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DRIP vs SPXS

Direxion Daily S&P Oil & Gas Exp. & Prod. Bear 2X Shares vs Direxion Daily S&P 500 Bear 3X Shares

DRIP

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

Direxion Funds

Annual cost

1.01%

Fund size

$117M

SPXS

Direxion Daily S&P 500 Bear 3X Shares

Direxion Funds

Annual cost

1.04%

Fund size

$388M

Key differences

  • SPXS is significantly larger than DRIP — larger funds tend to be more liquid and less likely to close.
  • DRIP follows a inverse strategy; SPXS uses leveraged.
  • Over the last 3 years, DRIP has delivered higher annualized returns.
  • SPXS has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

DRIPSPXS
Annual cost (TER)1.01%1.04%
Fund size (AUM)$117M$388M
Since20152008
Dividend yield4.18%4.29%
Asset classequityequity
Regionnorth americanorth america
Strategyinverseleveraged
CAGR 1Y-58.1%-50.4%
CAGR 3Y-32.4%-43.7%
CAGR 5Y-43.6%-35.1%
Sharpe 3Y-0.49-1.15
Volatility 1Y55.08%36.05%
Max drawdown-99.92%-99.61%

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

Similar to DRIP and SPXS