UWM vs. DXRLX
Compare and contrast key facts about ProShares Ultra Russell2000 (UWM) and Direxion Monthly Small Cap Bull 1.75X Fund (DXRLX).
UWM is a passively managed fund by ProShares that tracks the performance of the Russell 2000 Index (200%). It was launched on Jan 25, 2007. DXRLX is managed by Direxion. It was launched on Feb 22, 1999.
Performance
UWM vs. DXRLX - Performance Comparison
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UWM vs. DXRLX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
UWM ProShares Ultra Russell2000 | 0.73% | 13.59% | 11.32% | 22.62% | -43.69% | 23.91% | 16.57% | 48.62% | -25.89% | 26.92% |
DXRLX Direxion Monthly Small Cap Bull 1.75X Fund | -0.01% | 15.22% | 10.66% | 20.05% | -40.24% | 26.84% | 20.98% | 46.08% | -27.45% | 27.06% |
Returns By Period
In the year-to-date period, UWM achieves a 0.73% return, which is significantly higher than DXRLX's -0.01% return. Over the past 10 years, UWM has underperformed DXRLX with an annualized return of 10.03%, while DXRLX has yielded a comparatively higher 10.67% annualized return.
UWM
- 1D
- 1.33%
- 1M
- -10.99%
- YTD
- 0.73%
- 6M
- 2.10%
- 1Y
- 43.12%
- 3Y*
- 15.19%
- 5Y*
- -3.18%
- 10Y*
- 10.03%
DXRLX
- 1D
- 6.49%
- 1M
- -10.55%
- YTD
- -0.01%
- 6M
- 2.01%
- 1Y
- 39.94%
- 3Y*
- 14.21%
- 5Y*
- -2.14%
- 10Y*
- 10.67%
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UWM vs. DXRLX - Expense Ratio Comparison
UWM has a 0.95% expense ratio, which is lower than DXRLX's 1.35% expense ratio.
Return for Risk
UWM vs. DXRLX — Risk / Return Rank
UWM
DXRLX
UWM vs. DXRLX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for ProShares Ultra Russell2000 (UWM) and Direxion Monthly Small Cap Bull 1.75X Fund (DXRLX). 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.
| UWM | DXRLX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.94 | 0.97 | -0.03 |
Sortino ratioReturn per unit of downside risk | 1.51 | 1.56 | -0.05 |
Omega ratioGain probability vs. loss probability | 1.19 | 1.20 | -0.01 |
Calmar ratioReturn relative to maximum drawdown | 1.62 | 1.61 | +0.01 |
Martin ratioReturn relative to average drawdown | 5.48 | 5.94 | -0.47 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| UWM | DXRLX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.94 | 0.97 | -0.03 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | -0.07 | -0.05 | -0.02 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.22 | 0.22 | 0.00 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.11 | 0.04 | +0.07 |
Correlation
The correlation between UWM and DXRLX is 0.98, 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
UWM vs. DXRLX - Dividend Comparison
UWM's dividend yield for the trailing twelve months is around 1.02%, less than DXRLX's 2.08% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
UWM ProShares Ultra Russell2000 | 1.02% | 1.05% | 1.16% | 0.34% | 0.40% | 0.00% | 0.07% | 0.55% | 0.41% | 0.11% | 0.27% | 0.23% |
DXRLX Direxion Monthly Small Cap Bull 1.75X Fund | 2.08% | 1.23% | 0.66% | 0.00% | 2.27% | 0.84% | 0.71% | 3.76% | 7.60% | 0.00% | 0.00% | 0.00% |
Drawdowns
UWM vs. DXRLX - Drawdown Comparison
The maximum UWM drawdown since its inception was -88.21%, smaller than the maximum DXRLX drawdown of -94.32%. Use the drawdown chart below to compare losses from any high point for UWM and DXRLX.
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Drawdown Indicators
| UWM | DXRLX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -88.21% | -94.32% | +6.11% |
Max Drawdown (1Y)Largest decline over 1 year | -26.48% | -24.04% | -2.44% |
Max Drawdown (5Y)Largest decline over 5 years | -61.62% | -57.64% | -3.98% |
Max Drawdown (10Y)Largest decline over 10 years | -71.46% | -77.63% | +6.17% |
Current DrawdownCurrent decline from peak | -26.33% | -22.61% | -3.72% |
Average DrawdownAverage peak-to-trough decline | -31.07% | -34.78% | +3.71% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 7.83% | 6.50% | +1.33% |
Volatility
UWM vs. DXRLX - Volatility Comparison
ProShares Ultra Russell2000 (UWM) has a higher volatility of 14.60% compared to Direxion Monthly Small Cap Bull 1.75X Fund (DXRLX) at 13.70%. This indicates that UWM's price experiences larger fluctuations and is considered to be riskier than DXRLX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| UWM | DXRLX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 14.60% | 13.70% | +0.90% |
Volatility (6M)Calculated over the trailing 6-month period | 28.75% | 25.64% | +3.11% |
Volatility (1Y)Calculated over the trailing 1-year period | 46.23% | 41.46% | +4.77% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 45.04% | 41.85% | +3.19% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 45.99% | 49.19% | -3.20% |