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TBXU vs ERX

Direxion Daily Biotech Top 5 Bull 2X ETF vs Direxion Daily Energy Bull 2X Shares

TBXU

Direxion Daily Biotech Top 5 Bull 2X ETF

Direxion Funds

Annual cost

0.98%

Fund size

$3M

ERX

Direxion Daily Energy Bull 2X Shares

Direxion Funds

Annual cost

0.91%

Fund size

$282M

Key differences

  • ERX costs 0.07% less per year.
  • ERX is significantly larger than TBXU — larger funds tend to be more liquid and less likely to close.
  • ERX has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

TBXUERX
Annual cost (TER)0.98%0.91%
Fund size (AUM)$3M$282M
Since20252008
Dividend yield1.54%
Asset classequityequity
Regionnorth americanorth america
Strategyleveragedleveraged
CAGR 1YN/A+103.0%
CAGR 3YN/A+26.2%
CAGR 5YN/A+30.3%
Sharpe 3YN/A0.68
Volatility 1Y40.54%
Max drawdown-25.36%-98.59%

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

Similar to TBXU and ERX