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ERY vs RETL

Direxion Daily Energy Bear 2X Shares vs Direxion Daily Retail Bull 3X Shares

ERY

Direxion Daily Energy Bear 2X Shares

Direxion Funds

Annual cost

0.99%

Fund size

$40M

RETL

Direxion Daily Retail Bull 3X Shares

Direxion Funds

Annual cost

0.96%

Fund size

$32M

Key differences

  • ERY follows a inverse strategy; RETL uses leveraged.
  • Over the last 3 years, RETL has delivered higher annualized returns.

Side-by-side comparison

ERYRETL
Annual cost (TER)0.99%0.96%
Fund size (AUM)$40M$32M
Since20082010
Dividend yield3.84%0.58%
Asset classequityequity
Regionnorth americanorth america
Strategyinverseleveraged
CAGR 1Y-55.7%+12.5%
CAGR 3Y-29.2%+7.1%
CAGR 5Y-38.9%-29.1%
Sharpe 3Y-0.680.38
Volatility 1Y40.28%60.15%
Max drawdown-99.66%-92.00%

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

Similar to ERY and RETL