SPUU vs NBSM

Comparison between DIREXION DAILY S&P 500(R) BULL 2X SHARES (SPUU, ETF) and NEUBERGER BERMAN SMALL-MID CAP ETF (NBSM, ETF).

SPUU vs NBSM - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	SPUU(ETF)	NBSM(ETF)
Net Assets	$228M	$228M
Expense Ratio	N/A	0.65%
Max Drawdown	59.35%	25.33%
Sharpe Ratio	1.53	0.38
5Y Beta	1.93	0.89
P/E Ratio	28.95	23.59
Forward P/E	22.16	18.07
PEG Ratio	N/A	0.05
5Y Dividends CAGR	-11.13%	N/A
5Y EPS CAGR	29.37%	9.77%
Debt to Equity	44.30%	54.84%
P/S Ratio	3.73	2.46
P/B Ratio	5.49	2.74

Net Assets

SPUU

$228M

Winner

NBSM

$228M

Expense Ratio

SPUU

N/A

NBSM

0.65%

Max Drawdown

SPUU

59.35%

Winner

NBSM

25.33%

Sharpe Ratio

Winner

SPUU

1.53

NBSM

0.38

5Y Beta

SPUU

1.93

Winner

NBSM

0.89

P/E Ratio

SPUU

28.95

Winner

NBSM

23.59

Forward P/E

SPUU

22.16

Winner

NBSM

18.07

PEG Ratio

SPUU

N/A

NBSM

0.05

5Y Dividends CAGR

SPUU

-11.13%

NBSM

N/A

5Y EPS CAGR

Winner

SPUU

29.37%

NBSM

9.77%

Debt to Equity

Winner

SPUU

44.30%

NBSM

54.84%

P/S Ratio

SPUU

3.73

Winner

NBSM

2.46

P/B Ratio

SPUU

5.49

Winner

NBSM

2.74

SPUU vs NBSM - Holdings Comparison

SPUU and NBSM have 8 common holdings. Overlap is 0.20%

SPUU's top 25 holdings weight is 61.91%. NBSM's top 25 holdings weight is 51.53%.

Rank	SPUU	NBSM
#1	S&P 500 INDEX SWAP (n/a) - 9.82%	STATE STREET INSTL TREASURY MMKT INSTL (SSJXX) - 4.46%
#2	DREYFUS GOVT CASH MAN INS (n/a) - 8.75%	VALMONT INDUSTRIES INC (VMI) - 2.68%
#3	NVIDIA CORP (NVDA) - 7.23%	ARCOSA INC (ACA) - 2.43%
#4	APPLE INC (AAPL) - 6.27%	KIRBY CORP (KEX) - 2.41%
#5	MICROSOFT CORP (MSFT) - 4.28%	LITTELFUSE INC (LFUS) - 2.29%
#6	AMAZON.COM INC (AMZN) - 3.59%	MKS INC (MKSI) - 2.26%
#7	ALPHABET INC CLASS A (GOOGL) - 3.14%	WHITE MOUNTAINS INSURANCE GROUP LTD (WTM) - 2.12%
#8	BROADCOM INC (AVGO) - 2.77%	GATES INDUSTRIAL CORP PLC (GTES) - 2.10%
#9	ALPHABET INC CLASS C (GOOG) - 2.49%	COMMUNITY FINANCIAL SYSTEM INC (CBU) - 2.09%
#10	META PLATFORMS INC CLASS A (META) - 1.85%	UMB FINANCIAL CORP (UMBF) - 2.01%
#11	TESLA INC (TSLA) - 1.69%	POWER INTEGRATIONS INC (POWI) - 1.98%
#12	MICRON TECHNOLOGY INC (MU) - 1.40%	TIDEWATER INC (TDW) - 1.96%
#13	BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.23%	UGI CORP (UGI) - 1.94%
#14	ELI LILLY AND CO (LLY) - 1.17%	STEWART INFORMATION SERVICES CORP (STC) - 1.92%
#15	JPMORGAN CHASE & CO (JPM) - 1.15%	LATTICE SEMICONDUCTOR CORP (LSCC) - 1.89%
#16	ADVANCED MICRO DEVICES INC (AMD) - 1.14%	APTARGROUP INC (ATR) - 1.82%
#17	EXXON MOBIL CORP (XOM) - 0.87%	HAEMONETICS CORP (HAE) - 1.81%
#18	INTEL CORP (INTC) - 0.80%	PROSPERITY BANCSHARES INC (PB) - 1.77%
#19	JOHNSON & JOHNSON (JNJ) - 0.77%	KNOWLES CORP (KN) - 1.77%
#20	SEAGATE TECHNOLOGY HOLDINGS PLC (STX) - 0.26%	CNX RESOURCES CORP (CNX) - 1.76%
#21	THE WALT DISNEY CO (DIS) - 0.25%	ALLIANT ENERGY CORP (LNT) - 1.66%
#22	WESTERN DIGITAL CORP (WDC) - 0.25%	CORE & MAIN INC CLASS A (CNM) - 1.63%
#23	NEXTERA ENERGY INC (NEE) - 0.25%	ARMSTRONG WORLD INDUSTRIES INC (AWI) - 1.61%
#24	AMGEN INC (AMGN) - 0.25%	AMERICAN STATES WATER CO (AWR) - 1.60%
#25	TJX COMPANIES INC (TJX) - 0.24%	CRANE CO (CR) - 1.56%
Total Holdings	470	73

SPUU vs NBSM - Historical Returns

Returns include dividend reinvestment.

Period	SPUU	NBSM
1 month	+3.22%	-1.32%
3 months	+15.53%	+0.03%
6 months	+12.99%	+3.35%
1 year	+47.86%	+8.71%
5 years(CAGR)	+19.03%	N/A
10 years(CAGR)	+24.07%	N/A
Max(CAGR)	+21.41%	+2.05%

Winner

SPUU

+3.22%

NBSM

-1.32%

Winner

SPUU

+15.53%

NBSM

+0.03%

Winner

SPUU

+12.99%

NBSM

+3.35%

Winner

SPUU

+47.86%

NBSM

+8.71%

5Y(CAGR)

SPUU

+19.03%

NBSM

N/A

10Y(CAGR)

SPUU

+24.07%

NBSM

N/A

Max(CAGR)

Winner

SPUU

+21.41%

NBSM

+2.05%

SPUU vs NBSM - Annual Returns (2014 - 2026)

Returns include dividend reinvestment.

Year	SPUU	NBSM
2026	+13.69%	+4.43%
2025	+27.32%	+0.40%
2024	+46.08%	-0.39%
2023	+48.60%	N/A
2022	-39.31%	N/A
2021	+65.73%	N/A
2020	+19.70%	N/A
2019	+64.87%	N/A
2018	-15.82%	N/A
2017	+43.41%	N/A
2016	+25.28%	N/A
2015	-1.08%	N/A
2014	+12.35%	N/A

SPUU vs NBSM Drawdown Comparison

The maximum drawdown for SPUU was -59.35%, occurring on Mar 23, 2020. Recovery took 137 trading sessions.

The maximum drawdown for NBSM was -25.16%, occurring on Apr 8, 2025. This drawdown has not yet recovered.

The current SPUU drawdown is -5.88%. The current NBSM drawdown is -5.61%.

Rank	SPUU	NBSM
#1	-59.35% Feb 19, 2020 - Sep 2, 2020	-25.16% Nov 25, 2024 - Apr 8, 2025
#2	-46.59% Dec 29, 2021 - Feb 22, 2024	-7.23% Jul 16, 2024 - Oct 11, 2024
#3	-36.11% Sep 21, 2018 - Jun 20, 2019	-6.88% Mar 28, 2024 - May 7, 2024
#4	-35.18% Feb 19, 2025 - Jul 3, 2025	-6.12% May 15, 2024 - Jul 16, 2024
#5	-26.42% May 21, 2015 - Jul 11, 2016	-4.11% Oct 14, 2024 - Nov 6, 2024
#6	-20.78% Jan 26, 2018 - Aug 27, 2018	-3.68% Nov 11, 2024 - Nov 22, 2024
#7	-18.66% Sep 2, 2020 - Nov 16, 2020	-0.82% Mar 21, 2024 - Mar 27, 2024
#8	-18.19% Jan 12, 2026 - Apr 15, 2026	-0.45% May 7, 2024 - May 9, 2024
#9	-16.82% Jul 16, 2024 - Sep 19, 2024	-0.44% May 10, 2024 - May 14, 2024
#10	-14.36% Sep 18, 2014 - Oct 31, 2014	N/A
#11	-11.81% Jul 26, 2019 - Oct 28, 2019	N/A
#12	-10.80% Mar 28, 2024 - May 15, 2024	N/A
#13	-10.22% Oct 29, 2025 - Dec 24, 2025	N/A
#14	-10.20% Sep 2, 2021 - Oct 21, 2021	N/A
#15	-9.48% Dec 3, 2014 - Dec 23, 2014	N/A

Correlation

Correlation between SPUU and NBSM is 0.51 which considered as a moderate positive correlation - the stocks show some tendency to move together.

0.51

-101

Dividend Comparison (2015 - 2026)

SPUU vs NBSM dividend yield comparison.

Year	SPUU	NBSM
2026	0.15%	0.00%
2025	1.63%	0.40%
2024	0.55%	0.23%
2023	0.83%	0.00%
2022	0.88%	0.00%
2021	3.04%	0.00%
2020	8.03%	0.00%
2019	1.80%	0.00%
2018	5.50%	0.00%
2017	6.96%	0.00%
2016	8.08%	0.00%
2015	4.42%	0.00%