IBTQ vs ERX

Comparison between ISHARES IBONDS DEC 2035 TERM TREASURY ETF (IBTQ, ETF) and DIREXION DAILY ENERGY BULL 2X SHARES (ERX, ETF).

IBTQ vs ERX - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	IBTQ(ETF)	ERX(ETF)
Net Assets	$234M	$234M
Expense Ratio	0.07%	N/A
Max Drawdown	5.43%	99.56%
Sharpe Ratio	-0.40	1.61
5Y Beta	0.02	0.94
P/E Ratio	N/A	17.00
Forward P/E	N/A	13.55
PEG Ratio	N/A	0.10
5Y Dividends CAGR	N/A	22.72%
Debt to Equity	N/A	37.34%
P/S Ratio	N/A	1.62
P/B Ratio	N/A	2.45

Net Assets

Winner

IBTQ

$234M

ERX

$234M

Expense Ratio

IBTQ

0.07%

ERX

N/A

Max Drawdown

Winner

IBTQ

5.43%

ERX

99.56%

Sharpe Ratio

IBTQ

-0.40

Winner

ERX

1.61

5Y Beta

Winner

IBTQ

0.02

ERX

0.94

P/E Ratio

IBTQ

N/A

ERX

17.00

Forward P/E

IBTQ

N/A

ERX

13.55

PEG Ratio

IBTQ

N/A

ERX

0.10

5Y Dividends CAGR

IBTQ

N/A

ERX

22.72%

Debt to Equity

IBTQ

N/A

ERX

37.34%

P/S Ratio

IBTQ

N/A

ERX

1.62

P/B Ratio

IBTQ

N/A

ERX

2.45

IBTQ vs ERX - Historical Returns

Returns include dividend reinvestment.

Period	IBTQ	ERX
1 month	+0.87%	+7.22%
3 months	+0.24%	+13.44%
6 months	-2.09%	+24.62%
1 year	+1.89%	+89.23%
5 years(CAGR)	N/A	+38.63%
10 years(CAGR)	N/A	-9.27%
Max(CAGR)	+3.19%	-6.56%

IBTQ

+0.87%

Winner

ERX

+7.22%

IBTQ

+0.24%

Winner

ERX

+13.44%

IBTQ

-2.09%

Winner

ERX

+24.62%

IBTQ

+1.89%

Winner

ERX

+89.23%

5Y(CAGR)

IBTQ

N/A

ERX

+38.63%

10Y(CAGR)

IBTQ

N/A

ERX

-9.27%

Max(CAGR)

Winner

IBTQ

+3.19%

ERX

-6.56%

IBTQ vs ERX - Annual Returns (2008 - 2026)

Returns include dividend reinvestment.

Year	IBTQ	ERX
2026	-0.45%	+76.99%
2025	+5.09%	+0.50%
2024	N/A	-1.37%
2023	N/A	-5.50%
2022	N/A	+117.39%
2021	N/A	+111.11%
2020	N/A	-91.81%
2019	N/A	+9.05%
2018	N/A	-58.67%
2017	N/A	-15.38%
2016	N/A	+69.90%
2015	N/A	-61.81%
2014	N/A	-29.85%
2013	N/A	+73.35%
2012	N/A	-3.89%
2011	N/A	-21.69%
2010	N/A	+35.45%
2009	N/A	-10.17%
2008	N/A	-4.93%

IBTQ vs ERX Drawdown Comparison

The maximum drawdown for IBTQ was -4.26%, occurring on May 19, 2026. This drawdown has not yet recovered.

The maximum drawdown for ERX was -99.55%, occurring on Mar 23, 2020. This drawdown has not yet recovered.

The current IBTQ drawdown is -2.77%. The current ERX drawdown is -91.02%.

Rank	IBTQ	ERX
#1	-4.26% Feb 27, 2026 - May 19, 2026	-99.55% Jun 23, 2014 - Mar 23, 2020
#2	-3.90% Apr 4, 2025 - Aug 28, 2025	-69.51% Apr 29, 2011 - Apr 1, 2014
#3	-1.60% Nov 26, 2025 - Feb 12, 2026	-66.34% Nov 26, 2008 - Oct 19, 2009
#4	-1.45% Oct 22, 2025 - Nov 25, 2025	-55.21% Oct 19, 2009 - Dec 6, 2010
#5	-1.09% Sep 11, 2025 - Oct 10, 2025	-33.90% Nov 19, 2008 - Nov 24, 2008
#6	-0.52% Aug 28, 2025 - Sep 4, 2025	-18.56% Mar 3, 2011 - Mar 29, 2011
#7	-0.29% Sep 8, 2025 - Sep 10, 2025	-15.63% Apr 5, 2011 - Apr 29, 2011
#8	-0.23% Feb 13, 2026 - Feb 23, 2026	-6.80% Apr 3, 2014 - Apr 15, 2014
#9	-0.14% Oct 16, 2025 - Oct 20, 2025	-5.46% May 7, 2014 - May 29, 2014
#10	-0.12% Apr 1, 2025 - Apr 3, 2025	-5.38% Jan 18, 2011 - Jan 26, 2011
#11	-0.11% Mar 26, 2025 - Mar 28, 2025	-4.83% Feb 28, 2011 - Mar 3, 2011
#12	-0.10% Oct 14, 2025 - Oct 16, 2025	-4.56% Feb 7, 2011 - Feb 14, 2011
#13	-0.10% Feb 23, 2026 - Feb 26, 2026	-4.13% Feb 23, 2011 - Feb 28, 2011
#14	N/A	-3.38% Jan 3, 2011 - Jan 11, 2011
#15	N/A	-3.09% Feb 14, 2011 - Feb 16, 2011

Correlation

Correlation between IBTQ and ERX 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)

IBTQ vs ERX dividend yield comparison.

Year	IBTQ	ERX
2026	2.29%	0.75%
2025	2.80%	2.54%
2024	0.00%	2.94%
2023	0.00%	3.17%
2022	0.00%	2.23%
2021	0.00%	2.16%
2020	0.00%	2.35%
2019	0.00%	0.16%
2018	0.00%	0.31%
2017	0.00%	0.09%
2010	0.00%	0.07%
2009	0.00%	1.23%
2008	0.00%	0.00%