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RETL vs SPY

Comparison between DIREXION DAILY RETAIL BULL 3X SHARES (RETL, ETF) and SPDR S&P 500 ETF Trust (SPY, ETF).

5-Year PerformanceSPY has outperformed RETL, delivering a return of +13.3% compared to -28.8%

RETL vs SPY - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
RETL
$32M
Winner
SPY
$735B
Expense Ratio
RETL
N/A
SPY
0.09%
Max Drawdown
RETL
92.33%
Winner
SPY
56.47%
Sharpe Ratio
RETL
0.26
Winner
SPY
1.62
5Y Beta
RETL
2.81
Winner
SPY
1.00
P/E Ratio
RETL
29.90
Winner
SPY
28.99
Forward P/E
Winner
RETL
13.74
SPY
22.37
5Y Dividends CAGR
Winner
RETL
12.77%
SPY
5.43%
5Y EPS CAGR
RETL
18.29%
Winner
SPY
26.05%
Debt to Equity
Winner
RETL
28.43%
SPY
32.40%
P/S Ratio
Winner
RETL
0.45
SPY
3.74
P/B Ratio
Winner
RETL
2.49
SPY
5.61

RETL vs SPY - Holdings Comparison

RETL and SPY have 18 common holdings. Overlap is -9.31%

RETL's top 25 holdings weight is 67.40%. SPY's top 25 holdings weight is 52.37%.

RankRETLSPY
#1
GOLDMAN FINL SQ TRSRY INST 506 (n/a) - 14.86%
NVIDIA CORP (NVDA) - 8.10%
#2
GOLDMAN SACHS FIN GOV 465 INSTITUT (n/a) - 14.42%
APPLE INC (AAPL) - 7.02%
#3
DREYFUS GOVT CASH MAN INS (n/a) - 12.01%
MICROSOFT CORP (MSFT) - 4.79%
#4
GROCERY OUTLET HOLDING CORP (GO) - 1.38%
AMAZON.COM INC (AMZN) - 4.02%
#5
MURPHY USA INC (MUSA) - 1.35%
ALPHABET INC CLASS A (GOOGL) - 3.51%
#6
EBAY INC (EBAY) - 1.32%
BROADCOM INC (AVGO) - 3.10%
#7
CASEY'S GENERAL STORES INC (CASY) - 1.32%
ALPHABET INC CLASS C (GOOG) - 2.79%
#8
AMAZON.COM INC (AMZN) - 1.29%
META PLATFORMS INC CLASS A (META) - 2.08%
#9
SPROUTS FARMERS MARKET INC (SFM) - 1.26%
TESLA INC (TSLA) - 1.89%
#10
SONIC AUTOMOTIVE INC CLASS A (SAH) - 1.25%
MICRON TECHNOLOGY INC (MU) - 1.56%
#11
PRICESMART INC (PSMT) - 1.17%
BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.37%
#12
MAPLEBEAR INC (CART) - 1.17%
ELI LILLY AND CO (LLY) - 1.31%
#13
WALMART INC (WMT) - 1.15%
JPMORGAN CHASE & CO (JPM) - 1.28%
#14
ETSY INC (ETSY) - 1.15%
ADVANCED MICRO DEVICES INC (AMD) - 1.27%
#15
MACY'S INC (M) - 1.15%
EXXON MOBIL CORP (XOM) - 0.97%
#16
COSTCO WHOLESALE CORP (COST) - 1.15%
INTEL CORP (INTC) - 0.90%
#17
DICK'S SPORTING GOODS INC (DKS) - 1.14%
JOHNSON & JOHNSON (JNJ) - 0.86%
#18
MARINEMAX INC (HZO) - 1.14%
VISA INC CLASS A (V) - 0.85%
#19
TARGET CORP (TGT) - 1.13%
WALMART INC (WMT) - 0.81%
#20
URBAN OUTFITTERS INC (URBN) - 1.12%
CISCO SYSTEMS INC (CSCO) - 0.72%
#21
ALBERTSONS COMPANIES INC CLASS A (ACI) - 1.11%
COSTCO WHOLESALE CORP (COST) - 0.69%
#22
BJ'S WHOLESALE CLUB HOLDINGS INC (BJ) - 1.10%
CATERPILLAR INC (CAT) - 0.66%
#23
PENSKE AUTOMOTIVE GROUP INC (PAG) - 1.10%
MASTERCARD INC CLASS A (MA) - 0.62%
#24
CARVANA CO CLASS A (CVNA) - 1.08%
LAM RESEARCH CORP (LRCX) - 0.62%
#25
INGLES MARKETS INC CLASS A (IMKTA) - 1.08%
ABBVIE INC (ABBV) - 0.58%
Total Holdings79505

RETL vs SPY - Historical Returns

Returns include dividend reinvestment.

1M
RETL
-8.00%
Winner
SPY
+1.90%
3M
RETL
-11.35%
Winner
SPY
+8.55%
6M
RETL
-19.06%
Winner
SPY
+8.18%
1Y
RETL
-0.53%
Winner
SPY
+25.79%
5Y(CAGR)
RETL
-28.77%
Winner
SPY
+13.32%
10Y(CAGR)
RETL
-5.81%
Winner
SPY
+15.19%
Max(CAGR)
Winner
RETL
+13.37%
SPY
+8.47%

RETL vs SPY - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearRETLSPY
2026-18.03%+8.26%
2025-5.01%+18.00%
2024+9.71%+25.59%
2023+36.92%+26.72%
2022-81.53%-18.64%
2021+109.40%+30.52%
2020+67.52%+17.28%
2019+17.96%+31.09%
2018-38.61%-5.24%
2017-3.12%+20.78%
2016+5.01%+13.59%
2015+47.33%+1.31%
2014+31.87%+14.56%
2013+128.53%+29.00%
2012+76.15%+14.17%
2011+6.10%+0.85%
2010+49.10%+13.14%
2009N/A+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%

RETL vs SPY Drawdown Comparison

The maximum drawdown for RETL was -92.00%, occurring on Apr 8, 2025. This drawdown has not yet recovered.

The maximum drawdown for SPY was -55.20%, occurring on Mar 9, 2009. Recovery took 1224 trading sessions.

The current RETL drawdown is -85.62%. The current SPY drawdown is -2.90%.

RankRETLSPY
#1-92.00%
Nov 16, 2021 - Apr 8, 2025		-55.20%
Oct 9, 2007 - Aug 16, 2012
#2-91.54%
Aug 23, 2018 - Jan 6, 2021		-47.50%
Mar 24, 2000 - Oct 26, 2006
#3-54.21%
Dec 8, 2016 - Jun 20, 2018		-33.70%
Feb 19, 2020 - Aug 10, 2020
#4-47.45%
Jan 27, 2021 - Jun 25, 2021		-24.50%
Jan 3, 2022 - Dec 13, 2023
#5-39.77%
Dec 8, 2015 - Jul 6, 2016		-19.34%
Sep 20, 2018 - Apr 12, 2019
#6-29.56%
Nov 29, 2013 - Sep 5, 2014		-18.76%
Feb 19, 2025 - Jun 26, 2025
#7-29.51%
May 12, 2011 - Dec 7, 2011		-13.02%
Jul 20, 2015 - Apr 18, 2016
#8-28.27%
Jul 1, 2021 - Nov 3, 2021		-10.10%
Jan 26, 2018 - Aug 6, 2018
#9-25.87%
Aug 18, 2015 - Nov 5, 2015		-9.44%
Sep 2, 2020 - Nov 11, 2020
#10-23.44%
Aug 15, 2016 - Dec 7, 2016		-9.30%
Jan 19, 2000 - Mar 17, 2000
#11-19.55%
Sep 5, 2014 - Nov 6, 2014		-9.05%
Jul 19, 2007 - Oct 5, 2007
#12-19.10%
May 2, 2012 - Jul 19, 2012		-8.88%
Jan 27, 2026 - Apr 14, 2026
#13-18.08%
Nov 5, 2015 - Nov 23, 2015		-8.41%
Jul 16, 2024 - Sep 19, 2024
#14-17.90%
Aug 5, 2013 - Oct 22, 2013		-7.35%
Sep 14, 2012 - Jan 2, 2013
#15-17.85%
Oct 5, 2012 - Jan 24, 2013		-7.27%
Sep 18, 2014 - Oct 31, 2014

Correlation

Correlation between RETL and SPY is 0.27 which considered as a very weak or no correlation - the stocks move independently of each other.

0.27
-101

Dividend Comparison (1999 - 2026)

RETL vs SPY dividend yield comparison.

YearRETLSPY
20260.26%0.24%
20250.58%1.07%
20241.13%1.21%
20231.35%1.40%
20220.71%1.65%
20210.22%1.20%
20200.19%1.52%
20190.92%1.75%
20181.19%2.04%
20170.01%1.80%
20162.60%2.03%
20150.00%2.06%
20140.00%1.87%
20130.00%1.81%
20126.05%2.18%
20114.90%2.05%
20101.17%1.80%
20090.00%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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