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ERX vs SPUU

Direxion Daily Energy Bull 2X Shares vs Direxion Daily S&P 500 Bull 2X Shares

ERX

Direxion Daily Energy Bull 2X Shares

Direxion Funds

Annual cost

0.91%

Fund size

$282M

SPUU

Direxion Daily S&P 500 Bull 2X Shares

Direxion Funds

Annual cost

0.60%

Fund size

$228M

Key differences

  • SPUU costs 0.31% less per year.
  • Over the last 3 years, SPUU has delivered higher annualized returns.
  • ERX has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

ERXSPUU
Annual cost (TER)0.91%0.60%
Fund size (AUM)$282M$228M
Since20082014
Dividend yield1.54%1.47%
Asset classequityequity
Regionnorth americanorth america
Strategyleveragedleveraged
CAGR 1Y+103.0%+56.4%
CAGR 3Y+26.2%+39.7%
CAGR 5Y+30.3%+20.4%
Sharpe 3Y0.681.17
Volatility 1Y40.54%24.20%
Max drawdown-98.59%-59.35%

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

Similar to ERX and SPUU