ATFV vs TZA
Comparison between ALGER 35 ETF (ATFV, ETF) and Direxion Small Cap Bear 3X ETF (TZA, ETF).
5-Year PerformanceATFV has outperformed TZA, delivering a return of +12.8% compared to -33.6%
ATFV vs TZA - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
ATFV vs TZA - Holdings Comparison
ATFV and TZA have 0 common holdings. Overlap is 0.00%
ATFV's top 25 holdings weight is 91.49%. TZA's top 25 holdings weight is 40.95%.
| Rank | ATFV | TZA |
|---|---|---|
| #1 | NVIDIA CORP (NVDA) - 13.68% | GOLDMAN SACHS FS TREASURY INTMS INSTL (FTIXX) - 40.95% |
| #2 | NEBIUS GROUP NV SHS CLASS-A- (NBIS) - 7.92% | N/A |
| #3 | ALPHABET INC CLASS A (GOOGL) - 6.96% | N/A |
| #4 | MICROSOFT CORP (MSFT) - 6.64% | N/A |
| #5 | AMAZON.COM INC (AMZN) - 6.57% | N/A |
| #6 | WESTERN DIGITAL CORP (WDC) - 5.58% | N/A |
| #7 | DREYFUS TRSY OBLIG CASH MGMT CL INS (n/a) - 3.84% | N/A |
| #8 | MONGODB INC CLASS A (MDB) - 3.19% | N/A |
| #9 | THERMO FISHER SCIENTIFIC INC (TMO) - 2.70% | N/A |
| #10 | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD ADR (TSM) - 2.68% | N/A |
| #11 | SPACE EXPLORATION TECHNOLOGIES CORP CLASS A (SPCX) - 2.42% | N/A |
| #12 | TWILIO INC CLASS A (TWLO) - 2.30% | N/A |
| #13 | LUMENTUM HOLDINGS INC (LITE) - 2.29% | N/A |
| #14 | SNOWFLAKE INC ORDINARY SHARES (SNOW) - 2.29% | N/A |
| #15 | GE VERNOVA INC (GEV) - 2.20% | N/A |
| #16 | NATERA INC (NTRA) - 2.18% | N/A |
| #17 | META PLATFORMS INC CLASS A (META) - 2.17% | N/A |
| #18 | SPOTIFY TECHNOLOGY SA (SPOT) - 2.14% | N/A |
| #19 | ELI LILLY AND CO (LLY) - 2.08% | N/A |
| #20 | ASTERA LABS INC (ALAB) - 2.03% | N/A |
| #21 | FERVO ENERGY CO CLASS A (FRVO) - 2.01% | N/A |
| #22 | THE GOLDMAN SACHS GROUP INC (GS) - 1.92% | N/A |
| #23 | NOVO NORDISK AS ADR (NVO) - 1.92% | N/A |
| #24 | MATCH GROUP INC ORDINARY SHARES NEW (MTCH) - 1.91% | N/A |
| #25 | CROWDSTRIKE HOLDINGS INC CLASS A (CRWD) - 1.87% | N/A |
| Total Holdings | 33 | 1 |
ATFV vs TZA - Historical Returns
Returns include dividend reinvestment.
ATFV vs TZA - Annual Returns (2008 - 2026)
Returns include dividend reinvestment.
| Year | ATFV | TZA |
|---|---|---|
| 2026 | +12.45% | -47.06% |
| 2025 | +35.72% | -41.82% |
| 2024 | +50.40% | -35.97% |
| 2023 | +34.41% | -44.08% |
| 2022 | -36.08% | +35.32% |
| 2021 | +4.19% | -52.86% |
| 2020 | N/A | -80.43% |
| 2019 | N/A | -53.03% |
| 2018 | N/A | +27.69% |
| 2017 | N/A | -37.30% |
| 2016 | N/A | -58.67% |
| 2015 | N/A | -7.71% |
| 2014 | N/A | -31.55% |
| 2013 | N/A | -65.56% |
| 2012 | N/A | -46.46% |
| 2011 | N/A | -40.32% |
| 2010 | N/A | -65.58% |
| 2009 | N/A | -78.57% |
| 2008 | N/A | -59.11% |
ATFV vs TZA Drawdown Comparison
The maximum drawdown for ATFV was -45.34%, occurring on Dec 28, 2022. Recovery took 736 trading sessions.
The maximum drawdown for TZA was -100.00%, occurring on Aug 14, 2026. This drawdown has not yet recovered.
The current ATFV drawdown is -5.51%. The current TZA drawdown is -100.00%.
| Rank | ATFV | TZA |
|---|---|---|
| #1 | -45.34% Nov 8, 2021 - Oct 14, 2024 | -100.00% Nov 20, 2008 - Aug 14, 2026 |
| #2 | -29.01% Jan 22, 2025 - Jun 16, 2025 | N/A |
| #3 | -18.29% Oct 29, 2025 - Apr 22, 2026 | N/A |
| #4 | -15.18% Jun 1, 2026 - Jul 29, 2026 | N/A |
| #5 | -8.42% Sep 10, 2021 - Oct 19, 2021 | N/A |
| #6 | -6.61% May 4, 2021 - May 26, 2021 | N/A |
| #7 | -5.42% Oct 9, 2025 - Oct 27, 2025 | N/A |
| #8 | -5.35% Aug 12, 2025 - Sep 8, 2025 | N/A |
| #9 | -5.07% Dec 16, 2024 - Jan 6, 2025 | N/A |
| #10 | -4.73% Jan 6, 2025 - Jan 21, 2025 | N/A |
| #11 | -4.65% Jul 6, 2021 - Jul 23, 2021 | N/A |
| #12 | -4.52% Jul 23, 2021 - Aug 27, 2021 | N/A |
| #13 | -4.25% May 14, 2026 - May 21, 2026 | N/A |
| #14 | -3.77% Oct 29, 2024 - Nov 6, 2024 | N/A |
| #15 | -3.23% Jun 30, 2025 - Jul 17, 2025 | N/A |
Correlation
Correlation between ATFV and TZA is -0.87 which considered as a strong negative correlation - the stocks tend to move in opposite directions.
Dividend Comparison (2018 - 2026)
ATFV vs TZA dividend yield comparison.
| Year | ATFV | TZA |
|---|---|---|
| 2026 | 0.00% | 0.28% |
| 2025 | 0.20% | 0.51% |
| 2024 | 0.16% | 0.54% |
| 2023 | 0.01% | 0.55% |
| 2022 | 0.06% | 0.00% |
| 2020 | 0.00% | 0.02% |
| 2019 | 0.00% | 0.02% |
| 2018 | 0.00% | 0.00% |
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