SPUU vs XSHQ

Comparison between DIREXION DAILY S&P 500(R) BULL 2X SHARES (SPUU, ETF) and INVESCO S&P SMALLCAP QUALITY ETF (XSHQ, ETF).

5-Year PerformanceSPUU has outperformed XSHQ, delivering a return of +18.3% compared to +7.4%

SPUU vs XSHQ - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	SPUU(ETF)	XSHQ(ETF)
Net Assets	$255M	$254M
Expense Ratio	N/A	0.29%
Max Drawdown	59.35%	39.89%
Sharpe Ratio	1.20	0.80
5Y Beta	1.93	0.95
P/E Ratio	27.80	18.39
Forward P/E	20.31	15.62
PEG Ratio	N/A	0.20
5Y Dividends CAGR	-12.38%	10.86%
5Y EPS CAGR	28.68%	20.82%
Debt to Equity	24.20%	37.63%
P/S Ratio	3.66	2.05
P/B Ratio	5.45	3.47

Net Assets

Winner

SPUU

$255M

XSHQ

$254M

Expense Ratio

SPUU

N/A

XSHQ

0.29%

Max Drawdown

SPUU

59.35%

Winner

XSHQ

39.89%

Sharpe Ratio

Winner

SPUU

1.20

XSHQ

0.80

5Y Beta

SPUU

1.93

Winner

XSHQ

0.95

P/E Ratio

SPUU

27.80

Winner

XSHQ

18.39

Forward P/E

SPUU

20.31

Winner

XSHQ

15.62

PEG Ratio

SPUU

N/A

XSHQ

0.20

5Y Dividends CAGR

SPUU

-12.38%

Winner

XSHQ

10.86%

5Y EPS CAGR

Winner

SPUU

28.68%

XSHQ

20.82%

Debt to Equity

Winner

SPUU

24.20%

XSHQ

37.63%

P/S Ratio

SPUU

3.66

Winner

XSHQ

2.05

P/B Ratio

SPUU

5.45

Winner

XSHQ

3.47

SPUU vs XSHQ - Holdings Comparison

SPUU and XSHQ have 1 common holdings. Overlap is 0.00%

SPUU's top 25 holdings weight is 61.19%. XSHQ's top 25 holdings weight is 44.13%.

Rank	SPUU	XSHQ
#1	S&P 500 INDEX SWAP (n/a) - 9.60%	ARGAN INC (AGX) - 3.50%
#2	DREYFUS GOVT CASH MAN INS (n/a) - 8.66%	DAVE INC ORDINARY SHARES CLASS A (DAVE) - 2.19%
#3	NVIDIA CORP (NVDA) - 7.10%	CLEAR SECURE INC ORDINARY SHARES CLASS A (YOU) - 2.17%
#4	APPLE INC (AAPL) - 6.40%	BRINKER INTERNATIONAL INC (EAT) - 2.15%
#5	MICROSOFT CORP (MSFT) - 3.96%	PAYCOM SOFTWARE INC (PAYC) - 2.09%
#6	AMAZON.COM INC (AMZN) - 3.35%	MYR GROUP INC (MYRG) - 2.06%
#7	ALPHABET INC CLASS A (GOOGL) - 2.92%	ARMSTRONG WORLD INDUSTRIES INC (AWI) - 1.91%
#8	BROADCOM INC (AVGO) - 2.55%	POWELL INDUSTRIES INC (POWL) - 1.91%
#9	ALPHABET INC CLASS C (GOOG) - 2.34%	MOELIS & CO CLASS A (MC) - 1.88%
#10	META PLATFORMS INC CLASS A (META) - 2.01%	LYFT INC CLASS A (LYFT) - 1.82%
#11	TESLA INC (TSLA) - 1.54%	EVERUS CONSTRUCTION GROUP INC (ECG) - 1.74%
#12	MICRON TECHNOLOGY INC (MU) - 1.53%	PJT PARTNERS INC CLASS A (PJT) - 1.74%
#13	JPMORGAN CHASE & CO (JPM) - 1.27%	QORVO INC (QRVO) - 1.65%
#14	ELI LILLY AND CO (LLY) - 1.26%	FRONTDOOR INC (FTDR) - 1.60%
#15	BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.25%	SEZZLE INC (SEZL) - 1.58%
#16	ADVANCED MICRO DEVICES INC (AMD) - 1.24%	ZURN ELKAY WATER SOLUTIONS CORP (ZWS) - 1.58%
#17	CASH (n/a) - 0.94%	CORCEPT THERAPEUTICS INC (CORT) - 1.55%
#18	JOHNSON & JOHNSON (JNJ) - 0.85%	KULICKE & SOFFA INDUSTRIES INC (KLIC) - 1.47%
#19	EXXONMOBIL HOLDINGS CORP (XOM) - 0.83%	PLEXUS CORP (PLXS) - 1.42%
#20	WESTERN DIGITAL CORP (WDC) - 0.27%	CARGURUS INC CLASS A (CARG) - 1.41%
#21	SEAGATE TECHNOLOGY HOLDINGS PLC (STX) - 0.27%	n/a (APAM) - 1.38%
#22	THERMO FISHER SCIENTIFIC INC (TMO) - 0.27%	INSTALLED BUILDING PRODUCTS INC (IBP) - 1.35%
#23	QUALCOMM INC (QCOM) - 0.26%	TERADATA CORP (TDC) - 1.35%
#24	ARISTA NETWORKS INC (ANET) - 0.26%	PRIMORIS SERVICES CORP (PRIM) - 1.32%
#25	AMERICAN EXPRESS CO (AXP) - 0.26%	MARKETAXESS HOLDINGS INC (MKTX) - 1.31%
Total Holdings	470	123

SPUU vs XSHQ - Historical Returns

Returns include dividend reinvestment.

Period	SPUU	XSHQ
1 month	+0.63%	+1.89%
3 months	+11.92%	+5.68%
6 months	+16.47%	+7.84%
1 year	+35.61%	+18.02%
5 years(CAGR)	+18.28%	+7.42%
10 years(CAGR)	+23.79%	+8.92%
Max(CAGR)	+21.44%	+8.92%

SPUU

+0.63%

Winner

XSHQ

+1.89%

Winner

SPUU

+11.92%

XSHQ

+5.68%

Winner

SPUU

+16.47%

XSHQ

+7.84%

Winner

SPUU

+35.61%

XSHQ

+18.02%

5Y(CAGR)

Winner

SPUU

+18.28%

XSHQ

+7.42%

10Y(CAGR)

Winner

SPUU

+23.79%

XSHQ

+8.92%

Max(CAGR)

Winner

SPUU

+21.44%

XSHQ

+8.92%

SPUU vs XSHQ - Annual Returns (2014 - 2026)

Returns include dividend reinvestment.

Year	SPUU	XSHQ
2026	+16.89%	+13.32%
2025	+27.32%	+1.23%
2024	+46.08%	+8.03%
2023	+48.60%	+24.98%
2022	-39.31%	-16.09%
2021	+65.73%	+25.17%
2020	+19.70%	+11.66%
2019	+64.87%	+17.69%
2018	-15.82%	-6.79%
2017	+43.41%	+7.17%
2016	+25.28%	N/A
2015	-1.08%	N/A
2014	+12.35%	N/A

SPUU vs XSHQ Drawdown Comparison

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

The maximum drawdown for XSHQ was -38.33%, occurring on Mar 23, 2020. Recovery took 567 trading sessions.

The current SPUU drawdown is -3.23%. The current XSHQ drawdown is -0.77%.

Rank	SPUU	XSHQ
#1	-59.35% Feb 19, 2020 - Sep 2, 2020	-38.33% Sep 5, 2018 - Dec 4, 2020
#2	-46.59% Dec 29, 2021 - Feb 22, 2024	-27.35% Nov 25, 2024 - Jun 11, 2026
#3	-36.11% Sep 21, 2018 - Jun 20, 2019	-25.46% Nov 16, 2021 - Dec 19, 2023
#4	-35.18% Feb 19, 2025 - Jul 3, 2025	-10.16% Mar 12, 2021 - Nov 1, 2021
#5	-26.42% May 21, 2015 - Jul 11, 2016	-9.18% Jul 31, 2024 - Oct 11, 2024
#6	-20.78% Jan 26, 2018 - Aug 27, 2018	-8.04% Jan 22, 2018 - May 16, 2018
#7	-18.66% Sep 2, 2020 - Nov 16, 2020	-6.95% Mar 28, 2024 - Jul 16, 2024
#8	-18.19% Jan 12, 2026 - Apr 15, 2026	-6.29% Dec 27, 2023 - Feb 15, 2024
#9	-16.82% Jul 16, 2024 - Sep 19, 2024	-6.06% Feb 9, 2021 - Mar 10, 2021
#10	-14.36% Sep 18, 2014 - Oct 31, 2014	-5.13% Jan 20, 2021 - Feb 4, 2021
#11	-11.81% Jul 26, 2019 - Oct 28, 2019	-5.08% Aug 24, 2017 - Sep 29, 2017
#12	-10.80% Mar 28, 2024 - May 15, 2024	-4.71% Oct 17, 2024 - Nov 6, 2024
#13	-10.22% Oct 29, 2025 - Dec 24, 2025	-4.68% Jun 11, 2018 - Jul 10, 2018
#14	-10.20% Sep 2, 2021 - Oct 21, 2021	-4.30% May 24, 2018 - Jun 11, 2018
#15	-9.48% Dec 3, 2014 - Dec 23, 2014	-4.06% Nov 11, 2024 - Nov 25, 2024

Correlation

Correlation between SPUU and XSHQ is 0.95 which considered as a very strong positive correlation - the stocks move almost identically together.

0.95

-101

Dividend Comparison (2015 - 2026)

SPUU vs XSHQ dividend yield comparison.

Year	SPUU	XSHQ
2026	0.29%	0.40%
2025	1.63%	1.48%
2024	0.55%	1.18%
2023	0.83%	1.15%
2022	0.88%	2.02%
2021	3.04%	1.25%
2020	8.03%	1.24%
2019	1.80%	1.11%
2018	5.50%	1.16%
2017	6.96%	0.60%
2016	8.08%	0.00%
2015	4.42%	0.00%