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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 +13.3% compared to +1.6%

MIDU vs SPY - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
MIDU
$84M
Winner
SPY
$735B
Expense Ratio
MIDU
N/A
SPY
0.09%
Max Drawdown
MIDU
86.45%
Winner
SPY
56.47%
Sharpe Ratio
MIDU
1.14
Winner
SPY
1.62
5Y Beta
MIDU
3.03
Winner
SPY
1.00
P/E Ratio
Winner
MIDU
25.50
SPY
28.99
Forward P/E
Winner
MIDU
16.70
SPY
22.37
5Y Dividends CAGR
Winner
MIDU
94.05%
SPY
5.43%
5Y EPS CAGR
MIDU
12.84%
Winner
SPY
26.05%
Debt to Equity
MIDU
48.53%
Winner
SPY
32.40%
P/S Ratio
Winner
MIDU
1.60
SPY
3.74
P/B Ratio
Winner
MIDU
2.77
SPY
5.61

MIDU vs SPY - Holdings Comparison

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

MIDU's top 25 holdings weight is 51.22%. SPY's top 25 holdings weight is 52.37%.

RankMIDUSPY
#1
S&P MID CAP 400 INDEX SWAP (n/a) - 18.20%
NVIDIA CORP (NVDA) - 8.10%
#2
GOLDMAN FINL SQ TRSRY INST 506 (n/a) - 16.82%
APPLE INC (AAPL) - 7.02%
#3
DREYFUS GOVT CASH MAN INS (n/a) - 4.65%
MICROSOFT CORP (MSFT) - 4.79%
#4
FLEX LTD (FLEX) - 1.05%
AMAZON.COM INC (AMZN) - 4.02%
#5
TECHNIPFMC PLC (FTI) - 0.62%
ALPHABET INC CLASS A (GOOGL) - 3.51%
#6
TWILIO INC CLASS A (TWLO) - 0.61%
BROADCOM INC (AVGO) - 3.10%
#7
EVERPURE INC CLASS A (P) - 0.59%
ALPHABET INC CLASS C (GOOG) - 2.79%
#8
CURTISS-WRIGHT CORP (CW) - 0.58%
META PLATFORMS INC CLASS A (META) - 2.08%
#9
NVENT ELECTRIC PLC (NVT) - 0.57%
TESLA INC (TSLA) - 1.89%
#10
FABRINET (FN) - 0.54%
MICRON TECHNOLOGY INC (MU) - 1.56%
#11
UNITED THERAPEUTICS CORP (UTHR) - 0.53%
BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.37%
#12
MACOM TECHNOLOGY SOLUTIONS HOLDINGS INC (MTSI) - 0.53%
ELI LILLY AND CO (LLY) - 1.31%
#13
XPO INC (XPO) - 0.51%
JPMORGAN CHASE & CO (JPM) - 1.28%
#14
MASTEC INC (MTZ) - 0.50%
ADVANCED MICRO DEVICES INC (AMD) - 1.27%
#15
STERLING INFRASTRUCTURE INC (STRL) - 0.48%
EXXON MOBIL CORP (XOM) - 0.97%
#16
ATI INC (ATI) - 0.47%
INTEL CORP (INTC) - 0.90%
#17
ILLUMINA INC (ILMN) - 0.47%
JOHNSON & JOHNSON (JNJ) - 0.86%
#18
CARPENTER TECHNOLOGY CORP (CRS) - 0.46%
VISA INC CLASS A (V) - 0.85%
#19
MKS INC (MKSI) - 0.46%
WALMART INC (WMT) - 0.81%
#20
WOODWARD INC (WWD) - 0.45%
CISCO SYSTEMS INC (CSCO) - 0.72%
#21
ENTEGRIS INC (ENTG) - 0.44%
COSTCO WHOLESALE CORP (COST) - 0.69%
#22
BURLINGTON STORES INC (BURL) - 0.43%
CATERPILLAR INC (CAT) - 0.66%
#23
RB GLOBAL INC (RBA) - 0.42%
MASTERCARD INC CLASS A (MA) - 0.62%
#24
LATTICE SEMICONDUCTOR CORP (LSCC) - 0.42%
LAM RESEARCH CORP (LRCX) - 0.62%
#25
TTM TECHNOLOGIES INC (TTMI) - 0.42%
ABBVIE INC (ABBV) - 0.58%
Total Holdings404505

MIDU vs SPY - Historical Returns

Returns include dividend reinvestment.

1M
MIDU
+1.31%
Winner
SPY
+1.90%
3M
Winner
MIDU
+13.74%
SPY
+8.55%
6M
Winner
MIDU
+28.59%
SPY
+8.18%
1Y
Winner
MIDU
+59.32%
SPY
+25.79%
5Y(CAGR)
MIDU
+1.57%
Winner
SPY
+13.32%
10Y(CAGR)
MIDU
+11.12%
Winner
SPY
+15.19%
Max(CAGR)
Winner
MIDU
+21.35%
SPY
+8.47%

MIDU vs SPY - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearMIDUSPY
2026+25.95%+8.26%
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 -8.84%. The current SPY drawdown is -2.90%.

RankMIDUSPY
#1-86.26%
Aug 29, 2018 - Feb 24, 2021		-55.20%
Oct 9, 2007 - Aug 16, 2012
#2-64.15%
Nov 16, 2021 - Oct 27, 2023		-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 0.85 which considered as a strong positive correlation - the stocks tend to move together.

0.85
-101

Dividend Comparison (1999 - 2026)

MIDU vs SPY dividend yield comparison.

YearMIDUSPY
20260.14%0.24%
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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