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YANG vs. FNDE
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

YANG vs. FNDE - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Direxion Daily China 3x Bear Shares (YANG) and Schwab Fundamental Emerging Markets Equity ETF (FNDE). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, YANG achieves a 5.40% return, which is significantly lower than FNDE's 15.01% return. Over the past 10 years, YANG has underperformed FNDE with an annualized return of -38.18%, while FNDE has yielded a comparatively higher 10.16% annualized return.


YANG

1D
-0.08%
1M
-34.03%
6M
19.25%
YTD
5.40%
1Y
-11.44%
3Y*
-43.40%
5Y*
-39.47%
10Y*
-38.18%
ALL TIME*
-38.42%

FNDE

1D
0.66%
1M
4.72%
6M
6.81%
YTD
15.01%
1Y
29.41%
3Y*
19.09%
5Y*
10.74%
10Y*
10.16%
ALL TIME*
7.19%
*Multi-year figures are annualized to reflect compound growth (CAGR)

Liquidity Comparison


PositionAvg. Volume Value (2W)Avg. Volume Value (1M)Avg. Volume Value (3M)
$29.51M$30.86M$33.63M
$20.61M$22.59M$28.35M

YANG vs. FNDE - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
YANG
Direxion Daily China 3x Bear Shares
5.40%-62.77%-71.41%11.95%-41.34%25.90%-58.66%-40.72%13.14%-64.93%
FNDE
Schwab Fundamental Emerging Markets Equity ETF
15.01%29.46%12.10%14.99%-15.58%14.41%-2.77%19.75%-10.37%26.77%

Correlation

The correlation between YANG and FNDE is -0.69, meaning they have often moved in opposite directions in the past. This relationship can weaken or reverse as market conditions change.


Correlation
Correlation (1Y)
Focuses on recent behavior, but can change the most.

-0.69

Correlation (3Y)
Balances recent behavior with more history.

-0.78

Correlation (5Y)
Shows whether the relationship held over a longer period.

-0.77

Correlation (10Y)
Provides a long-term view across more market conditions.

-0.77

Correlation (All Time)
Calculated using the full available price history since Aug 15, 2013

-0.76

The correlation between YANG and FNDE has been stable across timeframes, ranging from -0.78 to -0.69 - a consistent structural relationship.

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Return for Risk

YANG vs. FNDE — Risk / Return Rank

Compare historical risk-adjusted metric ranks over the past 12 months.

YANG
YANG Risk / Return Rank: 1010
Overall Rank
YANG Sharpe Ratio Rank: 99
Sharpe Ratio Rank
YANG Sortino Ratio Rank: 1313
Sortino Ratio Rank
YANG Omega Ratio Rank: 1212
Omega Ratio Rank
YANG Calmar Ratio Rank: 88
Calmar Ratio Rank
YANG Martin Ratio Rank: 99
Martin Ratio Rank

FNDE
FNDE Risk / Return Rank: 7777
Overall Rank
FNDE Sharpe Ratio Rank: 7979
Sharpe Ratio Rank
FNDE Sortino Ratio Rank: 7676
Sortino Ratio Rank
FNDE Omega Ratio Rank: 7878
Omega Ratio Rank
FNDE Calmar Ratio Rank: 7979
Calmar Ratio Rank
FNDE Martin Ratio Rank: 7373
Martin Ratio Rank
The rank (0–100) uses a weighted average of the Sharpe, Sortino, Omega, Calmar, and Martin percentile ranks for the trailing 12 months. Higher means stronger historical risk-adjusted performance within the peer group.

YANG vs. FNDE - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Direxion Daily China 3x Bear Shares (YANG) and Schwab Fundamental Emerging Markets Equity ETF (FNDE). 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.


YANGFNDEDifference
Sharpe ratioReturn per unit of total volatility

-1.91

Sortino ratioReturn per unit of downside risk

-2.15

Omega ratioGain probability vs. loss probability

1.03

1.32

-0.29

Calmar ratioReturn relative to maximum drawdown

-0.20

2.82

-3.02

Martin ratioReturn relative to average drawdown

-0.37

8.93

-9.30

YANG vs. FNDE - Sharpe Ratio Comparison

The current YANG Sharpe Ratio is -0.12, which is lower than the FNDE Sharpe Ratio of 1.79. The chart below compares the historical Sharpe Ratios of YANG and FNDE, 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

YANG vs. FNDE - Drawdown Comparison

The maximum YANG drawdown since its inception was -99.98%, which is greater than FNDE's maximum drawdown of -43.55%. Use the drawdown chart below to compare losses from any high point for YANG and FNDE.


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Drawdown Indicators


YANGFNDEDifference

Max Drawdown

Largest peak-to-trough decline

-99.98%

-43.55%

-56.43%

Max Drawdown (1Y)

Largest decline over 1 year

-35.83%

-10.23%

-25.60%

Max Drawdown (3Y)

Largest decline over 3 years

-94.02%

-18.40%

-75.62%

Max Drawdown (5Y)

Largest decline over 5 years

-97.38%

-29.44%

-67.94%

Max Drawdown (10Y)

Largest decline over 10 years

-99.36%

-39.93%

-59.43%

Current Drawdown

Current decline from peak

-99.98%

-2.07%

-97.91%

Average Drawdown

Average peak-to-trough decline

-90.59%

-11.62%

-78.97%

Ulcer Index

Depth and duration of drawdowns from previous peaks

19.03%

3.22%

+15.81%

Volatility

YANG vs. FNDE - Volatility Comparison

Direxion Daily China 3x Bear Shares (YANG) has a higher volatility of 15.88% compared to Schwab Fundamental Emerging Markets Equity ETF (FNDE) at 4.42%. This indicates that YANG's price experiences larger fluctuations and is considered to be riskier than FNDE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


YANGFNDEDifference

Volatility (1M)

Calculated over the trailing 1-month period

15.88%

4.42%

+11.46%

Volatility (6M)

Calculated over the trailing 6-month period

43.30%

13.64%

+29.66%

Volatility (1Y)

Calculated over the trailing 1-year period

60.16%

16.16%

+44.00%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

93.73%

17.08%

+76.65%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

81.91%

19.13%

+62.78%

YANG vs. FNDE - Expense Ratio Comparison

YANG has a 1.07% expense ratio, which is higher than FNDE's 0.39% expense ratio.


Dividends

YANG vs. FNDE - Dividend Comparison

YANG's dividend yield for the trailing twelve months is around 3.50%, less than FNDE's 3.60% yield.


PositionTTM20252024202320222021202020192018201720162015
FNDE
Schwab Fundamental Emerging Markets Equity ETF
3.60%4.19%4.82%4.74%5.59%4.32%2.50%3.47%2.98%2.05%1.65%2.02%
YANG
Direxion Daily China 3x Bear Shares
3.50%4.03%9.42%3.66%0.00%0.00%0.67%1.54%0.56%0.00%0.00%0.00%

Frequently Asked Questions


YANG and FNDE have a correlation of -0.69, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

YANG has higher volatility (15.88%) compared to FNDE (4.42%). In terms of maximum drawdown, YANG dropped -99.98% vs FNDE's -43.55%.

On 10-year performance, FNDE leads with 10.16% vs -38.18% for YANG. On fees, FNDE is cheaper at 0.39% per year. On volatility, FNDE has been the lower-risk option at 4.42%. The better choice depends on whether you care most about return, fees, risk, or income.

Over the 10-year period, FNDE has performed better with a 10.16% return vs -38.18%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.

FNDE is cheaper with a 0.39% expense ratio, compared with 1.07% for YANG.

FNDE has the higher dividend yield at 3.60%, compared with 3.50% for YANG.

YANG is categorized as China Equities, while FNDE is Emerging Markets Equities. YANG tracks FTSE China 50 Index (-300%), while FNDE tracks RAFI Fundamental High Liquidity Emerging Markets Index (Net). They also come from different issuers: Direxion and Charles Schwab. Their fees differ too: 1.07% for YANG and 0.39% for FNDE.

FNDE currently has the higher Sharpe Ratio (1.79 vs -0.12), 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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