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AIBU vs SPY

Comparison between DIREXION DAILY AI AND BIG DATA BULL 2X SHARES (AIBU, ETF) and SPDR S&P 500 ETF Trust (SPY, ETF).

AIBU vs SPY - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
AIBU
$36M
Winner
SPY
$784B
Expense Ratio
AIBU
N/A
SPY
0.09%
Max Drawdown
Winner
AIBU
51.19%
SPY
56.47%
Sharpe Ratio
AIBU
1.24
Winner
SPY
1.50
5Y Beta
AIBU
3.02
Winner
SPY
1.00
P/E Ratio
AIBU
58.53
Winner
SPY
28.29
Forward P/E
AIBU
30.26
Winner
SPY
21.76
PEG Ratio
AIBU
0.04
SPY
N/A
5Y Dividends CAGR
AIBU
N/A
SPY
5.43%
5Y EPS CAGR
AIBU
25.88%
Winner
SPY
25.98%
Debt to Equity
AIBU
N/A
SPY
30.79%
P/S Ratio
AIBU
4.91
Winner
SPY
3.79
P/B Ratio
AIBU
8.37
Winner
SPY
5.67

AIBU vs SPY - Holdings Comparison

AIBU and SPY have 16 common holdings. Overlap is 33.02%

AIBU's top 25 holdings weight is 114.40%. SPY's top 25 holdings weight is 52.46%.

RankAIBUSPY
#1
DREYFUS GOVT CASH MAN INS (n/a) - 15.18%
NVIDIA CORP (NVDA) - 8.30%
#2
GOLDMAN FINL SQ TRSRY INST 506 (n/a) - 9.36%
APPLE INC (AAPL) - 7.09%
#3
SOLACTIVE US AI & BIG DATA INDEX SWAP (n/a) - 7.82%
MICROSOFT CORP (MSFT) - 5.02%
#4
SOLACTIVE US AI & BIG DATA INDEX (n/a) - 6.68%
AMAZON.COM INC (AMZN) - 3.84%
#5
ALPHABET INC CLASS A (GOOGL) - 5.84%
BROADCOM INC (AVGO) - 3.50%
#6
APPLE INC (AAPL) - 5.74%
ALPHABET INC CLASS A (GOOGL) - 3.23%
#7
NVIDIA CORP (NVDA) - 5.63%
ALPHABET INC CLASS C (GOOG) - 2.57%
#8
AMAZON.COM INC (AMZN) - 5.25%
META PLATFORMS INC CLASS A (META) - 2.00%
#9
BROADCOM INC (AVGO) - 5.22%
MICRON TECHNOLOGY INC (MU) - 1.84%
#10
MICROSOFT CORP (MSFT) - 5.02%
TESLA INC (TSLA) - 1.83%
#11
INTEL CORP (INTC) - 4.91%
BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.32%
#12
ADVANCED MICRO DEVICES INC (AMD) - 4.52%
ADVANCED MICRO DEVICES INC (AMD) - 1.30%
#13
SNOWFLAKE INC ORDINARY SHARES (SNOW) - 3.58%
ELI LILLY AND CO (LLY) - 1.29%
#14
SYNOPSYS INC (SNPS) - 3.40%
JPMORGAN CHASE & CO (JPM) - 1.24%
#15
TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD ADR (TSM) - 3.28%
EXXON MOBIL CORP (XOM) - 0.96%
#16
MICROCHIP TECHNOLOGY INC (MCHP) - 3.18%
JOHNSON & JOHNSON (JNJ) - 0.82%
#17
ORACLE CORP (ORCL) - 3.09%
VISA INC CLASS A (V) - 0.82%
#18
PALANTIR TECHNOLOGIES INC ORDINARY SHARES CLASS A (PLTR) - 2.88%
INTEL CORP (INTC) - 0.78%
#19
HEWLETT PACKARD ENTERPRISE CO (HPE) - 2.77%
CISCO SYSTEMS INC (CSCO) - 0.77%
#20
META PLATFORMS INC CLASS A (META) - 2.70%
WALMART INC (WMT) - 0.76%
#21
INTERNATIONAL BUSINESS MACHINES CORP (IBM) - 2.69%
COSTCO WHOLESALE CORP (COST) - 0.65%
#22
COREWEAVE INC ORDINARY SHARES CLASS A (CRWV) - 2.53%
CATERPILLAR INC (CAT) - 0.65%
#23
GOLDMAN SACHS FIN GOV 465 INSTITUT (n/a) - 1.94%
ORACLE CORP (ORCL) - 0.64%
#24
DREYFUS TRSRY SECURITIES CASH MGMT (n/a) - 0.68%
LAM RESEARCH CORP (LRCX) - 0.64%
#25
TEMPUS AI INC CLASS A COMMON STOCK (TEM) - 0.51%
APPLIED MATERIALS INC (AMAT) - 0.60%
Total Holdings37505

AIBU vs SPY - Historical Returns

Returns include dividend reinvestment.

1M
Winner
AIBU
+3.56%
SPY
+0.48%
3M
Winner
AIBU
+56.92%
SPY
+11.67%
6M
Winner
AIBU
+24.00%
SPY
+9.42%
1Y
Winner
AIBU
+70.28%
SPY
+24.27%
5Y(CAGR)
AIBU
N/A
SPY
+13.36%
10Y(CAGR)
AIBU
N/A
SPY
+15.42%
Max(CAGR)
Winner
AIBU
+55.55%
SPY
+8.49%

AIBU vs SPY - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearAIBUSPY
2026+26.55%+8.88%
2025+41.48%+18.00%
2024+38.36%+25.59%
2023N/A+26.72%
2022N/A-18.64%
2021N/A+30.52%
2020N/A+17.28%
2019N/A+31.09%
2018N/A-5.24%
2017N/A+20.78%
2016N/A+13.59%
2015N/A+1.31%
2014N/A+14.56%
2013N/A+29.00%
2012N/A+14.17%
2011N/A+0.85%
2010N/A+13.14%
2009N/A+22.67%
2008N/A-36.25%
2007N/A+5.32%
2006N/A+13.85%
2005N/A+5.32%
2004N/A+10.75%
2003N/A+24.18%
2002N/A-22.42%
2001N/A-10.13%
2000N/A-8.84%
1999N/A+8.61%

AIBU vs SPY Drawdown Comparison

The maximum drawdown for AIBU was -51.17%, occurring on Apr 8, 2025. Recovery took 97 trading sessions.

The maximum drawdown for SPY was -55.20%, occurring on Mar 9, 2009. Recovery took 1224 trading sessions.

The current AIBU drawdown is -17.87%. The current SPY drawdown is -2.35%.

RankAIBUSPY
#1-51.17%
Feb 18, 2025 - Jul 9, 2025		-55.20%
Oct 9, 2007 - Aug 16, 2012
#2-48.71%
Oct 29, 2025 - May 26, 2026		-47.50%
Mar 24, 2000 - Oct 26, 2006
#3-29.04%
Jul 10, 2024 - Oct 9, 2024		-33.70%
Feb 19, 2020 - Aug 10, 2020
#4-21.57%
Jun 2, 2026 - Jun 10, 2026		-24.50%
Jan 3, 2022 - Dec 13, 2023
#5-14.42%
Dec 16, 2024 - Feb 10, 2025		-19.34%
Sep 20, 2018 - Apr 12, 2019
#6-8.19%
Oct 14, 2024 - Nov 6, 2024		-18.76%
Feb 19, 2025 - Jun 26, 2025
#7-7.98%
Jul 31, 2025 - Aug 12, 2025		-13.02%
Jul 20, 2015 - Apr 18, 2016
#8-7.85%
Aug 13, 2025 - Aug 28, 2025		-10.10%
Jan 26, 2018 - Aug 6, 2018
#9-7.20%
Oct 9, 2025 - Oct 24, 2025		-9.44%
Sep 2, 2020 - Nov 11, 2020
#10-6.72%
Nov 7, 2024 - Nov 26, 2024		-9.30%
Jan 19, 2000 - Mar 17, 2000
#11-6.02%
May 28, 2024 - Jun 11, 2024		-9.05%
Jul 19, 2007 - Oct 5, 2007
#12-4.92%
Aug 28, 2025 - Sep 8, 2025		-8.88%
Jan 27, 2026 - Apr 14, 2026
#13-4.75%
Dec 6, 2024 - Dec 16, 2024		-8.41%
Jul 16, 2024 - Sep 19, 2024
#14-2.66%
Sep 22, 2025 - Oct 2, 2025		-7.35%
Sep 14, 2012 - Jan 2, 2013
#15-2.64%
Jun 18, 2024 - Jun 26, 2024		-7.27%
Sep 18, 2014 - Oct 31, 2014

Correlation

Correlation between AIBU and SPY is 0.93 which considered as a very strong positive correlation - the stocks move almost identically together.

0.93
-101

Dividend Comparison (1999 - 2026)

AIBU vs SPY dividend yield comparison.

YearAIBUSPY
20260.00%0.24%
20252.27%1.07%
20241.33%1.21%
20230.00%1.40%
20220.00%1.65%
20210.00%1.20%
20200.00%1.52%
20190.00%1.75%
20180.00%2.04%
20170.00%1.80%
20160.00%2.03%
20150.00%2.06%
20140.00%1.87%
20130.00%1.81%
20120.00%2.18%
20110.00%2.05%
20100.00%1.80%
20090.00%1.95%
20080.00%3.02%
20070.00%1.85%
20060.00%1.73%
20050.00%1.73%
20040.00%1.82%
20030.00%1.47%
20020.00%1.70%
20010.00%1.25%
20000.00%1.15%
19990.00%0.24%

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