MSFU vs PLTU
Direxion Daily MSFT Bull 2X ETF vs Direxion Daily PLTR Bull 2X ETF
Which is better, MSFU or PLTU?
Each has led over a different period.
PLTU has a lower expense ratio. MSFU led over 1Y, PLTU over 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 | MSFU | PLTU |
|---|---|---|
| Expense Ratio | 0.99% | 0.97%Best |
| AUM | $548M | $484M |
| Dividend Yield | 8.00% | 30.42% |
| Holdings | 14 | 20 |
| YTD Return | +9.11%Best | +0.48% |
| 1Y Return | -10.27%Best | -18.34% |
| 3Y Return (annualized) | +15.23% | - |
| Volatility (annualized) | 67.0%Best | 121.6% |
| Max Drawdown | -62.4%Best | -79.4% |
| $10,000 over 1.8 years | $10,633 | $29,937Best |
| Fund Family | Direxion Shares ETF Trust | Direxion Shares ETF Trust |
| Category | Alternative | Alternative |
| Style | Trading-Leveraged Equity | Trading-Leveraged Equity |
| Inception | Sep 7, 2022 | Dec 11, 2024 |
Not shown on this pair: 5Y Return (annualized), Top 10 Weight.
Volatility and max drawdown, and the $10,000 over 1.8 years row, are measured over the window both funds cover: Dec 11, 2024 to Oct 14, 2026 (1.8 years).
MSFU vs PLTU 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 1.8 years both funds cover.
MSFU vs PLTU Performance
Direxion Daily MSFT Bull 2X ETF (MSFU) is an ETF from Direxion Shares ETF Trust and Direxion Daily PLTR Bull 2X ETF (PLTU) is an ETF from Direxion Shares ETF Trust. Over the past year MSFU returned -10.27% while PLTU returned -18.34%. Year to date, MSFU is up 9.11% versus a gain of 0.48% for PLTU.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
PLTU has been the more volatile fund, with annualized monthly volatility of 121.6% compared with 67.0% for MSFU. 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 -62.4% for MSFU and -79.4% for PLTU. Drawdown depth is what each fund did in the worst stretch of the window measured above.
The two funds' monthly returns correlate at 0.48. They move together some of the time, and apart the rest.
Fees and Cost Over Time
MSFU charges 0.99% per year while PLTU charges 0.97%. On a $10,000 position that is $99 vs $97 annually, a gap of $2 per year that compounds over a long holding period. On income, MSFU currently yields 8.00% against 30.42% for PLTU.
Holdings Overlap
We hold position weights for 4 holdings in MSFU and 4 in PLTU, totalling 83.4% and 86.4% 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 MSFU and 4 in PLTU, against full books of 14 and 20.
You are not choosing between two funds in isolation.
Whichever of MSFU and PLTU 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, MSFU or PLTU?
MSFU has an expense ratio of 0.99% while PLTU charges 0.97%. PLTU is the cheaper option, by $2 a year on a $10,000 investment.
Which performed better, MSFU or PLTU?
Over the past year MSFU returned -10.27% vs -18.34% for PLTU, so MSFU leads on 1-year performance. Over the longest common window we track (2 years), MSFU annualized +3.47% vs +83.89% for PLTU. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, MSFU or PLTU?
PLTU has been the more volatile fund at 121.6% annualized versus 67.0% for MSFU. Worst drawdown: MSFU -62.4% vs PLTU -79.4%.
Should I hold both MSFU and PLTU?
MSFU and PLTU have a monthly-return correlation of 0.48, 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, MSFU or PLTU?
MSFU yields 8.00% while PLTU yields 30.42%, so PLTU currently pays the higher dividend yield.
Is PLTU better than MSFU?
PLTU has a lower expense ratio. MSFU led over 1Y, PLTU over the full window. Which one suits a particular account depends on what it is for. This is information, not a recommendation.