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Upturn AI SWOT - About
Direxion Daily S&P 500® High Beta Bull 3X Shares (HIBL)
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Upturn Advisory Summary
08/14/2025: HIBL (1-star) is currently NOT-A-BUY. Pass it for now.
Upturn Star Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
Analysis of Past Performance
Type ETF | Historic Profit 70.64% | Avg. Invested days 44 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  3.0 | ETF Returns Performance  5.0 |
| Profits based on simulation | Last Close 08/14/2025 |
Key Highlights
Volume (30-day avg) - | Beta 4.64 | 52 Weeks Range 13.90 - 53.73 | Updated Date 06/30/2025 |
52 Weeks Range 13.90 - 53.73 | Updated Date 06/30/2025 |
Upturn AI SWOT
Direxion Daily S&P 500® High Beta Bull 3X Shares
ETF Overview
Overview
The Direxion Daily S&P 500u00ae High Beta Bull 3X Shares (SPHB) seeks daily investment results, before fees and expenses, of 300% of the performance of the S&P 500u00ae High Beta Index. It provides leveraged exposure to stocks with the highest beta coefficients in the S&P 500.
Reputation and Reliability
Direxion is a well-known issuer of leveraged and inverse ETFs. They have a solid track record in providing these specialized investment products.
Management Expertise
Direxion has a team of experienced professionals managing their ETFs, specializing in leveraged and inverse strategies.
Investment Objective
Goal
To seek daily investment results, before fees and expenses, of 300% of the performance of the S&P 500u00ae High Beta Index.
Investment Approach and Strategy
Strategy: The ETF employs a leveraged strategy to amplify the daily returns of the S&P 500u00ae High Beta Index.
Composition The ETF primarily holds financial instruments that provide leveraged exposure to the constituent stocks of the S&P 500u00ae High Beta Index.
Market Position
Market Share: SPHB's market share is specific to the leveraged high-beta ETF segment, which can vary. Data is difficult to retrieve in real time for market share.
Total Net Assets (AUM): 169453579.9
Competitors
Key Competitors
- UPRO
- FAS
- TNA
Competitive Landscape
The leveraged ETF market is competitive. SPHB provides targeted exposure to high-beta stocks within the S&P 500. Competitors may track different indexes or sectors. SPHB's advantage lies in its specific focus on high-beta stocks. A disadvantage is the inherent risk associated with leveraged ETFs and beta strategy.
Financial Performance
Historical Performance: Historical performance is highly dependent on the underlying S&P 500 High Beta Index and the leverage factor of 3x. Past performance is not indicative of future results. Provide historical performance data in tabular format.
Benchmark Comparison: The ETF's performance should be compared to 3x the daily performance of the S&P 500u00ae High Beta Index.
Expense Ratio: 0.95
Liquidity
Average Trading Volume
The average trading volume of SPHB indicates moderate liquidity, allowing for relatively easy entry and exit for most investors.
Bid-Ask Spread
The bid-ask spread fluctuates but is generally tight, reflecting the ETF's decent liquidity and investor interest.
Market Dynamics
Market Environment Factors
Economic indicators, market volatility, and investor sentiment towards risk influence SPHB's performance significantly.
Growth Trajectory
SPHB's growth trajectory is tied to investor appetite for leveraged exposure to high-beta stocks and the overall market performance.
Moat and Competitive Advantages
Competitive Edge
SPHB's advantage lies in its precise targeting of high-beta stocks within the S&P 500 with 3x leverage. This offers investors a specific tool for expressing bullish views on the highest beta names. The ETF's appeal is to sophisticated investors seeking aggressive strategies. The high beta tilt aims for amplified gains in upward market trends. It is not for long term investors due to daily resets.
Risk Analysis
Volatility
SPHB exhibits high volatility due to its leveraged nature and focus on high-beta stocks.
Market Risk
SPHB is subject to significant market risk due to its leveraged investment strategy, which amplifies both gains and losses. Compounding issues due to the daily reset of the leverage can erode returns over longer periods, especially in volatile markets.
Investor Profile
Ideal Investor Profile
SPHB is suitable for sophisticated investors with a high-risk tolerance who seek short-term, leveraged exposure to the S&P 500u00ae High Beta Index.
Market Risk
SPHB is best suited for active traders with a short-term investment horizon, not for long-term investors due to the effects of compounding and daily rebalancing.
Summary
Direxion Daily S&P 500u00ae High Beta Bull 3X Shares (SPHB) offers leveraged exposure to high-beta stocks, targeting short-term gains. It's designed for sophisticated traders, not long-term investors. The ETF's high volatility and leveraged nature can lead to amplified gains and losses. Understanding the risks is paramount, as daily resets affect compounding over extended periods. Investors should carefully assess their risk tolerance and investment goals before investing.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Direxion
- Morningstar
- Yahoo Finance
Disclaimers:
The data and analysis provided are for informational purposes only and should not be considered financial advice. Investing in leveraged ETFs involves significant risk of loss.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About Direxion Daily S&P 500® High Beta Bull 3X Shares
Exchange NYSE ARCA | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
The index is provided by S&P Dow Jones Indices. The fund, under normal circumstances, invests at least 80% of its net assets (plus borrowing for investment purposes) in financial instruments, such as swap agreements, securities of the index, and exchange-traded funds (ETFs) that track the index, that, in combination, provide 3X daily leveraged exposure to the index, consistent with the fund's investment objective. It is non-diversified.
Note: This website is maintained by Upturn Corporation, which is an investment adviser registered with the U.S. Securities and Exchange Commission. Such registration does not imply a certain level of skill or training. Investing in securities has risks. Past performance is no guarantee of future returns. No assurance is provided as to any particular investment return, and you may lose money using our services. You are strongly advised to consult appropriate counsel before making any investments in companies you learn about through our services. You should obtain appropriate legal, tax, investment, accounting, and other advice that takes into account your investment portfolio and overall financial situation. You are solely responsible for conducting due diligence on a potential investment. We do not affect trades for you. You will select your own broker through which to transact. Investments are not FDIC insured, they are not guaranteed, and they may lose value. Please see the Privacy Policy, Terms of Use, and Disclosure for more information.