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SPYU vs BLW

Comparison between MAX S&P 500 4X Leveraged ETN (SPYU, ETF) and BlackRock Ltd Duration Income Trust (BLW, ETF).

SPYU vs BLW - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
Winner
SPYU
$516M
BLW
$514M
Max Drawdown
SPYU
62.27%
Winner
BLW
53.45%
Sharpe Ratio
Winner
SPYU
0.89
BLW
-0.31
5Y Beta
SPYU
3.84
Winner
BLW
0.30
5Y Dividends CAGR
SPYU
N/A
BLW
4.57%

SPYU vs BLW - Historical Returns

Returns include dividend reinvestment.

1M
Winner
SPYU
+11.96%
BLW
+2.81%
3M
SPYU
-0.17%
Winner
BLW
+5.61%
6M
Winner
SPYU
+25.74%
BLW
-1.08%
1Y
Winner
SPYU
+45.63%
BLW
+0.77%
5Y(CAGR)
SPYU
N/A
BLW
+3.44%
10Y(CAGR)
SPYU
N/A
BLW
+6.36%
Max(CAGR)
Winner
SPYU
+46.09%
BLW
+6.38%

SPYU vs BLW - Annual Returns (2003 - 2026)

Returns include dividend reinvestment.

YearSPYUBLW
2026+26.63%+0.12%
2025+18.62%+6.59%
2024+65.53%+10.99%
2023+16.31%+17.58%
2022N/A-13.83%
2021N/A+15.47%
2020N/A+5.10%
2019N/A+29.26%
2018N/A-10.83%
2017N/A+10.73%
2016N/A+15.15%
2015N/A+0.64%
2014N/A-0.89%
2013N/A-0.84%
2012N/A+22.20%
2011N/A+6.25%
2010N/A+19.07%
2009N/A+41.15%
2008N/A-25.24%
2007N/A-8.08%
2006N/A+19.10%
2005N/A-8.69%
2004N/A+15.50%
2003N/A-2.24%

SPYU vs BLW Drawdown Comparison

The maximum drawdown for SPYU was -62.27%, occurring on Apr 8, 2025. Recovery took 206 trading sessions.

The maximum drawdown for BLW was -44.04%, occurring on Oct 10, 2008. Recovery took 723 trading sessions.

The current SPYU drawdown is -6.83%. The current BLW drawdown is -2.23%.

RankSPYUBLW
#1-62.27%
Dec 4, 2024 - Oct 2, 2025
-44.04%
Apr 16, 2007 - Feb 26, 2010
#2-37.25%
Oct 29, 2025 - Apr 30, 2026
-41.88%
Jan 24, 2020 - Nov 24, 2020
#3-31.99%
Jul 16, 2024 - Oct 14, 2024
-26.26%
Nov 12, 2021 - Mar 1, 2024
#4-21.75%
Mar 27, 2024 - May 21, 2024
-16.95%
Jun 29, 2011 - Mar 23, 2012
#5-19.31%
Jun 2, 2026 - Aug 7, 2026
-14.04%
May 24, 2013 - May 27, 2016
#6-11.96%
Oct 14, 2024 - Nov 6, 2024
-13.50%
Jan 16, 2018 - Apr 11, 2019
#7-11.60%
Oct 8, 2025 - Oct 24, 2025
-13.28%
Feb 7, 2005 - Feb 21, 2006
#8-8.92%
Nov 11, 2024 - Nov 29, 2024
-11.64%
Apr 1, 2004 - Sep 22, 2004
#9-8.11%
Dec 28, 2023 - Jan 19, 2024
-11.19%
Feb 18, 2026 - Mar 30, 2026
#10-8.00%
Aug 13, 2026 - Aug 20, 2026
-11.09%
May 3, 2010 - Jul 26, 2010
#11-7.88%
May 14, 2026 - May 26, 2026
-10.56%
Mar 3, 2025 - May 13, 2025
#12-7.20%
May 21, 2024 - Jun 5, 2024
-10.46%
Nov 8, 2010 - Mar 29, 2011
#13-7.07%
Jan 29, 2024 - Feb 2, 2024
-6.43%
May 11, 2012 - Jun 26, 2012
#14-6.01%
Dec 19, 2023 - Dec 27, 2023
-6.10%
Oct 26, 2012 - Nov 23, 2012
#15-5.78%
Feb 9, 2024 - Feb 22, 2024
-5.78%
Mar 27, 2012 - May 1, 2012

Correlation

Correlation between SPYU and BLW is 0.67 which considered as a moderate positive correlation - the stocks show some tendency to move together.

0.67
-101

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