DIVZ vs ERX
Comparison between POLEN DIVIDEND INCOME ETF (DIVZ, ETF) and DIREXION DAILY ENERGY BULL 2X SHARES (ERX, ETF).
5-Year PerformanceERX has outperformed DIVZ, delivering a return of +27.9% compared to +8.9%
DIVZ vs ERX - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
DIVZ
$244M
Winner
ERX
$244M
Expense Ratio
DIVZ
0.65%
ERX
N/A
Max Drawdown
Winner
DIVZ
18.09%
ERX
99.56%
Sharpe Ratio
DIVZ
0.96
Winner
ERX
1.43
5Y Beta
Winner
DIVZ
0.42
ERX
1.07
P/E Ratio
Winner
DIVZ
20.73
ERX
22.72
Forward P/E
DIVZ
15.47
Winner
ERX
12.78
PEG Ratio
Winner
DIVZ
-4.52
ERX
1.07
5Y Dividends CAGR
Winner
DIVZ
71.10%
ERX
33.38%
5Y EPS CAGR
DIVZ
6.38%
ERX
N/A
Debt to Equity
DIVZ
N/A
ERX
40.47%
P/S Ratio
DIVZ
1.72
Winner
ERX
1.68
P/B Ratio
DIVZ
3.14
Winner
ERX
2.52
DIVZ vs ERX - Holdings Comparison
DIVZ and ERX have 3 common holdings. Overlap is 9.97%
DIVZ's top 25 holdings weight is 93.17%. ERX's top 25 holdings weight is 116.55%.
| Rank | DIVZ | ERX |
|---|---|---|
| #1 | VERIZON COMMUNICATIONS INC (VZ) - 5.91% | DREYFUS GOVT CASH MAN INS (n/a) - 27.17% |
| #2 | PHILIP MORRIS INTERNATIONAL INC (PM) - 5.75% | EXXON MOBIL CORP (XOM) - 16.02% |
| #3 | MPLX LP PARTNERSHIP UNITS (MPLX) - 5.55% | ENERGY SELECT SECTOR INDEX SWAP (n/a) - 12.71% |
| #4 | UNITEDHEALTH GROUP INC (UNH) - 5.34% | CHEVRON CORP (CVX) - 11.81% |
| #5 | NEXTERA ENERGY INC (NEE) - 4.66% | GOLDMAN FINL SQ TRSRY INST 506 (n/a) - 4.88% |
| #6 | CHEVRON CORP (CVX) - 4.41% | CONOCOPHILLIPS (COP) - 4.87% |
| #7 | UNITED PARCEL SERVICE INC CLASS B (UPS) - 4.33% | SLB LTD (SLB) - 3.51% |
| #8 | JOHNSON & JOHNSON (JNJ) - 4.32% | WILLIAMS COMPANIES INC (WMB) - 3.26% |
| #9 | DOMINION ENERGY INC (D) - 4.03% | EOG RESOURCES INC (EOG) - 2.99% |
| #10 | BRITISH AMERICAN TOBACCO PLC ADR (BTI) - 4.01% | VALERO ENERGY CORP (VLO) - 2.98% |
| #11 | CME GROUP INC CLASS A (CME) - 3.97% | MARATHON PETROLEUM CORP (MPC) - 2.96% |
| #12 | VALERO ENERGY CORP (VLO) - 3.70% | PHILLIPS 66 (PSX) - 2.83% |
| #13 | THE HERSHEY CO (HSY) - 3.46% | BAKER HUGHES CO CLASS A (BKR) - 2.67% |
| #14 | AMERICAN ELECTRIC POWER CO INC (AEP) - 3.39% | KINDER MORGAN INC CLASS P (KMI) - 2.60% |
| #15 | THE HOME DEPOT INC (HD) - 3.35% | TARGA RESOURCES CORP (TRGP) - 2.34% |
| #16 | ENBRIDGE INC (ENB) - 3.33% | ONEOK INC (OKE) - 2.30% |
| #17 | THE CIGNA GROUP (CI) - 3.08% | DEVON ENERGY CORP (DVN) - 2.10% |
| #18 | ABBVIE INC (ABBV) - 2.92% | OCCIDENTAL PETROLEUM CORP (OXY) - 1.67% |
| #19 | AMERICAN INTERNATIONAL GROUP INC (AIG) - 2.87% | DIAMONDBACK ENERGY INC (FANG) - 1.53% |
| #20 | PEPSICO INC (PEP) - 2.70% | EQT CORP (EQT) - 1.42% |
| #21 | BROOKFIELD INFRASTRUCTURE CORP ORDINARY SHARES CLASS A (EXCHANGEABLE SUB (BIPC) - 2.65% | HALLIBURTON CO (HAL) - 1.39% |
| #22 | KINDER MORGAN INC CLASS P (KMI) - 2.58% | TEXAS PACIFIC LAND CORP (TPL) - 0.94% |
| #23 | ATMOS ENERGY CORP (ATO) - 2.52% | EXPAND ENERGY CORP ORDINARY SHARES NEW (EXE) - 0.91% |
| #24 | ALTRIA GROUP INC (MO) - 2.33% | APA CORP (APA) - 0.54% |
| #25 | LENNAR CORP CLASS A (LEN) - 2.01% | GOLDMAN SACHS FIN GOV 465 INSTITUT (n/a) - 0.15% |
| Total Holdings | 29 | 26 |
DIVZ vs ERX - Historical Returns
Returns include dividend reinvestment.
1M
Winner
DIVZ
+1.14%
ERX
-0.90%
3M
Winner
DIVZ
+1.68%
ERX
-1.38%
6M
DIVZ
+5.57%
Winner
ERX
+56.13%
1Y
DIVZ
+12.01%
Winner
ERX
+70.58%
5Y(CAGR)
DIVZ
+8.92%
Winner
ERX
+27.94%
10Y(CAGR)
DIVZ
N/A
ERX
-9.40%
Max(CAGR)
Winner
DIVZ
+11.62%
ERX
-6.57%
DIVZ vs ERX - Annual Returns (2008 - 2026)
Returns include dividend reinvestment.
| Year | DIVZ | ERX |
|---|---|---|
| 2026 | +5.23% | +53.51% |
| 2025 | +16.35% | +0.50% |
| 2024 | +17.39% | -1.37% |
| 2023 | -0.12% | -5.50% |
| 2022 | +2.45% | +117.39% |
| 2021 | +19.73% | +111.11% |
| 2020 | N/A | -91.81% |
| 2019 | N/A | +10.44% |
| 2018 | N/A | -58.08% |
| 2017 | N/A | -14.61% |
| 2016 | N/A | +69.90% |
| 2015 | N/A | -61.81% |
| 2014 | N/A | -29.85% |
| 2013 | N/A | +73.35% |
| 2012 | N/A | -3.89% |
| 2011 | N/A | -21.69% |
| 2010 | N/A | +36.77% |
| 2009 | N/A | +0.01% |
| 2008 | N/A | -4.91% |
DIVZ vs ERX Drawdown Comparison
The maximum drawdown for DIVZ was -15.44%, occurring on Sep 30, 2022. Recovery took 448 trading sessions.
The maximum drawdown for ERX was -99.54%, occurring on Mar 23, 2020. This drawdown has not yet recovered.
The current DIVZ drawdown is -1.91%. The current ERX drawdown is -91.93%.
| Rank | DIVZ | ERX |
|---|---|---|
| #1 | -15.44% Jun 7, 2022 - Mar 20, 2024 | -99.54% Jun 23, 2014 - Mar 23, 2020 |
| #2 | -8.98% Mar 3, 2025 - May 16, 2025 | -69.51% Apr 29, 2011 - Apr 1, 2014 |
| #3 | -7.25% Nov 29, 2024 - Feb 13, 2025 | -66.34% Nov 26, 2008 - Oct 19, 2009 |
| #4 | -6.77% Apr 20, 2022 - Jun 7, 2022 | -51.85% Apr 23, 2010 - Nov 11, 2010 |
| #5 | -5.96% Oct 22, 2021 - Dec 27, 2021 | -33.90% Nov 19, 2008 - Nov 24, 2008 |
| #6 | -5.83% Feb 27, 2026 - Apr 15, 2026 | -30.48% Oct 19, 2009 - Apr 23, 2010 |
| #7 | -5.14% Jun 10, 2021 - Oct 20, 2021 | -18.56% Mar 3, 2011 - Mar 29, 2011 |
| #8 | -4.58% Feb 9, 2022 - Mar 22, 2022 | -15.63% Apr 5, 2011 - Apr 29, 2011 |
| #9 | -4.55% Jul 31, 2024 - Aug 15, 2024 | -11.21% Nov 11, 2010 - Dec 1, 2010 |
| #10 | -4.08% Sep 11, 2025 - Nov 28, 2025 | -6.80% Apr 3, 2014 - Apr 15, 2014 |
| #11 | -3.95% Apr 3, 2024 - May 6, 2024 | -5.46% May 7, 2014 - May 29, 2014 |
| #12 | -3.84% Jan 14, 2022 - Feb 2, 2022 | -5.38% Jan 18, 2011 - Jan 26, 2011 |
| #13 | -3.05% Oct 18, 2024 - Nov 11, 2024 | -4.83% Feb 28, 2011 - Mar 3, 2011 |
| #14 | -2.95% Feb 24, 2021 - Mar 8, 2021 | -4.56% Feb 7, 2011 - Feb 14, 2011 |
| #15 | -2.93% May 15, 2024 - Jul 11, 2024 | -4.13% Feb 23, 2011 - Feb 28, 2011 |
Correlation
Correlation between DIVZ and ERX is 0.69 which considered as a moderate positive correlation - the stocks show some tendency to move together.
0.69
-101
Dividend Comparison (2008 - 2026)
DIVZ vs ERX dividend yield comparison.
| Year | DIVZ | ERX |
|---|---|---|
| 2026 | 1.02% | 0.59% |
| 2025 | 2.60% | 2.54% |
| 2024 | 2.63% | 2.94% |
| 2023 | 3.66% | 3.17% |
| 2022 | 3.23% | 2.23% |
| 2021 | 3.83% | 2.16% |
| 2020 | 0.00% | 2.35% |
| 2019 | 0.00% | 1.56% |
| 2018 | 0.00% | 3.10% |
| 2017 | 0.00% | 0.85% |
| 2010 | 0.00% | 0.69% |
| 2009 | 0.00% | 12.29% |
| 2008 | 0.00% | 0.02% |
Select Stocks to Compare
Popular: DIVZ vs SPYERX vs SPY
More Comparisons
Compare with similar stocks