ERY vs MSTI
Comparison between DIREXION DAILY ENERGY BEAR 2X SHARES (ERY, ETF) and MADISON SHORT-TERM STRATEGIC INCOME ETF (MSTI, ETF).
ERY vs MSTI - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
ERY
$49M
Winner
MSTI
$49M
Expense Ratio
ERY
N/A
MSTI
0.36%
Max Drawdown
ERY
99.99%
Winner
MSTI
3.14%
Sharpe Ratio
ERY
-1.56
Winner
MSTI
-0.10
5Y Beta
Winner
ERY
-1.25
MSTI
0.04
ERY vs MSTI - Historical Returns
Returns include dividend reinvestment.
1M
ERY
-14.82%
Winner
MSTI
+0.07%
3M
ERY
-11.76%
Winner
MSTI
+0.03%
6M
ERY
-34.51%
Winner
MSTI
+0.58%
1Y
ERY
-51.44%
Winner
MSTI
+3.46%
5Y(CAGR)
ERY
-40.44%
MSTI
N/A
10Y(CAGR)
ERY
-33.53%
MSTI
N/A
Max(CAGR)
ERY
-39.81%
Winner
MSTI
+5.59%
ERY vs MSTI - Annual Returns (2008 - 2026)
Returns include dividend reinvestment.
| Year | ERY | MSTI |
|---|---|---|
| 2026 | -42.92% | +0.65% |
| 2025 | -16.54% | +6.12% |
| 2024 | -3.26% | +5.14% |
| 2023 | -7.12% | +4.14% |
| 2022 | -71.83% | N/A |
| 2021 | -67.88% | N/A |
| 2020 | -9.46% | N/A |
| 2019 | -34.26% | N/A |
| 2018 | +53.12% | N/A |
| 2017 | -2.39% | N/A |
| 2016 | -67.49% | N/A |
| 2015 | +41.46% | N/A |
| 2014 | +0.33% | N/A |
| 2013 | -54.06% | N/A |
| 2012 | -25.02% | N/A |
| 2011 | -48.80% | N/A |
| 2010 | -56.47% | N/A |
| 2009 | -65.40% | N/A |
| 2008 | -43.13% | N/A |
ERY vs MSTI Drawdown Comparison
The maximum drawdown for ERY was -99.99%, occurring on Mar 27, 2026. This drawdown has not yet recovered.
The maximum drawdown for MSTI was -1.48%, occurring on Oct 19, 2023. Recovery took 37 trading sessions.
The current ERY drawdown is -99.99%. The current MSTI drawdown is -0.35%.
| Rank | ERY | MSTI |
|---|---|---|
| #1 | -99.99% Nov 20, 2008 - Mar 27, 2026 | -1.48% Sep 13, 2023 - Nov 3, 2023 |
| #2 | N/A | -1.32% Feb 20, 2026 - May 1, 2026 |
| #3 | N/A | -1.22% Oct 2, 2024 - Jan 24, 2025 |
| #4 | N/A | -1.07% Apr 3, 2025 - Apr 25, 2025 |
| #5 | N/A | -1.07% Mar 27, 2024 - May 3, 2024 |
| #6 | N/A | -0.97% Feb 1, 2024 - Mar 8, 2024 |
| #7 | N/A | -0.81% May 1, 2026 - Jun 26, 2026 |
| #8 | N/A | -0.67% Sep 23, 2025 - Oct 21, 2025 |
| #9 | N/A | -0.65% Apr 30, 2025 - May 19, 2025 |
| #10 | N/A | -0.62% Dec 27, 2023 - Jan 11, 2024 |
| #11 | N/A | -0.56% Jan 12, 2024 - Feb 1, 2024 |
| #12 | N/A | -0.49% Mar 11, 2024 - Mar 27, 2024 |
| #13 | N/A | -0.49% May 19, 2025 - May 29, 2025 |
| #14 | N/A | -0.46% Feb 4, 2025 - Feb 21, 2025 |
| #15 | N/A | -0.44% Jun 29, 2026 - Jul 13, 2026 |
Correlation
Correlation between ERY and MSTI is -0.71 which considered as a strong negative correlation - the stocks tend to move in opposite directions.
-0.71
-101
Dividend Comparison (2018 - 2026)
ERY vs MSTI dividend yield comparison.
| Year | ERY | MSTI |
|---|---|---|
| 2026 | 1.49% | 2.19% |
| 2025 | 3.48% | 5.40% |
| 2024 | 4.13% | 5.48% |
| 2023 | 4.14% | 1.55% |
| 2022 | 0.32% | 0.00% |
| 2020 | 0.43% | 0.00% |
| 2019 | 1.50% | 0.00% |
| 2018 | 0.56% | 0.00% |
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