DJAN vs SPUU

DJAN vs SPUU

Which is better, DJAN or SPUU?

SPUU has been ahead.

SPUU has a lower expense ratio. SPUU led over 1Y, 3Y, 5Y and the full window. The two have moved almost in lockstep, correlation 0.90.

Lower Fees: SPUUHigher Returns: SPUU

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

MetricDJANSPUU
Expense Ratio0.85%0.60%Best
AUM$455M$296M
Dividend Yield0.00%1.31%
Holdings101,020
YTD Return+7.90%+22.36%Best
1Y Return+11.42%+29.25%Best
3Y Return (annualized)+12.54%+38.29%Best
5Y Return (annualized)+7.97%+18.51%Best
Volatility (annualized)6.4%Best30.2%
Max Drawdown-9.6%Best-46.6%
$10,000 over 5 years$14,673$23,376Best
Fund FamilyFirst Trust Portfolios (US)Direxion Shares ETF Trust
CategoryAlternativeAlternative
StyleMulti AlternativeMulti Alternative
InceptionJan 15, 2021May 28, 2014

Not shown on this pair: Top 10 Weight.

Volatility and max drawdown are measured over the window both funds cover: Jan 19, 2021 to Oct 14, 2026 (5.7 years).

DJAN vs SPUU 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 5.7 years both funds cover.

Compare DJAN against instead:DJAN vs SPYDJAN vs QQQDJAN vs VOODJAN vs VTISPUU against:SPUU vs VXUS

DJAN vs SPUU Performance

FT Vest US Equity Deep Buffer ETF - January (DJAN) is an ETF from First Trust Portfolios (US) and Direxion Daily S&P 500 Bull 2X ETF (SPUU) is an ETF from Direxion Shares ETF Trust. Over the past year DJAN returned +11.42% while SPUU returned +29.25%. Year to date, DJAN is up 7.90% versus a gain of 22.36% for SPUU.

Over three years, DJAN compounded at +12.54% per year against +38.29% for SPUU; over five years the annualized figures are +7.97% and +18.51% respectively. Across the full 6-year window we track, SPUU has the edge at +22.41% annualized vs +7.97%.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

SPUU has been the more volatile fund, with annualized monthly volatility of 30.2% compared with 6.4% for DJAN. 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 -9.6% for DJAN and -46.6% for SPUU. Drawdown depth is what each fund did in the worst stretch of the window measured above.

The two funds' monthly returns correlate at 0.90. They move almost in lockstep, so holding both mostly duplicates the same exposure.

Fees and Cost Over Time

DJAN charges 0.85% per year while SPUU charges 0.60%. On a $10,000 position that is $85 vs $60 annually, a gap of $25 per year that compounds over a long holding period. On income, DJAN currently yields 0.00% against 1.31% for SPUU.

You are not choosing between two funds in isolation.

Whichever of DJAN and SPUU you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.

DJANSPUU

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Frequently Asked Questions

Which is cheaper, DJAN or SPUU?

DJAN has an expense ratio of 0.85% while SPUU charges 0.60%. SPUU is the cheaper option, by $25 a year on a $10,000 investment.

Which performed better, DJAN or SPUU?

Over the past year DJAN returned +11.42% vs +29.25% for SPUU, so SPUU leads on 1-year performance. Over the longest common window we track (6 years), DJAN annualized +7.97% vs +22.41% for SPUU. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, DJAN or SPUU?

SPUU has been the more volatile fund at 30.2% annualized versus 6.4% for DJAN. Worst drawdown: DJAN -9.6% vs SPUU -46.6%.

Should I hold both DJAN and SPUU?

DJAN and SPUU have a monthly-return correlation of 0.90, so they move almost identically. What is left to separate them is the fee and the index each one tracks. This is information, not a recommendation.

Which pays a higher dividend, DJAN or SPUU?

DJAN yields 0.00% while SPUU yields 1.31%, so SPUU currently pays the higher dividend yield.

Is SPUU better than DJAN?

SPUU has a lower expense ratio. SPUU led over 1Y, 3Y, 5Y and the full window. The two have moved almost in lockstep, correlation 0.90. Which one suits a particular account depends on what it is for. This is information, not a recommendation.