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UTSL vs SPY

Comparison between DIREXION DAILY UTILITIES BULL 3X SHARES (UTSL, ETF) and SPDR S&P 500 ETF Trust (SPY, ETF).

5-Year PerformanceSPY has outperformed UTSL, delivering a return of +13.3% compared to +9.2%

UTSL vs SPY - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
UTSL
$44M
Winner
SPY
$735B
Expense Ratio
UTSL
N/A
SPY
0.09%
Max Drawdown
UTSL
79.55%
Winner
SPY
56.47%
Sharpe Ratio
UTSL
0.57
Winner
SPY
1.62
5Y Beta
Winner
UTSL
0.97
SPY
1.00
P/E Ratio
Winner
UTSL
20.07
SPY
28.99
Forward P/E
Winner
UTSL
18.11
SPY
22.37
PEG Ratio
UTSL
0.82
SPY
N/A
5Y Dividends CAGR
Winner
UTSL
14.93%
SPY
5.43%
5Y EPS CAGR
UTSL
13.17%
Winner
SPY
26.05%
Debt to Equity
UTSL
124.69%
Winner
SPY
32.40%
P/S Ratio
Winner
UTSL
2.90
SPY
3.74
P/B Ratio
Winner
UTSL
2.30
SPY
5.61

UTSL vs SPY - Holdings Comparison

UTSL and SPY have 32 common holdings. Overlap is 1.87%

UTSL's top 25 holdings weight is 94.13%. SPY's top 25 holdings weight is 52.37%.

RankUTSLSPY
#1
DREYFUS GOVT CASH MAN INS (n/a) - 24.64%
NVIDIA CORP (NVDA) - 8.10%
#2
NEXTERA ENERGY INC (NEE) - 9.46%
APPLE INC (AAPL) - 7.02%
#3
UTILITIES SELECT SECTOR INDEX SWAP (n/a) - 6.42%
MICROSOFT CORP (MSFT) - 4.79%
#4
SOUTHERN CO (SO) - 5.23%
AMAZON.COM INC (AMZN) - 4.02%
#5
DUKE ENERGY CORP (DUK) - 4.88%
ALPHABET INC CLASS A (GOOGL) - 3.51%
#6
CONSTELLATION ENERGY CORP (CEG) - 4.09%
BROADCOM INC (AVGO) - 3.10%
#7
AMERICAN ELECTRIC POWER CO INC (AEP) - 3.52%
ALPHABET INC CLASS C (GOOG) - 2.79%
#8
DREYFUS TRSRY SECURITIES CASH MGMT (n/a) - 3.13%
META PLATFORMS INC CLASS A (META) - 2.08%
#9
SEMPRA (SRE) - 3.00%
TESLA INC (TSLA) - 1.89%
#10
DOMINION ENERGY INC (D) - 2.93%
MICRON TECHNOLOGY INC (MU) - 1.56%
#11
ENTERGY CORP (ETR) - 2.52%
BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.37%
#12
XCEL ENERGY INC (XEL) - 2.38%
ELI LILLY AND CO (LLY) - 1.31%
#13
EXELON CORP (EXC) - 2.30%
JPMORGAN CHASE & CO (JPM) - 1.28%
#14
VISTRA CORP (VST) - 2.16%
ADVANCED MICRO DEVICES INC (AMD) - 1.27%
#15
CONSOLIDATED EDISON INC (ED) - 1.97%
EXXON MOBIL CORP (XOM) - 0.97%
#16
PUBLIC SERVICE ENTERPRISE GROUP INC (PEG) - 1.95%
INTEL CORP (INTC) - 0.90%
#17
WEC ENERGY GROUP INC (WEC) - 1.83%
JOHNSON & JOHNSON (JNJ) - 0.86%
#18
PG&E CORP (PCG) - 1.82%
VISA INC CLASS A (V) - 0.85%
#19
AMEREN CORP (AEE) - 1.52%
WALMART INC (WMT) - 0.81%
#20
DTE ENERGY CO (DTE) - 1.50%
CISCO SYSTEMS INC (CSCO) - 0.72%
#21
ATMOS ENERGY CORP (ATO) - 1.48%
COSTCO WHOLESALE CORP (COST) - 0.69%
#22
CENTERPOINT ENERGY INC (CNP) - 1.40%
CATERPILLAR INC (CAT) - 0.66%
#23
EDISON INTERNATIONAL (EIX) - 1.37%
MASTERCARD INC CLASS A (MA) - 0.62%
#24
NRG ENERGY INC (NRG) - 1.32%
LAM RESEARCH CORP (LRCX) - 0.62%
#25
PPL CORP (PPL) - 1.31%
ABBVIE INC (ABBV) - 0.58%
Total Holdings36505

UTSL vs SPY - Historical Returns

Returns include dividend reinvestment.

1M
UTSL
-14.35%
Winner
SPY
+1.90%
3M
UTSL
-18.09%
Winner
SPY
+8.55%
6M
UTSL
+2.47%
Winner
SPY
+8.18%
1Y
UTSL
+21.25%
Winner
SPY
+25.79%
5Y(CAGR)
UTSL
+9.25%
Winner
SPY
+13.32%
10Y(CAGR)
UTSL
+8.40%
Winner
SPY
+15.19%
Max(CAGR)
UTSL
+8.40%
Winner
SPY
+8.47%

UTSL vs SPY - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearUTSLSPY
2026+2.15%+8.26%
2025+26.55%+18.00%
2024+48.21%+25.59%
2023-35.51%+26.72%
2022-11.56%-18.64%
2021+60.76%+30.52%
2020-36.19%+17.28%
2019+90.52%+31.09%
2018+1.10%-5.24%
2017+11.30%+20.78%
2016N/A+13.59%
2015N/A+1.31%
2014N/A+14.56%
2013N/A+29.00%
2012N/A+14.17%
2011N/A+0.85%
2010N/A+13.14%
2009N/A+22.67%
2008N/A-36.25%
2007N/A+5.32%
2006N/A+13.85%
2005N/A+5.32%
2004N/A+10.75%
2003N/A+24.18%
2002N/A-22.42%
2001N/A-10.13%
2000N/A-8.84%
1999N/A+8.61%

UTSL vs SPY Drawdown Comparison

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

The maximum drawdown for SPY was -55.20%, occurring on Mar 9, 2009. Recovery took 1224 trading sessions.

The current UTSL drawdown is -22.36%. The current SPY drawdown is -2.90%.

RankUTSLSPY
#1-79.55%
Feb 18, 2020 - Feb 24, 2026		-55.20%
Oct 9, 2007 - Aug 16, 2012
#2-40.98%
Nov 14, 2017 - Mar 8, 2019		-47.50%
Mar 24, 2000 - Oct 26, 2006
#3-28.46%
Feb 27, 2026 - Jun 1, 2026		-33.70%
Feb 19, 2020 - Aug 10, 2020
#4-16.80%
Sep 26, 2019 - Jan 15, 2020		-24.50%
Jan 3, 2022 - Dec 13, 2023
#5-15.14%
Jun 16, 2017 - Aug 15, 2017		-19.34%
Sep 20, 2018 - Apr 12, 2019
#6-11.02%
Mar 26, 2019 - May 22, 2019		-18.76%
Feb 19, 2025 - Jun 26, 2025
#7-9.89%
Jul 18, 2019 - Aug 19, 2019		-13.02%
Jul 20, 2015 - Apr 18, 2016
#8-9.66%
May 23, 2019 - Jun 5, 2019		-10.10%
Jan 26, 2018 - Aug 6, 2018
#9-9.38%
Aug 29, 2017 - Nov 3, 2017		-9.44%
Sep 2, 2020 - Nov 11, 2020
#10-8.20%
Jun 21, 2019 - Jul 18, 2019		-9.30%
Jan 19, 2000 - Mar 17, 2000
#11-6.29%
Jun 6, 2019 - Jun 14, 2019		-9.05%
Jul 19, 2007 - Oct 5, 2007
#12-5.91%
Sep 4, 2019 - Sep 19, 2019		-8.88%
Jan 27, 2026 - Apr 14, 2026
#13-4.72%
Mar 15, 2019 - Mar 22, 2019		-8.41%
Jul 16, 2024 - Sep 19, 2024
#14-4.14%
Jun 2, 2017 - Jun 16, 2017		-7.35%
Sep 14, 2012 - Jan 2, 2013
#15-4.12%
Aug 22, 2019 - Aug 27, 2019		-7.27%
Sep 18, 2014 - Oct 31, 2014

Correlation

Correlation between UTSL and SPY is 0.61 which considered as a moderate positive correlation - the stocks show some tendency to move together.

0.61
-101

Dividend Comparison (1999 - 2026)

UTSL vs SPY dividend yield comparison.

YearUTSLSPY
20260.61%0.24%
20251.69%1.07%
20241.61%1.21%
20233.61%1.40%
20221.15%1.65%
20211.19%1.20%
20201.40%1.52%
20195.01%1.75%
20181.46%2.04%
20170.57%1.80%
20160.00%2.03%
20150.00%2.06%
20140.00%1.87%
20130.00%1.81%
20120.00%2.18%
20110.00%2.05%
20100.00%1.80%
20090.00%1.95%
20080.00%3.02%
20070.00%1.85%
20060.00%1.73%
20050.00%1.73%
20040.00%1.82%
20030.00%1.47%
20020.00%1.70%
20010.00%1.25%
20000.00%1.15%
19990.00%0.24%

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