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ERX vs SRET

Comparison between DIREXION DAILY ENERGY BULL 2X SHARES (ERX, ETF) and GLOBAL X SUPERDIVIDEND REIT ETF (SRET, ETF).

ERX is from the Energy sector, while SRET is from the Real Estate sector.

5-Year PerformanceERX has outperformed SRET, delivering a return of +38.6% compared to +1.2%

ERX vs SRET - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
Winner
ERX
$234M
SRET
$233M
Expense Ratio
ERX
N/A
SRET
0.58%
Max Drawdown
ERX
99.56%
Winner
SRET
67.71%
Sharpe Ratio
Winner
ERX
1.61
SRET
0.67
5Y Beta
ERX
0.94
Winner
SRET
0.40
P/E Ratio
ERX
17.00
Winner
SRET
11.45
Forward P/E
ERX
13.55
Winner
SRET
9.79
PEG Ratio
ERX
0.10
SRET
N/A
5Y Dividends CAGR
Winner
ERX
22.72%
SRET
-1.12%
5Y EPS CAGR
ERX
N/A
SRET
-8.23%
Debt to Equity
Winner
ERX
37.34%
SRET
66.90%
P/S Ratio
Winner
ERX
1.62
SRET
4.74
P/B Ratio
ERX
2.45
Winner
SRET
1.10

ERX vs SRET - Holdings Comparison

ERX and SRET have 1 common holdings. Overlap is -0.03%

ERX's top 25 holdings weight is 116.77%. SRET's top 25 holdings weight is 91.12%.

RankERXSRET
#1
DREYFUS GOVT CASH MAN INS (n/a) - 19.86%
APPLE HOSPITALITY REIT INC (APLE) - 4.93%
#2
ENERGY SELECT SECTOR INDEX SWAP (n/a) - 19.32%
HEALTHCARE REALTY TRUST INC (HR) - 4.47%
#3
EXXONMOBIL HOLDINGS CORP (XOM) - 14.20%
GETTY REALTY CORP (GTY) - 4.47%
#4
CHEVRON CORP (CVX) - 10.39%
BROADSTONE NET LEASE INC ORDINARY SHARES (BNL) - 4.38%
#5
GOLDMAN FINL SQ TRSRY INST 506 (n/a) - 8.25%
LTC PROPERTIES INC (LTC) - 4.17%
#6
CONOCOPHILLIPS (COP) - 4.28%
SABRA HEALTH CARE REIT INC (SBRA) - 4.16%
#7
MARATHON PETROLEUM CORP (MPC) - 3.71%
OMEGA HEALTHCARE INVESTORS INC (OHI) - 4.12%
#8
PHILLIPS 66 (PSX) - 3.63%
EPR PROPERTIES (EPR) - 4.08%
#9
VALERO ENERGY CORP (VLO) - 3.47%
KILROY REALTY CORP (KRC) - 3.95%
#10
SLB LTD (SLB) - 3.14%
GAMING AND LEISURE PROPERTIES INC (GLPI) - 3.49%
#11
EOG RESOURCES INC (EOG) - 2.92%
ELLINGTON FINANCIAL INC (EFC) - 3.45%
#12
WILLIAMS COMPANIES INC (WMB) - 2.72%
TPG RE FINANCE TRUST INC (TRTX) - 3.44%
#13
BAKER HUGHES CO CLASS A (BKR) - 2.67%
GECINA NOM (n/a) - 3.37%
#14
KINDER MORGAN INC CLASS P (KMI) - 2.67%
ANNALY CAPITAL MANAGEMENT INC (NLY) - 3.37%
#15
ONEOK INC (OKE) - 2.49%
LONDONMETRIC PROPERTY PLC (n/a) - 3.36%
#16
TARGA RESOURCES CORP (TRGP) - 2.46%
VICI PROPERTIES INC ORDINARY SHARES (VICI) - 3.31%
#17
DEVON ENERGY CORP (DVN) - 2.20%
STARWOOD PROPERTY TRUST INC (STWD) - 3.25%
#18
OCCIDENTAL PETROLEUM CORP (OXY) - 1.76%
AGNC INVESTMENT CORP (AGNC) - 3.24%
#19
DIAMONDBACK ENERGY INC (FANG) - 1.63%
MAPLETREE INDUSTRIAL TRUST UNITS REAL ESTATE INVESTMENT TRUST (n/a) - 3.23%
#20
EQT CORP (EQT) - 1.41%
ARMOUR RESIDENTIAL REIT INC (ARR) - 3.18%
#21
HALLIBURTON CO (HAL) - 1.19%
DYNEX CAPITAL INC (DX) - 3.17%
#22
EXPAND ENERGY CORP ORDINARY SHARES NEW (EXE) - 0.94%
PRIMARY HEALTH PROPERTIES PLC (n/a) - 3.16%
#23
TEXAS PACIFIC LAND CORP (TPL) - 0.86%
LADDER CAPITAL CORP CLASS A (LADR) - 3.16%
#24
APA CORP (APA) - 0.59%
BLACKSTONE MORTGAGE TRUST INC CLASS A (BXMT) - 3.14%
#25
GOLDMAN SACHS FIN GOV 465 INSTITUT (n/a) - 0.01%
INVESCO MORTGAGE CAPITAL INC (IVR) - 3.07%
Total Holdings2631

ERX vs SRET - Historical Returns

Returns include dividend reinvestment.

1M
Winner
ERX
+7.22%
SRET
-1.92%
3M
Winner
ERX
+13.44%
SRET
+1.42%
6M
Winner
ERX
+24.62%
SRET
+2.33%
1Y
Winner
ERX
+89.23%
SRET
+11.70%
5Y(CAGR)
Winner
ERX
+38.63%
SRET
+1.21%
10Y(CAGR)
ERX
-9.27%
Winner
SRET
-2.62%
Max(CAGR)
ERX
-6.56%
Winner
SRET
-1.80%

ERX vs SRET - Annual Returns (2008 - 2026)

Returns include dividend reinvestment.

YearERXSRET
2026+76.99%+7.02%
2025+0.50%+18.43%
2024-1.37%-1.51%
2023-5.50%+8.85%
2022+117.39%-22.29%
2021+111.11%+11.35%
2020-91.81%-40.17%
2019+9.05%+16.96%
2018-58.67%-10.12%
2017-15.38%+10.26%
2016+69.90%+18.00%
2015-61.81%-14.70%
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 SRET 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 SRET was -67.38%, occurring on Apr 3, 2020. This drawdown has not yet recovered.

The current ERX drawdown is -91.02%. The current SRET drawdown is -31.62%.

RankERXSRET
#1-99.55%
Jun 23, 2014 - Mar 23, 2020		-67.38%
Feb 20, 2020 - Apr 3, 2020
#2-69.51%
Apr 29, 2011 - Apr 1, 2014		-25.70%
Mar 23, 2015 - Jul 11, 2016
#3-66.34%
Nov 26, 2008 - Oct 19, 2009		-15.54%
Aug 29, 2018 - Oct 23, 2019
#4-55.21%
Oct 19, 2009 - Dec 6, 2010		-12.18%
Sep 7, 2016 - Jun 16, 2017
#5-33.90%
Nov 19, 2008 - Nov 24, 2008		-11.77%
Dec 28, 2017 - Jul 6, 2018
#6-18.56%
Mar 3, 2011 - Mar 29, 2011		-3.62%
Oct 18, 2017 - Dec 15, 2017
#7-15.63%
Apr 5, 2011 - Apr 29, 2011		-2.61%
Jun 19, 2017 - Aug 22, 2017
#8-6.80%
Apr 3, 2014 - Apr 15, 2014		-2.35%
Jul 29, 2016 - Sep 6, 2016
#9-5.46%
May 7, 2014 - May 29, 2014		-2.16%
Nov 1, 2019 - Dec 9, 2019
#10-5.38%
Jan 18, 2011 - Jan 26, 2011		-1.79%
Jan 23, 2020 - Feb 14, 2020
#11-4.83%
Feb 28, 2011 - Mar 3, 2011		-1.76%
Dec 9, 2019 - Dec 20, 2019
#12-4.56%
Feb 7, 2011 - Feb 14, 2011		-1.67%
Jul 6, 2018 - Aug 16, 2018
#13-4.13%
Feb 23, 2011 - Feb 28, 2011		-1.15%
Dec 27, 2019 - Jan 14, 2020
#14-3.38%
Jan 3, 2011 - Jan 11, 2011		-1.03%
Aug 31, 2017 - Sep 11, 2017
#15-3.09%
Feb 14, 2011 - Feb 16, 2011		-0.94%
Oct 23, 2019 - Nov 1, 2019

Correlation

Correlation between ERX and SRET is 0.74 which considered as a strong positive correlation - the stocks tend to move together.

0.74
-101

Dividend Comparison (2008 - 2026)

ERX vs SRET dividend yield comparison.

YearERXSRET
20260.75%4.89%
20252.54%7.98%
20242.94%8.72%
20233.17%7.21%
20222.23%3.23%
20212.16%2.11%
20202.35%2.96%
20190.16%2.61%
20180.31%2.85%
20170.09%2.73%
20160.00%2.69%
20150.00%2.58%
20100.07%0.00%
20091.23%0.00%
20080.00%0.00%

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