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Upturn AI SWOT - About
Direxion Daily S&P 500® High Beta Bear 3X Shares (HIBS)
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Upturn Advisory Summary
08/14/2025: HIBS (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 -34.87% | Avg. Invested days 50 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  2.0 | ETF Returns Performance  1.0 |
| Profits based on simulation | Last Close 08/14/2025 |
Key Highlights
Volume (30-day avg) - | Beta -4.28 | 52 Weeks Range 9.36 - 41.40 | Updated Date 06/30/2025 |
52 Weeks Range 9.36 - 41.40 | Updated Date 06/30/2025 |
Upturn AI SWOT
Direxion Daily S&P 500® High Beta Bear 3X Shares
ETF Overview
Overview
The Direxion Daily S&P 500u00ae High Beta Bear 3X Shares (HIBS) seeks daily investment results, before fees and expenses, of 300% of the inverse (or opposite) of the daily performance of the S&P 500u00ae High Beta Index. It aims to provide leveraged exposure to the inverse performance of high-beta stocks within the S&P 500.
Reputation and Reliability
Direxion is a well-known issuer of leveraged and inverse ETFs. Their reliability is dependent on the accuracy of tracking their stated investment objectives.
Management Expertise
Direxion has a specialized management team focused on managing leveraged and inverse ETFs.
Investment Objective
Goal
To seek daily investment results, before fees and expenses, of 300% of the inverse (or opposite) of the daily performance of the S&P 500u00ae High Beta Index.
Investment Approach and Strategy
Strategy: The ETF employs a leveraged inverse strategy, aiming for 3x the inverse daily return of the S&P 500 High Beta Index.
Composition The ETF primarily uses financial instruments like swaps, futures contracts, and other derivatives to achieve its leveraged inverse exposure.
Market Position
Market Share: HIBS's market share within the leveraged inverse S&P 500 ETF market is moderate, depending on investor interest in hedging or speculating against high-beta stocks.
Total Net Assets (AUM): 22.15
Competitors
Key Competitors
- ProShares UltraShort S&P500 (SDS)
- ProShares Short S&P500 (SH)
- ProShares UltraPro Short S&P500 (SPXU)
Competitive Landscape
The leveraged and inverse ETF market is highly competitive. HIBS differentiates itself through its focus on high-beta stocks. HIBS offers higher potential returns (and risks) due to its 3x leverage, but can suffer significantly from volatility and daily compounding.
Financial Performance
Historical Performance: Historical performance is highly volatile and path-dependent due to the leveraged nature of the ETF. Performance is likely to deviate significantly from a simple -3x of the S&P 500 High Beta Index over longer periods.
Benchmark Comparison: Direct comparison to the S&P 500 High Beta Index is not straightforward due to the daily reset and leverage. The ETF's performance is best evaluated against its stated daily objective.
Expense Ratio: 1.14
Liquidity
Average Trading Volume
Average trading volume is moderate, affecting ease of entry and exit, but it can vary significantly based on market conditions.
Bid-Ask Spread
The bid-ask spread can be relatively wide, particularly during volatile market conditions, increasing the cost of trading.
Market Dynamics
Market Environment Factors
Economic uncertainty, rising interest rates, and market volatility can significantly influence the ETF's performance.
Growth Trajectory
Growth trends are tied to investor sentiment regarding the S&P 500 High Beta Index. Changes in market volatility can attract or deter investors.
Moat and Competitive Advantages
Competitive Edge
HIBS's competitive edge lies in its specific focus on providing leveraged inverse exposure to high-beta stocks within the S&P 500. This allows traders to implement short-term strategies based on their predictions of market volatility. The 3x leverage offers higher potential returns for skilled traders who understand the risks. It offers a very targeted tool for specific hedging or speculative strategies, and differs from broad market inverse funds.
Risk Analysis
Volatility
HIBS exhibits very high volatility due to its leveraged nature, making it unsuitable for risk-averse investors.
Market Risk
The ETF is subject to significant market risk due to its inverse relationship with the S&P 500 High Beta Index. Compounding of daily returns can also erode value over time, especially during periods of high volatility.
Investor Profile
Ideal Investor Profile
Suitable for sophisticated traders who understand leveraged and inverse products and are seeking short-term hedging or speculative opportunities.
Market Risk
Best suited for active traders with a short-term investment horizon. It is not suitable for long-term investors due to the effects of compounding and potential for significant value erosion.
Summary
Direxion Daily S&P 500u00ae High Beta Bear 3X Shares (HIBS) is a leveraged inverse ETF designed for short-term tactical trading. It aims to deliver 3x the inverse daily performance of the S&P 500 High Beta Index. The ETF is highly volatile and is subject to risks associated with leverage and daily compounding. HIBS is only appropriate for sophisticated investors with a strong understanding of market dynamics and leveraged products. Due to its nature, it's not a suitable long-term investment.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Direxion Investments
- Yahoo Finance
- ETF.com
Disclaimers:
This analysis is for informational purposes only and does not constitute financial advice. Leveraged and inverse ETFs are complex instruments and involve significant risks. Past performance is not indicative of future results. Consult with a qualified financial advisor before making any investment decisions.
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 Bear 3X Shares
Exchange NYSE ARCA | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
The fund invests at least 80% of its net assets in financial instruments that, in combination, provide 3X daily inverse or short exposure to the index or to ETFs that track the index, consistent with the fund"s investment objective. High Beta securities are defined by the index provider as the 100 securities from the S&P 500 ® Index that have exhibited the highest sensitivity to market movements, or "beta," over the past 12 months based on the securities" daily price changes. 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.