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MIDU vs SPY

Comparison between DIREXION DAILY MID CAP BULL 3X SHARES (MIDU, ETF) and SPDR S&P 500 ETF Trust (SPY, ETF).

5-Year PerformanceSPY has outperformed MIDU, delivering a return of +13.0% compared to +4.1%

MIDU vs SPY - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
MIDU
$82M
Winner
SPY
$781B
Expense Ratio
MIDU
N/A
SPY
0.09%
Max Drawdown
MIDU
86.45%
Winner
SPY
56.47%
Sharpe Ratio
MIDU
0.99
Winner
SPY
1.25
5Y Beta
MIDU
3.02
Winner
SPY
1.00
P/E Ratio
Winner
MIDU
24.54
SPY
28.78
Forward P/E
Winner
MIDU
16.53
SPY
21.23
5Y Dividends CAGR
Winner
MIDU
90.64%
SPY
6.00%
5Y EPS CAGR
MIDU
N/A
SPY
25.62%
Debt to Equity
MIDU
45.01%
Winner
SPY
31.92%
P/S Ratio
Winner
MIDU
1.63
SPY
3.76
P/B Ratio
Winner
MIDU
2.73
SPY
5.64

MIDU vs SPY - Holdings Comparison

MIDU and SPY have 1 common holdings. Overlap is 0.00%

MIDU's top 25 holdings weight is 55.41%. SPY's top 25 holdings weight is 51.74%.

RankMIDUSPY
#1
S&P MID CAP 400 INDEX SWAP (n/a) - 21.78%
NVIDIA CORP (NVDA) - 7.89%
#2
GOLDMAN FINL SQ TRSRY INST 506 (n/a) - 17.75%
APPLE INC (AAPL) - 7.37%
#3
DREYFUS GOVT CASH MAN INS (n/a) - 5.91%
MICROSOFT CORP (MSFT) - 4.50%
#4
TWILIO INC CLASS A (TWLO) - 0.70%
AMAZON.COM INC (AMZN) - 3.82%
#5
TECHNIPFMC PLC (FTI) - 0.61%
ALPHABET INC CLASS A (GOOGL) - 3.33%
#6
ILLUMINA INC (ILMN) - 0.60%
BROADCOM INC (AVGO) - 2.86%
#7
CARPENTER TECHNOLOGY CORP (CRS) - 0.59%
ALPHABET INC CLASS C (GOOG) - 2.68%
#8
CURTISS-WRIGHT CORP (CW) - 0.57%
META PLATFORMS INC CLASS A (META) - 2.29%
#9
NVENT ELECTRIC PLC (NVT) - 0.54%
TESLA INC (TSLA) - 1.70%
#10
ATI INC (ATI) - 0.53%
MICRON TECHNOLOGY INC (MU) - 1.56%
#11
XPO INC (XPO) - 0.52%
JPMORGAN CHASE & CO (JPM) - 1.42%
#12
WOODWARD INC (WWD) - 0.50%
ELI LILLY AND CO (LLY) - 1.40%
#13
MKS INC (MKSI) - 0.50%
BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.37%
#14
EVERPURE INC CLASS A (P) - 0.50%
ADVANCED MICRO DEVICES INC (AMD) - 1.32%
#15
OKTA INC CLASS A (OKTA) - 0.49%
EXXONMOBIL HOLDINGS CORP (XOM) - 0.92%
#16
UNITED THERAPEUTICS CORP (UTHR) - 0.48%
JOHNSON & JOHNSON (JNJ) - 0.91%
#17
US FOODS HOLDING CORP (USFD) - 0.47%
VISA INC CLASS A (V) - 0.90%
#18
EXELIXIS INC (EXEL) - 0.30%
WALMART INC (WMT) - 0.76%
#19
TOAST INC CLASS A (TOST) - 0.30%
INTEL CORP (INTC) - 0.75%
#20
DICK'S SPORTING GOODS INC (DKS) - 0.30%
APPLIED MATERIALS INC (AMAT) - 0.70%
#21
OMEGA HEALTHCARE INVESTORS INC (OHI) - 0.30%
CISCO SYSTEMS INC (CSCO) - 0.68%
#22
TTM TECHNOLOGIES INC (TTMI) - 0.30%
MASTERCARD INC CLASS A (MA) - 0.66%
#23
LINCOLN ELECTRIC HOLDINGS INC (LECO) - 0.29%
ABBVIE INC (ABBV) - 0.66%
#24
REGAL REXNORD CORP (RRX) - 0.29%
CATERPILLAR INC (CAT) - 0.65%
#25
TOLL BROTHERS INC (TOL) - 0.29%
LAM RESEARCH CORP (LRCX) - 0.64%
Total Holdings364505

MIDU vs SPY - Historical Returns

Returns include dividend reinvestment.

1M
MIDU
-2.62%
Winner
SPY
+0.52%
3M
Winner
MIDU
+8.14%
SPY
+6.55%
6M
Winner
MIDU
+15.71%
SPY
+9.76%
1Y
Winner
MIDU
+50.44%
SPY
+20.32%
5Y(CAGR)
MIDU
+4.14%
Winner
SPY
+13.01%
10Y(CAGR)
MIDU
+11.24%
Winner
SPY
+15.06%
Max(CAGR)
Winner
MIDU
+21.57%
SPY
+8.50%

MIDU vs SPY - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearMIDUSPY
2026+33.15%+10.11%
2025-2.29%+18.00%
2024+21.59%+25.59%
2023+29.55%+26.72%
2022-49.64%-18.64%
2021+81.12%+30.52%
2020-18.59%+17.28%
2019+78.73%+31.09%
2018-40.71%-5.24%
2017+44.56%+20.78%
2016+65.16%+13.59%
2015-14.79%+1.31%
2014+26.86%+14.56%
2013+105.93%+29.00%
2012+44.33%+14.17%
2011-27.21%+0.85%
2010+63.11%+13.14%
2009+86.73%+22.67%
2008N/A-36.25%
2007N/A+5.32%
2006N/A+13.85%
2005N/A+5.32%
2004N/A+10.75%
2003N/A+24.18%
2002N/A-22.42%
2001N/A-10.13%
2000N/A-8.84%
1999N/A+8.61%

MIDU vs SPY Drawdown Comparison

The maximum drawdown for MIDU was -86.26%, occurring on Mar 23, 2020. Recovery took 625 trading sessions.

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

The current MIDU drawdown is -6.39%. The current SPY drawdown is -1.24%.

RankMIDUSPY
#1-86.26%
Aug 29, 2018 - Feb 24, 2021		-55.20%
Oct 9, 2007 - Aug 16, 2012
#2-64.15%
Nov 16, 2021 - Jun 25, 2026		-47.50%
Mar 24, 2000 - Oct 26, 2006
#3-63.24%
Jan 8, 2009 - May 6, 2009		-33.70%
Feb 19, 2020 - Aug 10, 2020
#4-62.05%
Apr 29, 2011 - Jan 22, 2013		-24.50%
Jan 3, 2022 - Dec 13, 2023
#5-51.55%
Jun 23, 2015 - Nov 17, 2016		-19.34%
Sep 20, 2018 - Apr 12, 2019
#6-45.36%
Apr 23, 2010 - Dec 2, 2010		-18.76%
Feb 19, 2025 - Jun 26, 2025
#7-29.70%
Jul 1, 2014 - Nov 24, 2014		-13.02%
Jul 20, 2015 - Apr 18, 2016
#8-27.25%
Jan 26, 2018 - Aug 21, 2018		-10.10%
Jan 26, 2018 - Aug 6, 2018
#9-25.41%
Jun 2, 2009 - Jul 23, 2009		-9.44%
Sep 2, 2020 - Nov 11, 2020
#10-22.91%
Oct 19, 2009 - Dec 16, 2009		-9.30%
Jan 19, 2000 - Mar 17, 2000
#11-22.78%
Jan 14, 2010 - Mar 5, 2010		-9.05%
Jul 19, 2007 - Oct 5, 2007
#12-21.09%
May 21, 2013 - Jul 12, 2013		-8.88%
Jan 27, 2026 - Apr 14, 2026
#13-20.99%
May 7, 2021 - Oct 22, 2021		-8.41%
Jul 16, 2024 - Sep 19, 2024
#14-20.02%
May 8, 2009 - Jun 1, 2009		-7.35%
Sep 14, 2012 - Jan 2, 2013
#15-19.32%
Jan 22, 2014 - Feb 26, 2014		-7.27%
Sep 18, 2014 - Oct 31, 2014

Correlation

Correlation between MIDU and SPY is 0.86 which considered as a strong positive correlation - the stocks tend to move together.

0.86
-101

Dividend Comparison (1999 - 2026)

MIDU vs SPY dividend yield comparison.

YearMIDUSPY
20260.29%0.49%
20251.04%1.07%
20241.10%1.21%
20231.43%1.40%
20220.11%1.65%
20210.00%1.20%
20200.06%1.52%
20190.71%1.75%
20180.70%2.04%
20172.67%1.80%
20161.89%2.03%
20150.00%2.06%
20140.00%1.87%
20133.91%1.81%
201222.32%2.18%
201115.78%2.05%
201010.81%1.80%
200914.30%1.95%
20080.00%3.02%
20070.00%1.85%
20060.00%1.73%
20050.00%1.73%
20040.00%1.82%
20030.00%1.47%
20020.00%1.70%
20010.00%1.25%
20000.00%1.15%
19990.00%0.24%

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