KORU vs SPY

Comparison between DIREXION DAILY MSCI SOUTH KOREA BULL 3X SHARES (KORU, ETF) and SPDR S&P 500 ETF Trust (SPY, ETF).

5-Year PerformanceKORU has outperformed SPY, delivering a return of +17.4% compared to +13.3%

KORU vs SPY - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	KORU(ETF)	SPY(ETF)
Net Assets	$1.10B	$652B
Expense Ratio	N/A	0.09%
Max Drawdown	96.14%	56.47%
Sharpe Ratio	3.27	2.07
5Y Beta	3.31	1.00
P/E Ratio	N/A	28.24
Forward P/E	N/A	21.85
5Y Dividends CAGR	123.51%	5.43%
5Y EPS CAGR	N/A	25.79%
Debt to Equity	N/A	22.35%
P/S Ratio	N/A	3.55
P/B Ratio	N/A	5.29

Net Assets

KORU

$1.10B

Winner

SPY

$652B

Expense Ratio

KORU

N/A

SPY

0.09%

Max Drawdown

KORU

96.14%

Winner

SPY

56.47%

Sharpe Ratio

Winner

KORU

3.27

SPY

2.07

5Y Beta

KORU

3.31

Winner

SPY

1.00

P/E Ratio

KORU

N/A

SPY

28.24

Forward P/E

KORU

N/A

SPY

21.85

5Y Dividends CAGR

Winner

KORU

123.51%

SPY

5.43%

5Y EPS CAGR

KORU

N/A

SPY

25.79%

Debt to Equity

KORU

N/A

SPY

22.35%

P/S Ratio

KORU

N/A

SPY

3.55

P/B Ratio

KORU

N/A

SPY

5.29

KORU vs SPY - Holdings Comparison

KORU and SPY have 0 common holdings. Overlap is 0.00%

KORU's top 25 holdings weight is 55.17%. SPY's top 25 holdings weight is 51.32%.

Rank	KORU	SPY
#1	ISHARES MSCI SOUTH KOREA ETF (EWY) - 55.17%	NVIDIA CORP (NVDA) - 8.45%
#2	N/A	APPLE INC (AAPL) - 6.48%
#3	N/A	MICROSOFT CORP (MSFT) - 5.20%
#4	N/A	AMAZON.COM INC (AMZN) - 4.14%
#5	N/A	ALPHABET INC CLASS A (GOOGL) - 3.32%
#6	N/A	BROADCOM INC (AVGO) - 3.09%
#7	N/A	ALPHABET INC CLASS C (GOOG) - 2.65%
#8	N/A	META PLATFORMS INC CLASS A (META) - 2.40%
#9	N/A	TESLA INC (TSLA) - 1.73%
#10	N/A	BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.43%
#11	N/A	JPMORGAN CHASE & CO (JPM) - 1.37%
#12	N/A	ELI LILLY AND CO (LLY) - 1.13%
#13	N/A	EXXON MOBIL CORP (XOM) - 1.03%
#14	N/A	MICRON TECHNOLOGY INC (MU) - 0.93%
#15	N/A	WALMART INC (WMT) - 0.91%
#16	N/A	JOHNSON & JOHNSON (JNJ) - 0.90%
#17	N/A	ADVANCED MICRO DEVICES INC (AMD) - 0.86%
#18	N/A	VISA INC CLASS A (V) - 0.85%
#19	N/A	COSTCO WHOLESALE CORP (COST) - 0.72%
#20	N/A	MASTERCARD INC CLASS A (MA) - 0.67%
#21	N/A	INTEL CORP (INTC) - 0.65%
#22	N/A	NETFLIX INC (NFLX) - 0.64%
#23	N/A	CATERPILLAR INC (CAT) - 0.62%
#24	N/A	CHEVRON CORP (CVX) - 0.58%
#25	N/A	PROCTER & GAMBLE CO (PG) - 0.57%
Total Holdings	1	505

KORU vs SPY - Historical Returns

Returns include dividend reinvestment.

Period	KORU	SPY
1 month	+132.63%	+9.11%
3 months	+150.96%	+6.59%
6 months	+533.03%	+10.56%
1 year	+2128.09%	+32.04%
5 years(CAGR)	+17.36%	+13.35%
10 years(CAGR)	+17.10%	+15.49%
Max(CAGR)	+7.54%	+8.50%

Winner

KORU

+132.63%

SPY

+9.11%

Winner

KORU

+150.96%

SPY

+6.59%

Winner

KORU

+533.03%

SPY

+10.56%

Winner

KORU

+2128.09%

SPY

+32.04%

5Y(CAGR)

Winner

KORU

+17.36%

SPY

+13.35%

10Y(CAGR)

Winner

KORU

+17.10%

SPY

+15.49%

Max(CAGR)

KORU

+7.54%

Winner

SPY

+8.50%

KORU vs SPY - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	KORU	SPY
2026	+351.90%	+8.27%
2025	+424.89%	+18.00%
2024	-60.77%	+25.59%
2023	+36.14%	+26.72%
2022	-70.28%	-18.64%
2021	-38.76%	+30.52%
2020	+49.36%	+17.28%
2019	+9.88%	+31.09%
2018	-61.41%	-5.24%
2017	+160.14%	+20.78%
2016	+16.92%	+13.59%
2015	-29.48%	+1.31%
2014	-31.31%	+14.56%
2013	+35.00%	+29.00%
2012	N/A	+14.17%
2011	N/A	+0.85%
2010	N/A	+13.14%
2009	N/A	+22.67%
2008	N/A	-36.25%
2007	N/A	+5.32%
2006	N/A	+13.85%
2005	N/A	+5.32%
2004	N/A	+10.75%
2003	N/A	+24.18%
2002	N/A	-22.42%
2001	N/A	-10.13%
2000	N/A	-8.84%
1999	N/A	+8.61%

KORU vs SPY Drawdown Comparison

The maximum drawdown for KORU was -95.79%, occurring on Apr 8, 2025. Recovery took 2078 trading sessions.

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

Rank	KORU	SPY
#1	-95.79% Jan 26, 2018 - May 5, 2026	-55.20% Oct 9, 2007 - Aug 16, 2012
#2	-72.68% Jul 30, 2014 - Oct 31, 2017	-47.50% Mar 24, 2000 - Oct 26, 2006
#3	-38.98% Jun 3, 2013 - Sep 6, 2013	-33.70% Feb 19, 2020 - Aug 10, 2020
#4	-33.59% Oct 22, 2013 - Jul 29, 2014	-24.50% Jan 3, 2022 - Dec 13, 2023
#5	-13.56% Nov 24, 2017 - Jan 2, 2018	-19.34% Sep 20, 2018 - Apr 12, 2019
#6	-13.54% Sep 18, 2013 - Oct 15, 2013	-18.76% Feb 19, 2025 - Jun 26, 2025
#7	-12.48% Apr 10, 2013 - Apr 30, 2013	-13.02% Jul 20, 2015 - Apr 18, 2016
#8	-8.46% May 9, 2013 - Jun 3, 2013	-10.10% Jan 26, 2018 - Aug 6, 2018
#9	-8.41% May 6, 2026 - May 8, 2026	-9.44% Sep 2, 2020 - Nov 11, 2020
#10	-8.14% Nov 1, 2017 - Nov 16, 2017	-9.30% Jan 19, 2000 - Mar 17, 2000
#11	-4.04% Jan 12, 2018 - Jan 25, 2018	-9.05% Jul 19, 2007 - Oct 5, 2007
#12	-2.93% Jan 8, 2018 - Jan 12, 2018	-8.88% Jan 27, 2026 - Apr 14, 2026
#13	-2.88% Sep 11, 2013 - Sep 18, 2013	-8.41% Jul 16, 2024 - Sep 19, 2024
#14	-2.09% Jan 3, 2018 - Jan 5, 2018	-7.35% Sep 14, 2012 - Jan 2, 2013
#15	-1.76% May 3, 2013 - May 9, 2013	-7.27% Sep 18, 2014 - Oct 31, 2014

Correlation

Correlation between KORU and SPY is -0.35 which considered as a weak negative correlation - the stocks show a slight tendency to move in opposite directions.

-0.35

-101

Dividend Comparison (1999 - 2026)

KORU vs SPY dividend yield comparison.

Year	KORU	SPY
2026	0.01%	0.24%
2025	0.89%	1.07%
2024	4.10%	1.21%
2023	2.55%	1.40%
2022	0.48%	1.65%
2021	0.76%	1.20%
2020	0.01%	1.52%
2019	0.93%	1.75%
2018	1.39%	2.04%
2017	3.59%	1.80%
2016	0.00%	2.03%
2015	0.00%	2.06%
2014	0.00%	1.87%
2013	2.02%	1.81%
2012	0.00%	2.18%
2011	0.00%	2.05%
2010	0.00%	1.80%
2009	0.00%	1.95%
2008	0.00%	3.02%
2007	0.00%	1.85%
2006	0.00%	1.73%
2005	0.00%	1.73%
2004	0.00%	1.82%
2003	0.00%	1.47%
2002	0.00%	1.70%
2001	0.00%	1.25%
2000	0.00%	1.15%
1999	0.00%	0.24%