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UTSL vs. EVLN
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

UTSL vs. EVLN - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Direxion Daily Utilities Bull 3X Shares (UTSL) and Eaton Vance Floating-Rate ETF (EVLN). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, UTSL achieves a 1.14% return, which is significantly lower than EVLN's 1.37% return.


UTSL

1D
-1.50%
1M
-17.87%
YTD
1.14%
6M
-5.29%
1Y
9.70%
3Y*
20.67%
5Y*
8.32%
10Y*

EVLN

1D
-0.04%
1M
0.66%
YTD
1.37%
6M
1.73%
1Y
4.86%
3Y*
5Y*
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

UTSL vs. EVLN - Yearly Performance Comparison


2026 (YTD)20252024
UTSL
Direxion Daily Utilities Bull 3X Shares
1.14%29.03%85.35%
EVLN
Eaton Vance Floating-Rate ETF
1.37%5.59%7.29%

Correlation

The correlation between UTSL and EVLN is -0.10, meaning there is essentially no relationship between their price movements. Each responds to its own set of market drivers, making them strong candidates for combining in a diversified portfolio.


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

-0.10

Correlation (All Time)
Calculated using the full available price history since Feb 9, 2024

0.05

The correlation between UTSL and EVLN shifts across timeframes, from -0.10 (1 year) to 0.05 (all time), reflecting how their relationship changes across market environments.

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Return for Risk

UTSL vs. EVLN — Risk / Return Rank

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

UTSL
UTSL Risk / Return Rank: 1313
Overall Rank
UTSL Sharpe Ratio Rank: 1212
Sharpe Ratio Rank
UTSL Sortino Ratio Rank: 1313
Sortino Ratio Rank
UTSL Omega Ratio Rank: 1313
Omega Ratio Rank
UTSL Calmar Ratio Rank: 1313
Calmar Ratio Rank
UTSL Martin Ratio Rank: 1212
Martin Ratio Rank

EVLN
EVLN Risk / Return Rank: 7373
Overall Rank
EVLN Sharpe Ratio Rank: 8080
Sharpe Ratio Rank
EVLN Sortino Ratio Rank: 9191
Sortino Ratio Rank
EVLN Omega Ratio Rank: 8888
Omega Ratio Rank
EVLN Calmar Ratio Rank: 5656
Calmar Ratio Rank
EVLN 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.

UTSL vs. EVLN - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Direxion Daily Utilities Bull 3X Shares (UTSL) and Eaton Vance Floating-Rate ETF (EVLN). 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.


UTSLEVLNDifference
Sharpe ratioReturn per unit of total volatility

-2.38

Sortino ratioReturn per unit of downside risk

-3.79

Omega ratioGain probability vs. loss probability

1.07

1.55

-0.48

Calmar ratioReturn relative to maximum drawdown

0.34

2.76

-2.42

Martin ratioReturn relative to average drawdown

0.73

9.01

-8.28

UTSL vs. EVLN - Sharpe Ratio Comparison

The current UTSL Sharpe Ratio is 0.22, which is lower than the EVLN Sharpe Ratio of 2.61. The chart below compares the historical Sharpe Ratios of UTSL and EVLN, 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


UTSLEVLNDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

0.22

2.61

-2.38

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.16

Sharpe Ratio (All Time)

Calculated using the full available price history

0.13

2.55

-2.42

Drawdowns

UTSL vs. EVLN - Drawdown Comparison

The maximum UTSL drawdown since its inception was -79.55%, which is greater than EVLN's maximum drawdown of -2.78%. Use the drawdown chart below to compare losses from any high point for UTSL and EVLN.


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Drawdown Indicators


UTSLEVLNDifference

Max Drawdown

Largest peak-to-trough decline

-79.55%

-2.78%

-76.77%

Max Drawdown (1Y)

Largest decline over 1 year

-28.45%

-1.77%

-26.68%

Max Drawdown (3Y)

Largest decline over 3 years

-46.22%

Max Drawdown (5Y)

Largest decline over 5 years

-68.01%

Current Drawdown

Current decline from peak

-25.53%

-0.04%

-25.49%

Average Drawdown

Average peak-to-trough decline

-33.23%

-0.22%

-33.01%

Ulcer Index

Depth and duration of drawdowns from previous peaks

13.34%

0.54%

+12.80%

Volatility

UTSL vs. EVLN - Volatility Comparison

Direxion Daily Utilities Bull 3X Shares (UTSL) has a higher volatility of 16.50% compared to Eaton Vance Floating-Rate ETF (EVLN) at 0.46%. This indicates that UTSL's price experiences larger fluctuations and is considered to be riskier than EVLN based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


UTSLEVLNDifference

Volatility (1M)

Calculated over the trailing 1-month period

16.50%

0.46%

+16.04%

Volatility (6M)

Calculated over the trailing 6-month period

34.86%

1.62%

+33.24%

Volatility (1Y)

Calculated over the trailing 1-year period

43.41%

1.89%

+41.52%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

52.02%

2.43%

+49.59%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

59.28%

2.43%

+56.85%

UTSL vs. EVLN - Expense Ratio Comparison

UTSL has a 0.99% expense ratio, which is higher than EVLN's 0.60% expense ratio.


Dividends

UTSL vs. EVLN - Dividend Comparison

UTSL's dividend yield for the trailing twelve months is around 1.80%, less than EVLN's 6.92% yield.


PositionTTM202520242023202220212020201920182017
EVLN
Eaton Vance Floating-Rate ETF
6.92%7.28%6.41%0.00%0.00%0.00%0.00%0.00%0.00%0.00%
UTSL
Direxion Daily Utilities Bull 3X Shares
1.80%1.69%1.61%3.61%1.15%1.19%1.40%5.01%1.46%0.57%

Frequently Asked Questions


UTSL and EVLN have a correlation of -0.10, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

UTSL has higher volatility (16.50%) compared to EVLN (0.46%). In terms of maximum drawdown, UTSL dropped -79.55% vs EVLN's -2.78%.

On 1-year performance, UTSL leads with 9.70% vs 4.86% for EVLN. On fees, EVLN is cheaper at 0.60% per year. On volatility, EVLN has been the lower-risk option at 0.46%. The better choice depends on whether you care most about return, fees, risk, or income.

Over the 1-year period, UTSL has performed better with a 9.70% return vs 4.86%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.

EVLN is cheaper with a 0.60% expense ratio, compared with 0.99% for UTSL.

EVLN has the higher dividend yield at 6.92%, compared with 1.80% for UTSL.

UTSL is categorized as Leveraged Equities, while EVLN is Bank Loan. They also come from different issuers: Direxion and Eaton Vance. Their fees differ too: 0.99% for UTSL and 0.60% for EVLN.

EVLN currently has the higher Sharpe Ratio (2.61 vs 0.22), 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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