AAPU vs VTN

Comparison between DIREXION DAILY AAPL BULL 2X SHARES (AAPU, ETF) and Invesco Trust For Investment Grade New York Municipals (VTN, ETF).

AAPU vs VTN - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	AAPU(ETF)	VTN(ETF)
Net Assets	$161M	$161M
Max Drawdown	60.55%	60.53%
Sharpe Ratio	1.68	1.25
5Y Beta	2.18	0.15
5Y Dividends CAGR	N/A	8.17%

Net Assets

AAPU

$161M

Winner

VTN

$161M

Max Drawdown

AAPU

60.55%

Winner

VTN

60.53%

Sharpe Ratio

Winner

AAPU

1.68

VTN

1.25

5Y Beta

AAPU

2.18

Winner

VTN

0.15

5Y Dividends CAGR

AAPU

N/A

VTN

8.17%

AAPU vs VTN - Historical Returns

Returns include dividend reinvestment.

Period	AAPU	VTN
1 month	+19.73%	+1.86%
3 months	+45.81%	+2.38%
6 months	+62.18%	+2.50%
1 year	+106.27%	+18.13%
5 years(CAGR)	N/A	+1.87%
10 years(CAGR)	N/A	+1.47%
Max(CAGR)	+23.84%	+5.07%

Winner

AAPU

+19.73%

VTN

+1.86%

Winner

AAPU

+45.81%

VTN

+2.38%

Winner

AAPU

+62.18%

VTN

+2.50%

Winner

AAPU

+106.27%

VTN

+18.13%

5Y(CAGR)

AAPU

N/A

VTN

+1.87%

10Y(CAGR)

AAPU

N/A

VTN

+1.47%

Max(CAGR)

Winner

AAPU

+23.84%

VTN

+5.07%

AAPU vs VTN - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	AAPU	VTN
2026	+34.70%	+2.74%
2025	+2.37%	+16.23%
2024	+67.66%	+6.93%
2023	+78.52%	+6.97%
2022	-32.82%	-21.06%
2021	N/A	+6.91%
2020	N/A	+0.64%
2019	N/A	+17.36%
2018	N/A	-8.08%
2017	N/A	+8.10%
2016	N/A	-3.98%
2015	N/A	+13.27%
2014	N/A	+10.33%
2013	N/A	-17.12%
2012	N/A	+16.04%
2011	N/A	+20.82%
2010	N/A	+1.78%
2009	N/A	+62.82%
2008	N/A	-32.73%
2007	N/A	-6.62%
2006	N/A	+10.89%
2005	N/A	+5.58%
2004	N/A	-6.92%
2003	N/A	+10.96%
2002	N/A	+12.30%
2001	N/A	+6.54%
2000	N/A	+16.38%
1999	N/A	-8.13%

AAPU vs VTN Drawdown Comparison

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

The maximum drawdown for VTN was -49.29%, occurring on Dec 15, 2008. Recovery took 585 trading sessions.

The current AAPU drawdown is -3.58%. The current VTN drawdown is -2.85%.

Rank	AAPU	VTN
#1	-58.62% Dec 26, 2024 - Dec 2, 2025	-49.29% May 11, 2007 - Sep 4, 2009
#2	-41.79% Aug 17, 2022 - Jun 12, 2023	-33.61% Jul 29, 2021 - Oct 16, 2025
#3	-28.96% Dec 2, 2025 - May 13, 2026	-29.17% Feb 19, 2020 - Apr 29, 2021
#4	-28.50% Jul 31, 2023 - Jun 7, 2024	-22.31% Mar 24, 2004 - Dec 29, 2006
#5	-24.72% Jun 2, 2026 - Jul 15, 2026	-21.67% Jan 10, 2013 - Nov 27, 2015
#6	-23.12% Jul 16, 2024 - Dec 3, 2024	-19.89% Jul 27, 2016 - Jan 30, 2020
#7	-8.81% Jun 17, 2024 - Jul 2, 2024	-17.68% Nov 5, 2010 - Sep 23, 2011
#8	-4.74% Jun 30, 2023 - Jul 19, 2023	-11.39% Feb 13, 2026 - Mar 27, 2026
#9	-4.59% Jul 10, 2024 - Jul 15, 2024	-10.21% Nov 1, 1999 - Jul 5, 2000
#10	-4.40% Dec 17, 2024 - Dec 20, 2024	-10.02% Oct 2, 2002 - Jan 3, 2003
#11	-4.11% Jul 17, 2026 - Jul 20, 2026	-8.50% Oct 6, 2009 - Jan 19, 2010
#12	-4.00% May 28, 2026 - Jun 2, 2026	-8.28% Feb 13, 2012 - Jul 9, 2012
#13	-3.79% Jun 7, 2024 - Jun 11, 2024	-7.61% Jul 9, 2003 - Dec 4, 2003
#14	-2.46% Jul 19, 2023 - Jul 28, 2023	-7.20% Feb 8, 2002 - Jun 7, 2002
#15	-1.92% Jun 15, 2023 - Jun 22, 2023	-6.70% Sep 13, 2000 - Dec 29, 2000

Correlation

Correlation between AAPU and VTN is 0.84 which considered as a strong positive correlation - the stocks tend to move together.

0.84

-101

Dividend Comparison (2000 - 2026)

AAPU vs VTN dividend yield comparison.

Year	AAPU	VTN
2026	0.88%	4.24%
2025	8.66%	7.14%
2024	14.58%	6.39%
2023	2.32%	3.87%
2022	0.79%	5.07%
2021	0.00%	4.21%
2020	0.00%	4.21%
2019	0.00%	4.54%
2018	0.00%	5.76%
2017	0.00%	5.02%
2016	0.00%	5.99%
2015	0.00%	5.60%
2014	0.00%	6.51%
2013	0.00%	7.70%
2012	0.00%	6.08%
2011	0.00%	6.61%
2010	0.00%	7.40%
2009	0.00%	6.20%
2008	0.00%	9.05%
2007	0.00%	5.63%
2006	0.00%	5.79%
2005	0.00%	7.93%
2004	0.00%	7.20%
2003	0.00%	8.87%
2002	0.00%	8.66%
2001	0.00%	6.89%
2000	0.00%	4.24%