DPST vs SPY

DPST vs SPY

Which is better, DPST or SPY?

Trading-Leveraged Equity against Large Cap Blend.

SPY has a lower expense ratio. DPST led over 3Y, SPY over 1Y, 5Y and the full window.

Lower Fees: SPYHigher Returns: split

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

MetricDPSTSPY
Expense Ratio0.92%0.09%Best
AUM$329M$804.7B
Dividend Yield1.68%0.98%
Holdings172505
YTD Return+15.00%Best+12.89%
1Y Return+14.95%+17.01%Best
3Y Return (annualized)+31.70%Best+22.46%
5Y Return (annualized)-20.99%+13.01%Best
Volatility (annualized)82.2%15.1%Best
Max Drawdown-97.8%-34.1%Best
$10,000 over 5 years$3,079$18,433Best
Fund FamilyDirexion Shares ETF TrustState Street Investment Management
CategoryAlternativeEquity
StyleTrading-Leveraged EquityLarge Cap Blend
InceptionAug 19, 2015Jan 22, 1993

Not shown on this pair: Top 10 Weight.

Volatility and max drawdown are measured over the window both funds cover: Aug 19, 2015 to Sep 24, 2026 (11.1 years).

DPST vs SPY 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 11.1 years both funds cover.

DPST vs SPY Performance

Direxion Daily Regional Banks Bull 3X ETF (DPST) is an ETF from Direxion Shares ETF Trust and State Street SPDR S&P 500 ETF Trust (SPY) is an ETF from State Street Investment Management. Over the past year DPST returned +14.95% while SPY returned +17.01%. Year to date, DPST is up 15.00% versus a gain of 12.89% for SPY.

Over three years, DPST compounded at +31.70% per year against +22.46% for SPY; over five years the annualized figures are -20.99% and +13.01% respectively. Across the full 11-year window we track, SPY has the edge at +13.22% annualized vs -14.81%.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

DPST has been the more volatile fund, with annualized monthly volatility of 82.2% compared with 15.1% for SPY. 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 -97.8% for DPST and -34.1% for SPY. Drawdown depth is what each fund did in the worst stretch of the window measured above.

The two funds' monthly returns correlate at 0.58. They move together some of the time, and apart the rest.

Fees and Cost Over Time

DPST charges 0.92% per year while SPY charges 0.09%. On a $10,000 position that is $92 vs $9 annually, a gap of $83 per year that compounds over a long holding period. On income, DPST currently yields 1.68% against 0.98% for SPY.

Holdings Overlap

SPY already in DPST0.3%

At least 0.3% of SPY's money is in holdings DPST also owns.

Stated as a floor: for DPST, our book for it covers 86.0% of that fund, so a holding it does not list is one we cannot count as shared. The real figure is this or higher.

We cannot see either book well enough to say how much of this pair is duplicated.

5 positions in common, counted across the 161 positions we hold weights for in DPST and 504 in SPY, against full books of 172 and 505.

Top Shared Holdings

StockWeight in DPSTWeight in SPYDifference
CFGCitizens Financial Group Inc.0.98%0.04%0.94%
MTBM&T Bank Corp0.97%0.05%0.92%
TFCTruist Financial Corp.0.93%0.09%0.84%
RFRegions Financial Corp.0.96%0.04%0.92%
HBANHuntington Bancshares Inc./Oh0.91%0.05%0.86%

You are not choosing between two funds in isolation.

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

DPSTSPY

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, DPST or SPY?

DPST has an expense ratio of 0.92% while SPY charges 0.09%. SPY is the cheaper option, by $83 a year on a $10,000 investment.

Which performed better, DPST or SPY?

Over the past year DPST returned +14.95% vs +17.01% for SPY, so SPY leads on 1-year performance. Over the longest common window we track (11 years), DPST annualized -14.81% vs +13.22% for SPY. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, DPST or SPY?

DPST has been the more volatile fund at 82.2% annualized versus 15.1% for SPY. Worst drawdown: DPST -97.8% vs SPY -34.1%.

Should I hold both DPST and SPY?

DPST and SPY have a monthly-return correlation of 0.58, 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, DPST or SPY?

DPST yields 1.68% while SPY yields 0.98%, so DPST currently pays the higher dividend yield.

Is SPY better than DPST?

SPY has a lower expense ratio. DPST led over 3Y, SPY over 1Y, 5Y and the full window. Which one suits a particular account depends on what it is for. This is information, not a recommendation.