TNA vs IAI

Comparison between DIREXION DAILY SMALL CAP BULL 3X SHARES (TNA, ETF) and ISHARES U.S. BROKER-DEALERS &AMP; SECURITIES EXCHANGES ETF (IAI, ETF).

5-Year PerformanceIAI has outperformed TNA, delivering a return of +13.9% compared to -2.7%

TNA vs IAI - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	TNA(ETF)	IAI(ETF)
Net Assets	$1.30B	$1.30B
Expense Ratio	N/A	0.38%
Max Drawdown	88.19%	75.80%
Sharpe Ratio	1.54	0.38
5Y Beta	3.27	1.07
P/E Ratio	N/A	21.25
Forward P/E	N/A	19.38
PEG Ratio	N/A	0.48
5Y Dividends CAGR	76.05%	12.58%
5Y EPS CAGR	N/A	11.97%
Debt to Equity	N/A	74.98%
P/S Ratio	N/A	3.22
P/B Ratio	N/A	3.71

Net Assets

TNA

$1.30B

IAI

$1.30B

Expense Ratio

TNA

N/A

IAI

0.38%

Max Drawdown

TNA

88.19%

Winner

IAI

75.80%

Sharpe Ratio

Winner

TNA

1.54

IAI

0.38

5Y Beta

TNA

3.27

Winner

IAI

1.07

P/E Ratio

TNA

N/A

IAI

21.25

Forward P/E

TNA

N/A

IAI

19.38

PEG Ratio

TNA

N/A

IAI

0.48

5Y Dividends CAGR

Winner

TNA

76.05%

IAI

12.58%

5Y EPS CAGR

TNA

N/A

IAI

11.97%

Debt to Equity

TNA

N/A

IAI

74.98%

P/S Ratio

TNA

N/A

IAI

3.22

P/B Ratio

TNA

N/A

IAI

3.71

TNA vs IAI - Holdings Comparison

TNA and IAI have 0 common holdings. Overlap is 0.00%

TNA's top 25 holdings weight is 65.46%. IAI's top 25 holdings weight is 97.41%.

Rank	TNA	IAI
#1	ISHARES RUSSELL 2000 ETF (IWM) - 65.46%	THE GOLDMAN SACHS GROUP INC (GS) - 20.52%
#2	N/A	MORGAN STANLEY (MS) - 16.62%
#3	N/A	CHARLES SCHWAB CORP (SCHW) - 8.67%
#4	N/A	ROBINHOOD MARKETS INC CLASS A (HOOD) - 5.24%
#5	N/A	MOODYS CORP (MCO) - 4.63%
#6	N/A	S&P GLOBAL INC (SPGI) - 4.30%
#7	N/A	INTERCONTINENTAL EXCHANGE INC (ICE) - 4.20%
#8	N/A	CME GROUP INC CLASS A (CME) - 3.83%
#9	N/A	INTERACTIVE BROKERS GROUP INC CLASS A (IBKR) - 3.73%
#10	N/A	MSCI INC (MSCI) - 3.63%
#11	N/A	NASDAQ INC (NDAQ) - 3.58%
#12	N/A	COINBASE GLOBAL INC ORDINARY SHARES CLASS A (COIN) - 3.47%
#13	N/A	RAYMOND JAMES FINANCIAL INC (RJF) - 2.59%
#14	N/A	CBOE GLOBAL MARKETS INC (CBOE) - 2.53%
#15	N/A	LPL FINANCIAL HOLDINGS INC (LPLA) - 2.33%
#16	N/A	EVERCORE INC CLASS A (EVR) - 1.16%
#17	N/A	STIFEL FINANCIAL CORP (SF) - 1.06%
#18	N/A	TRADEWEB MARKETS INC (TW) - 1.00%
#19	N/A	JEFFERIES FINANCIAL GROUP INC (JEF) - 0.82%
#20	N/A	FACTSET RESEARCH SYSTEMS INC (FDS) - 0.80%
#21	N/A	STONEX GROUP INC (SNEX) - 0.70%
#22	N/A	HOULIHAN LOKEY INC CLASS A (HLI) - 0.67%
#23	N/A	PIPER SANDLER COS (PIPR) - 0.46%
#24	N/A	MOELIS & CO CLASS A (MC) - 0.44%
#25	N/A	LAZARD INC (LAZ) - 0.43%
Total Holdings	1	39

TNA vs IAI - Historical Returns

Returns include dividend reinvestment.

Period	TNA	IAI
1 month	+3.85%	-0.29%
3 months	+17.09%	+6.85%
6 months	+34.74%	+6.19%
1 year	+115.74%	+9.85%
5 years(CAGR)	-2.70%	+13.85%
10 years(CAGR)	+7.46%	+18.62%
Max(CAGR)	+16.57%	+8.25%

Winner

TNA

+3.85%

IAI

-0.29%

Winner

TNA

+17.09%

IAI

+6.85%

Winner

TNA

+34.74%

IAI

+6.19%

Winner

TNA

+115.74%

IAI

+9.85%

5Y(CAGR)

TNA

-2.70%

Winner

IAI

+13.85%

10Y(CAGR)

TNA

+7.46%

Winner

IAI

+18.62%

Max(CAGR)

Winner

TNA

+16.57%

IAI

+8.25%

TNA vs IAI - Annual Returns (2006 - 2026)

Returns include dividend reinvestment.

Year	TNA	IAI
2026	+59.43%	+4.24%
2025	+9.73%	+25.49%
2024	+9.18%	+35.52%
2023	+28.43%	+14.79%
2022	-63.78%	-11.75%
2021	+33.40%	+41.17%
2020	-7.95%	+17.15%
2019	+68.96%	+23.36%
2018	-41.55%	-9.42%
2017	+37.32%	+27.80%
2016	+70.92%	+24.66%
2015	-20.16%	-0.96%
2014	+8.80%	+12.35%
2013	+126.10%	+61.82%
2012	+36.07%	+13.26%
2011	-41.16%	-28.09%
2010	+57.25%	+2.58%
2009	+35.20%	+39.54%
2008	+40.87%	-59.22%
2007	N/A	-5.34%
2006	N/A	+5.67%

TNA vs IAI Drawdown Comparison

The maximum drawdown for TNA was -88.09%, occurring on Mar 23, 2020. Recovery took 612 trading sessions.

The maximum drawdown for IAI was -75.46%, occurring on Nov 20, 2008. Recovery took 2385 trading sessions.

The current TNA drawdown is -30.56%. The current IAI drawdown is -4.11%.

Rank	TNA	IAI
#1	-88.09% Aug 31, 2018 - Feb 8, 2021	-75.46% Jun 20, 2007 - Dec 7, 2016
#2	-82.37% Nov 8, 2021 - Apr 8, 2025	-40.38% Feb 20, 2020 - Nov 23, 2020
#3	-73.06% Jan 6, 2009 - Aug 4, 2009	-28.84% Nov 2, 2021 - Mar 4, 2024
#4	-70.56% Apr 29, 2011 - May 10, 2013	-23.98% Mar 12, 2018 - Nov 25, 2019
#5	-62.64% Jun 23, 2015 - Nov 25, 2016	-23.14% Feb 18, 2025 - Jun 18, 2025
#6	-53.47% Apr 23, 2010 - Dec 17, 2010	-19.73% May 9, 2006 - Oct 5, 2006
#7	-35.80% Mar 4, 2014 - Feb 19, 2015	-16.52% Jan 15, 2026 - Jul 6, 2026
#8	-35.14% Nov 28, 2008 - Jan 2, 2009	-12.16% Feb 7, 2007 - Jun 15, 2007
#9	-30.06% Mar 15, 2021 - Nov 5, 2021	-9.18% Jan 12, 2021 - Feb 16, 2021
#10	-27.64% Oct 14, 2009 - Dec 23, 2009	-8.41% Mar 1, 2017 - Jun 28, 2017
#11	-26.15% Jan 19, 2010 - Mar 3, 2010	-8.12% Feb 1, 2018 - Mar 6, 2018
#12	-25.61% Jan 23, 2018 - May 21, 2018	-7.77% Nov 27, 2024 - Jan 21, 2025
#13	-21.06% Jan 22, 2014 - Feb 27, 2014	-7.07% Aug 27, 2021 - Oct 15, 2021
#14	-21.01% Nov 19, 2008 - Nov 24, 2008	-7.01% Jul 26, 2024 - Aug 16, 2024
#15	-19.98% Feb 9, 2021 - Mar 11, 2021	-6.97% Nov 12, 2025 - Dec 9, 2025

Correlation

Correlation between TNA and IAI is 0.49 which considered as a weak positive correlation - the stocks show a slight tendency to move together.

0.49

-101

Dividend Comparison (2006 - 2026)

TNA vs IAI dividend yield comparison.

Year	TNA	IAI
2026	0.14%	0.62%
2025	0.78%	0.95%
2024	0.93%	1.05%
2023	1.27%	1.80%
2022	0.31%	2.14%
2021	0.06%	1.31%
2020	0.03%	1.55%
2019	0.44%	1.52%
2018	0.36%	1.58%
2017	0.15%	1.37%
2016	0.00%	1.49%
2015	0.00%	1.31%
2014	0.59%	1.13%
2013	1.53%	1.13%
2012	0.00%	2.97%
2011	0.00%	1.25%
2010	0.15%	1.62%
2009	11.16%	0.57%
2008	0.12%	2.28%
2007	0.00%	0.68%
2006	0.00%	0.20%

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TNA vs IAI

TNA vs IAI - Performance Comparison

Key Characteristics

TNA vs IAI - Holdings Comparison

TNA vs IAI - Historical Returns

TNA vs IAI - Annual Returns (2006 - 2026)

TNA vs IAI Drawdown Comparison

Correlation

Dividend Comparison (2006 - 2026)

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