YANG vs IGI

Comparison between DIREXION DAILY FTSE CHINA BEAR 3X SHARES (YANG, ETF) and Western Asset Investment Grade Defined Opportunity Trust Inc (IGI, ETF).

5-Year PerformanceIGI has outperformed YANG, delivering a return of -1.5% compared to -35.2%

YANG vs IGI - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	YANG(ETF)	IGI(ETF)
Net Assets	$104M	$104M
Max Drawdown	99.98%	37.46%
Sharpe Ratio	0.46	-0.23
5Y Beta	-2.14	0.13
5Y Dividends CAGR	N/A	2.72%

Net Assets

Winner

YANG

$104M

IGI

$104M

Max Drawdown

YANG

99.98%

Winner

IGI

37.46%

Sharpe Ratio

Winner

YANG

0.46

IGI

-0.23

5Y Beta

Winner

YANG

-2.14

IGI

0.13

5Y Dividends CAGR

YANG

N/A

IGI

2.72%

YANG vs IGI - Historical Returns

Returns include dividend reinvestment.

Period	YANG	IGI
1 month	-10.90%	-0.09%
3 months	+16.90%	-0.81%
6 months	+36.05%	-0.66%
1 year	+15.97%	+2.08%
5 years(CAGR)	-35.18%	-1.48%
10 years(CAGR)	-37.04%	+1.61%
Max(CAGR)	-37.88%	+4.09%

YANG

-10.90%

Winner

IGI

-0.09%

Winner

YANG

+16.90%

IGI

-0.81%

Winner

YANG

+36.05%

IGI

-0.66%

Winner

YANG

+15.97%

IGI

+2.08%

5Y(CAGR)

YANG

-35.18%

Winner

IGI

-1.48%

10Y(CAGR)

YANG

-37.04%

Winner

IGI

+1.61%

Max(CAGR)

YANG

-37.88%

Winner

IGI

+4.09%

YANG vs IGI - Annual Returns (2009 - 2026)

Returns include dividend reinvestment.

Year	YANG	IGI
2026	+39.97%	-0.54%
2025	-64.63%	+6.25%
2024	-73.82%	-2.08%
2023	+24.81%	+8.33%
2022	-41.91%	-21.47%
2021	+24.59%	+1.86%
2020	-54.91%	+2.02%
2019	-42.34%	+30.79%
2018	+26.11%	-10.67%
2017	-63.44%	+17.39%
2016	-37.86%	+7.25%
2015	-12.52%	+2.91%
2014	-50.37%	+11.47%
2013	-56.54%	-7.47%
2012	-38.64%	+11.77%
2011	+9.01%	+16.98%
2010	-52.31%	+7.42%
2009	+6.68%	+1.53%

YANG vs IGI Drawdown Comparison

The maximum drawdown for YANG was -99.98%, occurring on Oct 2, 2025. This drawdown has not yet recovered.

The maximum drawdown for IGI was -31.83%, occurring on Sep 30, 2022. This drawdown has not yet recovered.

The current YANG drawdown is -99.97%. The current IGI drawdown is -14.09%.

Rank	YANG	IGI
#1	-99.98% Feb 8, 2010 - Oct 2, 2025	-31.83% Sep 21, 2021 - Sep 30, 2022
#2	-24.96% Dec 22, 2009 - Jan 22, 2010	-29.54% Jan 10, 2020 - Jun 16, 2020
#3	-13.84% Jan 29, 2010 - Feb 8, 2010	-20.24% Dec 29, 2017 - Jun 7, 2019
#4	-6.23% Dec 8, 2009 - Dec 17, 2009	-18.01% Jan 10, 2013 - Dec 30, 2014
#5	-3.29% Jan 22, 2010 - Jan 26, 2010	-13.15% Sep 27, 2016 - Aug 1, 2017
#6	N/A	-12.89% Aug 14, 2020 - Sep 13, 2021
#7	N/A	-11.87% Oct 20, 2010 - Jun 1, 2011
#8	N/A	-10.70% Oct 9, 2012 - Dec 21, 2012
#9	N/A	-9.94% Aug 19, 2011 - Dec 16, 2011
#10	N/A	-8.13% Jan 23, 2012 - May 31, 2012
#11	N/A	-7.92% Dec 1, 2015 - Mar 31, 2016
#12	N/A	-6.19% Jun 17, 2020 - Jul 24, 2020
#13	N/A	-6.09% Aug 3, 2009 - Dec 2, 2009
#14	N/A	-5.90% May 1, 2015 - Oct 2, 2015
#15	N/A	-5.72% Aug 1, 2017 - Dec 20, 2017

Correlation

Correlation between YANG and IGI is -0.75 which considered as a strong negative correlation - the stocks tend to move in opposite directions.

-0.75

-101

Dividend Comparison (2009 - 2026)

YANG vs IGI dividend yield comparison.

Year	YANG	IGI
2026	1.38%	2.67%
2025	4.03%	5.16%
2024	9.42%	5.19%
2023	3.66%	4.59%
2022	0.00%	4.90%
2021	0.00%	3.65%
2020	0.68%	3.78%
2019	1.54%	4.42%
2018	0.56%	5.50%
2017	0.00%	4.64%
2016	0.00%	5.83%
2015	0.00%	5.95%
2014	0.00%	5.71%
2013	0.00%	7.47%
2012	0.00%	5.72%
2011	0.00%	6.36%
2010	0.00%	6.44%
2009	0.00%	2.64%