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DRIP vs ERY

Direxion Daily S&P Oil & Gas Exp. & Prod. Bear 2X Shares vs Direxion Daily Energy Bear 2X Shares

DRIP

Direxion Daily S&P Oil & Gas Exp. & Prod. Bear 2X Shares

Direxion Funds

Annual cost

1.01%

Fund size

$117M

ERY

Direxion Daily Energy Bear 2X Shares

Direxion Funds

Annual cost

0.99%

Fund size

$40M

Key differences

  • Over the last 3 years, ERY has delivered higher annualized returns.
  • ERY has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

DRIPERY
Annual cost (TER)1.01%0.99%
Fund size (AUM)$117M$40M
Since20152008
Dividend yield4.18%3.84%
Asset classequityequity
Regionnorth americanorth america
Strategyinverseinverse
CAGR 1Y-58.1%-55.7%
CAGR 3Y-32.4%-29.2%
CAGR 5Y-43.6%-38.9%
Sharpe 3Y-0.49-0.68
Volatility 1Y55.08%40.28%
Max drawdown-99.92%-99.66%

Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.

Similar to DRIP and ERY