SHPU vs USFI
Comparison between DIREXION DAILY SHOP BULL 2X ETF (SHPU, ETF) and BrandywineGLOBAL - U.S. Fixed Income ETF (USFI, ETF).
SHPU vs USFI - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
SHPU
$9.80M
USFI
$9.80M
Expense Ratio
SHPU
N/A
USFI
0.39%
Max Drawdown
SHPU
81.73%
Winner
USFI
9.15%
Sharpe Ratio
SHPU
-0.62
Winner
USFI
0.43
5Y Beta
SHPU
4.45
Winner
USFI
0.00
SHPU vs USFI - Historical Returns
Returns include dividend reinvestment.
1M
SHPU
-0.94%
Winner
USFI
+0.48%
3M
SHPU
-42.54%
Winner
USFI
+0.35%
6M
SHPU
-64.28%
Winner
USFI
+1.06%
1Y
SHPU
-65.29%
Winner
USFI
+5.38%
Max(CAGR)
SHPU
-72.07%
Winner
USFI
+4.14%
SHPU vs USFI - Annual Returns (2023 - 2026)
Returns include dividend reinvestment.
| Year | SHPU | USFI |
|---|---|---|
| 2026 | -61.93% | +0.97% |
| 2025 | -4.11% | +7.00% |
| 2024 | N/A | +1.78% |
| 2023 | N/A | +2.89% |
SHPU vs USFI Drawdown Comparison
The maximum drawdown for SHPU was -78.35%, occurring on May 13, 2026. This drawdown has not yet recovered.
The maximum drawdown for USFI was -8.47%, occurring on Oct 19, 2023. Recovery took 95 trading sessions.
The current SHPU drawdown is -72.35%. The current USFI drawdown is -0.26%.
| Rank | SHPU | USFI |
|---|---|---|
| #1 | -78.35% Oct 28, 2025 - May 13, 2026 | -8.47% Jul 31, 2023 - Dec 13, 2023 |
| #2 | -22.84% Aug 6, 2025 - Sep 22, 2025 | -6.37% Dec 27, 2023 - Jul 31, 2024 |
| #3 | -20.90% Sep 22, 2025 - Oct 3, 2025 | -5.67% Sep 16, 2024 - Sep 4, 2025 |
| #4 | -18.32% Oct 8, 2025 - Oct 24, 2025 | -2.08% Aug 5, 2024 - Sep 4, 2024 |
| #5 | -4.08% Oct 6, 2025 - Oct 8, 2025 | -1.07% Sep 11, 2025 - Oct 16, 2025 |
| #6 | N/A | -0.90% Nov 26, 2025 - Feb 13, 2026 |
| #7 | N/A | -0.90% Oct 22, 2025 - Nov 25, 2025 |
| #8 | N/A | -0.79% Feb 27, 2026 - May 12, 2026 |
| #9 | N/A | -0.55% May 12, 2026 - May 26, 2026 |
| #10 | N/A | -0.43% Dec 14, 2023 - Dec 20, 2023 |
| #11 | N/A | -0.40% Sep 8, 2025 - Sep 11, 2025 |
| #12 | N/A | -0.32% Dec 20, 2023 - Dec 27, 2023 |
| #13 | N/A | -0.31% Sep 10, 2024 - Sep 16, 2024 |
| #14 | N/A | -0.26% Jun 2, 2026 - Jun 5, 2026 |
| #15 | N/A | -0.12% Oct 16, 2025 - Oct 20, 2025 |
Correlation
Correlation between SHPU and USFI is -0.52 which considered as a moderate negative correlation - the stocks show some tendency to move in opposite directions.
-0.52
-101
Dividend Comparison (2023 - 2026)
SHPU vs USFI dividend yield comparison.
| Year | SHPU | USFI |
|---|---|---|
| 2026 | 0.73% | 1.81% |
| 2025 | 20.05% | 4.42% |
| 2024 | 0.00% | 4.60% |
| 2023 | 0.00% | 1.83% |
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