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SPXL vs DRIP

Direxion Daily S&P500 Bull 3X Shares vs Direxion Daily S&P Oil & Gas Exp. & Prod. Bear 2X Shares

SPXL

Direxion Daily S&P500 Bull 3X Shares

Direxion Funds

Annual cost

0.84%

Fund size

$5.9B

DRIP

Direxion Daily S&P Oil & Gas Exp. & Prod. Bear 2X Shares

Direxion Funds

Annual cost

1.01%

Fund size

$117M

Key differences

  • SPXL costs 0.17% less per year.
  • SPXL is significantly larger than DRIP — larger funds tend to be more liquid and less likely to close.
  • SPXL follows a leveraged strategy; DRIP uses inverse.
  • Over the last 3 years, SPXL has delivered higher annualized returns.
  • SPXL has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

SPXLDRIP
Annual cost (TER)0.84%1.01%
Fund size (AUM)$5.9B$117M
Since20082015
Dividend yield0.60%4.18%
Asset classequityequity
Regionnorth americanorth america
Strategyleveragedinverse
CAGR 1Y+87.0%-58.1%
CAGR 3Y+55.4%-32.4%
CAGR 5Y+23.9%-43.6%
Sharpe 3Y1.14-0.49
Volatility 1Y35.92%55.08%
Max drawdown-76.86%-99.92%

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

Similar to SPXL and DRIP