RFDA vs MIDU
Comparison between ALPS DYNAMIC US DIVIDEND ADVANTAGE ETF (RFDA, ETF) and DIREXION DAILY MID CAP BULL 3X SHARES (MIDU, ETF).
5-Year PerformanceRFDA has outperformed MIDU, delivering a return of +13.1% compared to +1.6%
RFDA vs MIDU - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
RFDA
$84M
MIDU
$84M
Expense Ratio
RFDA
0.52%
MIDU
N/A
Max Drawdown
Winner
RFDA
34.81%
MIDU
86.45%
Sharpe Ratio
Winner
RFDA
1.96
MIDU
1.14
5Y Beta
Winner
RFDA
0.90
MIDU
3.03
P/E Ratio
Winner
RFDA
22.89
MIDU
25.50
Forward P/E
Winner
RFDA
15.80
MIDU
16.70
PEG Ratio
RFDA
0.43
MIDU
N/A
5Y Dividends CAGR
RFDA
13.55%
Winner
MIDU
94.05%
5Y EPS CAGR
Winner
RFDA
15.51%
MIDU
12.84%
Debt to Equity
RFDA
N/A
MIDU
48.53%
P/S Ratio
RFDA
1.91
Winner
MIDU
1.60
P/B Ratio
RFDA
2.91
Winner
MIDU
2.77
RFDA vs MIDU - Holdings Comparison
RFDA and MIDU have 3 common holdings. Overlap is 0.26%
RFDA's top 25 holdings weight is 51.29%. MIDU's top 25 holdings weight is 51.22%.
| Rank | RFDA | MIDU |
|---|---|---|
| #1 | NVIDIA CORP (NVDA) - 4.35% | S&P MID CAP 400 INDEX SWAP (n/a) - 18.20% |
| #2 | ALPHABET INC CLASS C (GOOG) - 4.07% | GOLDMAN FINL SQ TRSRY INST 506 (n/a) - 16.82% |
| #3 | MICROSOFT CORP (MSFT) - 3.22% | DREYFUS GOVT CASH MAN INS (n/a) - 4.65% |
| #4 | JOHNSON & JOHNSON (JNJ) - 2.94% | FLEX LTD (FLEX) - 1.05% |
| #5 | JPMORGAN CHASE & CO (JPM) - 2.77% | TECHNIPFMC PLC (FTI) - 0.62% |
| #6 | INTERNATIONAL BUSINESS MACHINES CORP (IBM) - 2.42% | TWILIO INC CLASS A (TWLO) - 0.61% |
| #7 | CONOCOPHILLIPS (COP) - 2.35% | EVERPURE INC CLASS A (P) - 0.59% |
| #8 | CATERPILLAR INC (CAT) - 2.17% | CURTISS-WRIGHT CORP (CW) - 0.58% |
| #9 | APPLE INC (AAPL) - 2.16% | NVENT ELECTRIC PLC (NVT) - 0.57% |
| #10 | HEWLETT PACKARD ENTERPRISE CO (HPE) - 2.15% | FABRINET (FN) - 0.54% |
| #11 | n/a (TSM) - 2.09% | UNITED THERAPEUTICS CORP (UTHR) - 0.53% |
| #12 | EXXON MOBIL CORP (XOM) - 1.97% | MACOM TECHNOLOGY SOLUTIONS HOLDINGS INC (MTSI) - 0.53% |
| #13 | CITIGROUP INC (C) - 1.90% | XPO INC (XPO) - 0.51% |
| #14 | BRISTOL-MYERS SQUIBB CO (BMY) - 1.83% | MASTEC INC (MTZ) - 0.50% |
| #15 | LOCKHEED MARTIN CORP (LMT) - 1.75% | STERLING INFRASTRUCTURE INC (STRL) - 0.48% |
| #16 | QUALCOMM INC (QCOM) - 1.51% | ATI INC (ATI) - 0.47% |
| #17 | THE GOLDMAN SACHS GROUP INC (GS) - 1.49% | ILLUMINA INC (ILMN) - 0.47% |
| #18 | VERIZON COMMUNICATIONS INC (VZ) - 1.47% | CARPENTER TECHNOLOGY CORP (CRS) - 0.46% |
| #19 | WALMART INC (WMT) - 1.47% | MKS INC (MKSI) - 0.46% |
| #20 | AT&T INC (T) - 1.38% | WOODWARD INC (WWD) - 0.45% |
| #21 | U.S. BANCORP (USB) - 1.34% | ENTEGRIS INC (ENTG) - 0.44% |
| #22 | PHILIP MORRIS INTERNATIONAL INC (PM) - 1.18% | BURLINGTON STORES INC (BURL) - 0.43% |
| #23 | FRANKLIN RESOURCES INC (BEN) - 1.13% | RB GLOBAL INC (RBA) - 0.42% |
| #24 | CISCO SYSTEMS INC (CSCO) - 1.10% | LATTICE SEMICONDUCTOR CORP (LSCC) - 0.42% |
| #25 | INVESCO LTD (IVZ) - 1.08% | TTM TECHNOLOGIES INC (TTMI) - 0.42% |
| Total Holdings | 79 | 404 |
RFDA vs MIDU - Historical Returns
Returns include dividend reinvestment.
1M
Winner
RFDA
+3.19%
MIDU
+1.31%
3M
RFDA
+9.84%
Winner
MIDU
+13.74%
6M
RFDA
+12.07%
Winner
MIDU
+28.59%
1Y
RFDA
+29.79%
Winner
MIDU
+59.32%
5Y(CAGR)
Winner
RFDA
+13.11%
MIDU
+1.57%
10Y(CAGR)
Winner
RFDA
+13.30%
MIDU
+11.12%
Max(CAGR)
RFDA
+13.30%
Winner
MIDU
+21.35%
RFDA vs MIDU - Annual Returns (2009 - 2026)
Returns include dividend reinvestment.
| Year | RFDA | MIDU |
|---|---|---|
| 2026 | +11.44% | +25.95% |
| 2025 | +16.45% | -2.29% |
| 2024 | +20.00% | +21.59% |
| 2023 | +17.34% | +29.55% |
| 2022 | -9.13% | -49.64% |
| 2021 | +27.84% | +81.12% |
| 2020 | +10.69% | -18.59% |
| 2019 | +26.60% | +78.73% |
| 2018 | -9.74% | -40.71% |
| 2017 | +19.28% | +44.56% |
| 2016 | +8.15% | +65.16% |
| 2015 | N/A | -14.79% |
| 2014 | N/A | +26.86% |
| 2013 | N/A | +105.93% |
| 2012 | N/A | +44.33% |
| 2011 | N/A | -27.21% |
| 2010 | N/A | +63.11% |
| 2009 | N/A | +86.73% |
RFDA vs MIDU Drawdown Comparison
The maximum drawdown for RFDA was -34.61%, occurring on Mar 23, 2020. Recovery took 136 trading sessions.
The maximum drawdown for MIDU was -86.26%, occurring on Mar 23, 2020. Recovery took 625 trading sessions.
The current RFDA drawdown is -1.34%. The current MIDU drawdown is -8.84%.
| Rank | RFDA | MIDU |
|---|---|---|
| #1 | -34.61% Feb 12, 2020 - Aug 26, 2020 | -86.26% Aug 29, 2018 - Feb 24, 2021 |
| #2 | -21.21% Aug 29, 2018 - Oct 23, 2019 | -64.15% Nov 16, 2021 - Oct 27, 2023 |
| #3 | -19.35% Dec 4, 2024 - Jun 30, 2025 | -63.24% Jan 8, 2009 - May 6, 2009 |
| #4 | -18.76% Mar 29, 2022 - Jul 13, 2023 | -62.05% Apr 29, 2011 - Jan 22, 2013 |
| #5 | -11.40% Jul 31, 2023 - Dec 13, 2023 | -51.55% Jun 23, 2015 - Nov 17, 2016 |
| #6 | -9.64% Jan 26, 2018 - Aug 21, 2018 | -45.36% Apr 23, 2010 - Dec 2, 2010 |
| #7 | -9.18% Sep 2, 2020 - Nov 16, 2020 | -29.70% Jul 1, 2014 - Nov 24, 2014 |
| #8 | -8.79% Jul 16, 2024 - Sep 19, 2024 | -27.25% Jan 26, 2018 - Aug 21, 2018 |
| #9 | -6.21% Jan 14, 2022 - Mar 25, 2022 | -25.41% Jun 2, 2009 - Jul 23, 2009 |
| #10 | -5.54% Sep 3, 2021 - Oct 21, 2021 | -22.91% Oct 19, 2009 - Dec 16, 2009 |
| #11 | -5.45% Feb 9, 2026 - Apr 13, 2026 | -22.78% Jan 14, 2010 - Mar 5, 2010 |
| #12 | -5.31% Aug 15, 2016 - Nov 14, 2016 | -21.09% May 21, 2013 - Jul 12, 2013 |
| #13 | -4.78% Nov 16, 2021 - Dec 16, 2021 | -20.99% May 7, 2021 - Oct 22, 2021 |
| #14 | -4.69% Feb 12, 2021 - Mar 12, 2021 | -20.02% May 8, 2009 - Jun 1, 2009 |
| #15 | -4.69% Oct 28, 2025 - Dec 23, 2025 | -19.32% Jan 22, 2014 - Feb 26, 2014 |
Correlation
Correlation between RFDA and MIDU is 0.63 which considered as a moderate positive correlation - the stocks show some tendency to move together.
0.63
-101
Dividend Comparison (2009 - 2026)
RFDA vs MIDU dividend yield comparison.
| Year | RFDA | MIDU |
|---|---|---|
| 2026 | 0.84% | 0.14% |
| 2025 | 1.89% | 1.04% |
| 2024 | 2.23% | 1.10% |
| 2023 | 2.68% | 1.43% |
| 2022 | 3.57% | 0.11% |
| 2021 | 1.44% | 0.00% |
| 2020 | 1.62% | 0.06% |
| 2019 | 1.87% | 0.71% |
| 2018 | 2.44% | 0.70% |
| 2017 | 1.90% | 2.67% |
| 2016 | 0.98% | 1.89% |
| 2013 | 0.00% | 3.91% |
| 2012 | 0.00% | 22.32% |
| 2011 | 0.00% | 15.78% |
| 2010 | 0.00% | 10.81% |
| 2009 | 0.00% | 14.30% |
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