XJR vs AAPU

Comparison between ISHARES ESG SELECT SCREENED S&P SMALL-CAP ETF (XJR, ETF) and DIREXION DAILY AAPL BULL 2X SHARES (AAPU, ETF).

XJR vs AAPU - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	XJR(ETF)	AAPU(ETF)
Net Assets	$161M	$161M
Expense Ratio	0.12%	N/A
Max Drawdown	27.89%	60.55%
Sharpe Ratio	1.36	1.68
5Y Beta	1.01	2.18
P/E Ratio	35.84	N/A
Forward P/E	16.00	N/A
5Y Dividends CAGR	1.21%	N/A
5Y EPS CAGR	11.50%	N/A
Debt to Equity	55.94%	N/A
P/S Ratio	1.13	N/A
P/B Ratio	2.16	N/A

Net Assets

XJR

$161M

Winner

AAPU

$161M

Expense Ratio

XJR

0.12%

AAPU

N/A

Max Drawdown

Winner

XJR

27.89%

AAPU

60.55%

Sharpe Ratio

XJR

1.36

Winner

AAPU

1.68

5Y Beta

Winner

XJR

1.01

AAPU

2.18

P/E Ratio

XJR

35.84

AAPU

N/A

Forward P/E

XJR

16.00

AAPU

N/A

5Y Dividends CAGR

XJR

1.21%

AAPU

N/A

5Y EPS CAGR

XJR

11.50%

AAPU

N/A

Debt to Equity

XJR

55.94%

AAPU

N/A

P/S Ratio

XJR

1.13

AAPU

N/A

P/B Ratio

XJR

2.16

AAPU

N/A

XJR vs AAPU - Holdings Comparison

XJR and AAPU have 0 common holdings. Overlap is 0.00%

XJR's top 25 holdings weight is 15.39%. AAPU's top 25 holdings weight is 9.72%.

Rank	XJR	AAPU
#1	BLACKROCK CASH FUNDS TREASURY SL AGENCY (n/a) - 3.05%	APPLE INC (AAPL) - 9.72%
#2	MOLINA HEALTHCARE INC (MOH) - 0.78%	N/A
#3	BRIGHTSPRING HEALTH SERVICES INC (BTSG) - 0.69%	N/A
#4	VIASAT INC (VSAT) - 0.59%	N/A
#5	ELEMENT SOLUTIONS INC (ESI) - 0.58%	N/A
#6	FORMFACTOR INC (FORM) - 0.57%	N/A
#7	KRYSTAL BIOTECH INC (KRYS) - 0.56%	N/A
#8	MATCH GROUP INC ORDINARY SHARES NEW (MTCH) - 0.56%	N/A
#9	GLAUKOS CORP (GKOS) - 0.56%	N/A
#10	ARGAN INC (AGX) - 0.54%	N/A
#11	CORCEPT THERAPEUTICS INC (CORT) - 0.54%	N/A
#12	ALKERMES PLC (ALKS) - 0.54%	N/A
#13	JACKSON FINANCIAL INC (JXN) - 0.53%	N/A
#14	ESCO TECHNOLOGIES INC (ESE) - 0.53%	N/A
#15	STONEX GROUP INC (SNEX) - 0.50%	N/A
#16	BRINKER INTERNATIONAL INC (EAT) - 0.49%	N/A
#17	ETSY INC (ETSY) - 0.49%	N/A
#18	MAXLINEAR INC (MXL) - 0.49%	N/A
#19	PROTAGONIST THERAPEUTICS INC (PTGX) - 0.49%	N/A
#20	RYMAN HOSPITALITY PROPERTIES INC (RHP) - 0.49%	N/A
#21	FIRST BANCORP (FBP) - 0.42%	N/A
#22	AMERIS BANCORP (ABCB) - 0.35%	N/A
#23	MOHAWK INDUSTRIES INC (MHK) - 0.35%	N/A
#24	AXOS FINANCIAL INC (AX) - 0.35%	N/A
#25	ACM RESEARCH INC CLASS A (ACMR) - 0.35%	N/A
Total Holdings	474	1

XJR vs AAPU - Historical Returns

Returns include dividend reinvestment.

Period	XJR	AAPU
1 month	+2.06%	+19.73%
3 months	+9.20%	+45.81%
6 months	+13.73%	+62.18%
1 year	+30.27%	+106.27%
5 years(CAGR)	+7.43%	N/A
Max(CAGR)	+15.31%	+23.84%

XJR

+2.06%

Winner

AAPU

+19.73%

XJR

+9.20%

Winner

AAPU

+45.81%

XJR

+13.73%

Winner

AAPU

+62.18%

XJR

+30.27%

Winner

AAPU

+106.27%

5Y(CAGR)

XJR

+7.43%

AAPU

N/A

Max(CAGR)

XJR

+15.31%

Winner

AAPU

+23.84%

XJR vs AAPU - Annual Returns (2020 - 2026)

Returns include dividend reinvestment.

Year	XJR	AAPU
2026	+21.33%	+34.70%
2025	+5.10%	+2.37%
2024	+10.38%	+67.66%
2023	+16.42%	+78.52%
2022	-18.05%	-32.82%
2021	+26.45%	N/A
2020	+35.61%	N/A

XJR vs AAPU Drawdown Comparison

The maximum drawdown for XJR was -27.12%, occurring on Apr 8, 2025. Recovery took 280 trading sessions.

The maximum drawdown for AAPU was -58.62%, occurring on Apr 8, 2025. Recovery took 233 trading sessions.

The current XJR drawdown is -1.51%. The current AAPU drawdown is -3.58%.

Rank	XJR	AAPU
#1	-27.12% Nov 25, 2024 - Jan 9, 2026	-58.62% Dec 26, 2024 - Dec 2, 2025
#2	-26.88% Nov 5, 2021 - Jul 16, 2024	-41.79% Aug 17, 2022 - Jun 12, 2023
#3	-9.76% Jun 8, 2021 - Nov 3, 2021	-28.96% Dec 2, 2025 - May 13, 2026
#4	-9.43% Feb 10, 2026 - Apr 14, 2026	-28.50% Jul 31, 2023 - Jun 7, 2024
#5	-9.34% Mar 12, 2021 - Jun 8, 2021	-24.72% Jun 2, 2026 - Jul 15, 2026
#6	-9.04% Jul 31, 2024 - Sep 19, 2024	-23.12% Jul 16, 2024 - Dec 3, 2024
#7	-6.34% Oct 23, 2020 - Nov 5, 2020	-8.81% Jun 17, 2024 - Jul 2, 2024
#8	-4.41% Nov 11, 2024 - Nov 25, 2024	-4.74% Jun 30, 2023 - Jul 19, 2023
#9	-4.33% May 6, 2026 - May 26, 2026	-4.59% Jul 10, 2024 - Jul 15, 2024
#10	-4.23% Feb 24, 2021 - Mar 8, 2021	-4.40% Dec 17, 2024 - Dec 20, 2024
#11	-3.65% Oct 16, 2024 - Nov 6, 2024	-4.11% Jul 17, 2026 - Jul 20, 2026
#12	-3.40% Jan 26, 2021 - Feb 4, 2021	-4.00% May 28, 2026 - Jun 2, 2026
#13	-3.40% Jun 30, 2026 - Jul 8, 2026	-3.79% Jun 7, 2024 - Jun 11, 2024
#14	-3.28% Nov 24, 2020 - Dec 4, 2020	-2.46% Jul 19, 2023 - Jul 28, 2023
#15	-3.23% Sep 19, 2024 - Oct 16, 2024	-1.92% Jun 15, 2023 - Jun 22, 2023