NUGT vs BALI
Comparison between DIREXION DAILY GOLD MINERS INDEX BULL 2X SHARES (NUGT, ETF) and BlackRock Advantage Large Cap Income ETF (BALI, ETF).
NUGT vs BALI - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
NUGT vs BALI - Holdings Comparison
NUGT and BALI have 0 common holdings. Overlap is 0.00%
NUGT's top 25 holdings weight is 59.87%. BALI's top 25 holdings weight is 75.32%.
| Rank | NUGT | BALI |
|---|---|---|
| #1 | VANECK GOLD MINERS ETF (GDX) - 50.61% | CASH OFFSET (n/a) - 22.13% |
| #2 | GOLDMAN SACHS FS TREASURY INTMS INSTL (FTIXX) - 9.26% | NVIDIA CORP (NVDA) - 7.42% |
| #3 | N/A | APPLE INC (AAPL) - 6.17% |
| #4 | N/A | MICROSOFT CORP (MSFT) - 5.54% |
| #5 | N/A | AMAZON.COM INC (AMZN) - 3.57% |
| #6 | N/A | ALPHABET INC CLASS A (GOOGL) - 3.31% |
| #7 | N/A | ALPHABET INC CLASS C (GOOG) - 2.67% |
| #8 | N/A | BROADCOM INC (AVGO) - 2.61% |
| #9 | N/A | JOHNSON & JOHNSON (JNJ) - 1.93% |
| #10 | N/A | EXXON MOBIL CORP (XOM) - 1.75% |
| #11 | N/A | META PLATFORMS INC CLASS A (META) - 1.68% |
| #12 | N/A | CHEVRON CORP (CVX) - 1.63% |
| #13 | N/A | BLACKROCK CASH FUNDS TREASURY SL AGENCY (n/a) - 1.59% |
| #14 | N/A | TESLA INC (TSLA) - 1.48% |
| #15 | N/A | COSTCO WHOLESALE CORP (COST) - 1.35% |
| #16 | N/A | MICRON TECHNOLOGY INC (MU) - 1.23% |
| #17 | N/A | TJX COMPANIES INC (TJX) - 1.14% |
| #18 | N/A | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.14% |
| #19 | N/A | LAM RESEARCH CORP (LRCX) - 1.13% |
| #20 | N/A | VISA INC CLASS A (V) - 1.03% |
| #21 | N/A | ADVANCED MICRO DEVICES INC (AMD) - 1.03% |
| #22 | N/A | ELI LILLY AND CO (LLY) - 0.98% |
| #23 | N/A | JPMORGAN CHASE & CO (JPM) - 0.96% |
| #24 | N/A | COCA-COLA CO (KO) - 0.93% |
| #25 | N/A | PROCTER & GAMBLE CO (PG) - 0.92% |
| Total Holdings | 2 | 195 |
NUGT vs BALI - Historical Returns
Returns include dividend reinvestment.
NUGT vs BALI - Annual Returns (2010 - 2026)
Returns include dividend reinvestment.
| Year | NUGT | BALI |
|---|---|---|
| 2026 | -28.42% | +8.88% |
| 2025 | +385.27% | +14.52% |
| 2024 | +5.56% | +22.61% |
| 2023 | -3.75% | +9.51% |
| 2022 | -28.70% | N/A |
| 2021 | -35.36% | N/A |
| 2020 | -60.32% | N/A |
| 2019 | +102.29% | N/A |
| 2018 | -48.46% | N/A |
| 2017 | -7.85% | N/A |
| 2016 | +44.92% | N/A |
| 2015 | -79.93% | N/A |
| 2014 | -63.65% | N/A |
| 2013 | -95.24% | N/A |
| 2012 | -50.50% | N/A |
| 2011 | -46.56% | N/A |
| 2010 | +2.11% | N/A |
NUGT vs BALI Drawdown Comparison
The maximum drawdown for NUGT was -99.97%, occurring on Sep 26, 2022. This drawdown has not yet recovered.
The maximum drawdown for BALI was -16.62%, occurring on Apr 8, 2025. Recovery took 139 trading sessions.
The current NUGT drawdown is -99.83%. The current BALI drawdown is -2.52%.
| Rank | NUGT | BALI |
|---|---|---|
| #1 | -99.97% Sep 8, 2011 - Sep 26, 2022 | -16.62% Dec 5, 2024 - Jun 30, 2025 |
| #2 | -35.24% Apr 8, 2011 - Sep 6, 2011 | -7.74% Jul 16, 2024 - Sep 19, 2024 |
| #3 | -26.64% Dec 14, 2010 - Apr 5, 2011 | -6.71% Feb 25, 2026 - Apr 14, 2026 |
| #4 | -0.82% Apr 6, 2011 - Apr 8, 2011 | -5.26% Oct 16, 2023 - Nov 7, 2023 |
| #5 | N/A | -4.79% Mar 28, 2024 - May 14, 2024 |
| #6 | N/A | -3.64% Nov 11, 2025 - Nov 28, 2025 |
| #7 | N/A | -2.77% Oct 8, 2025 - Oct 27, 2025 |
| #8 | N/A | -2.52% Jun 2, 2026 - Jun 5, 2026 |
| #9 | N/A | -2.24% Jul 25, 2025 - Aug 8, 2025 |
| #10 | N/A | -2.16% Feb 2, 2026 - Feb 25, 2026 |
| #11 | N/A | -2.13% Oct 18, 2024 - Nov 6, 2024 |
| #12 | N/A | -2.07% Dec 11, 2025 - Dec 23, 2025 |
| #13 | N/A | -2.03% Nov 11, 2024 - Nov 26, 2024 |
| #14 | N/A | -1.96% Jan 12, 2026 - Jan 26, 2026 |
| #15 | N/A | -1.68% May 21, 2024 - Jun 5, 2024 |
Correlation
Correlation between NUGT and BALI is 0.80 which considered as a strong positive correlation - the stocks tend to move together.
Dividend Comparison (2011 - 2026)
NUGT vs BALI dividend yield comparison.
| Year | NUGT | BALI |
|---|---|---|
| 2026 | 0.23% | 3.48% |
| 2025 | 0.22% | 8.51% |
| 2024 | 1.79% | 7.13% |
| 2023 | 1.67% | 2.13% |
| 2022 | 0.70% | 0.00% |
| 2019 | 0.63% | 0.00% |
| 2018 | 0.57% | 0.00% |
| 2011 | 5.21% | 0.00% |
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