MSOX vs NVDU
AdvisorShares MSOS Daily Leveraged ETF vs Direxion Daily NVDA Bull 2X ETF
Which is better, MSOX or NVDU?
NVDU has been ahead.
NVDU has a lower expense ratio. NVDU led over 1Y, 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 | MSOX | NVDU |
|---|---|---|
| Expense Ratio | 0.97% | 0.92%Best |
| AUM | $70M | $526M |
| Dividend Yield | 0.00% | 4.45% |
| Holdings | 15 | 11 |
| YTD Return | -57.08% | +22.26%Best |
| 1Y Return | -78.33% | +15.39%Best |
| 3Y Return (annualized) | -71.80% | +91.84%Best |
| Volatility (annualized) | 176.3% | 72.0%Best |
| Max Drawdown | -98.8% | -67.3%Best |
| $10,000 over 3.1 years | $150 | $71,950Best |
| Fund Family | AdvisorShares Trust | Direxion Shares ETF Trust |
| Category | Alternative | Alternative |
| Style | Trading-Leveraged Equity | Trading-Leveraged Equity |
| Inception | Aug 23, 2022 | Sep 13, 2023 |
Not shown on this pair: 5Y Return (annualized), Top 10 Weight.
Volatility and max drawdown, and the $10,000 over 3.1 years row, are measured over the window both funds cover: Sep 13, 2023 to Oct 13, 2026 (3.1 years).
MSOX vs NVDU 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 3.1 years both funds cover.
MSOX vs NVDU Performance
AdvisorShares MSOS Daily Leveraged ETF (MSOX) is an ETF from AdvisorShares Trust and Direxion Daily NVDA Bull 2X ETF (NVDU) is an ETF from Direxion Shares ETF Trust. Over the past year MSOX returned -78.33% while NVDU returned +15.39%. Year to date, MSOX is down 57.08% versus a gain of 22.26% for NVDU.
Over three years, MSOX compounded at -71.80% per year against +91.84% for NVDU.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
MSOX has been the more volatile fund, with annualized monthly volatility of 176.3% compared with 72.0% for NVDU. 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 -98.8% for MSOX and -67.3% for NVDU. Drawdown depth is what each fund did in the worst stretch of the window measured above.
The two funds' monthly returns correlate at 0.05. They move largely independently of each other.
Fees and Cost Over Time
MSOX charges 0.97% per year while NVDU charges 0.92%. On a $10,000 position that is $97 vs $92 annually, a gap of $5 per year that compounds over a long holding period. On income, MSOX currently yields 0.00% against 4.45% for NVDU.
Holdings Overlap
We hold position weights for 2 holdings in MSOX and 4 in NVDU, totalling 2.6% and 81.8% 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 NVDU, against full books of 15 and 11.
You are not choosing between two funds in isolation.
Whichever of MSOX and NVDU 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 NVDU?
MSOX has an expense ratio of 0.97% while NVDU charges 0.92%. NVDU is the cheaper option, by $5 a year on a $10,000 investment.
Which performed better, MSOX or NVDU?
Over the past year MSOX returned -78.33% vs +15.39% for NVDU, so NVDU leads on 1-year performance. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, MSOX or NVDU?
MSOX has been the more volatile fund at 176.3% annualized versus 72.0% for NVDU. Worst drawdown: MSOX -98.8% vs NVDU -67.3%.
Should I hold both MSOX and NVDU?
MSOX and NVDU have a monthly-return correlation of 0.05, 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 NVDU?
MSOX yields 0.00% while NVDU yields 4.45%, so NVDU currently pays the higher dividend yield.
Is NVDU better than MSOX?
NVDU has a lower expense ratio. NVDU led over 1Y, 3Y and the full window. Which one suits a particular account depends on what it is for. This is information, not a recommendation.