DFEN vs JMSI
Comparison between DIREXION DAILY AEROSPACE & DEFENSE BULL 3X SHARES (DFEN, ETF) and JPMORGAN SUSTAINABLE MUNICIPAL INCOME ETF (JMSI, ETF).
DFEN vs JMSI - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
DFEN
$384M
JMSI
$383M
Expense Ratio
DFEN
N/A
JMSI
0.18%
Max Drawdown
DFEN
91.36%
Winner
JMSI
5.42%
Sharpe Ratio
Winner
DFEN
0.81
JMSI
0.14
5Y Beta
DFEN
2.68
Winner
JMSI
0.04
P/E Ratio
DFEN
54.53
JMSI
N/A
Forward P/E
DFEN
35.29
JMSI
N/A
5Y Dividends CAGR
DFEN
230.06%
JMSI
N/A
Debt to Equity
DFEN
104.52%
JMSI
N/A
P/S Ratio
DFEN
3.77
JMSI
N/A
P/B Ratio
DFEN
7.65
JMSI
N/A
DFEN vs JMSI - Historical Returns
Returns include dividend reinvestment.
1M
Winner
DFEN
+7.37%
JMSI
-0.35%
3M
Winner
DFEN
+12.36%
JMSI
+0.14%
6M
DFEN
-19.94%
Winner
JMSI
-1.40%
1Y
Winner
DFEN
+41.67%
JMSI
+4.41%
5Y(CAGR)
DFEN
+35.39%
JMSI
N/A
10Y(CAGR)
DFEN
+15.95%
JMSI
N/A
Max(CAGR)
Winner
DFEN
+15.95%
JMSI
+3.23%
DFEN vs JMSI - Annual Returns (2017 - 2026)
Returns include dividend reinvestment.
| Year | DFEN | JMSI |
|---|---|---|
| 2026 | +2.62% | +0.17% |
| 2025 | +158.50% | +4.25% |
| 2024 | +31.54% | +2.72% |
| 2023 | +25.88% | +2.70% |
| 2022 | +4.26% | N/A |
| 2021 | +29.03% | N/A |
| 2020 | -72.31% | N/A |
| 2019 | +92.37% | N/A |
| 2018 | -32.87% | N/A |
| 2017 | +83.60% | N/A |
DFEN vs JMSI Drawdown Comparison
The maximum drawdown for DFEN was -91.36%, occurring on Mar 23, 2020. Recovery took 1372 trading sessions.
The maximum drawdown for JMSI was -4.56%, occurring on Oct 31, 2023. Recovery took 91 trading sessions.
The current DFEN drawdown is -25.93%. The current JMSI drawdown is -1.77%.
| Rank | DFEN | JMSI |
|---|---|---|
| #1 | -91.36% Feb 12, 2020 - Jul 30, 2025 | -4.56% Jul 21, 2023 - Nov 29, 2023 |
| #2 | -61.07% Oct 3, 2018 - Sep 16, 2019 | -3.59% Feb 28, 2025 - Sep 5, 2025 |
| #3 | -41.75% Mar 2, 2026 - Mar 30, 2026 | -2.98% Feb 26, 2026 - Mar 24, 2026 |
| #4 | -26.58% Oct 27, 2025 - Jan 2, 2026 | -2.08% Oct 3, 2024 - Dec 2, 2024 |
| #5 | -25.73% Jan 29, 2018 - Sep 6, 2018 | -2.03% Dec 4, 2024 - Feb 28, 2025 |
| #6 | -21.82% Jan 16, 2026 - Mar 2, 2026 | -1.57% Mar 22, 2024 - May 7, 2024 |
| #7 | -19.97% Sep 18, 2019 - Nov 15, 2019 | -1.07% May 15, 2024 - Jun 6, 2024 |
| #8 | -13.84% Nov 15, 2019 - Jan 16, 2020 | -0.98% Jan 8, 2024 - Feb 1, 2024 |
| #9 | -12.77% Oct 8, 2025 - Oct 24, 2025 | -0.94% Aug 5, 2024 - Sep 9, 2024 |
| #10 | -10.68% Oct 20, 2017 - Nov 30, 2017 | -0.81% Feb 1, 2024 - Mar 5, 2024 |
| #11 | -8.98% Jul 30, 2025 - Aug 26, 2025 | -0.54% Nov 11, 2025 - Nov 26, 2025 |
| #12 | -8.12% Jan 16, 2020 - Feb 5, 2020 | -0.54% Sep 23, 2025 - Oct 10, 2025 |
| #13 | -8.00% Jun 2, 2017 - Jul 5, 2017 | -0.43% Jun 17, 2024 - Jul 5, 2024 |
| #14 | -6.78% Nov 30, 2017 - Dec 15, 2017 | -0.35% Jun 6, 2024 - Jun 12, 2024 |
| #15 | -6.65% May 5, 2017 - May 22, 2017 | -0.34% Jan 14, 2026 - Jan 27, 2026 |
Correlation
Correlation between DFEN and JMSI is 0.89 which considered as a strong positive correlation - the stocks tend to move together.
0.89
-101
Dividend Comparison (2017 - 2026)
DFEN vs JMSI dividend yield comparison.
| Year | DFEN | JMSI |
|---|---|---|
| 2026 | 0.08% | 2.15% |
| 2025 | 8.89% | 3.65% |
| 2024 | 14.12% | 3.66% |
| 2023 | 1.13% | 1.79% |
| 2022 | 0.46% | 0.00% |
| 2021 | 1.89% | 0.00% |
| 2020 | 0.48% | 0.00% |
| 2019 | 0.50% | 0.00% |
| 2018 | 1.07% | 0.00% |
| 2017 | 1.50% | 0.00% |
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