SPXL vs DSI
Comparison between DIREXION DAILY S&P 500(R) BULL 3X SHARES (SPXL, ETF) and ISHARES MSCI KLD 400 SOCIAL ETF (DSI, ETF).
5-Year PerformanceSPXL has outperformed DSI, delivering a return of +22.0% compared to +12.9%
SPXL vs DSI - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
SPXL
$4.60B
DSI
$4.60B
Expense Ratio
SPXL
N/A
DSI
0.25%
Max Drawdown
SPXL
76.86%
Winner
DSI
55.08%
Sharpe Ratio
SPXL
1.98
Winner
DSI
2.09
5Y Beta
SPXL
2.88
Winner
DSI
1.01
P/E Ratio
Winner
SPXL
28.16
DSI
29.25
Forward P/E
SPXL
22.34
Winner
DSI
22.03
PEG Ratio
SPXL
N/A
DSI
0.44
5Y Dividends CAGR
Winner
SPXL
65.03%
DSI
11.27%
5Y EPS CAGR
SPXL
29.10%
Winner
DSI
30.72%
Debt to Equity
SPXL
25.08%
Winner
DSI
-1.95%
P/S Ratio
SPXL
N/A
DSI
3.72
P/B Ratio
SPXL
N/A
DSI
6.12
SPXL vs DSI - Holdings Comparison
SPXL and DSI have 256 common holdings. Overlap is 29.63%
SPXL's top 25 holdings weight is 67.68%. DSI's top 25 holdings weight is 58.56%.
| Rank | SPXL | DSI |
|---|---|---|
| #1 | DREYFUS TRSRY SECURITIES CASH MGMT (n/a) - 17.47% | NVIDIA CORP (NVDA) - 15.75% |
| #2 | S&P 500 INDEX SWAP (n/a) - 9.19% | MICROSOFT CORP (MSFT) - 8.97% |
| #3 | NVIDIA CORP (NVDA) - 5.97% | ALPHABET INC CLASS A (GOOGL) - 6.10% |
| #4 | APPLE INC (AAPL) - 4.58% | ALPHABET INC CLASS C (GOOG) - 5.07% |
| #5 | GOLDMAN FINL SQ TRSRY INST 506 (n/a) - 4.38% | TESLA INC (TSLA) - 3.20% |
| #6 | DREYFUS GOVT CASH MAN INS (n/a) - 3.96% | ADVANCED MICRO DEVICES INC (AMD) - 1.63% |
| #7 | MICROSOFT CORP (MSFT) - 3.67% | VISA INC CLASS A (V) - 1.56% |
| #8 | JP MORGAN 100 US TRSY CAPITAL 3163 (n/a) - 3.06% | MASTERCARD INC CLASS A (MA) - 1.28% |
| #9 | AMAZON.COM INC (AMZN) - 2.92% | CATERPILLAR INC (CAT) - 1.16% |
| #10 | ALPHABET INC CLASS A (GOOGL) - 2.35% | INTEL CORP (INTC) - 1.15% |
| #11 | BROADCOM INC (AVGO) - 2.18% | ABBVIE INC (ABBV) - 1.04% |
| #12 | ALPHABET INC CLASS C (GOOG) - 1.87% | PROCTER & GAMBLE CO (PG) - 1.04% |
| #13 | META PLATFORMS INC CLASS A (META) - 1.69% | CISCO SYSTEMS INC (CSCO) - 1.04% |
| #14 | TESLA INC (TSLA) - 1.22% | THE HOME DEPOT INC (HD) - 0.99% |
| #15 | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.01% | LAM RESEARCH CORP (LRCX) - 0.98% |
| #16 | MCDONALD'S CORP (MCD) - 0.24% | APPLIED MATERIALS INC (AMAT) - 0.96% |
| #17 | NEXTERA ENERGY INC (NEE) - 0.23% | COCA-COLA CO (KO) - 0.92% |
| #18 | VERIZON COMMUNICATIONS INC (VZ) - 0.23% | ORACLE CORP (ORCL) - 0.89% |
| #19 | ANALOG DEVICES INC (ADI) - 0.22% | MERCK & CO INC (MRK) - 0.82% |
| #20 | AT&T INC (T) - 0.21% | TEXAS INSTRUMENTS INC (TXN) - 0.73% |
| #21 | BOEING CO (BA) - 0.21% | LINDE PLC (LIN) - 0.71% |
| #22 | AMGEN INC (AMGN) - 0.21% | MORGAN STANLEY (MS) - 0.68% |
| #23 | THE WALT DISNEY CO (DIS) - 0.21% | INTERNATIONAL BUSINESS MACHINES CORP (IBM) - 0.64% |
| #24 | THERMO FISHER SCIENTIFIC INC (TMO) - 0.20% | PEPSICO INC (PEP) - 0.63% |
| #25 | TJX COMPANIES INC (TJX) - 0.20% | MCDONALD'S CORP (MCD) - 0.62% |
| Total Holdings | 472 | 403 |
SPXL vs DSI - Historical Returns
Returns include dividend reinvestment.
1M
Winner
SPXL
+28.35%
DSI
+11.63%
3M
Winner
SPXL
+16.26%
DSI
+7.70%
6M
Winner
SPXL
+25.09%
DSI
+11.59%
1Y
Winner
SPXL
+97.99%
DSI
+35.04%
5Y(CAGR)
Winner
SPXL
+21.95%
DSI
+12.86%
10Y(CAGR)
Winner
SPXL
+30.19%
DSI
+15.46%
Max(CAGR)
Winner
SPXL
+28.54%
DSI
+10.73%
SPXL vs DSI - Annual Returns (2006 - 2026)
Returns include dividend reinvestment.
| Year | SPXL | DSI |
|---|---|---|
| 2026 | +20.10% | +9.28% |
| 2025 | +33.02% | +18.27% |
| 2024 | +66.58% | +23.16% |
| 2023 | +71.53% | +28.81% |
| 2022 | -57.31% | -22.06% |
| 2021 | +107.32% | +33.05% |
| 2020 | +6.68% | +19.83% |
| 2019 | +102.65% | +31.24% |
| 2018 | -26.55% | -4.65% |
| 2017 | +67.50% | +19.92% |
| 2016 | +35.96% | +12.30% |
| 2015 | -5.43% | +0.37% |
| 2014 | +41.39% | +13.49% |
| 2013 | +102.91% | +32.39% |
| 2012 | +37.95% | +11.24% |
| 2011 | -17.26% | +0.54% |
| 2010 | +32.94% | +9.95% |
| 2009 | +50.59% | +27.31% |
| 2008 | -28.52% | -33.72% |
| 2007 | N/A | +3.37% |
| 2006 | N/A | +1.39% |
SPXL vs DSI Drawdown Comparison
The maximum drawdown for SPXL was -76.86%, occurring on Mar 23, 2020. Recovery took 225 trading sessions.
The maximum drawdown for DSI was -54.23%, occurring on Mar 6, 2009. Recovery took 1117 trading sessions.
| Rank | SPXL | DSI |
|---|---|---|
| #1 | -76.86% Feb 19, 2020 - Jan 8, 2021 | -54.23% Oct 11, 2007 - Mar 19, 2012 |
| #2 | -71.32% Nov 5, 2008 - Sep 15, 2009 | -34.10% Feb 19, 2020 - Aug 12, 2020 |
| #3 | -63.80% Jan 3, 2022 - Jun 12, 2024 | -28.35% Dec 29, 2021 - Dec 26, 2023 |
| #4 | -53.81% Apr 29, 2011 - Sep 13, 2012 | -20.57% Jan 23, 2025 - Jun 27, 2025 |
| #5 | -50.17% Sep 20, 2018 - Jul 12, 2019 | -18.31% Sep 20, 2018 - Apr 1, 2019 |
| #6 | -48.95% Dec 6, 2024 - Jul 25, 2025 | -13.12% May 21, 2015 - Apr 18, 2016 |
| #7 | -43.44% Apr 23, 2010 - Dec 10, 2010 | -11.05% Jan 28, 2026 - Apr 17, 2026 |
| #8 | -39.56% May 21, 2015 - Jul 20, 2016 | -10.30% Jan 26, 2018 - Jul 25, 2018 |
| #9 | -29.48% Jan 26, 2018 - Sep 20, 2018 | -10.08% Apr 2, 2012 - Sep 6, 2012 |
| #10 | -26.77% Jan 12, 2026 - Apr 17, 2026 | -9.61% Jul 13, 2007 - Oct 5, 2007 |
| #11 | -24.36% Jul 16, 2024 - Sep 26, 2024 | -9.49% Sep 2, 2020 - Nov 13, 2020 |
| #12 | -22.79% Jan 19, 2010 - Mar 11, 2010 | -9.17% Jul 16, 2024 - Sep 19, 2024 |
| #13 | -21.42% Sep 14, 2012 - Jan 10, 2013 | -7.33% Sep 18, 2014 - Oct 31, 2014 |
| #14 | -21.05% Sep 18, 2014 - Nov 3, 2014 | -6.99% Apr 29, 2019 - Jun 20, 2019 |
| #15 | -17.96% Jul 26, 2019 - Nov 1, 2019 | -6.49% Mar 28, 2024 - May 15, 2024 |
Correlation
Correlation between SPXL and DSI is 0.98 which considered as a very strong positive correlation - the stocks move almost identically together.
0.98
-101
Dividend Comparison (2006 - 2026)
SPXL vs DSI dividend yield comparison.
| Year | SPXL | DSI |
|---|---|---|
| 2026 | 0.17% | 0.22% |
| 2025 | 0.69% | 0.92% |
| 2024 | 0.74% | 1.03% |
| 2023 | 0.98% | 1.19% |
| 2022 | 0.32% | 1.39% |
| 2021 | 0.11% | 0.99% |
| 2020 | 0.22% | 1.22% |
| 2019 | 0.84% | 1.40% |
| 2018 | 1.02% | 1.63% |
| 2017 | 3.88% | 1.28% |
| 2016 | 0.00% | 1.51% |
| 2015 | 0.00% | 1.46% |
| 2014 | 0.00% | 1.26% |
| 2013 | 0.00% | 1.27% |
| 2012 | 0.00% | 1.74% |
| 2011 | 0.00% | 1.47% |
| 2010 | 2.17% | 1.33% |
| 2009 | 13.15% | 1.35% |
| 2008 | 0.18% | 1.96% |
| 2007 | 0.00% | 1.20% |
| 2006 | 0.00% | 0.20% |
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