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ERY vs HIBL

Direxion Daily Energy Bear 2X Shares vs Direxion Daily S&P 500 High Beta Bull 3X Shares

ERY

Direxion Daily Energy Bear 2X Shares

Direxion Funds

Annual cost

0.99%

Fund size

$40M

HIBL

Direxion Daily S&P 500 High Beta Bull 3X Shares

Direxion Funds

Annual cost

0.98%

Fund size

$83M

Key differences

  • ERY follows a inverse strategy; HIBL uses leveraged.
  • Over the last 3 years, HIBL has delivered higher annualized returns.
  • ERY has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

ERYHIBL
Annual cost (TER)0.99%0.98%
Fund size (AUM)$40M$83M
Since20082019
Dividend yield3.84%1.66%
Asset classequityequity
Regionnorth americanorth america
Strategyinverseleveraged
CAGR 1Y-55.7%+242.4%
CAGR 3Y-29.2%+60.5%
CAGR 5Y-38.9%+8.7%
Sharpe 3Y-0.680.96
Volatility 1Y40.28%66.14%
Max drawdown-99.66%-88.27%

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

Similar to ERY and HIBL