WMSB vs SHPU
Comparison between Weitz Multisector Bond ETF (WMSB, ETF) and DIREXION DAILY SHOP BULL 2X ETF (SHPU, ETF).
WMSB vs SHPU - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
WMSB
$15M
SHPU
$15M
Expense Ratio
WMSB
0.65%
SHPU
N/A
Max Drawdown
Winner
WMSB
2.64%
SHPU
81.73%
Sharpe Ratio
Winner
WMSB
0.42
SHPU
-0.33
5Y Beta
Winner
WMSB
0.13
SHPU
3.91
WMSB vs SHPU - Historical Returns
Returns include dividend reinvestment.
1M
WMSB
+0.20%
Winner
SHPU
+26.99%
3M
Winner
WMSB
+0.43%
SHPU
-22.46%
6M
Winner
WMSB
+1.05%
SHPU
-38.92%
1Y
WMSB
N/A
SHPU
-57.60%
Max(CAGR)
Winner
WMSB
+4.92%
SHPU
-59.26%
WMSB vs SHPU - Annual Returns (2025 - 2026)
Returns include dividend reinvestment.
| Year | WMSB | SHPU |
|---|---|---|
| 2026 | +1.79% | -53.50% |
| 2025 | +1.66% | -4.11% |
WMSB vs SHPU Drawdown Comparison
The maximum drawdown for WMSB was -1.89%, occurring on Mar 27, 2026. Recovery took 46 trading sessions.
The maximum drawdown for SHPU was -78.35%, occurring on May 13, 2026. This drawdown has not yet recovered.
The current WMSB drawdown is -0.41%. The current SHPU drawdown is -66.22%.
| Rank | WMSB | SHPU |
|---|---|---|
| #1 | -1.89% Feb 10, 2026 - Apr 17, 2026 | -78.35% Oct 28, 2025 - May 13, 2026 |
| #2 | -1.12% Apr 20, 2026 - May 29, 2026 | -22.84% Aug 6, 2025 - Sep 22, 2025 |
| #3 | -0.61% May 29, 2026 - Jun 15, 2026 | -20.90% Sep 22, 2025 - Oct 3, 2025 |
| #4 | -0.49% Jul 6, 2026 - Jul 13, 2026 | -18.32% Oct 8, 2025 - Oct 24, 2025 |
| #5 | -0.28% Dec 3, 2025 - Dec 15, 2025 | -4.08% Oct 6, 2025 - Oct 8, 2025 |
| #6 | -0.28% Jan 14, 2026 - Jan 26, 2026 | N/A |
| #7 | -0.26% Nov 24, 2025 - Dec 2, 2025 | N/A |
| #8 | -0.24% Jun 16, 2026 - Jun 24, 2026 | N/A |
| #9 | -0.22% Nov 11, 2025 - Nov 21, 2025 | N/A |
| #10 | -0.22% Jun 29, 2026 - Jul 6, 2026 | N/A |
| #11 | -0.11% Nov 7, 2025 - Nov 11, 2025 | N/A |
| #12 | -0.11% Jan 28, 2026 - Feb 2, 2026 | N/A |
| #13 | -0.10% Dec 29, 2025 - Jan 5, 2026 | N/A |
| #14 | -0.08% Feb 3, 2026 - Feb 6, 2026 | N/A |
| #15 | -0.02% Feb 6, 2026 - Feb 10, 2026 | N/A |
Correlation
Correlation between WMSB and SHPU is -0.84 which considered as a strong negative correlation - the stocks tend to move in opposite directions.
-0.84
-101
Dividend Comparison (2025 - 2026)
WMSB vs SHPU dividend yield comparison.
| Year | WMSB | SHPU |
|---|---|---|
| 2026 | 2.67% | 1.07% |
| 2025 | 0.64% | 20.05% |
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