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RETL vs ERX

Direxion Daily Retail Bull 3X Shares vs Direxion Daily Energy Bull 2X Shares

RETL

Direxion Daily Retail Bull 3X Shares

Direxion Funds

Annual cost

0.96%

Fund size

$32M

ERX

Direxion Daily Energy Bull 2X Shares

Direxion Funds

Annual cost

0.91%

Fund size

$282M

Key differences

  • ERX is significantly larger than RETL — larger funds tend to be more liquid and less likely to close.
  • Over the last 3 years, ERX has delivered higher annualized returns.

Side-by-side comparison

RETLERX
Annual cost (TER)0.96%0.91%
Fund size (AUM)$32M$282M
Since20102008
Dividend yield0.58%1.54%
Asset classequityequity
Regionnorth americanorth america
Strategyleveragedleveraged
CAGR 1Y+12.5%+103.0%
CAGR 3Y+7.1%+26.2%
CAGR 5Y-29.1%+30.3%
Sharpe 3Y0.380.68
Volatility 1Y60.15%40.54%
Max drawdown-92.00%-98.59%

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

Similar to RETL and ERX