MIDU vs. EVUS ETF Comparison

Comparison of Direxion Mid Cap Bull 3X Shares (MIDU) to iShares ESG Aware MSCI USA Value ETF (EVUS)
MIDU

Direxion Mid Cap Bull 3X Shares

MIDU Description

The investment seeks daily investment results, before fees and expenses, of 300% of the performance of the S&P MidCap® 400 Index. The fund, under normal circumstances, creates long positions by investing at least 80% of its assets in the securities that comprise the S&P MidCap® 400 Index ("index") and/or financial instruments that provide leveraged and unleveraged exposure to the index. The index measures the performance of the mid-cap segment of the U.S. equity universe, which is a capitalization-weighted index composed of 400 domestic common stocks. The fund is non-diversified.

Grade (RS Rating)

Last Trade

$65.81

Average Daily Volume

93,193

Number of Holdings *

392

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

iShares ESG Aware MSCI USA Value ETF

EVUS Description EVUS tracks an index of large- and mid-cap US value stocks perceived to have positive ESG characteristics. The parent index, MSCI USA Value Index, identifies value stocks through book value-to-price ratio, 12-month forward earnings-to-price ratio, and dividend yield. Securities are then screened to exclude companies involved in controversial businesses and issues (e.g., weapons, tobacco, climate change issues). All selected securities are assigned an ESG score that evaluates a companys exposure to key ESG issues based on the companys business segment and geographic risk, as well as their strategies and programs to manage these risks and opportunities. Using a sector-specific weighting model, companies are rated and ranked against industry peers. The quantitative process leans toward higher-rated stocks while also considering market-cap and constraints based on the parent index. The fund may engage in securities lending. The index is reviewed and rebalanced quarterly.

Grade (RS Rating)

Last Trade

$30.74

Average Daily Volume

1,444

Number of Holdings *

234

* may have additional holdings in another (foreign) market
Performance
Period MIDU EVUS
30 Days 20.80% 2.65%
60 Days 19.66% 3.47%
90 Days 20.75% 6.09%
12 Months 91.74% 29.50%
8 Overlapping Holdings
Symbol Grade Weight in MIDU Weight in EVUS Overlap
AVTR F 0.33% 0.09% 0.09%
CCK C 0.25% 0.1% 0.1%
CNH C 0.21% 0.24% 0.21%
FBIN D 0.21% 0.23% 0.21%
OC A 0.39% 0.21% 0.21%
OVV B 0.27% 0.39% 0.27%
TTC D 0.19% 0.09% 0.09%
WTRG B 0.22% 0.21% 0.21%
MIDU Overweight 384 Positions Relative to EVUS
Symbol Grade Weight
TPL A 0.59%
EME C 0.53%
ILMN D 0.52%
CSL C 0.47%
LII A 0.45%
IBKR A 0.44%
WSO A 0.42%
XPO B 0.4%
RPM A 0.4%
BURL A 0.39%
RBA A 0.39%
RS B 0.39%
MANH D 0.39%
UTHR C 0.39%
WSM B 0.38%
DT C 0.37%
USFD A 0.37%
DOCU A 0.37%
THC D 0.36%
FIX A 0.36%
TOL B 0.36%
FNF B 0.36%
RGA A 0.35%
EQH B 0.35%
COHR B 0.35%
PSTG D 0.35%
CASY A 0.34%
GGG B 0.34%
EWBC A 0.33%
ACM A 0.33%
SAIA B 0.33%
CW B 0.32%
SFM A 0.32%
PFGC B 0.31%
GLPI C 0.31%
ELS C 0.31%
RNR C 0.31%
TXRH C 0.3%
BMRN D 0.29%
CLH B 0.29%
DUOL A 0.28%
SCI B 0.28%
NVT B 0.28%
UNM A 0.28%
ITT A 0.28%
NBIX C 0.28%
JLL D 0.28%
BWXT B 0.27%
LECO B 0.27%
AMH D 0.27%
SF B 0.27%
JEF A 0.27%
WPC D 0.27%
LAMR D 0.26%
RRX B 0.26%
DKS C 0.26%
BJ A 0.26%
ATR B 0.26%
CG A 0.25%
CUBE D 0.25%
FHN A 0.25%
BLD D 0.25%
TTEK F 0.25%
FND C 0.25%
CACI D 0.25%
WWD B 0.24%
CHDN B 0.24%
AIT A 0.24%
SRPT D 0.24%
KNSL B 0.24%
GME C 0.24%
AA B 0.24%
EVR B 0.24%
MUSA A 0.23%
ALLY C 0.23%
LAD A 0.23%
WAL B 0.23%
EXEL B 0.23%
CIEN B 0.23%
PRI A 0.23%
AYI B 0.23%
EHC B 0.23%
ARMK B 0.23%
WBS A 0.23%
OHI C 0.23%
AFG A 0.23%
EXP A 0.23%
PNFP B 0.22%
TPX B 0.22%
PR B 0.22%
DTM B 0.22%
WING D 0.22%
INGR B 0.22%
HLI B 0.22%
KNX B 0.21%
PEN B 0.21%
RBC A 0.21%
FN D 0.21%
REXR F 0.21%
GMED A 0.21%
WMS D 0.21%
RGLD C 0.21%
DCI B 0.21%
MORN B 0.21%
WCC B 0.21%
AAL B 0.21%
BRBR A 0.21%
BRX A 0.2%
FLR B 0.2%
WTFC A 0.2%
SNX C 0.2%
ZION B 0.2%
NYT C 0.2%
ORI A 0.2%
AR B 0.2%
PCTY B 0.2%
AXTA A 0.2%
CFR B 0.2%
AAON B 0.2%
CHRD D 0.19%
SSB B 0.19%
ONTO D 0.19%
PLNT A 0.19%
RRC B 0.19%
X C 0.19%
SKX D 0.19%
ENSG D 0.19%
HRB D 0.19%
LNW D 0.19%
EGP F 0.19%
HQY B 0.19%
OGE B 0.19%
CBSH A 0.19%
CR A 0.19%
MTZ B 0.19%
CHE D 0.19%
MEDP D 0.19%
GPK C 0.19%
JAZZ B 0.18%
NNN D 0.18%
FYBR D 0.18%
TREX C 0.18%
SSD D 0.18%
FLS B 0.18%
PB A 0.18%
TKO B 0.18%
HLNE B 0.18%
VOYA B 0.18%
KBR F 0.18%
SNV B 0.18%
UFPI B 0.18%
SEIC B 0.18%
CNM D 0.18%
RYAN B 0.17%
OSK B 0.17%
RLI B 0.17%
MIDD C 0.17%
TMHC B 0.17%
MTSI B 0.17%
EXLS B 0.17%
OLED D 0.17%
G B 0.17%
ANF C 0.17%
RGEN D 0.17%
WEX D 0.17%
CVLT B 0.17%
KEX C 0.17%
ADC B 0.17%
MKSI C 0.17%
BERY B 0.17%
WH B 0.17%
MSA D 0.16%
CMC B 0.16%
HALO F 0.16%
MTDR B 0.16%
VMI B 0.16%
DINO D 0.16%
VNO B 0.16%
FCN D 0.16%
CADE B 0.16%
FR C 0.16%
ELF C 0.16%
CGNX C 0.16%
ONB B 0.16%
LSCC D 0.16%
GNTX C 0.16%
LPX B 0.16%
MASI A 0.16%
H B 0.16%
COKE C 0.16%
GTLS B 0.16%
GXO B 0.16%
R B 0.16%
ESAB B 0.16%
ALV C 0.16%
MTG C 0.15%
GBCI B 0.15%
NOV C 0.15%
CYTK F 0.15%
MAT D 0.15%
SAIC F 0.15%
DOCS C 0.15%
COLB A 0.15%
DAR C 0.15%
KD B 0.15%
DBX B 0.15%
STAG F 0.15%
LSTR D 0.15%
FAF A 0.15%
MTN C 0.15%
BIO D 0.15%
ESNT D 0.14%
CROX D 0.14%
FNB A 0.14%
CBT C 0.14%
VNT B 0.14%
BRKR D 0.14%
SIGI C 0.14%
NOVT D 0.14%
ARW D 0.14%
WFRD D 0.14%
ALTR B 0.14%
LFUS F 0.14%
STWD C 0.14%
IDA A 0.14%
WHR B 0.14%
QLYS C 0.13%
NFG A 0.13%
VVV F 0.13%
CLF F 0.13%
AMG B 0.13%
LNTH D 0.13%
KBH D 0.13%
OLLI D 0.13%
HOMB A 0.13%
UBSI B 0.13%
AGCO D 0.13%
RMBS C 0.13%
LITE B 0.13%
PVH C 0.13%
WTS B 0.13%
CNX A 0.13%
JHG A 0.13%
THO B 0.13%
THG A 0.13%
CHX C 0.13%
KRG B 0.13%
NXST C 0.12%
OZK B 0.12%
ROIV C 0.12%
AM A 0.12%
POST C 0.12%
HWC B 0.12%
SLM A 0.12%
FFIN B 0.12%
BC C 0.12%
KNF A 0.12%
APPF B 0.12%
GATX A 0.12%
LEA D 0.12%
CRUS D 0.12%
UMBF B 0.12%
HAE C 0.11%
AVNT B 0.11%
CIVI D 0.11%
AVT C 0.11%
CUZ B 0.11%
PSN D 0.11%
IRT A 0.11%
NJR A 0.11%
WMG C 0.11%
MUR D 0.11%
POR C 0.11%
VLY B 0.11%
TKR D 0.11%
LOPE B 0.11%
RH B 0.11%
FIVE F 0.11%
MMS F 0.11%
BDC B 0.11%
GAP C 0.11%
HXL D 0.11%
OLN D 0.11%
ST F 0.11%
SON D 0.11%
UGI A 0.11%
EXPO D 0.11%
BYD C 0.11%
KRC C 0.1%
NEU C 0.1%
CELH F 0.1%
OGS A 0.1%
WLK D 0.1%
ORA B 0.1%
SBRA C 0.1%
FLO D 0.1%
KMPR B 0.1%
M D 0.1%
EEFT B 0.1%
DLB B 0.1%
BKH A 0.1%
AN C 0.1%
SLGN A 0.1%
CHWY B 0.1%
SWX B 0.1%
ALE A 0.09%
TNL A 0.09%
OPCH D 0.09%
SR A 0.09%
ASH D 0.09%
MSM C 0.09%
IBOC A 0.09%
HOG D 0.09%
ENS D 0.09%
ASB B 0.09%
RYN D 0.09%
TCBI B 0.09%
ASGN F 0.09%
CNO A 0.09%
BCO D 0.09%
PNM F 0.09%
FHI A 0.08%
EPR D 0.08%
BLKB B 0.08%
NWE B 0.08%
VAL D 0.08%
CDP C 0.08%
SLAB D 0.08%
NVST B 0.08%
IRDM D 0.08%
TEX D 0.08%
PII D 0.08%
POWI D 0.08%
LANC C 0.08%
WU D 0.08%
XRAY F 0.08%
ACHC F 0.08%
PRGO B 0.08%
CC C 0.07%
NEOG F 0.07%
AMED F 0.07%
AMKR D 0.07%
NSA D 0.07%
SYNA C 0.07%
VAC B 0.07%
MAN D 0.07%
PCH D 0.07%
PAG B 0.07%
ZI D 0.07%
PK B 0.07%
ALGM D 0.07%
PBF D 0.07%
BHF B 0.07%
WEN D 0.07%
SMG D 0.07%
GHC C 0.07%
CHH A 0.07%
YETI C 0.07%
CPRI F 0.06%
ENOV C 0.06%
VC D 0.06%
GT C 0.06%
ARWR F 0.06%
NSP D 0.06%
CXT B 0.06%
HGV B 0.06%
COTY F 0.06%
COLM B 0.06%
LIVN F 0.06%
TDC D 0.06%
SAM C 0.06%
PPC C 0.05%
IPGP D 0.05%
AZTA D 0.05%
JWN C 0.05%
RCM F 0.05%
SHC F 0.05%
GEF A 0.04%
VSH D 0.04%
CAR C 0.04%
UAA C 0.04%
CNXC F 0.04%
CRI D 0.04%
UA C 0.03%
MIDU Underweight 226 Positions Relative to EVUS
Symbol Grade Weight
AVGO D -2.9%
JPM A -2.81%
HD A -2.07%
UNH C -2.04%
KO D -1.67%
XOM B -1.54%
PG A -1.5%
TXN C -1.47%
JNJ D -1.43%
BAC A -1.33%
ORCL B -1.31%
CVX A -1.26%
ADP B -1.24%
BRK.A B -1.19%
IBM C -1.17%
MS A -1.07%
PRU A -1.02%
CSCO B -1.01%
GILD C -0.96%
PEG A -0.96%
ABBV D -0.92%
AXP A -0.9%
K A -0.89%
DIS B -0.88%
HON B -0.86%
PEP F -0.84%
GS A -0.84%
COP C -0.82%
NEE D -0.82%
KMI A -0.81%
RTX C -0.79%
VZ C -0.79%
CMI A -0.78%
OKE A -0.77%
CRH A -0.76%
CAT B -0.75%
AMGN D -0.74%
BK A -0.74%
LOW D -0.74%
BR A -0.73%
DHR F -0.7%
C A -0.69%
NI A -0.67%
SPGI C -0.65%
ELV F -0.65%
ECL D -0.64%
PNR A -0.63%
MCD D -0.63%
QCOM F -0.63%
PNC B -0.62%
EQIX A -0.61%
GIS D -0.6%
MMM D -0.6%
CCI D -0.6%
AMT D -0.59%
CI F -0.58%
INTC D -0.57%
ACN C -0.56%
PFE D -0.55%
NXPI D -0.52%
MRK F -0.52%
MET A -0.52%
EXPD D -0.51%
LIN D -0.49%
COR B -0.49%
HIG B -0.47%
DLR B -0.47%
SYF B -0.47%
WELL A -0.46%
TRV B -0.46%
DFS B -0.45%
FERG B -0.43%
ZTS D -0.43%
CLX B -0.43%
TGT F -0.43%
DE A -0.43%
BMY B -0.42%
EA A -0.41%
XYL D -0.41%
MU D -0.41%
KR B -0.41%
SCHW B -0.4%
CARR D -0.4%
CHRW C -0.4%
NOC D -0.4%
CMCSA B -0.4%
LKQ D -0.39%
PGR A -0.39%
JCI C -0.38%
NDAQ A -0.38%
FI A -0.38%
T A -0.38%
CMS C -0.38%
SBUX A -0.37%
KMB D -0.36%
FLUT A -0.36%
KEYS A -0.35%
CBRE B -0.35%
HPE B -0.35%
ANSS B -0.35%
EXC C -0.35%
PPG F -0.34%
IRM D -0.34%
PSX C -0.33%
TAP C -0.33%
BG F -0.32%
UPS C -0.32%
BKR B -0.31%
BLK C -0.31%
CAH B -0.31%
STE F -0.3%
DGX A -0.3%
HCA F -0.3%
COO D -0.3%
DAL C -0.3%
PLD D -0.3%
HBAN A -0.29%
CHD B -0.29%
ETN A -0.29%
NEM D -0.28%
D C -0.28%
BBY D -0.28%
WFC A -0.28%
EIX B -0.28%
SLB C -0.28%
USB A -0.28%
FTV C -0.27%
ADI D -0.27%
URI B -0.27%
WY D -0.26%
KHC F -0.26%
ED D -0.25%
NUE C -0.25%
FIS C -0.25%
TFC A -0.24%
PYPL B -0.24%
MMC B -0.24%
ABT B -0.24%
ES D -0.23%
ZBH C -0.23%
AFL B -0.23%
TSCO D -0.23%
GEV B -0.23%
FDX B -0.23%
VLO C -0.23%
REGN F -0.22%
LH C -0.22%
J F -0.21%
KDP D -0.21%
TRMB B -0.2%
AIZ A -0.2%
A D -0.19%
FDS B -0.19%
COF B -0.18%
TJX A -0.18%
CNC D -0.18%
STT A -0.18%
MRO B -0.18%
HPQ B -0.17%
IEX B -0.17%
EQT B -0.16%
ACGL D -0.16%
DHI D -0.16%
NTRS A -0.16%
JBHT C -0.16%
WMB A -0.16%
IP B -0.16%
IR B -0.15%
TWLO A -0.15%
TFX F -0.15%
ALLE D -0.15%
HOLX D -0.14%
WTW B -0.14%
MKC D -0.14%
HUBB B -0.14%
PHM D -0.13%
ROK B -0.13%
FOX A -0.13%
CB C -0.13%
HRL D -0.12%
BXP D -0.12%
AKAM D -0.12%
IFF D -0.12%
PFG D -0.12%
CPB D -0.12%
PAYX C -0.12%
HII D -0.12%
LDOS C -0.11%
ADM D -0.11%
TMO F -0.11%
PSA D -0.11%
SOLV C -0.11%
CBOE B -0.11%
AZPN A -0.11%
GEN B -0.11%
WDC D -0.11%
JNPR F -0.11%
MKTX D -0.11%
APD A -0.11%
STLD B -0.11%
FANG D -0.11%
DD D -0.1%
BALL D -0.1%
NTAP C -0.1%
HUM C -0.1%
BIIB F -0.1%
DOW F -0.1%
RMD C -0.1%
ITW B -0.1%
FSLR F -0.1%
DOV A -0.1%
ICE C -0.1%
CAG D -0.09%
MDLZ F -0.09%
CVS D -0.09%
KMX B -0.09%
ULTA F -0.09%
AVY D -0.09%
SYY B -0.09%
STZ D -0.09%
GEHC F -0.09%
LYB F -0.08%
NKE D -0.08%
IPG D -0.08%
DG F -0.06%
DLTR F -0.06%
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