ERX vs IBMS
Comparison between DIREXION DAILY ENERGY BULL 2X SHARES (ERX, ETF) and ISHARES IBONDS DEC 2030 TERM MUNI BOND ETF (IBMS, ETF).
ERX vs IBMS - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
ERX
$282M
Winner
IBMS
$282M
Expense Ratio
ERX
N/A
IBMS
0.18%
Max Drawdown
ERX
99.56%
Winner
IBMS
3.77%
Sharpe Ratio
Winner
ERX
1.70
IBMS
0.25
5Y Beta
ERX
1.09
Winner
IBMS
0.01
P/E Ratio
ERX
22.29
IBMS
N/A
Forward P/E
ERX
13.23
IBMS
N/A
PEG Ratio
ERX
1.07
IBMS
N/A
5Y Dividends CAGR
ERX
33.38%
IBMS
N/A
Debt to Equity
ERX
40.47%
IBMS
N/A
P/S Ratio
ERX
1.65
IBMS
N/A
P/B Ratio
ERX
2.49
IBMS
N/A
ERX vs IBMS - Historical Returns
Returns include dividend reinvestment.
1M
ERX
-7.14%
Winner
IBMS
+0.24%
3M
Winner
ERX
+2.50%
IBMS
-0.54%
6M
Winner
ERX
+53.78%
IBMS
+0.71%
1Y
Winner
ERX
+91.26%
IBMS
+4.07%
5Y(CAGR)
ERX
+27.73%
IBMS
N/A
10Y(CAGR)
ERX
-9.72%
IBMS
N/A
Max(CAGR)
ERX
-6.56%
Winner
IBMS
+4.25%
ERX vs IBMS - Annual Returns (2008 - 2026)
Returns include dividend reinvestment.
| Year | ERX | IBMS |
|---|---|---|
| 2026 | +54.20% | +0.31% |
| 2025 | +0.50% | +4.84% |
| 2024 | -1.37% | +3.03% |
| 2023 | -5.50% | N/A |
| 2022 | +117.39% | N/A |
| 2021 | +111.11% | N/A |
| 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 IBMS 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 IBMS was -3.01%, occurring on Apr 11, 2025. Recovery took 78 trading sessions.
The current ERX drawdown is -91.89%. The current IBMS drawdown is -1.27%.
| Rank | ERX | IBMS |
|---|---|---|
| #1 | -99.54% Jun 23, 2014 - Mar 23, 2020 | -3.01% Feb 28, 2025 - Jun 23, 2025 |
| #2 | -69.51% Apr 29, 2011 - Apr 1, 2014 | -2.29% Oct 1, 2024 - Feb 25, 2025 |
| #3 | -66.34% Nov 26, 2008 - Oct 19, 2009 | -2.25% Feb 26, 2026 - Mar 24, 2026 |
| #4 | -51.85% Apr 23, 2010 - Nov 11, 2010 | -0.89% Sep 17, 2025 - Jan 5, 2026 |
| #5 | -33.90% Nov 19, 2008 - Nov 24, 2008 | -0.88% Jun 14, 2024 - Jul 11, 2024 |
| #6 | -30.48% Oct 19, 2009 - Apr 23, 2010 | -0.70% Aug 5, 2024 - Aug 23, 2024 |
| #7 | -18.56% Mar 3, 2011 - Mar 29, 2011 | -0.48% May 24, 2024 - Jun 4, 2024 |
| #8 | -15.63% Apr 5, 2011 - Apr 29, 2011 | -0.42% Jun 6, 2024 - Jun 12, 2024 |
| #9 | -11.21% Nov 11, 2010 - Dec 1, 2010 | -0.42% Aug 26, 2024 - Sep 5, 2024 |
| #10 | -6.80% Apr 3, 2014 - Apr 15, 2014 | -0.30% Jul 16, 2024 - Jul 31, 2024 |
| #11 | -5.46% May 7, 2014 - May 29, 2014 | -0.28% Aug 22, 2025 - Sep 5, 2025 |
| #12 | -5.38% Jan 18, 2011 - Jan 26, 2011 | -0.24% Jul 12, 2024 - Jul 16, 2024 |
| #13 | -4.83% Feb 28, 2011 - Mar 3, 2011 | -0.23% Jul 9, 2025 - Jul 29, 2025 |
| #14 | -4.56% Feb 7, 2011 - Feb 14, 2011 | -0.23% Sep 16, 2024 - Sep 27, 2024 |
| #15 | -4.13% Feb 23, 2011 - Feb 28, 2011 | -0.15% Aug 13, 2025 - Aug 22, 2025 |
Correlation
Correlation between ERX and IBMS is 0.48 which considered as a weak positive correlation - the stocks show a slight tendency to move together.
0.48
-101
Dividend Comparison (2008 - 2026)
ERX vs IBMS dividend yield comparison.
| Year | ERX | IBMS |
|---|---|---|
| 2026 | 0.58% | 1.03% |
| 2025 | 2.54% | 2.49% |
| 2024 | 2.94% | 1.38% |
| 2023 | 3.17% | 0.00% |
| 2022 | 2.23% | 0.00% |
| 2021 | 2.16% | 0.00% |
| 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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