RFV vs AMZU
Comparison between INVESCO S&P MIDCAP 400 PURE VALUE ETF (RFV, ETF) and DIREXION DAILY AMZN BULL 2X SHARES (AMZU, ETF).
RFV vs AMZU - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
RFV
$323M
Winner
AMZU
$324M
Expense Ratio
RFV
0.35%
AMZU
N/A
Max Drawdown
RFV
73.11%
Winner
AMZU
55.80%
Sharpe Ratio
Winner
RFV
0.96
AMZU
0.21
5Y Beta
Winner
RFV
0.97
AMZU
2.71
P/E Ratio
RFV
20.04
AMZU
N/A
Forward P/E
RFV
11.78
AMZU
N/A
PEG Ratio
RFV
0.14
AMZU
N/A
5Y Dividends CAGR
RFV
19.33%
AMZU
N/A
5Y EPS CAGR
RFV
7.43%
AMZU
N/A
Debt to Equity
RFV
41.46%
AMZU
N/A
P/S Ratio
RFV
0.50
AMZU
N/A
P/B Ratio
RFV
1.42
AMZU
N/A
RFV vs AMZU - Holdings Comparison
RFV and AMZU have 0 common holdings. Overlap is 0.00%
RFV's top 25 holdings weight is 49.13%. AMZU's top 25 holdings weight is 16.28%.
| Rank | RFV | AMZU |
|---|---|---|
| #1 | ARROW ELECTRONICS INC (ARW) - 3.82% | AMAZON.COM INC (AMZN) - 16.28% |
| #2 | AVNET INC (AVT) - 3.82% | N/A |
| #3 | PBF ENERGY INC CLASS A (PBF) - 3.73% | N/A |
| #4 | HF SINCLAIR CORP (DINO) - 2.94% | N/A |
| #5 | TD SYNNEX CORP (SNX) - 2.57% | N/A |
| #6 | LEAR CORP (LEA) - 2.36% | N/A |
| #7 | n/a (BHF) - 1.96% | N/A |
| #8 | SIRIUS XM HOLDINGS INC (SIRI) - 1.85% | N/A |
| #9 | PARK HOTELS & RESORTS INC (PK) - 1.81% | N/A |
| #10 | PVH CORP (PVH) - 1.75% | N/A |
| #11 | LITHIA MOTORS INC CLASS A (LAD) - 1.74% | N/A |
| #12 | HARLEY-DAVIDSON INC (HOG) - 1.73% | N/A |
| #13 | MACY'S INC (M) - 1.73% | N/A |
| #14 | PENSKE AUTOMOTIVE GROUP INC (PAG) - 1.68% | N/A |
| #15 | OLIN CORP (OLN) - 1.63% | N/A |
| #16 | REINSURANCE GROUP OF AMERICA INC (RGA) - 1.63% | N/A |
| #17 | NOV INC (NOV) - 1.58% | N/A |
| #18 | CHORD ENERGY CORP ORDINARY SHARES NEW (CHRD) - 1.55% | N/A |
| #19 | FLUOR CORP (FLR) - 1.51% | N/A |
| #20 | ALASKA AIR GROUP INC (ALK) - 1.47% | N/A |
| #21 | PERFORMANCE FOOD GROUP CO (PFGC) - 1.32% | N/A |
| #22 | SONOCO PRODUCTS CO (SON) - 1.32% | N/A |
| #23 | TAYLOR MORRISON HOME CORP (TMHC) - 1.30% | N/A |
| #24 | GREIF INC CLASS A (GEF) - 1.17% | N/A |
| #25 | TEREX CORP (TEX) - 1.16% | N/A |
| Total Holdings | 99 | 1 |
RFV vs AMZU - Historical Returns
Returns include dividend reinvestment.
1M
RFV
+4.62%
Winner
AMZU
+11.50%
3M
Winner
RFV
+8.20%
AMZU
-6.39%
6M
Winner
RFV
+11.41%
AMZU
+3.56%
1Y
Winner
RFV
+20.46%
AMZU
-5.19%
5Y(CAGR)
RFV
+12.47%
AMZU
N/A
10Y(CAGR)
RFV
+12.51%
AMZU
N/A
Max(CAGR)
RFV
+9.99%
Winner
AMZU
+12.83%
RFV vs AMZU - Annual Returns (2006 - 2026)
Returns include dividend reinvestment.
| Year | RFV | AMZU |
|---|---|---|
| 2026 | +16.21% | +7.07% |
| 2025 | +8.32% | -12.30% |
| 2024 | +5.89% | +64.50% |
| 2023 | +29.67% | +111.68% |
| 2022 | -4.74% | -50.18% |
| 2021 | +35.77% | N/A |
| 2020 | +9.88% | N/A |
| 2019 | +22.05% | N/A |
| 2018 | -19.75% | N/A |
| 2017 | +13.76% | N/A |
| 2016 | +31.52% | N/A |
| 2015 | -10.60% | N/A |
| 2014 | +9.84% | N/A |
| 2013 | +35.07% | N/A |
| 2012 | +17.03% | N/A |
| 2011 | -6.70% | N/A |
| 2010 | +19.59% | N/A |
| 2009 | +54.78% | N/A |
| 2008 | -42.39% | N/A |
| 2007 | -4.50% | N/A |
| 2006 | +15.56% | N/A |
RFV vs AMZU Drawdown Comparison
The maximum drawdown for RFV was -71.84%, occurring on Mar 9, 2009. Recovery took 927 trading sessions.
The maximum drawdown for AMZU was -55.59%, occurring on Dec 28, 2022. Recovery took 319 trading sessions.
The current AMZU drawdown is -24.25%.
| Rank | RFV | AMZU |
|---|---|---|
| #1 | -71.84% Jun 4, 2007 - Feb 7, 2011 | -55.59% Sep 12, 2022 - Dec 18, 2023 |
| #2 | -52.20% Jan 22, 2018 - Nov 24, 2020 | -55.48% Feb 4, 2025 - Apr 21, 2025 |
| #3 | -29.11% Apr 6, 2011 - Mar 15, 2012 | -37.00% Jul 2, 2024 - Nov 7, 2024 |
| #4 | -27.59% May 18, 2015 - Oct 5, 2016 | -16.10% Apr 11, 2024 - Jun 26, 2024 |
| #5 | -24.66% Nov 25, 2024 - Jul 10, 2025 | -15.83% Nov 13, 2024 - Dec 4, 2024 |
| #6 | -19.52% Jan 14, 2022 - Jan 11, 2023 | -13.81% Dec 16, 2024 - Jan 23, 2025 |
| #7 | -18.84% Feb 2, 2023 - Jul 31, 2023 | -9.41% Dec 18, 2023 - Jan 11, 2024 |
| #8 | -16.15% Jul 31, 2023 - Dec 13, 2023 | -6.57% Feb 9, 2024 - Feb 29, 2024 |
| #9 | -15.40% Mar 19, 2012 - Dec 11, 2012 | -5.76% Jan 29, 2024 - Feb 2, 2024 |
| #10 | -12.51% Feb 6, 2026 - Jun 2, 2026 | -5.42% Mar 1, 2024 - Mar 14, 2024 |
| #11 | -12.36% Sep 2, 2014 - Dec 24, 2014 | -4.60% Jun 27, 2024 - Jul 2, 2024 |
| #12 | -11.74% May 17, 2021 - Nov 3, 2021 | -3.76% Mar 14, 2024 - Mar 25, 2024 |
| #13 | -9.40% May 8, 2006 - Oct 12, 2006 | -3.40% Jan 11, 2024 - Jan 23, 2024 |
| #14 | -9.09% Dec 29, 2014 - Feb 13, 2015 | -3.19% Nov 7, 2024 - Nov 13, 2024 |
| #15 | -9.06% Jul 31, 2024 - Oct 15, 2024 | -3.06% Jan 28, 2025 - Feb 4, 2025 |
Correlation
Correlation between RFV and AMZU is 0.84 which considered as a strong positive correlation - the stocks tend to move together.
0.84
-101
Dividend Comparison (2006 - 2026)
RFV vs AMZU dividend yield comparison.
| Year | RFV | AMZU |
|---|---|---|
| 2026 | 0.80% | 0.96% |
| 2025 | 2.07% | 6.12% |
| 2024 | 1.31% | 3.79% |
| 2023 | 1.27% | 3.37% |
| 2022 | 2.05% | 0.50% |
| 2021 | 1.60% | 0.00% |
| 2020 | 1.52% | 0.00% |
| 2019 | 1.71% | 0.00% |
| 2018 | 1.39% | 0.00% |
| 2017 | 1.36% | 0.00% |
| 2016 | 0.88% | 0.00% |
| 2015 | 1.79% | 0.00% |
| 2014 | 1.19% | 0.00% |
| 2013 | 0.80% | 0.00% |
| 2012 | 1.70% | 0.00% |
| 2011 | 1.83% | 0.00% |
| 2010 | 0.99% | 0.00% |
| 2009 | 1.74% | 0.00% |
| 2008 | 4.48% | 0.00% |
| 2007 | 2.29% | 0.00% |
| 2006 | 1.59% | 0.00% |
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