RETL vs UMDD
Comparison between DIREXION DAILY RETAIL BULL 3X SHARES (RETL, ETF) and PROSHARES ULTRAPRO MIDCAP400 (UMDD, ETF).
5-Year PerformanceUMDD has outperformed RETL, delivering a return of +1.3% compared to -28.8%
RETL vs UMDD - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
RETL
$32M
Winner
UMDD
$32M
Max Drawdown
RETL
92.33%
Winner
UMDD
86.39%
Sharpe Ratio
RETL
0.26
Winner
UMDD
1.14
5Y Beta
Winner
RETL
2.81
UMDD
2.95
P/E Ratio
RETL
29.90
UMDD
N/A
Forward P/E
RETL
13.74
UMDD
N/A
5Y Dividends CAGR
RETL
12.77%
Winner
UMDD
76.71%
5Y EPS CAGR
RETL
18.29%
UMDD
N/A
Debt to Equity
RETL
28.43%
UMDD
N/A
P/S Ratio
RETL
0.45
UMDD
N/A
P/B Ratio
RETL
2.49
UMDD
N/A
RETL vs UMDD - Holdings Comparison
RETL and UMDD have 18 common holdings. Overlap is -11.52%
RETL's top 25 holdings weight is 67.40%. UMDD's top 25 holdings weight is 53.17%.
| Rank | RETL | UMDD |
|---|---|---|
| #1 | GOLDMAN FINL SQ TRSRY INST 506 (n/a) - 14.86% | S&P MIDCAP 400 INDEX SWAP (n/a) - 23.66% |
| #2 | GOLDMAN SACHS FIN GOV 465 INSTITUT (n/a) - 14.42% | CASH (n/a) - 13.66% |
| #3 | DREYFUS GOVT CASH MAN INS (n/a) - 12.01% | CTE PROSHARES TRUST M (n/a) - 7.55% |
| #4 | GROCERY OUTLET HOLDING CORP (GO) - 1.38% | E-MINI S&P MIDCAP 400 FUTURE JUNE 26 (n/a) - 1.39% |
| #5 | MURPHY USA INC (MUSA) - 1.35% | FLEX LTD (FLEX) - 0.79% |
| #6 | EBAY INC (EBAY) - 1.32% | TWILIO INC CLASS A (TWLO) - 0.43% |
| #7 | CASEY'S GENERAL STORES INC (CASY) - 1.32% | TECHNIPFMC PLC (n/a) - 0.43% |
| #8 | AMAZON.COM INC (AMZN) - 1.29% | CURTISS-WRIGHT CORP (CW) - 0.42% |
| #9 | SPROUTS FARMERS MARKET INC (SFM) - 1.26% | EVERPURE INC CLASS A (P) - 0.42% |
| #10 | SONIC AUTOMOTIVE INC CLASS A (SAH) - 1.25% | NVENT ELECTRIC PLC (NVT) - 0.41% |
| #11 | PRICESMART INC (PSMT) - 1.17% | MACOM TECHNOLOGY SOLUTIONS HOLDINGS INC (MTSI) - 0.40% |
| #12 | MAPLEBEAR INC (CART) - 1.17% | UNITED THERAPEUTICS CORP (UTHR) - 0.38% |
| #13 | WALMART INC (WMT) - 1.15% | FABRINET (FN) - 0.37% |
| #14 | ETSY INC (ETSY) - 1.15% | XPO INC (XPO) - 0.37% |
| #15 | MACY'S INC (M) - 1.15% | STERLING INFRASTRUCTURE INC (STRL) - 0.36% |
| #16 | COSTCO WHOLESALE CORP (COST) - 1.15% | OMEGA HEALTHCARE INVESTORS INC (OHI) - 0.22% |
| #17 | DICK'S SPORTING GOODS INC (DKS) - 1.14% | PINNACLE FINANCIAL PARTNERS INC (PNFP) - 0.22% |
| #18 | MARINEMAX INC (HZO) - 1.14% | CLEAN HARBORS INC (CLH) - 0.22% |
| #19 | TARGET CORP (TGT) - 1.13% | BORGWARNER INC (BWA) - 0.21% |
| #20 | URBAN OUTFITTERS INC (URBN) - 1.12% | REINSURANCE GROUP OF AMERICA INC (RGA) - 0.21% |
| #21 | ALBERTSONS COMPANIES INC CLASS A (ACI) - 1.11% | CARLISLE COMPANIES INC (CSL) - 0.21% |
| #22 | BJ'S WHOLESALE CLUB HOLDINGS INC (BJ) - 1.10% | JONES LANG LASALLE INC (JLL) - 0.21% |
| #23 | PENSKE AUTOMOTIVE GROUP INC (PAG) - 1.10% | ONTO INNOVATION INC (ONTO) - 0.21% |
| #24 | CARVANA CO CLASS A (CVNA) - 1.08% | ARAMARK (ARMK) - 0.21% |
| #25 | INGLES MARKETS INC CLASS A (IMKTA) - 1.08% | REGAL REXNORD CORP (RRX) - 0.21% |
| Total Holdings | 79 | 364 |
RETL vs UMDD - Historical Returns
Returns include dividend reinvestment.
1M
RETL
-8.00%
Winner
UMDD
+1.61%
3M
RETL
-11.35%
Winner
UMDD
+13.68%
6M
RETL
-19.06%
Winner
UMDD
+28.68%
1Y
RETL
-0.53%
Winner
UMDD
+60.24%
5Y(CAGR)
RETL
-28.77%
Winner
UMDD
+1.33%
10Y(CAGR)
RETL
-5.81%
Winner
UMDD
+11.15%
Max(CAGR)
RETL
+13.37%
Winner
UMDD
+18.88%
RETL vs UMDD - Annual Returns (2010 - 2026)
Returns include dividend reinvestment.
| Year | RETL | UMDD |
|---|---|---|
| 2026 | -18.03% | +26.46% |
| 2025 | -5.01% | -2.11% |
| 2024 | +9.71% | +20.82% |
| 2023 | +36.92% | +28.47% |
| 2022 | -81.53% | -49.98% |
| 2021 | +109.40% | +81.33% |
| 2020 | +67.52% | -17.44% |
| 2019 | +17.96% | +80.06% |
| 2018 | -38.61% | -40.78% |
| 2017 | -3.12% | +46.68% |
| 2016 | +5.01% | +65.85% |
| 2015 | +47.33% | -12.64% |
| 2014 | +31.87% | +27.19% |
| 2013 | +128.53% | +104.60% |
| 2012 | +76.15% | +45.14% |
| 2011 | +6.10% | -30.67% |
| 2010 | +49.10% | +89.42% |
RETL vs UMDD 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 UMDD was -86.25%, occurring on Mar 23, 2020. Recovery took 625 trading sessions.
The current RETL drawdown is -85.62%. The current UMDD drawdown is -10.25%.
| Rank | RETL | UMDD |
|---|---|---|
| #1 | -92.00% Nov 16, 2021 - Apr 8, 2025 | -86.25% Aug 29, 2018 - Feb 24, 2021 |
| #2 | -91.54% Aug 23, 2018 - Jan 6, 2021 | -65.66% Apr 29, 2011 - Feb 8, 2013 |
| #3 | -54.21% Dec 8, 2016 - Jun 20, 2018 | -64.60% Nov 16, 2021 - Oct 27, 2023 |
| #4 | -47.45% Jan 27, 2021 - Jun 25, 2021 | -50.75% Jun 23, 2015 - Nov 15, 2016 |
| #5 | -39.77% Dec 8, 2015 - Jul 6, 2016 | -47.01% Apr 23, 2010 - Dec 2, 2010 |
| #6 | -29.56% Nov 29, 2013 - Sep 5, 2014 | -29.86% Jul 1, 2014 - Nov 24, 2014 |
| #7 | -29.51% May 12, 2011 - Dec 7, 2011 | -27.23% Jan 23, 2018 - Aug 21, 2018 |
| #8 | -28.27% Jul 1, 2021 - Nov 3, 2021 | -21.18% May 7, 2021 - Oct 22, 2021 |
| #9 | -25.87% Aug 18, 2015 - Nov 5, 2015 | -20.60% May 21, 2013 - Jul 11, 2013 |
| #10 | -23.44% Aug 15, 2016 - Dec 7, 2016 | -20.20% Jan 22, 2014 - Feb 26, 2014 |
| #11 | -19.55% Sep 5, 2014 - Nov 6, 2014 | -17.82% Mar 15, 2021 - Apr 15, 2021 |
| #12 | -19.10% May 2, 2012 - Jul 19, 2012 | -17.67% Aug 1, 2013 - Oct 1, 2013 |
| #13 | -18.08% Nov 5, 2015 - Nov 23, 2015 | -16.07% Jul 25, 2017 - Sep 29, 2017 |
| #14 | -17.90% Aug 5, 2013 - Oct 22, 2013 | -15.55% Apr 2, 2014 - Jun 5, 2014 |
| #15 | -17.85% Oct 5, 2012 - Jan 24, 2013 | -14.94% Feb 18, 2011 - Mar 30, 2011 |
Correlation
Correlation between RETL and UMDD is 0.62 which considered as a moderate positive correlation - the stocks show some tendency to move together.
0.62
-101
Dividend Comparison (2010 - 2026)
RETL vs UMDD dividend yield comparison.
| Year | RETL | UMDD |
|---|---|---|
| 2026 | 0.26% | 0.12% |
| 2025 | 0.58% | 1.00% |
| 2024 | 1.13% | 0.76% |
| 2023 | 1.35% | 0.19% |
| 2022 | 0.71% | 0.49% |
| 2021 | 0.22% | 0.06% |
| 2020 | 0.19% | 0.08% |
| 2019 | 0.92% | 0.64% |
| 2018 | 1.19% | 0.32% |
| 2017 | 0.01% | 0.00% |
| 2016 | 2.60% | 0.03% |
| 2015 | 0.00% | 0.06% |
| 2014 | 0.00% | 0.08% |
| 2012 | 6.05% | 0.00% |
| 2011 | 4.90% | 0.00% |
| 2010 | 1.17% | 0.05% |
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