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AAPU vs SWAN

Comparison between DIREXION DAILY AAPL BULL 2X SHARES (AAPU, ETF) and Amplify BlackSwan Growth & Treasury Core ETF (SWAN, ETF).

AAPU vs SWAN - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
Winner
AAPU
$161M
SWAN
$161M
Expense Ratio
AAPU
N/A
SWAN
0.49%
Max Drawdown
AAPU
60.55%
Winner
SWAN
37.03%
Sharpe Ratio
Winner
AAPU
1.68
SWAN
0.79
5Y Beta
AAPU
2.18
Winner
SWAN
0.50
5Y Dividends CAGR
AAPU
N/A
SWAN
18.11%

AAPU vs SWAN - Holdings Comparison

AAPU and SWAN have 0 common holdings. Overlap is 0.00%

AAPU's top 25 holdings weight is 9.72%. SWAN's top 25 holdings weight is 0.45%.

RankAAPUSWAN
#1
APPLE INC (AAPL) - 9.72%
INVESCO SHRT-TRM INV GOV&AGCY INSTL (AGPXX) - 0.45%
#2N/AN/A
#3N/AN/A
#4N/AN/A
#5N/AN/A
#6N/AN/A
#7N/AN/A
#8N/AN/A
#9N/AN/A
#10N/AN/A
#11N/AN/A
#12N/AN/A
#13N/AN/A
#14N/AN/A
#15N/AN/A
#16N/AN/A
#17N/AN/A
#18N/AN/A
#19N/AN/A
#20N/AN/A
#21N/AN/A
#22N/AN/A
#23N/AN/A
#24N/AN/A
#25N/AN/A
Total Holdings11

AAPU vs SWAN - Historical Returns

Returns include dividend reinvestment.

1M
Winner
AAPU
+19.73%
SWAN
-0.24%
3M
Winner
AAPU
+45.81%
SWAN
+2.20%
6M
Winner
AAPU
+62.18%
SWAN
+4.10%
1Y
Winner
AAPU
+106.27%
SWAN
+11.29%
5Y(CAGR)
AAPU
N/A
SWAN
+2.40%
Max(CAGR)
Winner
AAPU
+23.84%
SWAN
+6.82%

AAPU vs SWAN - Annual Returns (2018 - 2026)

Returns include dividend reinvestment.

YearAAPUSWAN
2026+34.70%+3.83%
2025+2.37%+14.13%
2024+67.66%+14.38%
2023+78.52%+11.43%
2022-32.82%-26.97%
2021N/A+11.08%
2020N/A+15.13%
2019N/A+21.83%
2018N/A-2.23%

AAPU vs SWAN Drawdown Comparison

The maximum drawdown for AAPU was -58.62%, occurring on Apr 8, 2025. Recovery took 233 trading sessions.

The maximum drawdown for SWAN was -31.04%, occurring on Oct 27, 2023. Recovery took 957 trading sessions.

The current AAPU drawdown is -3.58%. The current SWAN drawdown is -2.03%.

RankAAPUSWAN
#1-58.62%
Dec 26, 2024 - Dec 2, 2025
-31.04%
Nov 9, 2021 - Sep 4, 2025
#2-41.79%
Aug 17, 2022 - Jun 12, 2023
-12.78%
Mar 18, 2020 - Jun 10, 2020
#3-28.96%
Dec 2, 2025 - May 13, 2026
-8.31%
Mar 6, 2020 - Mar 18, 2020
#4-28.50%
Jul 31, 2023 - Jun 7, 2024
-7.05%
Oct 28, 2025 - Apr 17, 2026
#5-24.72%
Jun 2, 2026 - Jul 15, 2026
-7.01%
Sep 2, 2020 - Dec 31, 2020
#6-23.12%
Jul 16, 2024 - Dec 3, 2024
-6.73%
Dec 3, 2018 - Feb 15, 2019
#7-8.81%
Jun 17, 2024 - Jul 2, 2024
-5.05%
Feb 11, 2021 - Apr 13, 2021
#8-4.74%
Jun 30, 2023 - Jul 19, 2023
-4.89%
Sep 2, 2021 - Nov 3, 2021
#9-4.59%
Jul 10, 2024 - Jul 15, 2024
-4.89%
Feb 20, 2020 - Mar 6, 2020
#10-4.40%
Dec 17, 2024 - Dec 20, 2024
-3.64%
Nov 7, 2018 - Dec 3, 2018
#11-4.11%
Jul 17, 2026 - Jul 20, 2026
-3.45%
Jun 2, 2026 - Jun 10, 2026
#12-4.00%
May 28, 2026 - Jun 2, 2026
-3.36%
May 7, 2021 - Jun 4, 2021
#13-3.79%
Jun 7, 2024 - Jun 11, 2024
-2.55%
Sep 6, 2019 - Oct 31, 2019
#14-2.46%
Jul 19, 2023 - Jul 28, 2023
-2.48%
May 14, 2026 - May 27, 2026
#15-1.92%
Jun 15, 2023 - Jun 22, 2023
-2.46%
Apr 30, 2019 - Jun 7, 2019

Correlation

Correlation between AAPU and SWAN is 0.85 which considered as a strong positive correlation - the stocks tend to move together.

0.85
-101

Dividend Comparison (2018 - 2026)

AAPU vs SWAN dividend yield comparison.

YearAAPUSWAN
20260.88%1.80%
20258.66%2.86%
202414.58%2.54%
20232.32%2.98%
20220.79%2.12%
20210.00%5.04%
20200.00%1.64%
20190.00%3.69%
20180.00%0.29%

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