MSOX vs MUU
AdvisorShares MSOS Daily Leveraged ETF vs Direxion Daily MU Bull 2X ETF
Which is better, MSOX or MUU?
MUU has been ahead.
MSOX has a lower expense ratio. MUU led over 1Y 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 | MSOX | MUU |
|---|---|---|
| Expense Ratio | 0.97%Best | 1.01% |
| AUM | $44M | $3.4B |
| Dividend Yield | 0.00% | 1.47% |
| Holdings | 15 | 26 |
| YTD Return | -57.95% | +340.14%Best |
| 1Y Return | -77.48% | +1008.79%Best |
| 3Y Return (annualized) | -71.96% | - |
| Volatility (annualized) | 200.7%Best | 216.1% |
| Max Drawdown | -96.8% | -75.1%Best |
| $10,000 over 2 years | $460 | $208,538Best |
| Fund Family | AdvisorShares Trust | Direxion Shares ETF Trust |
| Category | Alternative | Alternative |
| Style | Trading-Leveraged Equity | Trading-Leveraged Equity |
| Inception | Aug 23, 2022 | Oct 10, 2024 |
Not shown on this pair: 5Y Return (annualized), Top 10 Weight.
Volatility and max drawdown, and the $10,000 over 2 years row, are measured over the window both funds cover: Oct 10, 2024 to Oct 14, 2026 (2 years).
MSOX vs MUU 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 is available from the range buttons; it is not the opening view here because over the whole period one of these two funds moves so much further than the other that its line would sit flat on the axis.
MSOX vs MUU Performance
AdvisorShares MSOS Daily Leveraged ETF (MSOX) is an ETF from AdvisorShares Trust and Direxion Daily MU Bull 2X ETF (MUU) is an ETF from Direxion Shares ETF Trust. Over the past year MSOX returned -77.48% while MUU returned +1008.79%. Year to date, MSOX is down 57.95% versus a gain of 340.14% for MUU.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
MUU has been the more volatile fund, with annualized monthly volatility of 216.1% compared with 200.7% for MSOX. 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 -96.8% for MSOX and -75.1% for MUU. Drawdown depth is what each fund did in the worst stretch of the window measured above.
The two funds' monthly returns correlate at 0.08. They move largely independently of each other.
Fees and Cost Over Time
MSOX charges 0.97% per year while MUU charges 1.01%. On a $10,000 position that is $97 vs $101 annually, a gap of $4 per year that compounds over a long holding period. On income, MSOX currently yields 0.00% against 1.47% for MUU.
Holdings Overlap
We hold position weights for 2 holdings in MSOX and 4 in MUU, totalling 67.1% and 83.2% of the two funds. The two books name no position in common, so there is no overlap percentage to show.
0 positions in common, counted across the 2 positions we hold weights for in MSOX and 4 in MUU, against full books of 15 and 26.
You are not choosing between two funds in isolation.
Whichever of MSOX and MUU 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, MSOX or MUU?
MSOX has an expense ratio of 0.97% while MUU charges 1.01%. MSOX is the cheaper option, by $4 a year on a $10,000 investment.
Which performed better, MSOX or MUU?
Over the past year MSOX returned -77.48% vs +1008.79% for MUU, so MUU leads on 1-year performance. Over the longest common window we track (2 years), MSOX annualized -78.56% vs +356.66% for MUU. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, MSOX or MUU?
MUU has been the more volatile fund at 216.1% annualized versus 200.7% for MSOX. Worst drawdown: MSOX -96.8% vs MUU -75.1%.
Should I hold both MSOX and MUU?
MSOX and MUU have a monthly-return correlation of 0.08, 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, MSOX or MUU?
MSOX yields 0.00% while MUU yields 1.47%, so MUU currently pays the higher dividend yield.
Is MUU better than MSOX?
MSOX has a lower expense ratio. MUU led over 1Y and the full window. Which one suits a particular account depends on what it is for. This is information, not a recommendation.