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MSFU vs ERY
Direxion Daily MSFT Bull 2X Shares vs Direxion Daily Energy Bear 2X Shares
Key differences
- MSFU is significantly larger than ERY — larger funds tend to be more liquid and less likely to close.
- MSFU follows a leveraged strategy; ERY uses inverse.
- Over the last 3 years, MSFU has delivered higher annualized returns.
- ERY has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| MSFU | ERY | |
|---|---|---|
| Annual cost (TER) | 0.98% | 0.99% |
| Fund size (AUM) | $816M | $40M |
| Since | 2022 | 2008 |
| Dividend yield | 11.88% | 3.84% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | leveraged | inverse |
| CAGR 1Y | -26.0% | -55.7% |
| CAGR 3Y | +1.7% | -29.2% |
| CAGR 5Y | N/A | -38.9% |
| Sharpe 3Y | 0.18 | -0.68 |
| Volatility 1Y | 47.41% | 40.28% |
| Max drawdown | -59.83% | -99.66% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
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