DFEN
+13.93 · +22.61%
$75.55 · NYSE ARCA

Direxion Daily Aerospace & Defense Bull 3X Shares Direxion Daily Aerospace (DFEN) ETF Analysis | Trading--Leveraged Equity

Direxion Funds · USA
AUM:$523.3M
#– of – in Trading--Leveraged Equity ETFs

Educational tool only – Figures are based on historical data, holdings and expense metrics for informational purposes. This is not financial advice or a recommendation to buy or sell any security. Always conduct your own research or consult a qualified financial adviser.

Market Performance

Up 237.8% over the past year, reflecting strong price momentum.

Cost Efficiency

Ongoing charge of 0.97% — above average for this category.

What is DFEN?

The fund 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. The index attempts to measure the performance of the aerospace and defense industry of the U.

Performance Highlights

Returns (%)
Top Sectors (%)

Investment Breakdown

Strong Recent Performance
DFEN delivered 237.8% over the past year. Historical returns only — past performance is not indicative of future results.
Higher Cost Profile
Expense ratio of 0.97% is above average. Verify whether the strategy justifies the cost.
Concentrated Holdings
Top 10 holdings account for 50.3% of the ETF — significant weight in a small number of names.
ETF Information
AUM$523.3M
Expense Ratio0.97%
Dividend Yield7.16%
Holdings39
Inception DateMay 2017
Domicile–
Distribution–
Index–
ProviderDirexion Funds
Beta3.12
CategoryTrading--Leveraged Equity
CurrencyUSD
Portfolio Impact

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Example preview
6168
+7 points · better diversified

Chart Tools

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Uses ISF.L (iShares FTSE 100 ETF)
Indicators

Performance Metrics

Historical returns

6M
-25.0%
1Y
+23.6%
3Y
+333.1%
5Y
+297.7%
OpenBook InsightIf you had invested £10,000 in DFEN 5 years ago, it would have grown to £39,769 — a gain of £29,769.

Annual Returns

Calendar year performance

DFEN delivered positive returns in 4 of the last 5 calendar years.
YearDFEN
2026 YTD-3.7%
2025+159.3%
2024+31.0%
2023+25.9%
2022+4.3%
CAGR 4yr+45.3%
4/5 positive yearsAvg return: +43.3%Worst year: -3.7% (2026)

Technical Analysis Summary

Automated insights from historical price action and indicators

Technical Regime: MIXED
Trend Strength
0%
Negative
Volatility
71.7%
Very High
Momentum
+1.4%
30-day change
Support Level
67.73
Key floor
Key Insights
  • Price is currently below all major moving averages, indicating a weaker trend profile.
  • Price is consolidating, with low momentum over the recent period.
  • Elevated volatility indicates higher short-term price variability and risk.