ERX vs IBTQ
Comparison between DIREXION DAILY ENERGY BULL 2X SHARES (ERX, ETF) and ISHARES IBONDS DEC 2035 TERM TREASURY ETF (IBTQ, ETF).
ERX vs IBTQ - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
ERX
$234M
Winner
IBTQ
$234M
Expense Ratio
ERX
N/A
IBTQ
0.07%
Max Drawdown
ERX
99.56%
Winner
IBTQ
5.43%
Sharpe Ratio
Winner
ERX
1.61
IBTQ
-0.40
5Y Beta
ERX
0.94
Winner
IBTQ
0.02
P/E Ratio
ERX
17.00
IBTQ
N/A
Forward P/E
ERX
13.55
IBTQ
N/A
PEG Ratio
ERX
0.10
IBTQ
N/A
5Y Dividends CAGR
ERX
22.72%
IBTQ
N/A
Debt to Equity
ERX
37.34%
IBTQ
N/A
P/S Ratio
ERX
1.62
IBTQ
N/A
P/B Ratio
ERX
2.45
IBTQ
N/A
ERX vs IBTQ - Historical Returns
Returns include dividend reinvestment.
1M
Winner
ERX
+7.22%
IBTQ
+0.87%
3M
Winner
ERX
+13.44%
IBTQ
+0.24%
6M
Winner
ERX
+24.62%
IBTQ
-2.09%
1Y
Winner
ERX
+89.23%
IBTQ
+1.89%
5Y(CAGR)
ERX
+38.63%
IBTQ
N/A
10Y(CAGR)
ERX
-9.27%
IBTQ
N/A
Max(CAGR)
ERX
-6.56%
Winner
IBTQ
+3.19%
ERX vs IBTQ - Annual Returns (2008 - 2026)
Returns include dividend reinvestment.
| Year | ERX | IBTQ |
|---|---|---|
| 2026 | +76.99% | -0.45% |
| 2025 | +0.50% | +5.09% |
| 2024 | -1.37% | N/A |
| 2023 | -5.50% | N/A |
| 2022 | +117.39% | N/A |
| 2021 | +111.11% | N/A |
| 2020 | -91.81% | N/A |
| 2019 | +9.05% | N/A |
| 2018 | -58.67% | N/A |
| 2017 | -15.38% | 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 | +35.45% | N/A |
| 2009 | -10.17% | N/A |
| 2008 | -4.93% | N/A |
ERX vs IBTQ Drawdown Comparison
The maximum drawdown for ERX was -99.55%, occurring on Mar 23, 2020. This drawdown has not yet recovered.
The maximum drawdown for IBTQ was -4.26%, occurring on May 19, 2026. This drawdown has not yet recovered.
The current ERX drawdown is -91.02%. The current IBTQ drawdown is -2.77%.
| Rank | ERX | IBTQ |
|---|---|---|
| #1 | -99.55% Jun 23, 2014 - Mar 23, 2020 | -4.26% Feb 27, 2026 - May 19, 2026 |
| #2 | -69.51% Apr 29, 2011 - Apr 1, 2014 | -3.90% Apr 4, 2025 - Aug 28, 2025 |
| #3 | -66.34% Nov 26, 2008 - Oct 19, 2009 | -1.60% Nov 26, 2025 - Feb 12, 2026 |
| #4 | -55.21% Oct 19, 2009 - Dec 6, 2010 | -1.45% Oct 22, 2025 - Nov 25, 2025 |
| #5 | -33.90% Nov 19, 2008 - Nov 24, 2008 | -1.09% Sep 11, 2025 - Oct 10, 2025 |
| #6 | -18.56% Mar 3, 2011 - Mar 29, 2011 | -0.52% Aug 28, 2025 - Sep 4, 2025 |
| #7 | -15.63% Apr 5, 2011 - Apr 29, 2011 | -0.29% Sep 8, 2025 - Sep 10, 2025 |
| #8 | -6.80% Apr 3, 2014 - Apr 15, 2014 | -0.23% Feb 13, 2026 - Feb 23, 2026 |
| #9 | -5.46% May 7, 2014 - May 29, 2014 | -0.14% Oct 16, 2025 - Oct 20, 2025 |
| #10 | -5.38% Jan 18, 2011 - Jan 26, 2011 | -0.12% Apr 1, 2025 - Apr 3, 2025 |
| #11 | -4.83% Feb 28, 2011 - Mar 3, 2011 | -0.11% Mar 26, 2025 - Mar 28, 2025 |
| #12 | -4.56% Feb 7, 2011 - Feb 14, 2011 | -0.10% Oct 14, 2025 - Oct 16, 2025 |
| #13 | -4.13% Feb 23, 2011 - Feb 28, 2011 | -0.10% Feb 23, 2026 - Feb 26, 2026 |
| #14 | -3.38% Jan 3, 2011 - Jan 11, 2011 | N/A |
| #15 | -3.09% Feb 14, 2011 - Feb 16, 2011 | N/A |
Correlation
Correlation between ERX and IBTQ is 0.50 which considered as a moderate positive correlation - the stocks show some tendency to move together.
0.50
-101
Dividend Comparison (2008 - 2026)
ERX vs IBTQ dividend yield comparison.
| Year | ERX | IBTQ |
|---|---|---|
| 2026 | 0.75% | 2.29% |
| 2025 | 2.54% | 2.80% |
| 2024 | 2.94% | 0.00% |
| 2023 | 3.17% | 0.00% |
| 2022 | 2.23% | 0.00% |
| 2021 | 2.16% | 0.00% |
| 2020 | 2.35% | 0.00% |
| 2019 | 0.16% | 0.00% |
| 2018 | 0.31% | 0.00% |
| 2017 | 0.09% | 0.00% |
| 2010 | 0.07% | 0.00% |
| 2009 | 1.23% | 0.00% |
| 2008 | 0.00% | 0.00% |
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