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 +3.9% compared to -26.9%
RETL vs UMDD - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
RETL
$35M
UMDD
$35M
Max Drawdown
RETL
92.33%
Winner
UMDD
86.39%
Sharpe Ratio
RETL
0.43
Winner
UMDD
0.99
5Y Beta
Winner
RETL
2.77
UMDD
2.94
P/E Ratio
RETL
21.92
UMDD
N/A
Forward P/E
RETL
14.42
UMDD
N/A
5Y Dividends CAGR
RETL
67.07%
Winner
UMDD
131.43%
5Y EPS CAGR
RETL
8.44%
UMDD
N/A
Debt to Equity
RETL
10.94%
UMDD
N/A
P/S Ratio
RETL
0.47
UMDD
N/A
P/B Ratio
RETL
2.54
UMDD
N/A
RETL vs UMDD - Holdings Comparison
RETL and UMDD have 19 common holdings. Overlap is 2.06%
RETL's top 25 holdings weight is 62.85%. UMDD's top 25 holdings weight is 41.19%.
| Rank | RETL | UMDD |
|---|---|---|
| #1 | DREYFUS GOVT CASH MAN INS (n/a) - 14.46% | S&P MIDCAP 400 INDEX SWAP (n/a) - 18.91% |
| #2 | S&P RETAIL SELECT INDUSTRY INDEX SWAP (n/a) - 11.37% | CASH (n/a) - 13.82% |
| #3 | GOLDMAN SACHS FIN GOV 465 INSTITUT (n/a) - 7.43% | TWILIO INC CLASS A (TWLO) - 0.56% |
| #4 | GOLDMAN FINL SQ TRSRY INST 506 (n/a) - 6.77% | TECHNIPFMC PLC (n/a) - 0.50% |
| #5 | GROUPON INC (GRPN) - 1.34% | ILLUMINA INC (ILMN) - 0.48% |
| #6 | THE REALREAL INC (REAL) - 1.27% | CARPENTER TECHNOLOGY CORP (CRS) - 0.48% |
| #7 | BATH & BODY WORKS INC (BBWI) - 1.18% | CURTISS-WRIGHT CORP (CW) - 0.47% |
| #8 | COUPANG INC ORDINARY SHARES CLASS A (CPNG) - 1.14% | NVENT ELECTRIC PLC (NVT) - 0.44% |
| #9 | KOHL'S CORP (KSS) - 1.13% | OKTA INC CLASS A (OKTA) - 0.44% |
| #10 | n/a (WRBY) - 1.12% | ATI INC (ATI) - 0.43% |
| #11 | REVOLVE GROUP INC CLASS A (RVLV) - 1.09% | XPO INC (XPO) - 0.41% |
| #12 | UPBOUND GROUP INC (UPBD) - 1.09% | EVERPURE INC CLASS A (P) - 0.41% |
| #13 | PRICESMART INC (PSMT) - 1.07% | MKS INC (MKSI) - 0.41% |
| #14 | DOLLAR TREE INC (DLTR) - 1.05% | WOODWARD INC (WWD) - 0.40% |
| #15 | MARINEMAX INC (HZO) - 1.05% | MASTEC INC (MTZ) - 0.38% |
| #16 | MAPLEBEAR INC (CART) - 1.04% | UNITED THERAPEUTICS CORP (UTHR) - 0.38% |
| #17 | SALLY BEAUTY HOLDINGS INC (SBH) - 1.04% | US FOODS HOLDING CORP (USFD) - 0.37% |
| #18 | THREDUP INC ORDINARY SHARES CLASS A (TDUP) - 1.04% | TRANSUNION (TRU) - 0.24% |
| #19 | WINMARK CORP (WINA) - 1.03% | TOLL BROTHERS INC (TOL) - 0.24% |
| #20 | GROCERY OUTLET HOLDING CORP (GO) - 1.03% | TOAST INC CLASS A (TOST) - 0.24% |
| #21 | ABERCROMBIE & FITCH CO CLASS A (ANF) - 1.03% | REGAL REXNORD CORP (RRX) - 0.24% |
| #22 | NATIONAL VISION HOLDINGS INC (EYE) - 1.03% | JONES LANG LASALLE INC (JLL) - 0.24% |
| #23 | DICK'S SPORTING GOODS INC (DKS) - 1.02% | EXELIXIS INC (EXEL) - 0.24% |
| #24 | CARMAX INC (KMX) - 1.02% | RENAISSANCERE HOLDINGS LTD (RNR) - 0.23% |
| #25 | ETSY INC (ETSY) - 1.01% | LAMAR ADVERTISING CO CLASS A (LAMR) - 0.23% |
| Total Holdings | 80 | 364 |
RETL vs UMDD - Historical Returns
Returns include dividend reinvestment.
1M
Winner
RETL
+9.31%
UMDD
-2.72%
3M
RETL
-0.56%
Winner
UMDD
+8.48%
6M
RETL
-14.43%
Winner
UMDD
+15.75%
1Y
RETL
+8.84%
Winner
UMDD
+50.43%
5Y(CAGR)
RETL
-26.87%
Winner
UMDD
+3.90%
10Y(CAGR)
RETL
-5.00%
Winner
UMDD
+11.24%
Max(CAGR)
RETL
+14.57%
Winner
UMDD
+19.13%
RETL vs UMDD - Annual Returns (2010 - 2026)
Returns include dividend reinvestment.
| Year | RETL | UMDD |
|---|---|---|
| 2026 | -1.44% | +33.72% |
| 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 -82.71%. The current UMDD drawdown is -5.90%.
| 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 - Jun 30, 2026 |
| #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 0.61 which considered as a moderate positive correlation - the stocks show some tendency to move together.
0.61
-101
Dividend Comparison (2010 - 2026)
RETL vs UMDD dividend yield comparison.
| Year | RETL | UMDD |
|---|---|---|
| 2026 | 0.50% | 0.22% |
| 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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