MIDU vs SPXN
Comparison between DIREXION DAILY MID CAP BULL 3X SHARES (MIDU, ETF) and PROSHARES S&P 500 EX-FINANCIALS ETF (SPXN, ETF).
5-Year PerformanceSPXN has outperformed MIDU, delivering a return of +14.3% compared to +1.2%
MIDU vs SPXN - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
MIDU
$79M
Winner
SPXN
$79M
Expense Ratio
MIDU
N/A
SPXN
0.09%
Max Drawdown
MIDU
86.45%
Winner
SPXN
32.10%
Sharpe Ratio
MIDU
1.16
Winner
SPXN
1.81
5Y Beta
MIDU
3.03
Winner
SPXN
1.01
P/E Ratio
Winner
MIDU
24.90
SPXN
32.35
Forward P/E
Winner
MIDU
16.31
SPXN
22.93
5Y Dividends CAGR
Winner
MIDU
94.05%
SPXN
10.45%
5Y EPS CAGR
MIDU
N/A
SPXN
28.68%
Debt to Equity
MIDU
47.80%
Winner
SPXN
27.57%
P/S Ratio
Winner
MIDU
1.56
SPXN
3.82
P/B Ratio
Winner
MIDU
2.64
SPXN
7.20
MIDU vs SPXN - Holdings Comparison
MIDU and SPXN have 1 common holdings. Overlap is 0.00%
MIDU's top 25 holdings weight is 56.91%. SPXN's top 25 holdings weight is 58.29%.
| Rank | MIDU | SPXN |
|---|---|---|
| #1 | S&P MID CAP 400 INDEX SWAP (n/a) - 21.67% | NVIDIA CORP (NVDA) - 9.53% |
| #2 | GOLDMAN FINL SQ TRSRY INST 506 (n/a) - 18.23% | APPLE INC (AAPL) - 8.15% |
| #3 | DREYFUS GOVT CASH MAN INS (n/a) - 6.67% | MICROSOFT CORP (MSFT) - 5.77% |
| #4 | FLEX LTD (FLEX) - 1.18% | AMAZON.COM INC (AMZN) - 4.41% |
| #5 | TWILIO INC CLASS A (TWLO) - 0.70% | BROADCOM INC (AVGO) - 4.02% |
| #6 | TECHNIPFMC PLC (FTI) - 0.57% | ALPHABET INC CLASS A (GOOGL) - 3.71% |
| #7 | NVENT ELECTRIC PLC (NVT) - 0.56% | ALPHABET INC CLASS C (GOOG) - 2.95% |
| #8 | STERLING INFRASTRUCTURE INC (STRL) - 0.54% | META PLATFORMS INC CLASS A (META) - 2.30% |
| #9 | CURTISS-WRIGHT CORP (CW) - 0.54% | MICRON TECHNOLOGY INC (MU) - 2.11% |
| #10 | EVERPURE INC CLASS A (P) - 0.52% | TESLA INC (TSLA) - 2.10% |
| #11 | FABRINET (FN) - 0.51% | ADVANCED MICRO DEVICES INC (AMD) - 1.50% |
| #12 | XPO INC (XPO) - 0.51% | ELI LILLY AND CO (LLY) - 1.48% |
| #13 | MACOM TECHNOLOGY SOLUTIONS HOLDINGS INC (MTSI) - 0.50% | EXXON MOBIL CORP (XOM) - 1.10% |
| #14 | ILLUMINA INC (ILMN) - 0.50% | JOHNSON & JOHNSON (JNJ) - 0.95% |
| #15 | ATI INC (ATI) - 0.49% | CISCO SYSTEMS INC (CSCO) - 0.89% |
| #16 | CARPENTER TECHNOLOGY CORP (CRS) - 0.49% | INTEL CORP (INTC) - 0.89% |
| #17 | UNITED THERAPEUTICS CORP (UTHR) - 0.47% | WALMART INC (WMT) - 0.87% |
| #18 | TRANSUNION (TRU) - 0.29% | COSTCO WHOLESALE CORP (COST) - 0.75% |
| #19 | TENET HEALTHCARE CORP (THC) - 0.29% | LAM RESEARCH CORP (LRCX) - 0.74% |
| #20 | JAZZ PHARMACEUTICALS PLC (JAZZ) - 0.28% | CATERPILLAR INC (CAT) - 0.74% |
| #21 | CARLISLE COMPANIES INC (CSL) - 0.28% | ORACLE CORP (ORCL) - 0.73% |
| #22 | CLEAN HARBORS INC (CLH) - 0.28% | APPLIED MATERIALS INC (AMAT) - 0.69% |
| #23 | ONTO INNOVATION INC (ONTO) - 0.28% | ABBVIE INC (ABBV) - 0.67% |
| #24 | DIGITALOCEAN HOLDINGS INC (DOCN) - 0.28% | NETFLIX INC (NFLX) - 0.62% |
| #25 | SOLSTICE ADVANCED MATERIALS INC (SOLS) - 0.28% | CHEVRON CORP (CVX) - 0.62% |
| Total Holdings | 364 | 398 |
MIDU vs SPXN - Historical Returns
Returns include dividend reinvestment.
1M
MIDU
-0.83%
Winner
SPXN
+0.17%
3M
Winner
MIDU
+19.80%
SPXN
+10.22%
6M
Winner
MIDU
+31.15%
SPXN
+10.38%
1Y
Winner
MIDU
+54.59%
SPXN
+28.52%
5Y(CAGR)
MIDU
+1.22%
Winner
SPXN
+14.33%
10Y(CAGR)
MIDU
+10.90%
Winner
SPXN
+15.95%
Max(CAGR)
Winner
MIDU
+21.37%
SPXN
+15.80%
MIDU vs SPXN - Annual Returns (2009 - 2026)
Returns include dividend reinvestment.
| Year | MIDU | SPXN |
|---|---|---|
| 2026 | +26.54% | +10.60% |
| 2025 | -2.29% | +18.96% |
| 2024 | +21.59% | +25.34% |
| 2023 | +29.55% | +29.18% |
| 2022 | -49.64% | -19.22% |
| 2021 | +81.12% | +28.89% |
| 2020 | -18.59% | +21.06% |
| 2019 | +78.73% | +30.83% |
| 2018 | -40.71% | -3.87% |
| 2017 | +44.56% | +20.84% |
| 2016 | +65.16% | +9.38% |
| 2015 | -14.79% | +8.82% |
| 2014 | +26.86% | N/A |
| 2013 | +105.93% | N/A |
| 2012 | +44.33% | N/A |
| 2011 | -27.21% | N/A |
| 2010 | +63.11% | N/A |
| 2009 | +86.73% | N/A |
MIDU vs SPXN Drawdown Comparison
The maximum drawdown for MIDU was -86.26%, occurring on Mar 23, 2020. Recovery took 625 trading sessions.
The maximum drawdown for SPXN was -32.10%, occurring on Mar 23, 2020. Recovery took 105 trading sessions.
The current MIDU drawdown is -8.41%. The current SPXN drawdown is -3.18%.
| Rank | MIDU | SPXN |
|---|---|---|
| #1 | -86.26% Aug 29, 2018 - Feb 24, 2021 | -32.10% Feb 19, 2020 - Jul 20, 2020 |
| #2 | -64.15% Nov 16, 2021 - Oct 27, 2023 | -24.46% Dec 29, 2021 - Dec 8, 2023 |
| #3 | -63.24% Jan 8, 2009 - May 6, 2009 | -19.56% Feb 19, 2025 - Jun 26, 2025 |
| #4 | -62.05% Apr 29, 2011 - Jan 22, 2013 | -18.59% Sep 26, 2018 - Apr 1, 2019 |
| #5 | -51.55% Jun 23, 2015 - Nov 17, 2016 | -11.83% Dec 22, 2015 - May 11, 2016 |
| #6 | -45.36% Apr 23, 2010 - Dec 2, 2010 | -9.77% Sep 2, 2020 - Nov 16, 2020 |
| #7 | -29.70% Jul 1, 2014 - Nov 24, 2014 | -9.26% Jan 28, 2026 - Apr 14, 2026 |
| #8 | -27.25% Jan 26, 2018 - Aug 21, 2018 | -9.22% Jul 16, 2024 - Sep 19, 2024 |
| #9 | -25.41% Jun 2, 2009 - Jul 23, 2009 | -7.06% Apr 30, 2019 - Jun 20, 2019 |
| #10 | -22.91% Oct 19, 2009 - Dec 16, 2009 | -6.25% Mar 9, 2018 - Jun 4, 2018 |
| #11 | -22.78% Jan 14, 2010 - Mar 5, 2010 | -5.94% Jul 26, 2019 - Oct 25, 2019 |
| #12 | -21.09% May 21, 2013 - Jul 12, 2013 | -5.72% Sep 3, 2021 - Oct 26, 2021 |
| #13 | -20.99% May 7, 2021 - Oct 22, 2021 | -5.56% Oct 29, 2025 - Jan 9, 2026 |
| #14 | -20.02% May 8, 2009 - Jun 1, 2009 | -5.50% Mar 28, 2024 - May 14, 2024 |
| #15 | -19.32% Jan 22, 2014 - Feb 26, 2014 | -5.33% Feb 12, 2021 - Mar 29, 2021 |
Correlation
Correlation between MIDU and SPXN is 0.67 which considered as a moderate positive correlation - the stocks show some tendency to move together.
0.67
-101
Dividend Comparison (2009 - 2026)
MIDU vs SPXN dividend yield comparison.
| Year | MIDU | SPXN |
|---|---|---|
| 2026 | 0.13% | 0.20% |
| 2025 | 1.04% | 0.98% |
| 2024 | 1.10% | 1.12% |
| 2023 | 1.43% | 1.19% |
| 2022 | 0.11% | 1.35% |
| 2021 | 0.00% | 0.94% |
| 2020 | 0.06% | 1.09% |
| 2019 | 0.71% | 1.41% |
| 2018 | 0.70% | 1.76% |
| 2017 | 2.67% | 1.54% |
| 2016 | 1.89% | 2.60% |
| 2015 | 0.00% | 0.52% |
| 2013 | 3.91% | 0.00% |
| 2012 | 22.32% | 0.00% |
| 2011 | 15.78% | 0.00% |
| 2010 | 10.81% | 0.00% |
| 2009 | 14.30% | 0.00% |
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