AMZU vs RFV
Comparison between DIREXION DAILY AMZN BULL 2X SHARES (AMZU, ETF) and INVESCO S&P MIDCAP 400 PURE VALUE ETF (RFV, ETF).
AMZU vs RFV - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
AMZU
$324M
RFV
$323M
Expense Ratio
AMZU
N/A
RFV
0.35%
Max Drawdown
Winner
AMZU
55.80%
RFV
73.11%
Sharpe Ratio
AMZU
0.21
Winner
RFV
0.96
5Y Beta
AMZU
2.71
Winner
RFV
0.97
P/E Ratio
AMZU
N/A
RFV
20.04
Forward P/E
AMZU
N/A
RFV
11.78
PEG Ratio
AMZU
N/A
RFV
0.14
5Y Dividends CAGR
AMZU
N/A
RFV
19.33%
5Y EPS CAGR
AMZU
N/A
RFV
7.43%
Debt to Equity
AMZU
N/A
RFV
41.46%
P/S Ratio
AMZU
N/A
RFV
0.50
P/B Ratio
AMZU
N/A
RFV
1.42
AMZU vs RFV - Holdings Comparison
AMZU and RFV have 0 common holdings. Overlap is 0.00%
AMZU's top 25 holdings weight is 16.28%. RFV's top 25 holdings weight is 49.13%.
| Rank | AMZU | RFV |
|---|---|---|
| #1 | AMAZON.COM INC (AMZN) - 16.28% | ARROW ELECTRONICS INC (ARW) - 3.82% |
| #2 | N/A | AVNET INC (AVT) - 3.82% |
| #3 | N/A | PBF ENERGY INC CLASS A (PBF) - 3.73% |
| #4 | N/A | HF SINCLAIR CORP (DINO) - 2.94% |
| #5 | N/A | TD SYNNEX CORP (SNX) - 2.57% |
| #6 | N/A | LEAR CORP (LEA) - 2.36% |
| #7 | N/A | n/a (BHF) - 1.96% |
| #8 | N/A | SIRIUS XM HOLDINGS INC (SIRI) - 1.85% |
| #9 | N/A | PARK HOTELS & RESORTS INC (PK) - 1.81% |
| #10 | N/A | PVH CORP (PVH) - 1.75% |
| #11 | N/A | LITHIA MOTORS INC CLASS A (LAD) - 1.74% |
| #12 | N/A | HARLEY-DAVIDSON INC (HOG) - 1.73% |
| #13 | N/A | MACY'S INC (M) - 1.73% |
| #14 | N/A | PENSKE AUTOMOTIVE GROUP INC (PAG) - 1.68% |
| #15 | N/A | OLIN CORP (OLN) - 1.63% |
| #16 | N/A | REINSURANCE GROUP OF AMERICA INC (RGA) - 1.63% |
| #17 | N/A | NOV INC (NOV) - 1.58% |
| #18 | N/A | CHORD ENERGY CORP ORDINARY SHARES NEW (CHRD) - 1.55% |
| #19 | N/A | FLUOR CORP (FLR) - 1.51% |
| #20 | N/A | ALASKA AIR GROUP INC (ALK) - 1.47% |
| #21 | N/A | PERFORMANCE FOOD GROUP CO (PFGC) - 1.32% |
| #22 | N/A | SONOCO PRODUCTS CO (SON) - 1.32% |
| #23 | N/A | TAYLOR MORRISON HOME CORP (TMHC) - 1.30% |
| #24 | N/A | GREIF INC CLASS A (GEF) - 1.17% |
| #25 | N/A | TEREX CORP (TEX) - 1.16% |
| Total Holdings | 1 | 99 |
AMZU vs RFV - Historical Returns
Returns include dividend reinvestment.
1M
Winner
AMZU
+11.50%
RFV
+4.62%
3M
AMZU
-6.39%
Winner
RFV
+8.20%
6M
AMZU
+3.56%
Winner
RFV
+11.41%
1Y
AMZU
-5.19%
Winner
RFV
+20.46%
5Y(CAGR)
AMZU
N/A
RFV
+12.47%
10Y(CAGR)
AMZU
N/A
RFV
+12.51%
Max(CAGR)
Winner
AMZU
+12.83%
RFV
+9.99%
AMZU vs RFV - Annual Returns (2006 - 2026)
Returns include dividend reinvestment.
| Year | AMZU | RFV |
|---|---|---|
| 2026 | +7.07% | +16.21% |
| 2025 | -12.30% | +8.32% |
| 2024 | +64.50% | +5.89% |
| 2023 | +111.68% | +29.67% |
| 2022 | -50.18% | -4.74% |
| 2021 | N/A | +35.77% |
| 2020 | N/A | +9.88% |
| 2019 | N/A | +22.05% |
| 2018 | N/A | -19.75% |
| 2017 | N/A | +13.76% |
| 2016 | N/A | +31.52% |
| 2015 | N/A | -10.60% |
| 2014 | N/A | +9.84% |
| 2013 | N/A | +35.07% |
| 2012 | N/A | +17.03% |
| 2011 | N/A | -6.70% |
| 2010 | N/A | +19.59% |
| 2009 | N/A | +54.78% |
| 2008 | N/A | -42.39% |
| 2007 | N/A | -4.50% |
| 2006 | N/A | +15.56% |
AMZU vs RFV Drawdown Comparison
The maximum drawdown for AMZU was -55.59%, occurring on Dec 28, 2022. Recovery took 319 trading sessions.
The maximum drawdown for RFV was -71.84%, occurring on Mar 9, 2009. Recovery took 927 trading sessions.
The current AMZU drawdown is -24.25%.
| Rank | AMZU | RFV |
|---|---|---|
| #1 | -55.59% Sep 12, 2022 - Dec 18, 2023 | -71.84% Jun 4, 2007 - Feb 7, 2011 |
| #2 | -55.48% Feb 4, 2025 - Apr 21, 2025 | -52.20% Jan 22, 2018 - Nov 24, 2020 |
| #3 | -37.00% Jul 2, 2024 - Nov 7, 2024 | -29.11% Apr 6, 2011 - Mar 15, 2012 |
| #4 | -16.10% Apr 11, 2024 - Jun 26, 2024 | -27.59% May 18, 2015 - Oct 5, 2016 |
| #5 | -15.83% Nov 13, 2024 - Dec 4, 2024 | -24.66% Nov 25, 2024 - Jul 10, 2025 |
| #6 | -13.81% Dec 16, 2024 - Jan 23, 2025 | -19.52% Jan 14, 2022 - Jan 11, 2023 |
| #7 | -9.41% Dec 18, 2023 - Jan 11, 2024 | -18.84% Feb 2, 2023 - Jul 31, 2023 |
| #8 | -6.57% Feb 9, 2024 - Feb 29, 2024 | -16.15% Jul 31, 2023 - Dec 13, 2023 |
| #9 | -5.76% Jan 29, 2024 - Feb 2, 2024 | -15.40% Mar 19, 2012 - Dec 11, 2012 |
| #10 | -5.42% Mar 1, 2024 - Mar 14, 2024 | -12.51% Feb 6, 2026 - Jun 2, 2026 |
| #11 | -4.60% Jun 27, 2024 - Jul 2, 2024 | -12.36% Sep 2, 2014 - Dec 24, 2014 |
| #12 | -3.76% Mar 14, 2024 - Mar 25, 2024 | -11.74% May 17, 2021 - Nov 3, 2021 |
| #13 | -3.40% Jan 11, 2024 - Jan 23, 2024 | -9.40% May 8, 2006 - Oct 12, 2006 |
| #14 | -3.19% Nov 7, 2024 - Nov 13, 2024 | -9.09% Dec 29, 2014 - Feb 13, 2015 |
| #15 | -3.06% Jan 28, 2025 - Feb 4, 2025 | -9.06% Jul 31, 2024 - Oct 15, 2024 |
Correlation
Correlation between AMZU and RFV is 0.84 which considered as a strong positive correlation - the stocks tend to move together.
0.84
-101
Dividend Comparison (2006 - 2026)
AMZU vs RFV dividend yield comparison.
| Year | AMZU | RFV |
|---|---|---|
| 2026 | 0.96% | 0.80% |
| 2025 | 6.12% | 2.07% |
| 2024 | 3.79% | 1.31% |
| 2023 | 3.37% | 1.27% |
| 2022 | 0.50% | 2.05% |
| 2021 | 0.00% | 1.60% |
| 2020 | 0.00% | 1.52% |
| 2019 | 0.00% | 1.71% |
| 2018 | 0.00% | 1.39% |
| 2017 | 0.00% | 1.36% |
| 2016 | 0.00% | 0.88% |
| 2015 | 0.00% | 1.79% |
| 2014 | 0.00% | 1.19% |
| 2013 | 0.00% | 0.80% |
| 2012 | 0.00% | 1.70% |
| 2011 | 0.00% | 1.83% |
| 2010 | 0.00% | 0.99% |
| 2009 | 0.00% | 1.74% |
| 2008 | 0.00% | 4.48% |
| 2007 | 0.00% | 2.29% |
| 2006 | 0.00% | 1.59% |
Select Stocks to Compare
Popular: AMZU vs SPYRFV vs SPY
More Comparisons
Compare with similar stocks