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ERY vs WANT

Direxion Daily Energy Bear 2X Shares vs Direxion Daily Cnsmr Discret Bull 3XShrs

ERY

Direxion Daily Energy Bear 2X Shares

Direxion Funds

Annual cost

0.99%

Fund size

$40M

WANT

Direxion Daily Cnsmr Discret Bull 3XShrs

Direxion Funds

Annual cost

1.00%

Fund size

$21M

Key differences

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

Side-by-side comparison

ERYWANT
Annual cost (TER)0.99%1.00%
Fund size (AUM)$40M$21M
Since20082018
Dividend yield3.84%0.59%
Asset classequityequity
Regionnorth americanorth america
Strategyinverseleveraged
CAGR 1Y-55.7%+19.4%
CAGR 3Y-29.2%+26.8%
CAGR 5Y-38.9%-3.9%
Sharpe 3Y-0.680.63
Volatility 1Y40.28%54.14%
Max drawdown-99.66%-85.89%

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

Similar to ERY and WANT