MSFU vs IBHF
Comparison between DIREXION DAILY MSFT BULL 2X SHARES (MSFU, ETF) and ISHARES IBONDS 2026 TERM HIGH YIELD AND INCOME ETF (IBHF, ETF).
MSFU vs IBHF - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
MSFU vs IBHF - Holdings Comparison
MSFU and IBHF have 0 common holdings. Overlap is 0.00%
MSFU's top 25 holdings weight is 15.72%. IBHF's top 25 holdings weight is 60.72%.
| Rank | MSFU | IBHF |
|---|---|---|
| #1 | MICROSOFT CORP (MSFT) - 15.72% | BLACKROCK CASH FUNDS TREASURY SL AGENCY (n/a) - 14.36% |
| #2 | N/A | IQVIA INC 5% (n/a) - 3.42% |
| #3 | N/A | FMC CORP. 3.2% (n/a) - 3.35% |
| #4 | N/A | SIRIUS XM RADIO LLC 3.125% (n/a) - 3.24% |
| #5 | N/A | BUCKEYE PARTNERS LP 3.95% (n/a) - 3.19% |
| #6 | N/A | n/a (n/a) - 3.02% |
| #7 | N/A | AIR CANADA 3.875% (n/a) - 2.78% |
| #8 | N/A | RLJ LODGING TRUST LP 3.75% (n/a) - 2.71% |
| #9 | N/A | n/a (n/a) - 2.10% |
| #10 | N/A | EMPIRE RESORTS INC. 7.75% (n/a) - 1.86% |
| #11 | N/A | CELANESE US HOLDINGS LLC 1.4% (n/a) - 1.78% |
| #12 | N/A | NISSAN MOTOR ACCEPTANCE CO LLC 1.85% (n/a) - 1.75% |
| #13 | N/A | DISH DBS CORPORATION 5.25% (n/a) - 1.73% |
| #14 | N/A | MGM RESORTS INTERNATIONAL 4.625% (n/a) - 1.70% |
| #15 | N/A | STARWOOD PROPERTY TRUST, INC. 3.625% (n/a) - 1.66% |
| #16 | N/A | MORGAN STANLEY 4.35% (n/a) - 1.58% |
| #17 | N/A | n/a (n/a) - 1.46% |
| #18 | N/A | n/a (n/a) - 1.20% |
| #19 | N/A | DISH DBS CORPORATION 7.75% (n/a) - 1.19% |
| #20 | N/A | SUMISHO AIR LEASE CORP. 1.875% (n/a) - 1.17% |
| #21 | N/A | n/a (n/a) - 1.13% |
| #22 | N/A | AMGEN INC. 2.6% (n/a) - 1.11% |
| #23 | N/A | BLACKSTONE PRIVATE CREDIT FUND 2.625% (n/a) - 1.08% |
| #24 | N/A | AMERICAN TOWER CORPORATION 3.375% (n/a) - 1.08% |
| #25 | N/A | CDW LLC / CDW FINANCE CORP 2.67% (n/a) - 1.07% |
| Total Holdings | 1 | 160 |
MSFU vs IBHF - Historical Returns
Returns include dividend reinvestment.
MSFU vs IBHF - Annual Returns (2020 - 2026)
Returns include dividend reinvestment.
| Year | MSFU | IBHF |
|---|---|---|
| 2026 | -36.40% | +0.59% |
| 2025 | +15.26% | +6.49% |
| 2024 | +8.05% | +8.41% |
| 2023 | +83.14% | +10.58% |
| 2022 | -13.28% | -6.74% |
| 2021 | N/A | +4.60% |
| 2020 | N/A | +2.97% |
MSFU vs IBHF Drawdown Comparison
The maximum drawdown for MSFU was -62.31%, occurring on Jun 25, 2026. This drawdown has not yet recovered.
The maximum drawdown for IBHF was -11.19%, occurring on Jun 13, 2022. Recovery took 474 trading sessions.
The current MSFU drawdown is -52.80%. The current IBHF drawdown is -0.44%.
| Rank | MSFU | IBHF |
|---|---|---|
| #1 | -62.31% Aug 4, 2025 - Jun 25, 2026 | -11.19% Dec 27, 2021 - Nov 14, 2023 |
| #2 | -48.11% Jul 5, 2024 - Jul 15, 2025 | -2.53% Feb 28, 2025 - Apr 25, 2025 |
| #3 | -29.17% Sep 12, 2022 - Mar 16, 2023 | -1.87% Nov 5, 2021 - Dec 22, 2021 |
| #4 | -20.16% Jul 18, 2023 - Nov 10, 2023 | -1.40% Jan 7, 2021 - Mar 29, 2021 |
| #5 | -18.48% Mar 21, 2024 - Jun 12, 2024 | -1.13% Mar 20, 2024 - May 2, 2024 |
| #6 | -8.42% Jun 15, 2023 - Jul 18, 2023 | -1.09% Jul 6, 2021 - Sep 1, 2021 |
| #7 | -8.28% Apr 6, 2023 - Apr 26, 2023 | -1.08% Dec 27, 2023 - Feb 1, 2024 |
| #8 | -6.86% Nov 28, 2023 - Jan 12, 2024 | -0.79% Sep 15, 2021 - Nov 4, 2021 |
| #9 | -6.65% Feb 9, 2024 - Mar 14, 2024 | -0.75% May 19, 2026 - Jun 5, 2026 |
| #10 | -5.60% Jun 5, 2023 - Jun 14, 2023 | -0.69% Dec 6, 2024 - Dec 26, 2024 |
| #11 | -4.61% Jan 29, 2024 - Feb 2, 2024 | -0.66% May 7, 2021 - May 24, 2021 |
| #12 | -3.72% Mar 17, 2023 - Mar 24, 2023 | -0.64% Feb 27, 2026 - Apr 14, 2026 |
| #13 | -3.48% Jul 31, 2025 - Aug 4, 2025 | -0.60% Jul 31, 2024 - Aug 12, 2024 |
| #14 | -3.42% May 22, 2023 - May 25, 2023 | -0.52% May 15, 2024 - Jun 3, 2024 |
| #15 | -3.21% Mar 14, 2024 - Mar 21, 2024 | -0.52% Oct 27, 2025 - Nov 25, 2025 |
Correlation
Correlation between MSFU and IBHF is 0.51 which considered as a moderate positive correlation - the stocks show some tendency to move together.
Dividend Comparison (2020 - 2026)
MSFU vs IBHF dividend yield comparison.
| Year | MSFU | IBHF |
|---|---|---|
| 2026 | 1.10% | 2.87% |
| 2025 | 8.15% | 6.73% |
| 2024 | 7.00% | 7.17% |
| 2023 | 2.11% | 7.33% |
| 2022 | 0.54% | 6.01% |
| 2021 | 0.00% | 4.55% |
| 2020 | 0.00% | 0.61% |
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