AIBD vs AIBU
Direxion Daily AI and Big Data Bear 2X ETF vs Direxion Daily AI and Big Data Bull 2X ETF
Which is better, AIBD or AIBU?
Opposite sides of the same exposure.
AIBU has a lower expense ratio. AIBU led over 1Y and the full window. The two move opposite each other, correlation -0.97, so holding both offsets the exposure while paying both fees.
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 | AIBD | AIBU |
|---|---|---|
| Expense Ratio | 1.05% | 0.96%Best |
| AUM | $6M | $28M |
| Dividend Yield | 4.22% | 1.49% |
| Holdings | 14 | 76 |
| YTD Return | -40.91% | +37.58%Best |
| 1Y Return | -36.97% | +24.61%Best |
| Volatility (annualized) | 46.5%Best | 55.5% |
| Max Drawdown | -83.8% | -51.2%Best |
| $10,000 over 2.4 years | $2,024 | $27,037Best |
| Fund Family | Direxion Shares ETF Trust | Direxion Shares ETF Trust |
| Category | Alternative | Alternative |
| Style | Leverage Strategy | Leverage Strategy |
| Inception | May 15, 2024 | May 15, 2024 |
Not shown on this pair: 3Y Return (annualized), 5Y Return (annualized), Top 10 Weight.
Volatility and max drawdown, and the $10,000 over 2.4 years row, are measured over the window both funds cover: May 15, 2024 to Oct 14, 2026 (2.4 years).
AIBD vs AIBU 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 2.4 years both funds cover.
AIBD vs AIBU Performance
Direxion Daily AI and Big Data Bear 2X ETF (AIBD) is an ETF from Direxion Shares ETF Trust and Direxion Daily AI and Big Data Bull 2X ETF (AIBU) is an ETF from Direxion Shares ETF Trust. Over the past year AIBD returned -36.97% while AIBU returned +24.61%. Year to date, AIBD is down 40.91% versus a gain of 37.58% for AIBU.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
AIBU has been the more volatile fund, with annualized monthly volatility of 55.5% compared with 46.5% for AIBD. 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 -83.8% for AIBD and -51.2% for AIBU. Drawdown depth is what each fund did in the worst stretch of the window measured above.
The two funds' monthly returns correlate at -0.97. They move opposite each other. Holding both offsets the exposure rather than spreading it, while paying both funds' fees.
Fees and Cost Over Time
AIBD charges 1.05% per year while AIBU charges 0.96%. On a $10,000 position that is $105 vs $96 annually, a gap of $9 per year that compounds over a long holding period. On income, AIBD currently yields 4.22% against 1.49% for AIBU.
Holdings Overlap
At least 23.5% of AIBU's money is in holdings AIBD also owns.
Stated as a floor: for AIBD, our book for it covers 95.7% of that fund, so a holding it does not list is one we cannot count as shared. The real figure is this or higher.
They hold the same names on opposite sides, so owning both offsets the exposure rather than doubling it.
3 positions in common, counted across the 3 positions we hold weights for in AIBD and 33 in AIBU, against full books of 14 and 76.
23.5% of AIBU is already inside AIBD.
You probably hold more than these two. Add the rest and see how much of the whole book is the same companies twice.
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Frequently Asked Questions
Which is cheaper, AIBD or AIBU?
AIBD has an expense ratio of 1.05% while AIBU charges 0.96%. AIBU is the cheaper option, by $9 a year on a $10,000 investment.
Which performed better, AIBD or AIBU?
Over the past year AIBD returned -36.97% vs +24.61% for AIBU, so AIBU leads on 1-year performance. Over the longest common window we track (2 years), AIBD annualized -48.61% vs +51.35% for AIBU. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, AIBD or AIBU?
AIBU has been the more volatile fund at 55.5% annualized versus 46.5% for AIBD. Worst drawdown: AIBD -83.8% vs AIBU -51.2%.
Should I hold both AIBD and AIBU?
AIBD and AIBU have a monthly-return correlation of -0.97, so they move opposite each other. Holding both offsets the exposure rather than spreading it, and pays both funds' fees on the way. This is information, not a recommendation.
What is the holdings overlap between AIBD and AIBU?
At least 23.5% of AIBU's money is in holdings AIBD also owns. Our book for AIBD is partial, so the real figure is this or higher. They hold 3 positions in common, counted across the 3 positions we hold weights for in AIBD and 33 in AIBU.
Which pays a higher dividend, AIBD or AIBU?
AIBD yields 4.22% while AIBU yields 1.49%, so AIBD currently pays the higher dividend yield.
Is AIBU better than AIBD?
AIBU has a lower expense ratio. AIBU led over 1Y and the full window. The two move opposite each other, correlation -0.97, so holding both offsets the exposure while paying both fees. Which one suits a particular account depends on what it is for. This is information, not a recommendation.