PortfoliosLab logoPortfoliosLab logo
TMV vs. SPXS
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

TMV vs. SPXS - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Direxion Daily 20-Year Treasury Bear 3X (TMV) and Direxion Daily S&P 500 Bear 3X Shares (SPXS). The values are adjusted to include any dividend payments, if applicable.

Loading charts...

Returns By Period

In the year-to-date period, TMV achieves a 1.44% return, which is significantly higher than SPXS's -20.76% return. Over the past 10 years, TMV has outperformed SPXS with an annualized return of -0.46%, while SPXS has yielded a comparatively lower -42.08% annualized return.


TMV

1D
-1.17%
1M
-6.25%
YTD
1.44%
6M
2.97%
1Y
-1.80%
3Y*
12.91%
5Y*
20.39%
10Y*
-0.46%

SPXS

1D
3.42%
1M
3.11%
YTD
-20.76%
6M
-18.37%
1Y
-44.21%
3Y*
-40.67%
5Y*
-33.53%
10Y*
-42.08%
*Multi-year figures are annualized to reflect compound growth (CAGR)

TMV vs. SPXS - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
TMV
Direxion Daily 20-Year Treasury Bear 3X
1.44%-3.75%39.76%-9.69%150.18%0.83%-54.13%-34.22%3.99%-26.48%
SPXS
Direxion Daily S&P 500 Bear 3X Shares
-20.76%-41.53%-42.84%-45.97%36.14%-58.11%-70.47%-56.40%3.44%-44.52%

Correlation

The correlation between TMV and SPXS is 0.23, which is low. Their price movements are largely independent, making them effective diversification partners.


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

0.23

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

0.19

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

0.08

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

-0.08

Correlation (All Time)
Calculated using the full available price history since Apr 16, 2009

-0.24

The correlation between TMV and SPXS shifts across timeframes, from -0.24 (all time) to 0.23 (1 year), reflecting how their relationship changes across market environments.

Compare stocks, funds, or ETFs

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


Return for Risk

TMV vs. SPXS — Risk / Return Rank

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

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

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

TMV vs. SPXS - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Direxion Daily 20-Year Treasury Bear 3X (TMV) and Direxion Daily S&P 500 Bear 3X Shares (SPXS). 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.


TMVSPXSDifference
Sharpe ratioReturn per unit of total volatility

+1.13

Sortino ratioReturn per unit of downside risk

+2.02

Omega ratioGain probability vs. loss probability

1.01

0.79

+0.22

Calmar ratioReturn relative to maximum drawdown

-0.08

-0.94

+0.86

Martin ratioReturn relative to average drawdown

-0.16

-1.63

+1.47

TMV vs. SPXS - Sharpe Ratio Comparison

The current TMV Sharpe Ratio is -0.06, which is higher than the SPXS Sharpe Ratio of -1.19. The chart below compares the historical Sharpe Ratios of TMV and SPXS, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.


Loading charts...

Drawdowns

TMV vs. SPXS - Drawdown Comparison

The maximum TMV drawdown since its inception was -98.96%, roughly equal to the maximum SPXS drawdown of -100.00%. Use the drawdown chart below to compare losses from any high point for TMV and SPXS.


Loading charts...

Drawdown Indicators


TMVSPXSDifference

Max Drawdown

Largest peak-to-trough decline

-98.96%

-100.00%

+1.04%

Max Drawdown (1Y)

Largest decline over 1 year

-21.62%

-46.94%

+25.32%

Max Drawdown (3Y)

Largest decline over 3 years

-48.49%

-84.13%

+35.64%

Max Drawdown (5Y)

Largest decline over 5 years

-48.49%

-90.11%

+41.62%

Max Drawdown (10Y)

Largest decline over 10 years

-82.31%

-99.63%

+17.32%

Current Drawdown

Current decline from peak

-96.06%

-100.00%

+3.94%

Average Drawdown

Average peak-to-trough decline

-86.61%

-96.29%

+9.68%

Ulcer Index

Depth and duration of drawdowns from previous peaks

11.09%

29.25%

-18.16%

Volatility

TMV vs. SPXS - Volatility Comparison

The current volatility for Direxion Daily 20-Year Treasury Bear 3X (TMV) is 6.55%, while Direxion Daily S&P 500 Bear 3X Shares (SPXS) has a volatility of 14.08%. This indicates that TMV experiences smaller price fluctuations and is considered to be less risky than SPXS based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


Loading charts...

Volatility by Period


TMVSPXSDifference

Volatility (1M)

Calculated over the trailing 1-month period

6.55%

14.08%

-7.53%

Volatility (6M)

Calculated over the trailing 6-month period

19.56%

29.38%

-9.82%

Volatility (1Y)

Calculated over the trailing 1-year period

28.25%

37.37%

-9.12%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

47.05%

50.68%

-3.63%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

44.38%

53.59%

-9.21%

TMV vs. SPXS - Expense Ratio Comparison

TMV has a 1.04% expense ratio, which is lower than SPXS's 1.08% expense ratio.


Dividends

TMV vs. SPXS - Dividend Comparison

TMV's dividend yield for the trailing twelve months is around 2.70%, less than SPXS's 4.62% yield.


PositionTTM20252024202320222021202020192018
SPXS
Direxion Daily S&P 500 Bear 3X Shares
4.62%4.93%6.18%5.66%0.00%0.00%0.51%1.74%0.58%
TMV
Direxion Daily 20-Year Treasury Bear 3X
2.70%2.85%3.41%3.87%0.00%0.00%0.37%1.60%0.62%

Frequently Asked Questions


TMV and SPXS have a correlation of 0.23, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

SPXS has higher volatility (14.08%) compared to TMV (6.55%). In terms of maximum drawdown, TMV dropped -98.96% vs SPXS's -100.00%.

On 10-year performance, TMV leads with -0.46% vs -42.08% for SPXS. On fees, TMV is cheaper at 1.04% per year. On volatility, TMV has been the lower-risk option at 6.55%. The better choice depends on whether you care most about return, fees, risk, or income.

Over the 10-year period, TMV has performed better with a -0.46% return vs -42.08%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.

TMV is cheaper with a 1.04% expense ratio, compared with 1.08% for SPXS.

SPXS has the higher dividend yield at 4.62%, compared with 2.70% for TMV.

TMV is categorized as Leveraged Bonds, while SPXS is Inverse Equities. TMV tracks NYSE 20 Year Plus Treasury Bond Index (-300%), while SPXS tracks S&P 500 Index (-300%). Their fees differ too: 1.04% for TMV and 1.08% for SPXS.

TMV currently has the higher Sharpe Ratio (-0.06 vs -1.19), 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 TMV and SPXS

Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.

Open Portfolio Optimizer