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MIDU vs ERY

Direxion Daily Mid Cap Bull 3X Shares vs Direxion Daily Energy Bear 2X Shares

MIDU

Direxion Daily Mid Cap Bull 3X Shares

Direxion Funds

Annual cost

0.98%

Fund size

$84M

ERY

Direxion Daily Energy Bear 2X Shares

Direxion Funds

Annual cost

0.99%

Fund size

$40M

Key differences

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

Side-by-side comparison

MIDUERY
Annual cost (TER)0.98%0.99%
Fund size (AUM)$84M$40M
Since20092008
Dividend yield0.70%3.84%
Asset classequityequity
Regionnorth americanorth america
Strategyleveragedinverse
CAGR 1Y+61.8%-55.7%
CAGR 3Y+25.8%-29.2%
CAGR 5Y+1.5%-38.9%
Sharpe 3Y0.63-0.68
Volatility 1Y46.80%40.28%
Max drawdown-86.26%-99.66%

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

Similar to MIDU and ERY