXS and VOO

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