ERX vs DIVZ
Comparison between DIREXION DAILY ENERGY BULL 2X SHARES (ERX, ETF) and POLEN DIVIDEND INCOME ETF (DIVZ, ETF).
5-Year PerformanceERX has outperformed DIVZ, delivering a return of +27.9% compared to +8.9%
ERX vs DIVZ - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
ERX
$244M
DIVZ
$244M
Expense Ratio
ERX
N/A
DIVZ
0.65%
Max Drawdown
ERX
99.56%
Winner
DIVZ
18.09%
Sharpe Ratio
Winner
ERX
1.46
DIVZ
0.92
5Y Beta
ERX
1.07
Winner
DIVZ
0.42
P/E Ratio
ERX
22.72
Winner
DIVZ
20.73
Forward P/E
Winner
ERX
12.78
DIVZ
15.48
PEG Ratio
ERX
1.07
Winner
DIVZ
-4.52
5Y Dividends CAGR
ERX
33.38%
Winner
DIVZ
71.10%
5Y EPS CAGR
ERX
N/A
DIVZ
6.38%
Debt to Equity
ERX
40.47%
DIVZ
N/A
P/S Ratio
Winner
ERX
1.68
DIVZ
1.72
P/B Ratio
Winner
ERX
2.52
DIVZ
3.14
ERX vs DIVZ - Holdings Comparison
ERX and DIVZ have 3 common holdings. Overlap is 9.97%
ERX's top 25 holdings weight is 116.55%. DIVZ's top 25 holdings weight is 93.17%.
| Rank | ERX | DIVZ |
|---|---|---|
| #1 | DREYFUS GOVT CASH MAN INS (n/a) - 27.17% | VERIZON COMMUNICATIONS INC (VZ) - 5.91% |
| #2 | EXXON MOBIL CORP (XOM) - 16.02% | PHILIP MORRIS INTERNATIONAL INC (PM) - 5.75% |
| #3 | ENERGY SELECT SECTOR INDEX SWAP (n/a) - 12.71% | MPLX LP PARTNERSHIP UNITS (MPLX) - 5.55% |
| #4 | CHEVRON CORP (CVX) - 11.81% | UNITEDHEALTH GROUP INC (UNH) - 5.34% |
| #5 | GOLDMAN FINL SQ TRSRY INST 506 (n/a) - 4.88% | NEXTERA ENERGY INC (NEE) - 4.66% |
| #6 | CONOCOPHILLIPS (COP) - 4.87% | CHEVRON CORP (CVX) - 4.41% |
| #7 | SLB LTD (SLB) - 3.51% | UNITED PARCEL SERVICE INC CLASS B (UPS) - 4.33% |
| #8 | WILLIAMS COMPANIES INC (WMB) - 3.26% | JOHNSON & JOHNSON (JNJ) - 4.32% |
| #9 | EOG RESOURCES INC (EOG) - 2.99% | DOMINION ENERGY INC (D) - 4.03% |
| #10 | VALERO ENERGY CORP (VLO) - 2.98% | BRITISH AMERICAN TOBACCO PLC ADR (BTI) - 4.01% |
| #11 | MARATHON PETROLEUM CORP (MPC) - 2.96% | CME GROUP INC CLASS A (CME) - 3.97% |
| #12 | PHILLIPS 66 (PSX) - 2.83% | VALERO ENERGY CORP (VLO) - 3.70% |
| #13 | BAKER HUGHES CO CLASS A (BKR) - 2.67% | THE HERSHEY CO (HSY) - 3.46% |
| #14 | KINDER MORGAN INC CLASS P (KMI) - 2.60% | AMERICAN ELECTRIC POWER CO INC (AEP) - 3.39% |
| #15 | TARGA RESOURCES CORP (TRGP) - 2.34% | THE HOME DEPOT INC (HD) - 3.35% |
| #16 | ONEOK INC (OKE) - 2.30% | ENBRIDGE INC (ENB) - 3.33% |
| #17 | DEVON ENERGY CORP (DVN) - 2.10% | THE CIGNA GROUP (CI) - 3.08% |
| #18 | OCCIDENTAL PETROLEUM CORP (OXY) - 1.67% | ABBVIE INC (ABBV) - 2.92% |
| #19 | DIAMONDBACK ENERGY INC (FANG) - 1.53% | AMERICAN INTERNATIONAL GROUP INC (AIG) - 2.87% |
| #20 | EQT CORP (EQT) - 1.42% | PEPSICO INC (PEP) - 2.70% |
| #21 | HALLIBURTON CO (HAL) - 1.39% | BROOKFIELD INFRASTRUCTURE CORP ORDINARY SHARES CLASS A (EXCHANGEABLE SUB (BIPC) - 2.65% |
| #22 | TEXAS PACIFIC LAND CORP (TPL) - 0.94% | KINDER MORGAN INC CLASS P (KMI) - 2.58% |
| #23 | EXPAND ENERGY CORP ORDINARY SHARES NEW (EXE) - 0.91% | ATMOS ENERGY CORP (ATO) - 2.52% |
| #24 | APA CORP (APA) - 0.54% | ALTRIA GROUP INC (MO) - 2.33% |
| #25 | GOLDMAN SACHS FIN GOV 465 INSTITUT (n/a) - 0.15% | LENNAR CORP CLASS A (LEN) - 2.01% |
| Total Holdings | 26 | 29 |
ERX vs DIVZ - Historical Returns
Returns include dividend reinvestment.
1M
ERX
-0.90%
Winner
DIVZ
+1.14%
3M
ERX
-1.38%
Winner
DIVZ
+1.68%
6M
Winner
ERX
+56.13%
DIVZ
+5.57%
1Y
Winner
ERX
+70.58%
DIVZ
+12.01%
5Y(CAGR)
Winner
ERX
+27.94%
DIVZ
+8.92%
10Y(CAGR)
ERX
-9.40%
DIVZ
N/A
Max(CAGR)
ERX
-6.57%
Winner
DIVZ
+11.62%
ERX vs DIVZ - Annual Returns (2008 - 2026)
Returns include dividend reinvestment.
| Year | ERX | DIVZ |
|---|---|---|
| 2026 | +53.51% | +5.23% |
| 2025 | +0.50% | +16.35% |
| 2024 | -1.37% | +17.39% |
| 2023 | -5.50% | -0.12% |
| 2022 | +117.39% | +2.45% |
| 2021 | +111.11% | +19.73% |
| 2020 | -91.81% | N/A |
| 2019 | +10.44% | N/A |
| 2018 | -58.08% | N/A |
| 2017 | -14.61% | N/A |
| 2016 | +69.90% | N/A |
| 2015 | -61.81% | N/A |
| 2014 | -29.85% | N/A |
| 2013 | +73.35% | N/A |
| 2012 | -3.89% | N/A |
| 2011 | -21.69% | N/A |
| 2010 | +36.77% | N/A |
| 2009 | +0.01% | N/A |
| 2008 | -4.91% | N/A |
ERX vs DIVZ Drawdown Comparison
The maximum drawdown for ERX was -99.54%, occurring on Mar 23, 2020. This drawdown has not yet recovered.
The maximum drawdown for DIVZ was -15.44%, occurring on Sep 30, 2022. Recovery took 448 trading sessions.
The current ERX drawdown is -91.93%. The current DIVZ drawdown is -1.91%.
| Rank | ERX | DIVZ |
|---|---|---|
| #1 | -99.54% Jun 23, 2014 - Mar 23, 2020 | -15.44% Jun 7, 2022 - Mar 20, 2024 |
| #2 | -69.51% Apr 29, 2011 - Apr 1, 2014 | -8.98% Mar 3, 2025 - May 16, 2025 |
| #3 | -66.34% Nov 26, 2008 - Oct 19, 2009 | -7.25% Nov 29, 2024 - Feb 13, 2025 |
| #4 | -51.85% Apr 23, 2010 - Nov 11, 2010 | -6.77% Apr 20, 2022 - Jun 7, 2022 |
| #5 | -33.90% Nov 19, 2008 - Nov 24, 2008 | -5.96% Oct 22, 2021 - Dec 27, 2021 |
| #6 | -30.48% Oct 19, 2009 - Apr 23, 2010 | -5.83% Feb 27, 2026 - Apr 15, 2026 |
| #7 | -18.56% Mar 3, 2011 - Mar 29, 2011 | -5.14% Jun 10, 2021 - Oct 20, 2021 |
| #8 | -15.63% Apr 5, 2011 - Apr 29, 2011 | -4.58% Feb 9, 2022 - Mar 22, 2022 |
| #9 | -11.21% Nov 11, 2010 - Dec 1, 2010 | -4.55% Jul 31, 2024 - Aug 15, 2024 |
| #10 | -6.80% Apr 3, 2014 - Apr 15, 2014 | -4.08% Sep 11, 2025 - Nov 28, 2025 |
| #11 | -5.46% May 7, 2014 - May 29, 2014 | -3.95% Apr 3, 2024 - May 6, 2024 |
| #12 | -5.38% Jan 18, 2011 - Jan 26, 2011 | -3.84% Jan 14, 2022 - Feb 2, 2022 |
| #13 | -4.83% Feb 28, 2011 - Mar 3, 2011 | -3.05% Oct 18, 2024 - Nov 11, 2024 |
| #14 | -4.56% Feb 7, 2011 - Feb 14, 2011 | -2.95% Feb 24, 2021 - Mar 8, 2021 |
| #15 | -4.13% Feb 23, 2011 - Feb 28, 2011 | -2.93% May 15, 2024 - Jul 11, 2024 |
Correlation
Correlation between ERX and DIVZ 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)
ERX vs DIVZ dividend yield comparison.
| Year | ERX | DIVZ |
|---|---|---|
| 2026 | 0.59% | 1.02% |
| 2025 | 2.54% | 2.60% |
| 2024 | 2.94% | 2.63% |
| 2023 | 3.17% | 3.66% |
| 2022 | 2.23% | 3.23% |
| 2021 | 2.16% | 3.83% |
| 2020 | 2.35% | 0.00% |
| 2019 | 1.56% | 0.00% |
| 2018 | 3.10% | 0.00% |
| 2017 | 0.85% | 0.00% |
| 2010 | 0.69% | 0.00% |
| 2009 | 12.29% | 0.00% |
| 2008 | 0.02% | 0.00% |
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