BULZ vs. HIBL ETF Comparison

Comparison of MicroSectors FANG & Innovation 3x Leveraged ETN (BULZ) to Direxion Daily S&P 500 High Beta Bull 3X Shares (HIBL)
BULZ

MicroSectors FANG & Innovation 3x Leveraged ETN

BULZ Description

BULZ provides daily 3x exposure to an index of FANG and technology companies that meet certain requirements. The fund will consistently comprise eight core components (Alphabet, Amazon, Apple, Facebook, Microsoft, Netflix, NVIDIA, and Tesla) and include seven companies determined through a selection methodology. Eligible securities must be listed on a US exchange, classified in the technology sector, and have a market cap of at least 10 billion USD. Selection will begin with ranking the securities by market cap and selecting the 30 largest companies which will then be sorted by 12-month average daily value traded. The top seven stocks will complete the index along with the eight core components and are then equally weighted. The index is rebalanced monthly and reconstituted quarterly. As a leveraged product with 3x factor that resets daily, BULZ is not a buy-and-hold investment and should not be expected to provide index leverage return greater than a one day period.

Grade (RS Rating)

Last Trade

$134.73

Average Daily Volume

133,198

Number of Holdings *

15

* may have additional holdings in another (foreign) market
HIBL

Direxion Daily S&P 500 High Beta Bull 3X Shares

HIBL Description The investment seeks daily investment results, before fees and expenses, of 300% of the daily performance of the S&P 500® High Beta Index. The fund, under normal circumstances, invests at least 80% of its net assets (plus borrowing for investment purposes) in financial instruments that track the index and other financial instruments that provide daily leveraged exposure to the index or to ETFs that track the index. The index provider selects 100 securities to include in the index from the S&P 500® Index that have the highest sensitivity to market movements, or beta over the past 12 months as determined by the index provider. It is non-diversified.

Grade (RS Rating)

Last Trade

$43.05

Average Daily Volume

75,519

Number of Holdings *

96

* may have additional holdings in another (foreign) market
Performance
Period BULZ HIBL
30 Days 34.53% 20.20%
60 Days -0.55% -8.18%
90 Days 11.51% 7.08%
12 Months 186.94% 60.27%
9 Overlapping Holdings
Symbol Grade Weight in BULZ Weight in HIBL Overlap
ADBE D 6.67% 0.6% 0.6%
AMD D 6.67% 0.78% 0.78%
AMZN B 6.67% 0.74% 0.74%
AVGO C 6.67% 0.73% 0.73%
INTC F 6.67% 0.45% 0.45%
META D 6.67% 0.82% 0.82%
NVDA B 6.67% 1.15% 1.15%
QCOM A 6.67% 0.8% 0.8%
TSLA D 6.67% 0.84% 0.84%
BULZ Overweight 6 Positions Relative to HIBL
Symbol Grade Weight
CRM D 6.67%
MU B 6.67%
GOOGL B 6.67%
AAPL B 6.67%
NFLX C 6.67%
MSFT C 6.67%
BULZ Underweight 87 Positions Relative to HIBL
Symbol Grade Weight
CMA B -1.12%
GNRC B -1.06%
MPWR B -1.0%
KEY B -0.99%
ZBRA B -0.98%
TER A -0.97%
CFG A -0.95%
TFC A -0.92%
CCL F -0.92%
ALB C -0.91%
ENPH F -0.9%
KLAC A -0.89%
FCX A -0.88%
ALGN F -0.87%
AMAT C -0.86%
NXPI A -0.85%
FITB A -0.84%
CZR F -0.83%
RCL B -0.83%
USB D -0.83%
URI C -0.82%
FSLR B -0.81%
PARA C -0.81%
RF B -0.8%
MCHP C -0.8%
NCLH F -0.79%
ANET B -0.78%
MHK C -0.78%
HBAN A -0.78%
LRCX D -0.78%
MTB A -0.78%
BX C -0.77%
GOOG B -0.77%
BXP D -0.76%
PYPL C -0.76%
SCHW A -0.76%
ABNB D -0.76%
ON F -0.75%
WDC B -0.74%
AES B -0.73%
IVZ C -0.72%
BLDR D -0.72%
HAS C -0.72%
TROW D -0.72%
SWK D -0.71%
CE D -0.7%
GM B -0.7%
KMX D -0.7%
SYF B -0.69%
WBD F -0.69%
DFS C -0.69%
PNR B -0.68%
NTRS B -0.67%
INTU D -0.67%
ETSY F -0.66%
AAL C -0.66%
CBRE D -0.66%
ARE D -0.65%
TRMB D -0.65%
IQV D -0.64%
CRL D -0.64%
POOL D -0.64%
COF B -0.64%
NOW D -0.64%
APTV C -0.63%
DAY D -0.63%
EFX D -0.62%
ROK D -0.62%
MGM F -0.61%
SWKS F -0.61%
IDXX D -0.6%
UBER D -0.6%
PAYC F -0.6%
F D -0.6%
CTLT D -0.59%
BEN D -0.58%
ADSK D -0.58%
ANSS D -0.57%
EL F -0.57%
ISRG C -0.57%
CDNS D -0.56%
ILMN F -0.53%
MTCH F -0.52%
EXPE F -0.51%
GPN F -0.5%
MSCI D -0.5%
EPAM F -0.46%
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