UTSL vs NVBU

Comparison between DIREXION DAILY UTILITIES BULL 3X SHARES (UTSL, ETF) and ALLIANZIM U.S. EQUITY BUFFER15 UNCAPPED NOV ETF (NVBU, ETF).

UTSL vs NVBU - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	UTSL(ETF)	NVBU(ETF)
Net Assets	$37M	$37M
Expense Ratio	N/A	0.74%
Max Drawdown	79.55%	11.97%
Sharpe Ratio	0.59	1.43
5Y Beta	0.96	0.61
P/E Ratio	19.63	N/A
Forward P/E	18.18	N/A
PEG Ratio	0.78	N/A
5Y Dividends CAGR	14.93%	N/A
5Y EPS CAGR	13.20%	N/A
Debt to Equity	126.51%	N/A
P/S Ratio	2.83	N/A
P/B Ratio	2.29	N/A

Net Assets

UTSL

$37M

NVBU

$37M

Expense Ratio

UTSL

N/A

NVBU

0.74%

Max Drawdown

UTSL

79.55%

Winner

NVBU

11.97%

Sharpe Ratio

UTSL

0.59

Winner

NVBU

1.43

5Y Beta

UTSL

0.96

Winner

NVBU

0.61

P/E Ratio

UTSL

19.63

NVBU

N/A

Forward P/E

UTSL

18.18

NVBU

N/A

PEG Ratio

UTSL

0.78

NVBU

N/A

5Y Dividends CAGR

UTSL

14.93%

NVBU

N/A

5Y EPS CAGR

UTSL

13.20%

NVBU

N/A

Debt to Equity

UTSL

126.51%

NVBU

N/A

P/S Ratio

UTSL

2.83

NVBU

N/A

P/B Ratio

UTSL

2.29

NVBU

N/A

UTSL vs NVBU - Historical Returns

Returns include dividend reinvestment.

Period	UTSL	NVBU
1 month	-6.34%	+0.08%
3 months	-15.02%	+7.52%
6 months	+6.88%	+6.32%
1 year	+18.01%	+17.85%
5 years(CAGR)	+8.68%	N/A
10 years(CAGR)	+8.48%	N/A
Max(CAGR)	+8.48%	+13.18%

UTSL

-6.34%

Winner

NVBU

+0.08%

UTSL

-15.02%

Winner

NVBU

+7.52%

Winner

UTSL

+6.88%

NVBU

+6.32%

Winner

UTSL

+18.01%

NVBU

+17.85%

5Y(CAGR)

UTSL

+8.68%

NVBU

N/A

10Y(CAGR)

UTSL

+8.48%

NVBU

N/A

Max(CAGR)

UTSL

+8.48%

Winner

NVBU

+13.18%

UTSL vs NVBU - Annual Returns (2017 - 2026)

Returns include dividend reinvestment.

Year	UTSL	NVBU
2026	+3.01%	+5.93%
2025	+26.55%	+13.41%
2024	+48.21%	+1.73%
2023	-35.51%	N/A
2022	-11.56%	N/A
2021	+60.76%	N/A
2020	-36.19%	N/A
2019	+90.52%	N/A
2018	+1.10%	N/A
2017	+11.30%	N/A

UTSL vs NVBU Drawdown Comparison

The maximum drawdown for UTSL was -79.55%, occurring on Mar 23, 2020. Recovery took 1512 trading sessions.

The maximum drawdown for NVBU was -11.97%, occurring on Apr 8, 2025. Recovery took 90 trading sessions.

The current UTSL drawdown is -21.70%. The current NVBU drawdown is -2.09%.

Rank	UTSL	NVBU
#1	-79.55% Feb 18, 2020 - Feb 24, 2026	-11.97% Feb 19, 2025 - Jun 30, 2025
#2	-40.98% Nov 14, 2017 - Mar 8, 2019	-5.38% Jan 28, 2026 - Apr 15, 2026
#3	-28.46% Feb 27, 2026 - Jun 1, 2026	-3.70% Dec 6, 2024 - Feb 19, 2025
#4	-16.80% Sep 26, 2019 - Jan 15, 2020	-3.59% Oct 28, 2025 - Jan 6, 2026
#5	-15.14% Jun 16, 2017 - Aug 15, 2017	-3.53% Jun 2, 2026 - Jun 10, 2026
#6	-11.02% Mar 26, 2019 - May 22, 2019	-2.93% Oct 8, 2025 - Oct 24, 2025
#7	-9.89% Jul 18, 2019 - Aug 19, 2019	-1.97% Jul 25, 2025 - Aug 12, 2025
#8	-9.66% May 23, 2019 - Jun 5, 2019	-1.80% Jan 12, 2026 - Jan 27, 2026
#9	-9.38% Aug 29, 2017 - Nov 3, 2017	-1.75% Sep 19, 2025 - Oct 3, 2025
#10	-8.20% Jun 21, 2019 - Jul 18, 2019	-1.74% May 14, 2026 - May 26, 2026
#11	-6.29% Jun 6, 2019 - Jun 14, 2019	-1.54% Nov 8, 2024 - Nov 26, 2024
#12	-5.91% Sep 4, 2019 - Sep 19, 2019	-1.42% Aug 13, 2025 - Aug 27, 2025
#13	-4.72% Mar 15, 2019 - Mar 22, 2019	-1.31% Aug 28, 2025 - Sep 9, 2025
#14	-4.14% Jun 2, 2017 - Jun 16, 2017	-0.74% Jul 3, 2025 - Jul 17, 2025
#15	-4.12% Aug 22, 2019 - Aug 27, 2019	-0.57% Apr 27, 2026 - Apr 30, 2026