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HIBS vs SPXS

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

HIBS

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

Direxion Funds

Annual cost

1.06%

Fund size

$19M

SPXS

Direxion Daily S&P 500 Bear 3X Shares

Direxion Funds

Annual cost

1.04%

Fund size

$388M

Key differences

  • SPXS is significantly larger than HIBS — larger funds tend to be more liquid and less likely to close.
  • HIBS follows a inverse strategy; SPXS uses leveraged.
  • Over the last 3 years, SPXS has delivered higher annualized returns.
  • SPXS has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

HIBSSPXS
Annual cost (TER)1.06%1.04%
Fund size (AUM)$19M$388M
Since20192008
Dividend yield7.92%4.29%
Asset classequityequity
Regionnorth americanorth america
Strategyinverseleveraged
CAGR 1Y-80.6%-50.4%
CAGR 3Y-62.8%-43.7%
CAGR 5Y-52.3%-35.1%
Sharpe 3Y-0.97-1.15
Volatility 1Y67.54%36.05%
Max drawdown-99.98%-99.61%

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

Similar to HIBS and SPXS