AAPU vs AMZU
Direxion Daily AAPL Bull 2X ETF vs Direxion Daily AMZN Bull 2X ETF
Which is better, AAPU or AMZU?
AAPU has been ahead.
AAPU has a lower expense ratio. AAPU 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 | AAPU | AMZU |
|---|---|---|
| Expense Ratio | 0.97%Best | 0.99% |
| AUM | $170M | $356M |
| Dividend Yield | 6.65% | 5.10% |
| Holdings | 22 | 18 |
| YTD Return | +42.47%Best | +6.16% |
| 1Y Return | +65.31%Best | +10.18% |
| 3Y Return (annualized) | +28.68%Best | +20.72% |
| Volatility (annualized) | 41.0%Best | 56.9% |
| Max Drawdown | -59.9% | -55.6%Best |
| $10,000 over 4.1 years | $23,830Best | $15,903 |
| Fund Family | Direxion Shares ETF Trust | 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).
AAPU vs AMZU 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.
AAPU vs AMZU Performance
Direxion Daily AAPL Bull 2X ETF (AAPU) is an ETF from Direxion Shares ETF Trust and Direxion Daily AMZN Bull 2X ETF (AMZU) is an ETF from Direxion Shares ETF Trust. Over the past year AAPU returned +65.31% while AMZU returned +10.18%. Year to date, AAPU is up 42.47% versus a gain of 6.16% for AMZU.
Over three years, AAPU compounded at +28.68% per year against +20.72% for AMZU. Across the full 4-year window we track, AAPU has the edge at +23.59% annualized vs +11.98%.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
AMZU has been the more volatile fund, with annualized monthly volatility of 56.9% compared with 41.0% for AAPU. 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 -59.9% for AAPU and -55.6% for AMZU. Drawdown depth is what each fund did in the worst stretch of the window measured above.
The two funds' monthly returns correlate at 0.31. They move together some of the time, and apart the rest.
Fees and Cost Over Time
AAPU charges 0.97% per year while AMZU charges 0.99%. On a $10,000 position that is $97 vs $99 annually, a gap of $2 per year that compounds over a long holding period. On income, AAPU currently yields 6.65% against 5.10% for AMZU.
Holdings Overlap
We hold position weights for 4 holdings in AAPU and 4 in AMZU, totalling 85.8% and 82.7% of the two funds. Neither is a share of a fund we can divide by, so no overlap percentage is shown here. Within what we can see, 3 positions appear in both.
3 positions in common, counted across the 4 positions we hold weights for in AAPU and 4 in AMZU, against full books of 22 and 18.
You are not choosing between two funds in isolation.
Whichever of AAPU and AMZU 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, AAPU or AMZU?
AAPU has an expense ratio of 0.97% while AMZU charges 0.99%. AAPU is the cheaper option, by $2 a year on a $10,000 investment.
Which performed better, AAPU or AMZU?
Over the past year AAPU returned +65.31% vs +10.18% for AMZU, so AAPU leads on 1-year performance. Over the longest common window we track (4 years), AAPU annualized +23.59% vs +11.98% for AMZU. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, AAPU or AMZU?
AMZU has been the more volatile fund at 56.9% annualized versus 41.0% for AAPU. Worst drawdown: AAPU -59.9% vs AMZU -55.6%.
Should I hold both AAPU and AMZU?
AAPU and AMZU have a monthly-return correlation of 0.31, 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, AAPU or AMZU?
AAPU yields 6.65% while AMZU yields 5.10%, so AAPU currently pays the higher dividend yield.
Is AMZU better than AAPU?
AAPU has a lower expense ratio. AAPU 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.