AAPB vs MSFU
GraniteShares 2x Long AAPL Daily ETF vs Direxion Daily MSFT Bull 2X ETF
Which is better, AAPB or MSFU?
AAPB has been ahead.
MSFU has a lower expense ratio. AAPB led over 1Y, 3Y and the full window.
MarketXLS is not an investment adviser. This comparison is generated automatically from market data and is for information only. A Best mark means the better reading on that one measure, not a recommendation to buy.
Side-by-Side Comparison
| Metric | AAPB | MSFU |
|---|---|---|
| Expense Ratio | 1.15% | 0.99%Best |
| AUM | $18M | $548M |
| Dividend Yield | 3.25% | 8.00% |
| Holdings | 4 | 14 |
| YTD Return | +43.66%Best | +9.11% |
| 1Y Return | +68.75%Best | -10.27% |
| 3Y Return (annualized) | +32.33%Best | +15.23% |
| Volatility (annualized) | 43.1%Best | 50.7% |
| Max Drawdown | -58.1%Best | -62.4% |
| $10,000 over 4.1 years | $25,228Best | $20,440 |
| Fund Family | GraniteShares | Direxion Shares ETF Trust |
| Category | Alternative | Alternative |
| Style | Trading-Leveraged Equity | Trading-Leveraged Equity |
| Inception | Aug 9, 2022 | Sep 7, 2022 |
Not shown on this pair: 5Y Return (annualized), Top 10 Weight.
Volatility and max drawdown, and the $10,000 over 4.1 years row, are measured over the window both funds cover: Sep 7, 2022 to Oct 14, 2026 (4.1 years).
AAPB vs MSFU growth
Month-end closes. Both lines start at 0% in the first month shown, so the gap between them is the difference in growth across that window. The full view covers the 4.1 years both funds cover.
AAPB vs MSFU Performance
GraniteShares 2x Long AAPL Daily ETF (AAPB) is an ETF from GraniteShares and Direxion Daily MSFT Bull 2X ETF (MSFU) is an ETF from Direxion Shares ETF Trust. Over the past year AAPB returned +68.75% while MSFU returned -10.27%. Year to date, AAPB is up 43.66% versus a gain of 9.11% for MSFU.
Over three years, AAPB compounded at +32.33% per year against +15.23% for MSFU. Across the full 4-year window we track, AAPB has the edge at +25.32% annualized vs +19.05%.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
MSFU has been the more volatile fund, with annualized monthly volatility of 50.7% compared with 43.1% for AAPB. Lower volatility generally means a smoother ride, though it often comes with lower long-run returns.
The deepest peak-to-trough decline in our data was -58.1% for AAPB and -62.4% for MSFU. Drawdown depth is what each fund did in the worst stretch of the window measured above.
The two funds' monthly returns correlate at 0.38. They move together some of the time, and apart the rest.
Fees and Cost Over Time
AAPB charges 1.15% per year while MSFU charges 0.99%. On a $10,000 position that is $115 vs $99 annually, a gap of $16 per year that compounds over a long holding period. On income, AAPB currently yields 3.25% against 8.00% for MSFU.
You are not choosing between two funds in isolation.
Whichever of AAPB and MSFU you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.
Free for up to 10 holdings. No account needed.
Frequently Asked Questions
Which is cheaper, AAPB or MSFU?
AAPB has an expense ratio of 1.15% while MSFU charges 0.99%. MSFU is the cheaper option, by $16 a year on a $10,000 investment.
Which performed better, AAPB or MSFU?
Over the past year AAPB returned +68.75% vs -10.27% for MSFU, so AAPB leads on 1-year performance. Over the longest common window we track (4 years), AAPB annualized +25.32% vs +19.05% for MSFU. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, AAPB or MSFU?
MSFU has been the more volatile fund at 50.7% annualized versus 43.1% for AAPB. Worst drawdown: AAPB -58.1% vs MSFU -62.4%.
Should I hold both AAPB and MSFU?
AAPB and MSFU have a monthly-return correlation of 0.38, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.
Which pays a higher dividend, AAPB or MSFU?
AAPB yields 3.25% while MSFU yields 8.00%, so MSFU currently pays the higher dividend yield.
Is MSFU better than AAPB?
MSFU has a lower expense ratio. AAPB led over 1Y, 3Y and the full window. Which one suits a particular account depends on what it is for. This is information, not a recommendation.