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HIBS vs ERY

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

HIBS

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

Direxion Funds

Annual cost

1.06%

Fund size

$19M

ERY

Direxion Daily Energy Bear 2X Shares

Direxion Funds

Annual cost

0.99%

Fund size

$40M

Key differences

  • ERY costs 0.07% less per year.
  • 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

HIBSERY
Annual cost (TER)1.06%0.99%
Fund size (AUM)$19M$40M
Since20192008
Dividend yield7.92%3.84%
Asset classequityequity
Regionnorth americanorth america
Strategyinverseinverse
CAGR 1Y-80.6%-55.7%
CAGR 3Y-62.8%-29.2%
CAGR 5Y-52.3%-38.9%
Sharpe 3Y-0.97-0.68
Volatility 1Y67.54%40.28%
Max drawdown-99.98%-99.66%

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

Similar to HIBS and ERY