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MSFU vs JDVL

Comparison between DIREXION DAILY MSFT BULL 2X SHARES (MSFU, ETF) and JOHN HANCOCK DISCIPLINED VALUE SELECT ETF (JDVL, ETF).

MSFU vs JDVL - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
Winner
MSFU
$861M
JDVL
$859M
Expense Ratio
MSFU
N/A
JDVL
0.56%
Max Drawdown
MSFU
65.09%
Winner
JDVL
9.17%
Sharpe Ratio
MSFU
-0.17
Winner
JDVL
1.69
5Y Beta
MSFU
1.84
Winner
JDVL
0.93
P/E Ratio
MSFU
N/A
JDVL
21.07
Forward P/E
MSFU
N/A
JDVL
16.62
PEG Ratio
MSFU
N/A
JDVL
0.26
5Y EPS CAGR
MSFU
N/A
JDVL
29.03%
Debt to Equity
MSFU
N/A
JDVL
71.43%
P/S Ratio
MSFU
N/A
JDVL
1.85
P/B Ratio
MSFU
N/A
JDVL
4.02

MSFU vs JDVL - Holdings Comparison

MSFU and JDVL have 0 common holdings. Overlap is 0.00%

MSFU's top 25 holdings weight is 12.07%. JDVL's top 25 holdings weight is 73.51%.

RankMSFUJDVL
#1
MICROSOFT CORP (MSFT) - 12.07%
AMAZON.COM INC (AMZN) - 7.30%
#2N/A
US FOODS HOLDING CORP (USFD) - 4.06%
#3N/A
JPMORGAN CHASE & CO (JPM) - 4.04%
#4N/A
MORGAN STANLEY (MS) - 3.83%
#5N/A
NXP SEMICONDUCTORS NV (NXPI) - 3.82%
#6N/A
PHILIP MORRIS INTERNATIONAL INC (PM) - 3.38%
#7N/A
APPLIED MATERIALS INC (AMAT) - 3.13%
#8N/A
WELLS FARGO & CO (WFC) - 3.12%
#9N/A
META PLATFORMS INC CLASS A (META) - 2.97%
#10N/A
CRH PLC (CRH) - 2.74%
#11N/A
VISA INC CLASS A (V) - 2.70%
#12N/A
US DOLLAR (n/a) - 2.64%
#13N/A
NVIDIA CORP (NVDA) - 2.56%
#14N/A
MICRON TECHNOLOGY INC (MU) - 2.45%
#15N/A
GILEAD SCIENCES INC (GILD) - 2.41%
#16N/A
THE WALT DISNEY CO (DIS) - 2.39%
#17N/A
HUBBELL INC (HUBB) - 2.33%
#18N/A
CAPITAL ONE FINANCIAL CORP (COF) - 2.31%
#19N/A
UBER TECHNOLOGIES INC (UBER) - 2.30%
#20N/A
QUEST DIAGNOSTICS INC (DGX) - 2.28%
#21N/A
FIRSTENERGY CORP (FE) - 2.24%
#22N/A
L3HARRIS TECHNOLOGIES INC (LHX) - 2.21%
#23N/A
ASTRAZENECA PLC (AZN) - 2.16%
#24N/A
CENCORA INC (COR) - 2.09%
#25N/A
DIAMONDBACK ENERGY INC (FANG) - 2.05%
Total Holdings142

MSFU vs JDVL - Historical Returns

Returns include dividend reinvestment.

1M
Winner
MSFU
+43.41%
JDVL
+3.25%
3M
Winner
MSFU
+24.31%
JDVL
+9.61%
6M
Winner
MSFU
+33.35%
JDVL
+11.73%
1Y
MSFU
-23.38%
Winner
JDVL
+30.62%
Max(CAGR)
MSFU
+13.75%
Winner
JDVL
+31.10%

MSFU vs JDVL - Annual Returns (2022 - 2026)

Returns include dividend reinvestment.

YearMSFUJDVL
2026-8.79%+19.20%
2025+15.26%+10.05%
2024+8.05%N/A
2023+83.14%N/A
2022-13.28%N/A

MSFU vs JDVL 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 JDVL was -9.17%, occurring on Mar 30, 2026. Recovery took 45 trading sessions.

The current MSFU drawdown is -32.30%. The current JDVL drawdown is -0.55%.

RankMSFUJDVL
#1-62.31%
Aug 4, 2025 - Jun 25, 2026
-9.17%
Feb 11, 2026 - Apr 17, 2026
#2-48.11%
Jul 5, 2024 - Jul 15, 2025
-5.28%
Nov 12, 2025 - Dec 4, 2025
#3-29.17%
Sep 12, 2022 - Mar 16, 2023
-4.30%
Jun 4, 2026 - Jun 15, 2026
#4-20.16%
Jul 18, 2023 - Nov 10, 2023
-3.09%
Oct 6, 2025 - Oct 20, 2025
#5-18.48%
Mar 21, 2024 - Jun 12, 2024
-2.66%
Jun 22, 2026 - Aug 3, 2026
#6-8.42%
Jun 15, 2023 - Jul 18, 2023
-2.61%
May 6, 2026 - May 22, 2026
#7-8.28%
Apr 6, 2023 - Apr 26, 2023
-2.16%
Jan 29, 2026 - Feb 9, 2026
#8-6.86%
Nov 28, 2023 - Jan 12, 2024
-2.11%
Dec 11, 2025 - Dec 22, 2025
#9-6.65%
Feb 9, 2024 - Mar 14, 2024
-1.69%
Jan 16, 2026 - Jan 22, 2026
#10-5.60%
Jun 5, 2023 - Jun 14, 2023
-1.50%
Dec 24, 2025 - Jan 5, 2026
#11-4.61%
Jan 29, 2024 - Feb 2, 2024
-1.37%
Apr 20, 2026 - Apr 30, 2026
#12-3.72%
Mar 17, 2023 - Mar 24, 2023
-1.35%
Aug 11, 2026 - Aug 18, 2026
#13-3.48%
Jul 31, 2025 - Aug 4, 2025
-1.10%
Jan 6, 2026 - Jan 9, 2026
#14-3.42%
May 22, 2023 - May 25, 2023
-1.08%
Aug 28, 2025 - Sep 10, 2025
#15-3.21%
Mar 14, 2024 - Mar 21, 2024
-1.06%
Oct 27, 2025 - Nov 10, 2025

Correlation

Correlation between MSFU and JDVL is -0.61 which considered as a moderate negative correlation - the stocks show some tendency to move in opposite directions.

-0.61
-101

Dividend Comparison (2022 - 2026)

MSFU vs JDVL dividend yield comparison.

YearMSFUJDVL
20260.77%0.00%
20258.15%1.71%
20247.00%0.00%
20232.11%0.00%
20220.54%0.00%

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