AMZU vs FAS
Direxion Daily AMZN Bull 2X ETF vs Direxion Daily Financial Bull 3X ETF
Which is better, AMZU or FAS?
Each has led over a different period.
FAS has a lower expense ratio. AMZU led over 1Y, FAS over 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 | AMZU | FAS |
|---|---|---|
| Expense Ratio | 0.99% | 0.89%Best |
| AUM | $356M | $2.1B |
| Dividend Yield | 5.10% | 10.41% |
| Holdings | 18 | 176 |
| YTD Return | +6.16%Best | -11.11% |
| 1Y Return | +10.18%Best | -4.59% |
| 3Y Return (annualized) | +20.72% | +40.50%Best |
| 5Y Return (annualized) | - | +5.72% |
| Volatility (annualized) | 56.9% | 51.2%Best |
| Max Drawdown | -55.6% | -45.2%Best |
| $10,000 over 4.1 years | $15,903 | $23,290Best |
| Fund Family | Direxion Shares ETF Trust | Direxion Shares ETF Trust |
| Category | Alternative | Alternative |
| Style | Trading-Leveraged Equity | Trading-Leveraged Equity |
| Inception | Sep 7, 2022 | Nov 6, 2008 |
Not shown on this pair: 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).
AMZU vs FAS 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.
AMZU vs FAS Performance
Direxion Daily AMZN Bull 2X ETF (AMZU) is an ETF from Direxion Shares ETF Trust and Direxion Daily Financial Bull 3X ETF (FAS) is an ETF from Direxion Shares ETF Trust. Over the past year AMZU returned +10.18% while FAS returned -4.59%. Year to date, AMZU is up 6.16% versus a loss of 11.11% for FAS.
Over three years, AMZU compounded at +20.72% per year against +40.50% for FAS. Across the full 4-year window we track, FAS has the edge at +22.90% 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 51.2% for FAS. 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 -55.6% for AMZU and -45.2% for FAS. Drawdown depth is what each fund did in the worst stretch of the window measured above.
The two funds' monthly returns correlate at 0.25. They move largely independently of each other.
Fees and Cost Over Time
AMZU charges 0.99% per year while FAS charges 0.89%. On a $10,000 position that is $99 vs $89 annually, a gap of $10 per year that compounds over a long holding period. On income, AMZU currently yields 5.10% against 10.41% for FAS.
Holdings Overlap
At least 28.1% of FAS's money is in holdings AMZU also owns.
Stated as a floor: for AMZU, our book for it covers 82.7% of that fund, so a holding it does not list is one we cannot count as shared. The real figure is this or higher.
FAS and AMZU share little of their money.
3 positions in common, counted across the 4 positions we hold weights for in AMZU and 79 in FAS, against full books of 18 and 176.
28.1% of FAS is already inside AMZU.
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, AMZU or FAS?
AMZU has an expense ratio of 0.99% while FAS charges 0.89%. FAS is the cheaper option, by $10 a year on a $10,000 investment.
Which performed better, AMZU or FAS?
Over the past year AMZU returned +10.18% vs -4.59% for FAS, so AMZU leads on 1-year performance. Over the longest common window we track (4 years), AMZU annualized +11.98% vs +22.90% for FAS. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, AMZU or FAS?
AMZU has been the more volatile fund at 56.9% annualized versus 51.2% for FAS. Worst drawdown: AMZU -55.6% vs FAS -45.2%.
Should I hold both AMZU and FAS?
AMZU and FAS have a monthly-return correlation of 0.25, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.
What is the holdings overlap between AMZU and FAS?
At least 28.1% of FAS's money is in holdings AMZU also owns. Our book for AMZU is partial, so the real figure is this or higher. They hold 3 positions in common, counted across the 4 positions we hold weights for in AMZU and 79 in FAS.
Which pays a higher dividend, AMZU or FAS?
AMZU yields 5.10% while FAS yields 10.41%, so FAS currently pays the higher dividend yield.
Is FAS better than AMZU?
FAS has a lower expense ratio. AMZU led over 1Y, FAS over 3Y and the full window. Which one suits a particular account depends on what it is for. This is information, not a recommendation.