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WANT vs ERY

Direxion Daily Cnsmr Discret Bull 3XShrs vs Direxion Daily Energy Bear 2X Shares

WANT

Direxion Daily Cnsmr Discret Bull 3XShrs

Direxion Funds

Annual cost

1.00%

Fund size

$21M

ERY

Direxion Daily Energy Bear 2X Shares

Direxion Funds

Annual cost

0.99%

Fund size

$40M

Key differences

  • WANT follows a leveraged strategy; ERY uses inverse.
  • Over the last 3 years, WANT has delivered higher annualized returns.
  • ERY has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

WANTERY
Annual cost (TER)1.00%0.99%
Fund size (AUM)$21M$40M
Since20182008
Dividend yield0.59%3.84%
Asset classequityequity
Regionnorth americanorth america
Strategyleveragedinverse
CAGR 1Y+19.4%-55.7%
CAGR 3Y+26.8%-29.2%
CAGR 5Y-3.9%-38.9%
Sharpe 3Y0.63-0.68
Volatility 1Y54.14%40.28%
Max drawdown-85.89%-99.66%

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

Similar to WANT and ERY