DFSD vs SPXL
Comparison between DIMENSIONAL SHORT-DURATION FIXED INCOME ETF (DFSD, ETF) and DIREXION DAILY S&P 500(R) BULL 3X SHARES (SPXL, ETF).
5-Year PerformanceSPXL has outperformed DFSD, delivering a return of +20.5% compared to +2.5%
DFSD vs SPXL - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
DFSD vs SPXL - Historical Returns
Returns include dividend reinvestment.
DFSD vs SPXL - Annual Returns (2008 - 2026)
Returns include dividend reinvestment.
| Year | DFSD | SPXL |
|---|---|---|
| 2026 | +0.87% | +20.42% |
| 2025 | +6.52% | +33.02% |
| 2024 | +4.53% | +66.58% |
| 2023 | +6.02% | +71.53% |
| 2022 | -5.69% | -57.31% |
| 2021 | -0.02% | +107.32% |
| 2020 | N/A | +6.68% |
| 2019 | N/A | +102.65% |
| 2018 | N/A | -26.55% |
| 2017 | N/A | +67.50% |
| 2016 | N/A | +35.96% |
| 2015 | N/A | -5.43% |
| 2014 | N/A | +41.39% |
| 2013 | N/A | +102.91% |
| 2012 | N/A | +37.95% |
| 2011 | N/A | -17.26% |
| 2010 | N/A | +32.94% |
| 2009 | N/A | +50.59% |
| 2008 | N/A | -28.52% |
DFSD vs SPXL Drawdown Comparison
The maximum drawdown for DFSD was -8.45%, occurring on Oct 20, 2022. Recovery took 552 trading sessions.
The maximum drawdown for SPXL was -76.86%, occurring on Mar 23, 2020. Recovery took 225 trading sessions.
The current DFSD drawdown is -0.21%. The current SPXL drawdown is -7.56%.
| Rank | DFSD | SPXL |
|---|---|---|
| #1 | -8.45% Nov 18, 2021 - Feb 1, 2024 | -76.86% Feb 19, 2020 - Jan 8, 2021 |
| #2 | -1.47% Feb 27, 2026 - Jun 26, 2026 | -71.32% Nov 5, 2008 - Sep 15, 2009 |
| #3 | -1.34% Apr 3, 2025 - Apr 28, 2025 | -63.80% Jan 3, 2022 - Jun 12, 2024 |
| #4 | -0.67% Oct 1, 2024 - Nov 29, 2024 | -53.81% Apr 29, 2011 - Sep 13, 2012 |
| #5 | -0.67% Dec 6, 2024 - Jan 27, 2025 | -50.17% Sep 20, 2018 - Jul 12, 2019 |
| #6 | -0.52% Apr 30, 2025 - May 27, 2025 | -48.95% Dec 6, 2024 - Jul 25, 2025 |
| #7 | -0.52% Jun 26, 2026 - Jul 13, 2026 | -43.44% Apr 23, 2010 - Dec 10, 2010 |
| #8 | -0.50% Mar 27, 2024 - May 3, 2024 | -39.56% May 21, 2015 - Jul 20, 2016 |
| #9 | -0.42% Feb 1, 2024 - Mar 5, 2024 | -29.48% Jan 26, 2018 - Sep 20, 2018 |
| #10 | -0.42% Feb 5, 2025 - Feb 21, 2025 | -26.77% Jan 12, 2026 - Apr 17, 2026 |
| #11 | -0.40% Jun 4, 2025 - Jun 12, 2025 | -24.36% Jul 16, 2024 - Sep 26, 2024 |
| #12 | -0.37% Oct 22, 2025 - Nov 21, 2025 | -22.79% Jan 19, 2010 - Mar 11, 2010 |
| #13 | -0.35% Nov 26, 2025 - Dec 16, 2025 | -21.42% Sep 14, 2012 - Jan 10, 2013 |
| #14 | -0.34% Mar 3, 2025 - Mar 19, 2025 | -21.05% Sep 18, 2014 - Nov 3, 2014 |
| #15 | -0.29% Jun 30, 2025 - Jul 21, 2025 | -17.96% Jul 26, 2019 - Nov 1, 2019 |
Correlation
Correlation between DFSD and SPXL is 0.95 which considered as a very strong positive correlation - the stocks move almost identically together.
Dividend Comparison (2008 - 2026)
DFSD vs SPXL dividend yield comparison.
| Year | DFSD | SPXL |
|---|---|---|
| 2026 | 1.43% | 0.37% |
| 2025 | 4.12% | 0.69% |
| 2024 | 4.81% | 0.74% |
| 2023 | 3.89% | 0.98% |
| 2022 | 2.12% | 0.32% |
| 2021 | 0.11% | 0.11% |
| 2020 | 0.00% | 0.22% |
| 2019 | 0.00% | 0.84% |
| 2018 | 0.00% | 1.02% |
| 2017 | 0.00% | 3.88% |
| 2010 | 0.00% | 2.17% |
| 2009 | 0.00% | 13.15% |
| 2008 | 0.00% | 0.18% |
Select Stocks to Compare
More Comparisons
Compare with similar stocks