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SPUU vs ERX

Direxion Daily S&P 500 Bull 2X Shares vs Direxion Daily Energy Bull 2X Shares

SPUU

Direxion Daily S&P 500 Bull 2X Shares

Direxion Funds

Annual cost

0.60%

Fund size

$228M

ERX

Direxion Daily Energy Bull 2X Shares

Direxion Funds

Annual cost

0.91%

Fund size

$282M

Key differences

  • SPUU costs 0.31% less per year.
  • Over the last 3 years, SPUU has delivered higher annualized returns.
  • ERX has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

SPUUERX
Annual cost (TER)0.60%0.91%
Fund size (AUM)$228M$282M
Since20142008
Dividend yield1.47%1.54%
Asset classequityequity
Regionnorth americanorth america
Strategyleveragedleveraged
CAGR 1Y+56.4%+103.0%
CAGR 3Y+39.7%+26.2%
CAGR 5Y+20.4%+30.3%
Sharpe 3Y1.170.68
Volatility 1Y24.20%40.54%
Max drawdown-59.35%-98.59%

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

Similar to SPUU and ERX