TNA vs UTES

Comparison between DIREXION DAILY SMALL CAP BULL 3X SHARES (TNA, ETF) and VIRTUS REAVES UTILITIES ETF (UTES, ETF).

5-Year PerformanceUTES has outperformed TNA, delivering a return of +17.4% compared to -5.7%

TNA vs UTES - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	TNA(ETF)	UTES(ETF)
Net Assets	$1.40B	$1.40B
Expense Ratio	N/A	0.49%
Max Drawdown	88.19%	35.71%
Sharpe Ratio	1.68	0.51
5Y Beta	3.29	0.72
P/E Ratio	N/A	27.29
Forward P/E	N/A	19.98
PEG Ratio	N/A	1.05
5Y Dividends CAGR	76.05%	1.74%
5Y EPS CAGR	N/A	8.87%
Debt to Equity	N/A	219.65%
P/S Ratio	N/A	3.09
P/B Ratio	N/A	3.07

Net Assets

TNA

$1.40B

UTES

$1.40B

Expense Ratio

TNA

N/A

UTES

0.49%

Max Drawdown

TNA

88.19%

Winner

UTES

35.71%

Sharpe Ratio

Winner

TNA

1.68

UTES

0.51

5Y Beta

TNA

3.29

Winner

UTES

0.72

P/E Ratio

TNA

N/A

UTES

27.29

Forward P/E

TNA

N/A

UTES

19.98

PEG Ratio

TNA

N/A

UTES

1.05

5Y Dividends CAGR

Winner

TNA

76.05%

UTES

1.74%

5Y EPS CAGR

TNA

N/A

UTES

8.87%

Debt to Equity

TNA

N/A

UTES

219.65%

P/S Ratio

TNA

N/A

UTES

3.09

P/B Ratio

TNA

N/A

UTES

3.07

TNA vs UTES - Holdings Comparison

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

TNA's top 25 holdings weight is 69.13%. UTES's top 25 holdings weight is 99.85%.

Rank	TNA	UTES
#1	ISHARES RUSSELL 2000 ETF (IWM) - 69.13%	TALEN ENERGY CORP ORDINARY SHARES NEW (TLN) - 12.30%
#2	N/A	CONSTELLATION ENERGY CORP (CEG) - 10.71%
#3	N/A	VISTRA CORP (VST) - 10.05%
#4	N/A	XCEL ENERGY INC (XEL) - 6.73%
#5	N/A	CENTERPOINT ENERGY INC (CNP) - 6.46%
#6	N/A	ENTERGY CORP (ETR) - 5.01%
#7	N/A	ALLIANT ENERGY CORP (LNT) - 4.94%
#8	N/A	AMERICAN ELECTRIC POWER CO INC (AEP) - 4.84%
#9	N/A	SEMPRA (SRE) - 4.73%
#10	N/A	IDACORP INC (IDA) - 4.38%
#11	N/A	WEC ENERGY GROUP INC (WEC) - 4.25%
#12	N/A	NRG ENERGY INC (NRG) - 4.08%
#13	N/A	DTE ENERGY CO (DTE) - 3.91%
#14	N/A	AMEREN CORP (AEE) - 3.80%
#15	N/A	NEXTERA ENERGY INC (NEE) - 3.75%
#16	N/A	NISOURCE INC (NI) - 3.57%
#17	N/A	CMS ENERGY CORP (CMS) - 3.50%
#18	N/A	PINNACLE WEST CAPITAL CORP (PNW) - 2.84%
#19	N/A	N/A
#20	N/A	N/A
#21	N/A	N/A
#22	N/A	N/A
#23	N/A	N/A
#24	N/A	N/A
#25	N/A	N/A
Total Holdings	1	18

TNA vs UTES - Historical Returns

Returns include dividend reinvestment.

Period	TNA	UTES
1 month	+11.34%	+1.78%
3 months	+61.42%	+5.04%
6 months	+47.16%	+4.76%
1 year	+120.92%	+11.64%
5 years(CAGR)	-5.70%	+17.40%
10 years(CAGR)	+9.87%	+12.79%
Max(CAGR)	+16.50%	+14.28%

Winner

TNA

+11.34%

UTES

+1.78%

Winner

TNA

+61.42%

UTES

+5.04%

Winner

TNA

+47.16%

UTES

+4.76%

Winner

TNA

+120.92%

UTES

+11.64%

5Y(CAGR)

TNA

-5.70%

Winner

UTES

+17.40%

10Y(CAGR)

TNA

+9.87%

Winner

UTES

+12.79%

Max(CAGR)

Winner

TNA

+16.50%

UTES

+14.28%

TNA vs UTES - Annual Returns (2008 - 2026)

Returns include dividend reinvestment.

Year	TNA	UTES
2026	+54.71%	+3.46%
2025	+9.73%	+22.66%
2024	+9.18%	+43.95%
2023	+28.43%	-1.97%
2022	-63.78%	+1.90%
2021	+33.40%	+23.82%
2020	-7.95%	+1.59%
2019	+68.96%	+27.65%
2018	-41.55%	+6.28%
2017	+37.32%	+14.80%
2016	+70.92%	+16.95%
2015	-20.16%	+5.54%
2014	+8.80%	N/A
2013	+126.10%	N/A
2012	+36.07%	N/A
2011	-41.16%	N/A
2010	+57.25%	N/A
2009	+35.20%	N/A
2008	+40.87%	N/A

TNA vs UTES Drawdown Comparison

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

The maximum drawdown for UTES was -35.37%, occurring on Mar 23, 2020. Recovery took 295 trading sessions.

The current TNA drawdown is -32.61%. The current UTES drawdown is -4.27%.

Rank	TNA	UTES
#1	-88.09% Aug 31, 2018 - Feb 8, 2021	-35.37% Feb 18, 2020 - Apr 20, 2021
#2	-82.37% Nov 8, 2021 - Apr 8, 2025	-20.39% Sep 12, 2022 - Apr 25, 2024
#3	-73.06% Jan 6, 2009 - Aug 4, 2009	-17.62% Jan 24, 2025 - May 19, 2025
#4	-70.56% Apr 29, 2011 - May 10, 2013	-15.99% Apr 8, 2022 - Aug 12, 2022
#5	-62.64% Jun 23, 2015 - Nov 25, 2016	-13.88% Oct 15, 2025 - Feb 4, 2026
#6	-53.47% Apr 23, 2010 - Dec 17, 2010	-13.20% Nov 27, 2017 - Jul 6, 2018
#7	-35.80% Mar 4, 2014 - Feb 19, 2015	-12.43% Jul 6, 2016 - Mar 24, 2017
#8	-35.14% Nov 28, 2008 - Jan 2, 2009	-10.42% Nov 26, 2024 - Jan 16, 2025
#9	-30.06% Mar 15, 2021 - Nov 5, 2021	-9.80% Dec 31, 2021 - Mar 24, 2022
#10	-27.64% Oct 14, 2009 - Dec 23, 2009	-8.97% Dec 13, 2018 - Feb 21, 2019
#11	-26.15% Jan 19, 2010 - Mar 3, 2010	-8.59% Sep 2, 2021 - Dec 6, 2021
#12	-25.61% Jan 23, 2018 - May 21, 2018	-7.78% Oct 4, 2024 - Nov 18, 2024
#13	-21.06% Jan 22, 2014 - Feb 27, 2014	-6.74% Aug 4, 2025 - Oct 1, 2025
#14	-21.01% Nov 19, 2008 - Nov 24, 2008	-6.63% Sep 30, 2019 - Jan 15, 2020
#15	-19.98% Feb 9, 2021 - Mar 11, 2021	-6.45% May 31, 2024 - Aug 15, 2024

Correlation

Correlation between TNA and UTES is -0.07 which considered as a very weak or no correlation - the stocks move independently of each other.

-0.07

-101

Dividend Comparison (2008 - 2026)

TNA vs UTES dividend yield comparison.

Year	TNA	UTES
2026	0.15%	0.69%
2025	0.78%	1.42%
2024	0.93%	1.51%
2023	1.27%	2.44%
2022	0.31%	2.13%
2021	0.06%	1.94%
2020	0.03%	2.09%
2019	0.44%	1.84%
2018	0.36%	2.09%
2017	0.15%	3.44%
2016	0.00%	3.53%
2015	0.00%	0.61%
2014	0.59%	0.00%
2013	1.53%	0.00%
2010	0.15%	0.00%
2009	11.16%	0.00%
2008	0.12%	0.00%

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TNA vs UTES

TNA vs UTES - Performance Comparison

Key Characteristics

TNA vs UTES - Holdings Comparison

TNA vs UTES - Historical Returns

TNA vs UTES - Annual Returns (2008 - 2026)

TNA vs UTES Drawdown Comparison

Correlation

Dividend Comparison (2008 - 2026)

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