SPUU vs SMLV
Comparison between DIREXION DAILY S&P 500(R) BULL 2X SHARES (SPUU, ETF) and STATE STREET(R) SPDR(R) US SMALL CAP LOW VOLATILITY INDEX ETF (SMLV, ETF).
5-Year PerformanceSPUU has outperformed SMLV, delivering a return of +18.3% compared to +10.3%
SPUU vs SMLV - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
SPUU
$255M
SMLV
$255M
Expense Ratio
SPUU
N/A
SMLV
0.12%
Max Drawdown
SPUU
59.35%
Winner
SMLV
42.87%
Sharpe Ratio
SPUU
1.20
Winner
SMLV
1.48
5Y Beta
SPUU
1.93
Winner
SMLV
0.73
P/E Ratio
Winner
SPUU
27.80
SMLV
32.73
Forward P/E
SPUU
20.31
Winner
SMLV
14.25
5Y Dividends CAGR
SPUU
-12.38%
Winner
SMLV
12.18%
5Y EPS CAGR
Winner
SPUU
28.68%
SMLV
4.74%
Debt to Equity
Winner
SPUU
24.20%
SMLV
62.20%
P/S Ratio
SPUU
3.66
Winner
SMLV
1.62
P/B Ratio
SPUU
5.45
Winner
SMLV
1.74
SPUU vs SMLV - Holdings Comparison
SPUU and SMLV have 1 common holdings. Overlap is 0.00%
SPUU's top 25 holdings weight is 61.19%. SMLV's top 25 holdings weight is 12.91%.
| Rank | SPUU | SMLV |
|---|---|---|
| #1 | S&P 500 INDEX SWAP (n/a) - 9.60% | E-MINI RUSS 2000 SEP26 XCME 20260918 (n/a) - 0.70% |
| #2 | DREYFUS GOVT CASH MAN INS (n/a) - 8.66% | n/a (PECO) - 0.64% |
| #3 | NVIDIA CORP (NVDA) - 7.10% | HORACE MANN EDUCATORS CORP (HMN) - 0.63% |
| #4 | APPLE INC (AAPL) - 6.40% | CITY HOLDING CO (CHCO) - 0.59% |
| #5 | MICROSOFT CORP (MSFT) - 3.96% | NORTHWESTERN ENERGY GROUP INC (NWE) - 0.58% |
| #6 | AMAZON.COM INC (AMZN) - 3.35% | AMERICAN STATES WATER CO (AWR) - 0.58% |
| #7 | ALPHABET INC CLASS A (GOOGL) - 2.92% | ATLANTA BRAVES HOLDINGS INC CLASS C (BATRK) - 0.55% |
| #8 | BROADCOM INC (AVGO) - 2.55% | LANDSTAR SYSTEM INC (LSTR) - 0.55% |
| #9 | ALPHABET INC CLASS C (GOOG) - 2.34% | CHEMED CORP (CHE) - 0.51% |
| #10 | META PLATFORMS INC CLASS A (META) - 2.01% | MCGRATH RENTCORP (MGRC) - 0.51% |
| #11 | TESLA INC (TSLA) - 1.54% | COMMUNITY TRUST BANCORP INC (CTBI) - 0.51% |
| #12 | MICRON TECHNOLOGY INC (MU) - 1.53% | SELECTIVE INSURANCE GROUP INC (SIGI) - 0.51% |
| #13 | JPMORGAN CHASE & CO (JPM) - 1.27% | MSC INDUSTRIAL DIRECT CO INC CLASS A (MSM) - 0.51% |
| #14 | ELI LILLY AND CO (LLY) - 1.26% | APPLE HOSPITALITY REIT INC (APLE) - 0.50% |
| #15 | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.25% | TFS FINANCIAL CORP (TFSL) - 0.49% |
| #16 | ADVANCED MICRO DEVICES INC (AMD) - 1.24% | NEW JERSEY RESOURCES CORP (NJR) - 0.48% |
| #17 | CASH (n/a) - 0.94% | FOUR CORNERS PROPERTY TRUST INC (FCPT) - 0.48% |
| #18 | JOHNSON & JOHNSON (JNJ) - 0.85% | BRADY CORP CLASS A (BRC) - 0.47% |
| #19 | EXXONMOBIL HOLDINGS CORP (XOM) - 0.83% | SAFETY INSURANCE GROUP INC (SAFT) - 0.46% |
| #20 | WESTERN DIGITAL CORP (WDC) - 0.27% | NELNET INC CLASS A (NNI) - 0.46% |
| #21 | SEAGATE TECHNOLOGY HOLDINGS PLC (STX) - 0.27% | FLOWERS FOODS INC (FLO) - 0.45% |
| #22 | THERMO FISHER SCIENTIFIC INC (TMO) - 0.27% | NORTHWEST BANCSHARES INC (NWBI) - 0.44% |
| #23 | QUALCOMM INC (QCOM) - 0.26% | POSTAL REALTY TRUST INC (PSTL) - 0.44% |
| #24 | ARISTA NETWORKS INC (ANET) - 0.26% | AVISTA CORP (AVA) - 0.44% |
| #25 | AMERICAN EXPRESS CO (AXP) - 0.26% | BANK FIRST CORP (BFC) - 0.43% |
| Total Holdings | 470 | 400 |
SPUU vs SMLV - Historical Returns
Returns include dividend reinvestment.
1M
SPUU
+0.63%
Winner
SMLV
+4.95%
3M
Winner
SPUU
+11.92%
SMLV
+9.64%
6M
Winner
SPUU
+16.47%
SMLV
+14.54%
1Y
Winner
SPUU
+35.61%
SMLV
+28.89%
5Y(CAGR)
Winner
SPUU
+18.28%
SMLV
+10.29%
10Y(CAGR)
Winner
SPUU
+23.79%
SMLV
+10.61%
Max(CAGR)
Winner
SPUU
+21.44%
SMLV
+11.13%
SPUU vs SMLV - Annual Returns (2013 - 2026)
Returns include dividend reinvestment.
| Year | SPUU | SMLV |
|---|---|---|
| 2026 | +16.89% | +22.58% |
| 2025 | +27.32% | +6.66% |
| 2024 | +46.08% | +17.20% |
| 2023 | +48.60% | +7.45% |
| 2022 | -39.31% | -8.11% |
| 2021 | +65.73% | +29.84% |
| 2020 | +19.70% | -1.27% |
| 2019 | +64.87% | +23.87% |
| 2018 | -15.82% | -6.82% |
| 2017 | +43.41% | +4.97% |
| 2016 | +25.28% | +33.71% |
| 2015 | -1.08% | -0.90% |
| 2014 | +12.35% | +15.16% |
| 2013 | N/A | +23.62% |
SPUU vs SMLV Drawdown Comparison
The maximum drawdown for SPUU was -59.35%, occurring on Mar 23, 2020. Recovery took 137 trading sessions.
The maximum drawdown for SMLV was -42.43%, occurring on Mar 23, 2020. Recovery took 245 trading sessions.
The current SPUU drawdown is -3.23%. The current SMLV drawdown is -1.26%.
| Rank | SPUU | SMLV |
|---|---|---|
| #1 | -59.35% Feb 19, 2020 - Sep 2, 2020 | -42.43% Jan 16, 2020 - Jan 6, 2021 |
| #2 | -46.59% Dec 29, 2021 - Feb 22, 2024 | -20.42% Nov 25, 2024 - Jan 12, 2026 |
| #3 | -36.11% Sep 21, 2018 - Jun 20, 2019 | -18.95% Jan 4, 2022 - Jul 11, 2024 |
| #4 | -35.18% Feb 19, 2025 - Jul 3, 2025 | -18.82% Aug 31, 2018 - Sep 13, 2019 |
| #5 | -26.42% May 21, 2015 - Jul 11, 2016 | -14.30% Dec 1, 2015 - Apr 27, 2016 |
| #6 | -20.78% Jan 26, 2018 - Aug 27, 2018 | -9.84% Apr 2, 2015 - Nov 27, 2015 |
| #7 | -18.66% Sep 2, 2020 - Nov 16, 2020 | -8.94% Jul 26, 2024 - Sep 19, 2024 |
| #8 | -18.19% Jan 12, 2026 - Apr 15, 2026 | -8.39% Nov 29, 2017 - May 25, 2018 |
| #9 | -16.82% Jul 16, 2024 - Sep 19, 2024 | -7.34% Feb 6, 2026 - Apr 9, 2026 |
| #10 | -14.36% Sep 18, 2014 - Oct 31, 2014 | -7.13% Sep 3, 2014 - Oct 29, 2014 |
| #11 | -11.81% Jul 26, 2019 - Oct 28, 2019 | -7.06% Nov 5, 2021 - Jan 4, 2022 |
| #12 | -10.80% Mar 28, 2024 - May 15, 2024 | -6.76% Mar 12, 2021 - Jun 8, 2021 |
| #13 | -10.22% Oct 29, 2025 - Dec 24, 2025 | -6.75% Jun 8, 2021 - Oct 20, 2021 |
| #14 | -10.20% Sep 2, 2021 - Oct 21, 2021 | -6.43% Jun 8, 2016 - Jul 11, 2016 |
| #15 | -9.48% Dec 3, 2014 - Dec 23, 2014 | -6.29% Jan 4, 2017 - Apr 26, 2017 |
Correlation
Correlation between SPUU and SMLV is 0.97 which considered as a very strong positive correlation - the stocks move almost identically together.
0.97
-101
Dividend Comparison (2013 - 2026)
SPUU vs SMLV dividend yield comparison.
| Year | SPUU | SMLV |
|---|---|---|
| 2026 | 0.29% | 1.02% |
| 2025 | 1.63% | 2.74% |
| 2024 | 0.55% | 2.68% |
| 2023 | 0.83% | 2.68% |
| 2022 | 0.88% | 2.40% |
| 2021 | 3.04% | 2.12% |
| 2020 | 8.03% | 2.47% |
| 2019 | 1.80% | 2.62% |
| 2018 | 5.50% | 3.15% |
| 2017 | 6.96% | 7.92% |
| 2016 | 8.08% | 3.04% |
| 2015 | 4.42% | 2.63% |
| 2014 | 0.00% | 2.76% |
| 2013 | 0.00% | 3.68% |
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