AAPU vs XJR

Comparison between DIREXION DAILY AAPL BULL 2X SHARES (AAPU, ETF) and ISHARES ESG SELECT SCREENED S&P SMALL-CAP ETF (XJR, ETF).

AAPU vs XJR - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	AAPU(ETF)	XJR(ETF)
Net Assets	$161M	$161M
Expense Ratio	N/A	0.12%
Max Drawdown	60.55%	27.89%
Sharpe Ratio	1.68	1.36
5Y Beta	2.18	1.01
P/E Ratio	N/A	35.84
Forward P/E	N/A	16.00
5Y Dividends CAGR	N/A	1.21%
5Y EPS CAGR	N/A	11.50%
Debt to Equity	N/A	55.94%
P/S Ratio	N/A	1.13
P/B Ratio	N/A	2.16

Net Assets

Winner

AAPU

$161M

XJR

$161M

Expense Ratio

AAPU

N/A

XJR

0.12%

Max Drawdown

AAPU

60.55%

Winner

XJR

27.89%

Sharpe Ratio

Winner

AAPU

1.68

XJR

1.36

5Y Beta

AAPU

2.18

Winner

XJR

1.01

P/E Ratio

AAPU

N/A

XJR

35.84

Forward P/E

AAPU

N/A

XJR

16.00

5Y Dividends CAGR

AAPU

N/A

XJR

1.21%

5Y EPS CAGR

AAPU

N/A

XJR

11.50%

Debt to Equity

AAPU

N/A

XJR

55.94%

P/S Ratio

AAPU

N/A

XJR

1.13

P/B Ratio

AAPU

N/A

XJR

2.16

AAPU vs XJR - Holdings Comparison

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

AAPU's top 25 holdings weight is 9.72%. XJR's top 25 holdings weight is 15.39%.

Rank	AAPU	XJR
#1	APPLE INC (AAPL) - 9.72%	BLACKROCK CASH FUNDS TREASURY SL AGENCY (n/a) - 3.05%
#2	N/A	MOLINA HEALTHCARE INC (MOH) - 0.78%
#3	N/A	BRIGHTSPRING HEALTH SERVICES INC (BTSG) - 0.69%
#4	N/A	VIASAT INC (VSAT) - 0.59%
#5	N/A	ELEMENT SOLUTIONS INC (ESI) - 0.58%
#6	N/A	FORMFACTOR INC (FORM) - 0.57%
#7	N/A	KRYSTAL BIOTECH INC (KRYS) - 0.56%
#8	N/A	MATCH GROUP INC ORDINARY SHARES NEW (MTCH) - 0.56%
#9	N/A	GLAUKOS CORP (GKOS) - 0.56%
#10	N/A	ARGAN INC (AGX) - 0.54%
#11	N/A	CORCEPT THERAPEUTICS INC (CORT) - 0.54%
#12	N/A	ALKERMES PLC (ALKS) - 0.54%
#13	N/A	JACKSON FINANCIAL INC (JXN) - 0.53%
#14	N/A	ESCO TECHNOLOGIES INC (ESE) - 0.53%
#15	N/A	STONEX GROUP INC (SNEX) - 0.50%
#16	N/A	BRINKER INTERNATIONAL INC (EAT) - 0.49%
#17	N/A	ETSY INC (ETSY) - 0.49%
#18	N/A	MAXLINEAR INC (MXL) - 0.49%
#19	N/A	PROTAGONIST THERAPEUTICS INC (PTGX) - 0.49%
#20	N/A	RYMAN HOSPITALITY PROPERTIES INC (RHP) - 0.49%
#21	N/A	FIRST BANCORP (FBP) - 0.42%
#22	N/A	AMERIS BANCORP (ABCB) - 0.35%
#23	N/A	MOHAWK INDUSTRIES INC (MHK) - 0.35%
#24	N/A	AXOS FINANCIAL INC (AX) - 0.35%
#25	N/A	ACM RESEARCH INC CLASS A (ACMR) - 0.35%
Total Holdings	1	474

AAPU vs XJR - Historical Returns

Returns include dividend reinvestment.

Period	AAPU	XJR
1 month	+19.73%	+2.06%
3 months	+45.81%	+9.20%
6 months	+62.18%	+13.73%
1 year	+106.27%	+30.27%
5 years(CAGR)	N/A	+7.43%
Max(CAGR)	+23.84%	+15.31%

Winner

AAPU

+19.73%

XJR

+2.06%

Winner

AAPU

+45.81%

XJR

+9.20%

Winner

AAPU

+62.18%

XJR

+13.73%

Winner

AAPU

+106.27%

XJR

+30.27%

5Y(CAGR)

AAPU

N/A

XJR

+7.43%

Max(CAGR)

Winner

AAPU

+23.84%

XJR

+15.31%

AAPU vs XJR - Annual Returns (2020 - 2026)

Returns include dividend reinvestment.

Year	AAPU	XJR
2026	+34.70%	+21.33%
2025	+2.37%	+5.10%
2024	+67.66%	+10.38%
2023	+78.52%	+16.42%
2022	-32.82%	-18.05%
2021	N/A	+26.45%
2020	N/A	+35.61%

AAPU vs XJR Drawdown Comparison

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

The maximum drawdown for XJR was -27.12%, occurring on Apr 8, 2025. Recovery took 280 trading sessions.

The current AAPU drawdown is -3.58%. The current XJR drawdown is -1.51%.

Rank	AAPU	XJR
#1	-58.62% Dec 26, 2024 - Dec 2, 2025	-27.12% Nov 25, 2024 - Jan 9, 2026
#2	-41.79% Aug 17, 2022 - Jun 12, 2023	-26.88% Nov 5, 2021 - Jul 16, 2024
#3	-28.96% Dec 2, 2025 - May 13, 2026	-9.76% Jun 8, 2021 - Nov 3, 2021
#4	-28.50% Jul 31, 2023 - Jun 7, 2024	-9.43% Feb 10, 2026 - Apr 14, 2026
#5	-24.72% Jun 2, 2026 - Jul 15, 2026	-9.34% Mar 12, 2021 - Jun 8, 2021
#6	-23.12% Jul 16, 2024 - Dec 3, 2024	-9.04% Jul 31, 2024 - Sep 19, 2024
#7	-8.81% Jun 17, 2024 - Jul 2, 2024	-6.34% Oct 23, 2020 - Nov 5, 2020
#8	-4.74% Jun 30, 2023 - Jul 19, 2023	-4.41% Nov 11, 2024 - Nov 25, 2024
#9	-4.59% Jul 10, 2024 - Jul 15, 2024	-4.33% May 6, 2026 - May 26, 2026
#10	-4.40% Dec 17, 2024 - Dec 20, 2024	-4.23% Feb 24, 2021 - Mar 8, 2021
#11	-4.11% Jul 17, 2026 - Jul 20, 2026	-3.65% Oct 16, 2024 - Nov 6, 2024
#12	-4.00% May 28, 2026 - Jun 2, 2026	-3.40% Jan 26, 2021 - Feb 4, 2021
#13	-3.79% Jun 7, 2024 - Jun 11, 2024	-3.40% Jun 30, 2026 - Jul 8, 2026
#14	-2.46% Jul 19, 2023 - Jul 28, 2023	-3.28% Nov 24, 2020 - Dec 4, 2020
#15	-1.92% Jun 15, 2023 - Jun 22, 2023	-3.23% Sep 19, 2024 - Oct 16, 2024