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ERY vs DRIP

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

ERY

Direxion Daily Energy Bear 2X Shares

Direxion Funds

Annual cost

0.99%

Fund size

$40M

DRIP

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

Direxion Funds

Annual cost

1.01%

Fund size

$117M

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

ERYDRIP
Annual cost (TER)0.99%1.01%
Fund size (AUM)$40M$117M
Since20082015
Dividend yield3.84%4.18%
Asset classequityequity
Regionnorth americanorth america
Strategyinverseinverse
CAGR 1Y-55.7%-58.1%
CAGR 3Y-29.2%-32.4%
CAGR 5Y-38.9%-43.6%
Sharpe 3Y-0.68-0.49
Volatility 1Y40.28%55.08%
Max drawdown-99.66%-99.92%

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

Similar to ERY and DRIP