SPUU vs RISR

Comparison between DIREXION DAILY S&P 500(R) BULL 2X SHARES (SPUU, ETF) and FOLIOBEYOND ALTERNATIVE INCOME AND INTEREST RATE HEDGE ETF (RISR, ETF).

5-Year PerformanceSPUU has outperformed RISR, delivering a return of +19.0% compared to +14.7%

SPUU vs RISR - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	SPUU(ETF)	RISR(ETF)
Net Assets	$228M	$228M
Expense Ratio	N/A	1.04%
Max Drawdown	59.35%	14.88%
Sharpe Ratio	1.53	0.15
5Y Beta	1.93	-0.01
P/E Ratio	28.95	N/A
Forward P/E	22.16	N/A
5Y Dividends CAGR	-11.13%	N/A
5Y EPS CAGR	29.37%	N/A
Debt to Equity	44.30%	N/A
P/S Ratio	3.73	N/A
P/B Ratio	5.49	N/A

Net Assets

SPUU

$228M

RISR

$228M

Expense Ratio

SPUU

N/A

RISR

1.04%

Max Drawdown

SPUU

59.35%

Winner

RISR

14.88%

Sharpe Ratio

Winner

SPUU

1.53

RISR

0.15

5Y Beta

SPUU

1.93

Winner

RISR

-0.01

P/E Ratio

SPUU

28.95

RISR

N/A

Forward P/E

SPUU

22.16

RISR

N/A

5Y Dividends CAGR

SPUU

-11.13%

RISR

N/A

5Y EPS CAGR

SPUU

29.37%

RISR

N/A

Debt to Equity

SPUU

44.30%

RISR

N/A

P/S Ratio

SPUU

3.73

RISR

N/A

P/B Ratio

SPUU

5.49

RISR

N/A

SPUU vs RISR - Historical Returns

Returns include dividend reinvestment.

Period	SPUU	RISR
1 month	+3.22%	+0.17%
3 months	+15.53%	+3.43%
6 months	+12.99%	+4.12%
1 year	+47.86%	+4.81%
5 years(CAGR)	+19.03%	+14.67%
10 years(CAGR)	+24.07%	N/A
Max(CAGR)	+21.41%	+14.67%

Winner

SPUU

+3.22%

RISR

+0.17%

Winner

SPUU

+15.53%

RISR

+3.43%

Winner

SPUU

+12.99%

RISR

+4.12%

Winner

SPUU

+47.86%

RISR

+4.81%

5Y(CAGR)

Winner

SPUU

+19.03%

RISR

+14.67%

10Y(CAGR)

SPUU

+24.07%

RISR

N/A

Max(CAGR)

Winner

SPUU

+21.41%

RISR

+14.67%

SPUU vs RISR - Annual Returns (2014 - 2026)

Returns include dividend reinvestment.

Year	SPUU	RISR
2026	+13.69%	+3.95%
2025	+27.32%	+4.15%
2024	+46.08%	+23.40%
2023	+48.60%	+7.62%
2022	-39.31%	+32.75%
2021	+65.73%	+0.02%
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 RISR Drawdown Comparison

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

The maximum drawdown for RISR was -14.31%, occurring on Aug 16, 2022. Recovery took 192 trading sessions.

The current SPUU drawdown is -5.88%. The current RISR drawdown is -0.19%.

Rank	SPUU	RISR
#1	-59.35% Feb 19, 2020 - Sep 2, 2020	-14.31% Jun 14, 2022 - Mar 21, 2023
#2	-46.59% Dec 29, 2021 - Feb 22, 2024	-8.06% Oct 30, 2023 - Feb 15, 2024
#3	-36.11% Sep 21, 2018 - Jun 20, 2019	-5.36% Mar 21, 2023 - May 22, 2023
#4	-35.18% Feb 19, 2025 - Jul 3, 2025	-4.92% Oct 11, 2021 - Nov 24, 2021
#5	-26.42% May 21, 2015 - Jul 11, 2016	-4.82% Feb 16, 2022 - Mar 15, 2022
#6	-20.78% Jan 26, 2018 - Aug 27, 2018	-4.26% Nov 24, 2021 - Jan 6, 2022
#7	-18.66% Sep 2, 2020 - Nov 16, 2020	-4.16% Jul 1, 2024 - Oct 9, 2024
#8	-18.19% Jan 12, 2026 - Apr 15, 2026	-3.78% May 25, 2023 - Jul 6, 2023
#9	-16.82% Jul 16, 2024 - Sep 19, 2024	-3.40% May 17, 2022 - Jun 10, 2022
#10	-14.36% Sep 18, 2014 - Oct 31, 2014	-3.07% Jul 11, 2023 - Aug 3, 2023
#11	-11.81% Jul 26, 2019 - Oct 28, 2019	-2.99% Oct 1, 2021 - Oct 7, 2021
#12	-10.80% Mar 28, 2024 - May 15, 2024	-2.60% Sep 3, 2025 - Jan 6, 2026
#13	-10.22% Oct 29, 2025 - Dec 24, 2025	-2.50% Feb 21, 2024 - Apr 10, 2024
#14	-10.20% Sep 2, 2021 - Oct 21, 2021	-2.10% May 13, 2024 - May 28, 2024
#15	-9.48% Dec 3, 2014 - Dec 23, 2014	-2.03% Apr 10, 2025 - May 21, 2025

Correlation

Correlation between SPUU and RISR is 0.83 which considered as a strong positive correlation - the stocks tend to move together.

0.83

-101

Dividend Comparison (2015 - 2026)

SPUU vs RISR dividend yield comparison.

Year	SPUU	RISR
2026	0.15%	2.47%
2025	1.63%	5.95%
2024	0.55%	5.67%
2023	0.83%	7.96%
2022	0.88%	4.26%
2021	3.04%	0.30%
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%