NUGT vs IMCV

Comparison between DIREXION DAILY GOLD MINERS INDEX BULL 2X SHARES (NUGT, ETF) and ISHARES MORNINGSTAR MID-CAP VALUE ETF (IMCV, ETF).

5-Year PerformanceNUGT has outperformed IMCV, delivering a return of +12.7% compared to +8.7%

NUGT vs IMCV - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	NUGT(ETF)	IMCV(ETF)
Net Assets	$1B	$1B
Expense Ratio	N/A	0.06%
Max Drawdown	99.98%	66.48%
Sharpe Ratio	1.00	1.63
5Y Beta	1.44	0.71
P/E Ratio	N/A	20.57
Forward P/E	N/A	13.15
PEG Ratio	N/A	0.29
5Y Dividends CAGR	N/A	9.93%
5Y EPS CAGR	N/A	10.98%
Debt to Equity	N/A	86.86%
P/S Ratio	N/A	1.36
P/B Ratio	N/A	2.45

Net Assets

NUGT

$1B

IMCV

$1B

Expense Ratio

NUGT

N/A

IMCV

0.06%

Max Drawdown

NUGT

99.98%

Winner

IMCV

66.48%

Sharpe Ratio

NUGT

1.00

Winner

IMCV

1.63

5Y Beta

NUGT

1.44

Winner

IMCV

0.71

P/E Ratio

NUGT

N/A

IMCV

20.57

Forward P/E

NUGT

N/A

IMCV

13.15

PEG Ratio

NUGT

N/A

IMCV

0.29

5Y Dividends CAGR

NUGT

N/A

IMCV

9.93%

5Y EPS CAGR

NUGT

N/A

IMCV

10.98%

Debt to Equity

NUGT

N/A

IMCV

86.86%

P/S Ratio

NUGT

N/A

IMCV

1.36

P/B Ratio

NUGT

N/A

IMCV

2.45

NUGT vs IMCV - Holdings Comparison

NUGT and IMCV have 0 common holdings. Overlap is 0.00%

NUGT's top 25 holdings weight is 59.87%. IMCV's top 25 holdings weight is 25.90%.

Rank	NUGT	IMCV
#1	VANECK GOLD MINERS ETF (GDX) - 50.61%	NEWMONT CORP (NEM) - 1.59%
#2	GOLDMAN SACHS FS TREASURY INTMS INSTL (FTIXX) - 9.26%	WILLIAMS COMPANIES INC (WMB) - 1.29%
#3	N/A	PNC FINANCIAL SERVICES GROUP INC (PNC) - 1.20%
#4	N/A	ELEVANCE HEALTH INC (ELV) - 1.19%
#5	N/A	FEDEX CORP (FDX) - 1.18%
#6	N/A	U.S. BANCORP (USB) - 1.16%
#7	N/A	SLB LTD (SLB) - 1.15%
#8	N/A	CSX CORP (CSX) - 1.15%
#9	N/A	MONDELEZ INTERNATIONAL INC CLASS A (MDLZ) - 1.09%
#10	N/A	EOG RESOURCES INC (EOG) - 1.04%
#11	N/A	VALERO ENERGY CORP (VLO) - 1.02%
#12	N/A	THE CIGNA GROUP (CI) - 1.02%
#13	N/A	UNITED PARCEL SERVICE INC CLASS B (UPS) - 1.01%
#14	N/A	MARATHON PETROLEUM CORP (MPC) - 1.00%
#15	N/A	ILLINOIS TOOL WORKS INC (ITW) - 0.99%
#16	N/A	GENERAL MOTORS CO (GM) - 0.97%
#17	N/A	AMERICAN ELECTRIC POWER CO INC (AEP) - 0.92%
#18	N/A	THE TRAVELERS COMPANIES INC (TRV) - 0.90%
#19	N/A	KINDER MORGAN INC CLASS P (KMI) - 0.90%
#20	N/A	SIMON PROPERTY GROUP INC (SPG) - 0.90%
#21	N/A	REGENERON PHARMACEUTICALS INC (REGN) - 0.87%
#22	N/A	AIR PRODUCTS AND CHEMICALS INC (APD) - 0.87%
#23	N/A	TRUIST FINANCIAL CORP (TFC) - 0.83%
#24	N/A	WESTERN DIGITAL CORP (WDC) - 0.83%
#25	N/A	n/a (WBD) - 0.83%
Total Holdings	2	279

NUGT vs IMCV - Historical Returns

Returns include dividend reinvestment.

Period	NUGT	IMCV
1 month	-18.36%	+1.64%
3 months	-45.08%	+4.09%
6 months	-19.80%	+11.05%
1 year	+68.07%	+24.45%
5 years(CAGR)	+12.67%	+8.74%
10 years(CAGR)	-10.10%	+10.33%
Max(CAGR)	-33.27%	+9.69%

NUGT

-18.36%

Winner

IMCV

+1.64%

NUGT

-45.08%

Winner

IMCV

+4.09%

NUGT

-19.80%

Winner

IMCV

+11.05%

Winner

NUGT

+68.07%

IMCV

+24.45%

5Y(CAGR)

Winner

NUGT

+12.67%

IMCV

+8.74%

10Y(CAGR)

NUGT

-10.10%

Winner

IMCV

+10.33%

Max(CAGR)

NUGT

-33.27%

Winner

IMCV

+9.69%

NUGT vs IMCV - Annual Returns (2004 - 2026)

Returns include dividend reinvestment.

Year	NUGT	IMCV
2026	-28.42%	+9.36%
2025	+385.27%	+13.71%
2024	+5.56%	+11.90%
2023	-3.75%	+12.04%
2022	-28.70%	-7.02%
2021	-35.36%	+35.83%
2020	-60.32%	-3.61%
2019	+102.29%	+24.35%
2018	-48.46%	-11.68%
2017	-7.85%	+11.51%
2016	+44.92%	+25.77%
2015	-79.93%	-2.44%
2014	-63.65%	+12.32%
2013	-95.24%	+38.47%
2012	-50.50%	+15.22%
2011	-46.56%	-3.91%
2010	+2.11%	+18.47%
2009	N/A	+31.62%
2008	N/A	-34.80%
2007	N/A	-6.70%
2006	N/A	+17.11%
2005	N/A	+12.96%
2004	N/A	+14.93%

NUGT vs IMCV 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 IMCV was -64.75%, occurring on Mar 9, 2009. Recovery took 1397 trading sessions.

The current NUGT drawdown is -99.83%. The current IMCV drawdown is -0.67%.

Rank	NUGT	IMCV
#1	-99.97% Sep 8, 2011 - Sep 26, 2022	-64.75% Jun 4, 2007 - Dec 18, 2012
#2	-35.24% Apr 8, 2011 - Sep 6, 2011	-46.33% Jan 17, 2020 - Jan 14, 2021
#3	-26.64% Dec 14, 2010 - Apr 5, 2011	-19.85% Apr 20, 2022 - Dec 26, 2023
#4	-0.82% Apr 6, 2011 - Apr 8, 2011	-19.61% Jan 26, 2018 - Sep 12, 2019
#5	N/A	-18.62% Nov 29, 2024 - Aug 22, 2025
#6	N/A	-16.48% May 21, 2015 - Apr 19, 2016
#7	N/A	-9.36% Aug 29, 2014 - Nov 24, 2014
#8	N/A	-8.13% Aug 3, 2005 - Dec 1, 2005
#9	N/A	-7.88% Jun 8, 2021 - Oct 19, 2021
#10	N/A	-7.59% Jun 23, 2016 - Jul 12, 2016
#11	N/A	-7.49% May 8, 2006 - Oct 5, 2006
#12	N/A	-7.40% Nov 16, 2021 - Dec 31, 2021
#13	N/A	-6.91% Feb 26, 2026 - Apr 30, 2026
#14	N/A	-6.79% Jan 14, 2022 - Mar 25, 2022
#15	N/A	-6.35% Jan 22, 2014 - Feb 20, 2014

Correlation

Correlation between NUGT and IMCV is -0.52 which considered as a moderate negative correlation - the stocks show some tendency to move in opposite directions.

-0.52

-101

Dividend Comparison (2004 - 2026)

NUGT vs IMCV dividend yield comparison.

Year	NUGT	IMCV
2026	0.23%	0.39%
2025	0.22%	2.23%
2024	1.79%	2.36%
2023	1.67%	2.30%
2022	0.70%	2.36%
2021	0.00%	1.86%
2020	0.00%	2.61%
2019	0.63%	2.45%
2018	0.57%	2.61%
2017	0.00%	1.87%
2016	0.00%	2.09%
2015	0.00%	2.29%
2014	0.00%	1.95%
2013	0.00%	1.87%
2012	0.00%	2.25%
2011	5.21%	2.26%
2010	0.00%	2.64%
2009	0.00%	2.19%
2008	0.00%	3.80%
2007	0.00%	2.55%
2006	0.00%	1.77%
2005	0.00%	2.57%
2004	0.00%	0.98%

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NUGT vs IMCV

NUGT vs IMCV - Performance Comparison

Key Characteristics

NUGT vs IMCV - Holdings Comparison

NUGT vs IMCV - Historical Returns

NUGT vs IMCV - Annual Returns (2004 - 2026)

NUGT vs IMCV Drawdown Comparison

Correlation

Dividend Comparison (2004 - 2026)

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