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TMF vs. QQQE
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

TMF vs. QQQE - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Direxion Daily 20+ Year Treasury Bull 3X ETF (TMF) and Direxion NASDAQ-100 Equal Weighted Index Shares (QQQE). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, TMF achieves a -4.67% return, which is significantly lower than QQQE's 16.25% return. Over the past 10 years, TMF has underperformed QQQE with an annualized return of -16.87%, while QQQE has yielded a comparatively higher 15.77% annualized return.


TMF

1D
-0.62%
1M
4.96%
YTD
-4.67%
6M
-5.95%
1Y
-2.80%
3Y*
-21.07%
5Y*
-31.33%
10Y*
-16.87%

QQQE

1D
-2.31%
1M
1.82%
YTD
16.25%
6M
14.96%
1Y
24.99%
3Y*
17.55%
5Y*
9.11%
10Y*
15.77%
*Multi-year figures are annualized to reflect compound growth (CAGR)

TMF vs. QQQE - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
TMF
Direxion Daily 20+ Year Treasury Bull 3X ETF
-4.67%-2.94%-35.95%-13.01%-72.60%-19.80%39.02%34.75%-11.01%22.72%
QQQE
Direxion NASDAQ-100 Equal Weighted Index Shares
16.25%14.58%6.98%33.76%-24.47%17.93%37.85%36.43%-5.40%26.53%

Correlation

The correlation between TMF and QQQE is 0.26, which is low. Their price movements are largely independent, making them effective diversification partners.


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

0.26

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

0.19

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

0.10

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

-0.04

Correlation (All Time)
Calculated using the full available price history since Mar 21, 2012

-0.13

The correlation between TMF and QQQE shifts across timeframes, from -0.13 (all time) to 0.26 (1 year), reflecting how their relationship changes across market environments.

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Return for Risk

TMF vs. QQQE — Risk / Return Rank

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

TMF
TMF Risk / Return Rank: 88
Overall Rank
TMF Sharpe Ratio Rank: 88
Sharpe Ratio Rank
TMF Sortino Ratio Rank: 88
Sortino Ratio Rank
TMF Omega Ratio Rank: 88
Omega Ratio Rank
TMF Calmar Ratio Rank: 88
Calmar Ratio Rank
TMF Martin Ratio Rank: 88
Martin Ratio Rank

QQQE
QQQE Risk / Return Rank: 5050
Overall Rank
QQQE Sharpe Ratio Rank: 4848
Sharpe Ratio Rank
QQQE Sortino Ratio Rank: 4545
Sortino Ratio Rank
QQQE Omega Ratio Rank: 4545
Omega Ratio Rank
QQQE Calmar Ratio Rank: 5757
Calmar Ratio Rank
QQQE Martin Ratio Rank: 5353
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.

TMF vs. QQQE - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Direxion Daily 20+ Year Treasury Bull 3X ETF (TMF) and Direxion NASDAQ-100 Equal Weighted Index Shares (QQQE). 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.

Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.


TMFQQQEDifference
Sharpe ratioReturn per unit of total volatility

-1.70

Sortino ratioReturn per unit of downside risk

-2.14

Omega ratioGain probability vs. loss probability

1.01

1.28

-0.28

Calmar ratioReturn relative to maximum drawdown

-0.11

2.67

-2.77

Martin ratioReturn relative to average drawdown

-0.23

8.96

-9.19

TMF vs. QQQE - Sharpe Ratio Comparison

The current TMF Sharpe Ratio is -0.10, which is lower than the QQQE Sharpe Ratio of 1.60. The chart below compares the historical Sharpe Ratios of TMF and QQQE, 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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Drawdowns

TMF vs. QQQE - Drawdown Comparison

The maximum TMF drawdown since its inception was -92.89%, which is greater than QQQE's maximum drawdown of -32.14%. Use the drawdown chart below to compare losses from any high point for TMF and QQQE.


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Drawdown Indicators


TMFQQQEDifference

Max Drawdown

Largest peak-to-trough decline

-92.89%

-32.14%

-60.75%

Max Drawdown (1Y)

Largest decline over 1 year

-26.51%

-9.41%

-17.10%

Max Drawdown (3Y)

Largest decline over 3 years

-56.09%

-21.38%

-34.71%

Max Drawdown (5Y)

Largest decline over 5 years

-88.81%

-32.14%

-56.67%

Max Drawdown (10Y)

Largest decline over 10 years

-92.89%

-32.14%

-60.75%

Current Drawdown

Current decline from peak

-92.11%

-3.24%

-88.87%

Average Drawdown

Average peak-to-trough decline

-43.76%

-5.16%

-38.60%

Ulcer Index

Depth and duration of drawdowns from previous peaks

12.26%

2.80%

+9.46%

Volatility

TMF vs. QQQE - Volatility Comparison

The current volatility for Direxion Daily 20+ Year Treasury Bull 3X ETF (TMF) is 6.50%, while Direxion NASDAQ-100 Equal Weighted Index Shares (QQQE) has a volatility of 8.11%. This indicates that TMF experiences smaller price fluctuations and is considered to be less risky than QQQE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


TMFQQQEDifference

Volatility (1M)

Calculated over the trailing 1-month period

6.50%

8.11%

-1.61%

Volatility (6M)

Calculated over the trailing 6-month period

19.35%

12.74%

+6.61%

Volatility (1Y)

Calculated over the trailing 1-year period

27.91%

15.68%

+12.23%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

46.59%

20.55%

+26.04%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

43.86%

20.80%

+23.06%

TMF vs. QQQE - Expense Ratio Comparison

TMF has a 1.01% expense ratio, which is higher than QQQE's 0.35% expense ratio.


Dividends

TMF vs. QQQE - Dividend Comparison

TMF's dividend yield for the trailing twelve months is around 4.09%, more than QQQE's 0.53% yield.


PositionTTM20252024202320222021202020192018201720162015
QQQE
Direxion NASDAQ-100 Equal Weighted Index Shares
0.53%0.52%0.86%0.79%0.98%3.83%0.54%0.74%0.80%0.65%1.17%0.57%
TMF
Direxion Daily 20+ Year Treasury Bull 3X ETF
4.09%4.06%4.29%2.82%1.62%0.13%2.23%0.94%1.49%0.41%0.00%0.00%

Frequently Asked Questions


TMF and QQQE have a correlation of 0.26, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

QQQE has higher volatility (8.11%) compared to TMF (6.50%). In terms of maximum drawdown, TMF dropped -92.89% vs QQQE's -32.14%.

On 10-year performance, QQQE leads with 15.77% vs -16.87% for TMF. On fees, QQQE is cheaper at 0.35% per year. On volatility, TMF has been the lower-risk option at 6.50%. The better choice depends on whether you care most about return, fees, risk, or income.

Over the 10-year period, QQQE has performed better with a 15.77% return vs -16.87%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.

QQQE is cheaper with a 0.35% expense ratio, compared with 1.01% for TMF.

TMF has the higher dividend yield at 4.09%, compared with 0.53% for QQQE.

TMF is categorized as Leveraged Bonds, while QQQE is Nasdaq-100. TMF tracks ICE U.S. Treasury 20+ Year Bond Index (300%), while QQQE tracks NASDAQ-100 Equal Weighted Index. Their fees differ too: 1.01% for TMF and 0.35% for QQQE.

QQQE currently has the higher Sharpe Ratio (1.60 vs -0.10), 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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