MSOX vs PLTU
AdvisorShares MSOS Daily Leveraged ETF vs Direxion Daily PLTR Bull 2X ETF
Which is better, MSOX or PLTU?
PLTU has been ahead.
PLTU 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 | PLTU |
|---|---|---|
| Expense Ratio | 0.97%Tie | 0.97%Tie |
| AUM | $44M | $484M |
| Dividend Yield | 0.00% | 30.42% |
| Holdings | 15 | 20 |
| YTD Return | -57.95% | +0.48%Best |
| 1Y Return | -77.48% | -18.34%Best |
| 3Y Return (annualized) | -71.96% | - |
| Volatility (annualized) | 202.6% | 121.6%Best |
| Max Drawdown | -84.9% | -79.4%Best |
| $10,000 over 1.8 years | $2,107 | $29,937Best |
| Fund Family | AdvisorShares Trust | Direxion Shares ETF Trust |
| Category | Alternative | Alternative |
| Style | Trading-Leveraged Equity | Trading-Leveraged Equity |
| Inception | Aug 23, 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).
MSOX 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.
MSOX vs PLTU Performance
AdvisorShares MSOS Daily Leveraged ETF (MSOX) is an ETF from AdvisorShares Trust and Direxion Daily PLTR Bull 2X ETF (PLTU) is an ETF from Direxion Shares ETF Trust. Over the past year MSOX returned -77.48% while PLTU returned -18.34%. Year to date, MSOX is down 57.95% versus a gain of 0.48% for PLTU.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
MSOX has been the more volatile fund, with annualized monthly volatility of 202.6% compared with 121.6% for PLTU. 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 -84.9% for MSOX 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 0.09. They move largely independently of each other.
Fees and Cost Over Time
MSOX charges 0.97% per year while PLTU charges 0.97%. On a $10,000 position that is $97 vs $97 annually. On income, MSOX currently yields 0.00% against 30.42% for PLTU.
Holdings Overlap
We hold position weights for 2 holdings in MSOX and 4 in PLTU, totalling 67.1% and 86.4% 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 PLTU, against full books of 15 and 20.
You are not choosing between two funds in isolation.
Whichever of MSOX 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, MSOX or PLTU?
MSOX has an expense ratio of 0.97% while PLTU charges 0.97%. At the precision these are quoted to, they cost the same.
Which performed better, MSOX or PLTU?
Over the past year MSOX returned -77.48% vs -18.34% for PLTU, so PLTU leads on 1-year performance. Over the longest common window we track (2 years), MSOX annualized -57.90% vs +83.89% for PLTU. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, MSOX or PLTU?
MSOX has been the more volatile fund at 202.6% annualized versus 121.6% for PLTU. Worst drawdown: MSOX -84.9% vs PLTU -79.4%.
Should I hold both MSOX and PLTU?
MSOX and PLTU have a monthly-return correlation of 0.09, 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 PLTU?
MSOX yields 0.00% while PLTU yields 30.42%, so PLTU currently pays the higher dividend yield.
Is PLTU better than MSOX?
PLTU 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.