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RETL vs ERY

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

RETL

Direxion Daily Retail Bull 3X Shares

Direxion Funds

Annual cost

0.96%

Fund size

$32M

ERY

Direxion Daily Energy Bear 2X Shares

Direxion Funds

Annual cost

0.99%

Fund size

$40M

Key differences

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

Side-by-side comparison

RETLERY
Annual cost (TER)0.96%0.99%
Fund size (AUM)$32M$40M
Since20102008
Dividend yield0.58%3.84%
Asset classequityequity
Regionnorth americanorth america
Strategyleveragedinverse
CAGR 1Y+12.5%-55.7%
CAGR 3Y+7.1%-29.2%
CAGR 5Y-29.1%-38.9%
Sharpe 3Y0.38-0.68
Volatility 1Y60.15%40.28%
Max drawdown-92.00%-99.66%

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

Similar to RETL and ERY