SPXL vs EAGG

Comparison between DIREXION DAILY S&P 500(R) BULL 3X SHARES (SPXL, ETF) and ISHARES ESG AWARE U.S. AGGREGATE BOND ETF (EAGG, ETF).

5-Year PerformanceSPXL has outperformed EAGG, delivering a return of +22.0% compared to +0.1%

SPXL vs EAGG - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	SPXL(ETF)	EAGG(ETF)
Net Assets	$4.60B	$4.70B
Expense Ratio	N/A	0.10%
Max Drawdown	76.86%	22.96%
Sharpe Ratio	1.98	0.35
5Y Beta	2.88	0.04
P/E Ratio	28.16	N/A
Forward P/E	22.34	N/A
5Y Dividends CAGR	65.03%	18.21%
5Y EPS CAGR	29.10%	N/A
Debt to Equity	25.08%	N/A

Net Assets

SPXL

$4.60B

Winner

EAGG

$4.70B

Expense Ratio

SPXL

N/A

EAGG

0.10%

Max Drawdown

SPXL

76.86%

Winner

EAGG

22.96%

Sharpe Ratio

Winner

SPXL

1.98

EAGG

0.35

5Y Beta

SPXL

2.88

Winner

EAGG

0.04

P/E Ratio

SPXL

28.16

EAGG

N/A

Forward P/E

SPXL

22.34

EAGG

N/A

5Y Dividends CAGR

Winner

SPXL

65.03%

EAGG

18.21%

5Y EPS CAGR

SPXL

29.10%

EAGG

N/A

Debt to Equity

SPXL

25.08%

EAGG

N/A

SPXL vs EAGG - Historical Returns

Returns include dividend reinvestment.

Period	SPXL	EAGG
1 month	+28.35%	+0.10%
3 months	+16.26%	+0.04%
6 months	+25.09%	+0.91%
1 year	+97.99%	+5.59%
5 years(CAGR)	+21.95%	+0.12%
10 years(CAGR)	+30.19%	N/A
Max(CAGR)	+28.54%	+2.13%

Winner

SPXL

+28.35%

EAGG

+0.10%

Winner

SPXL

+16.26%

EAGG

+0.04%

Winner

SPXL

+25.09%

EAGG

+0.91%

Winner

SPXL

+97.99%

EAGG

+5.59%

5Y(CAGR)

Winner

SPXL

+21.95%

EAGG

+0.12%

10Y(CAGR)

SPXL

+30.19%

EAGG

N/A

Max(CAGR)

Winner

SPXL

+28.54%

EAGG

+2.13%

SPXL vs EAGG - Annual Returns (2008 - 2026)

Returns include dividend reinvestment.

Year	SPXL	EAGG
2026	+20.10%	+0.64%
2025	+33.02%	+7.09%
2024	+66.58%	+1.63%
2023	+71.53%	+4.92%
2022	-57.31%	-12.52%
2021	+107.32%	-1.26%
2020	+6.68%	+7.20%
2019	+102.65%	+8.51%
2018	-26.55%	+2.35%
2017	+67.50%	N/A
2016	+35.96%	N/A
2015	-5.43%	N/A
2014	+41.39%	N/A
2013	+102.91%	N/A
2012	+37.95%	N/A
2011	-17.26%	N/A
2010	+32.94%	N/A
2009	+50.59%	N/A
2008	-28.52%	N/A

SPXL vs EAGG Drawdown Comparison

The maximum drawdown for SPXL was -76.86%, occurring on Mar 23, 2020. Recovery took 225 trading sessions.

The maximum drawdown for EAGG was -18.75%, occurring on Oct 20, 2022. This drawdown has not yet recovered.

The current EAGG drawdown is -2.47%.

Rank	SPXL	EAGG
#1	-76.86% Feb 19, 2020 - Jan 8, 2021	-18.75% Aug 4, 2020 - Oct 20, 2022
#2	-71.32% Nov 5, 2008 - Sep 15, 2009	-6.98% Mar 9, 2020 - Apr 23, 2020
#3	-63.80% Jan 3, 2022 - Jun 12, 2024	-2.12% Sep 4, 2019 - Jan 21, 2020
#4	-53.81% Apr 29, 2011 - Sep 13, 2012	-0.95% Apr 23, 2020 - May 20, 2020
#5	-50.17% Sep 20, 2018 - Jul 12, 2019	-0.80% Jul 3, 2019 - Aug 1, 2019
#6	-48.95% Dec 6, 2024 - Jul 25, 2025	-0.71% Mar 27, 2019 - May 7, 2019
#7	-43.44% Apr 23, 2010 - Dec 10, 2010	-0.61% Jan 3, 2019 - Jan 30, 2019
#8	-39.56% May 21, 2015 - Jul 20, 2016	-0.59% Feb 26, 2019 - Mar 7, 2019
#9	-29.48% Jan 26, 2018 - Sep 20, 2018	-0.55% Jan 31, 2020 - Feb 18, 2020
#10	-26.77% Jan 12, 2026 - Apr 17, 2026	-0.53% Jun 2, 2020 - Jun 10, 2020
#11	-24.36% Jul 16, 2024 - Sep 26, 2024	-0.48% Oct 29, 2018 - Nov 19, 2018
#12	-22.79% Jan 19, 2010 - Mar 11, 2010	-0.44% Aug 15, 2019 - Aug 23, 2019
#13	-21.42% Sep 14, 2012 - Jan 10, 2013	-0.41% Jan 31, 2019 - Feb 8, 2019
#14	-21.05% Sep 18, 2014 - Nov 3, 2014	-0.29% Feb 8, 2019 - Feb 19, 2019
#15	-17.96% Jul 26, 2019 - Nov 1, 2019	-0.29% May 15, 2019 - May 23, 2019

Correlation

Correlation between SPXL and EAGG is 0.32 which considered as a weak positive correlation - the stocks show a slight tendency to move together.

0.32

-101

Dividend Comparison (2008 - 2026)

SPXL vs EAGG dividend yield comparison.

Year	SPXL	EAGG
2026	0.17%	1.32%
2025	0.69%	3.91%
2024	0.74%	3.93%
2023	0.98%	3.24%
2022	0.32%	2.07%
2021	0.11%	1.09%
2020	0.22%	1.82%
2019	0.84%	3.17%
2018	1.02%	0.61%
2017	3.88%	0.00%
2010	2.17%	0.00%
2009	13.15%	0.00%
2008	0.18%	0.00%