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HIBL vs ERX
Direxion Daily S&P 500 High Beta Bull 3X Shares vs Direxion Daily Energy Bull 2X Shares
Key differences
- ERX costs 0.07% less per year.
- ERX is significantly larger than HIBL — larger funds tend to be more liquid and less likely to close.
- Over the last 3 years, HIBL has delivered higher annualized returns.
- ERX has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| HIBL | ERX | |
|---|---|---|
| Annual cost (TER) | 0.98% | 0.91% |
| Fund size (AUM) | $83M | $282M |
| Since | 2019 | 2008 |
| Dividend yield | 1.66% | 1.54% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | leveraged | leveraged |
| CAGR 1Y | +242.4% | +103.0% |
| CAGR 3Y | +60.5% | +26.2% |
| CAGR 5Y | +8.7% | +30.3% |
| Sharpe 3Y | 0.96 | 0.68 |
| Volatility 1Y | 66.14% | 40.54% |
| Max drawdown | -88.27% | -98.59% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
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