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