SCJ vs ERX
Comparison between ISHARES MSCI JAPAN SMALL-CAP ETF (SCJ, ETF) and DIREXION DAILY ENERGY BULL 2X SHARES (ERX, ETF).
5-Year PerformanceERX has outperformed SCJ, delivering a return of +27.9% compared to +7.2%
SCJ vs ERX - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
SCJ
$245M
ERX
$244M
Expense Ratio
SCJ
0.50%
ERX
N/A
Max Drawdown
Winner
SCJ
43.68%
ERX
99.56%
Sharpe Ratio
SCJ
1.45
Winner
ERX
1.46
5Y Beta
Winner
SCJ
0.58
ERX
1.07
P/E Ratio
SCJ
N/A
ERX
22.72
Forward P/E
SCJ
N/A
ERX
12.78
PEG Ratio
SCJ
N/A
ERX
1.07
5Y Dividends CAGR
SCJ
31.51%
Winner
ERX
33.38%
Debt to Equity
SCJ
N/A
ERX
40.47%
P/S Ratio
SCJ
N/A
ERX
1.68
P/B Ratio
SCJ
N/A
ERX
2.52
SCJ vs ERX - Holdings Comparison
SCJ and ERX have 1 common holdings. Overlap is -0.51%
SCJ's top 25 holdings weight is 14.19%. ERX's top 25 holdings weight is 116.55%.
| Rank | SCJ | ERX |
|---|---|---|
| #1 | JPY CASH (n/a) - 1.20% | DREYFUS GOVT CASH MAN INS (n/a) - 27.17% |
| #2 | TAIYO YUDEN CO LTD (n/a) - 0.97% | EXXON MOBIL CORP (XOM) - 16.02% |
| #3 | KOKUSAI ELECTRIC CORP (n/a) - 0.80% | ENERGY SELECT SECTOR INDEX SWAP (n/a) - 12.71% |
| #4 | ROHM CO LTD (n/a) - 0.77% | CHEVRON CORP (CVX) - 11.81% |
| #5 | SUMCO CORP (n/a) - 0.72% | GOLDMAN FINL SQ TRSRY INST 506 (n/a) - 4.88% |
| #6 | YASKAWA ELECTRIC CORP (n/a) - 0.71% | CONOCOPHILLIPS (COP) - 4.87% |
| #7 | NITERRA CO LTD (n/a) - 0.71% | SLB LTD (SLB) - 3.51% |
| #8 | NGK CORP (n/a) - 0.67% | WILLIAMS COMPANIES INC (WMB) - 3.26% |
| #9 | FOOD & LIFE COMPANIES LTD (n/a) - 0.57% | EOG RESOURCES INC (EOG) - 2.99% |
| #10 | SHIZUOKA FINANCIAL GROUP INC (n/a) - 0.55% | VALERO ENERGY CORP (VLO) - 2.98% |
| #11 | ISETAN MITSUKOSHI HOLDINGS LTD (n/a) - 0.54% | MARATHON PETROLEUM CORP (MPC) - 2.96% |
| #12 | SOJITZ CORP (n/a) - 0.52% | PHILLIPS 66 (PSX) - 2.83% |
| #13 | NIPPON EXPRESS HOLDINGS INC (n/a) - 0.50% | BAKER HUGHES CO CLASS A (BKR) - 2.67% |
| #14 | MEBUKI FINANCIAL GROUP INC (n/a) - 0.50% | KINDER MORGAN INC CLASS P (KMI) - 2.60% |
| #15 | FUKUOKA FINANCIAL GROUP INC (n/a) - 0.50% | TARGA RESOURCES CORP (TRGP) - 2.34% |
| #16 | OMRON CORP (n/a) - 0.49% | ONEOK INC (OKE) - 2.30% |
| #17 | TOTO LTD (n/a) - 0.48% | DEVON ENERGY CORP (DVN) - 2.10% |
| #18 | MISUMI GROUP INC (n/a) - 0.48% | OCCIDENTAL PETROLEUM CORP (OXY) - 1.67% |
| #19 | KYOTO FINANCIAL GROUP INC (n/a) - 0.47% | DIAMONDBACK ENERGY INC (FANG) - 1.53% |
| #20 | HORIBA LTD (n/a) - 0.46% | EQT CORP (EQT) - 1.42% |
| #21 | USS CO LTD (n/a) - 0.32% | HALLIBURTON CO (HAL) - 1.39% |
| #22 | SYSMEX CORP (n/a) - 0.32% | TEXAS PACIFIC LAND CORP (TPL) - 0.94% |
| #23 | MCDONALD'S HOLDINGS CO (JAPAN) LTD (n/a) - 0.32% | EXPAND ENERGY CORP ORDINARY SHARES NEW (EXE) - 0.91% |
| #24 | KYUSHU ELECTRIC POWER CO INC (n/a) - 0.31% | APA CORP (APA) - 0.54% |
| #25 | MAZDA MOTOR CORP (n/a) - 0.31% | GOLDMAN SACHS FIN GOV 465 INSTITUT (n/a) - 0.15% |
| Total Holdings | 759 | 26 |
SCJ vs ERX - Historical Returns
Returns include dividend reinvestment.
1M
Winner
SCJ
-0.66%
ERX
-0.90%
3M
Winner
SCJ
+8.22%
ERX
-1.38%
6M
SCJ
+14.63%
Winner
ERX
+56.13%
1Y
SCJ
+28.37%
Winner
ERX
+70.58%
5Y(CAGR)
SCJ
+7.17%
Winner
ERX
+27.94%
10Y(CAGR)
Winner
SCJ
+7.75%
ERX
-9.40%
Max(CAGR)
Winner
SCJ
+6.02%
ERX
-6.57%
SCJ vs ERX - Annual Returns (2007 - 2026)
Returns include dividend reinvestment.
| Year | SCJ | ERX |
|---|---|---|
| 2026 | +13.51% | +53.51% |
| 2025 | +29.72% | +0.50% |
| 2024 | +4.07% | -1.37% |
| 2023 | +13.15% | -5.50% |
| 2022 | -12.73% | +117.39% |
| 2021 | -1.35% | +111.11% |
| 2020 | +6.59% | -91.81% |
| 2019 | +15.64% | +10.44% |
| 2018 | -17.56% | -58.08% |
| 2017 | +30.79% | -14.61% |
| 2016 | +9.93% | +69.90% |
| 2015 | +14.88% | -61.81% |
| 2014 | -1.33% | -29.85% |
| 2013 | +21.89% | +73.35% |
| 2012 | +3.63% | -3.89% |
| 2011 | -5.38% | -21.69% |
| 2010 | +15.88% | +36.77% |
| 2009 | +3.32% | +0.01% |
| 2008 | -20.70% | -4.91% |
| 2007 | -1.38% | N/A |
SCJ vs ERX Drawdown Comparison
The maximum drawdown for SCJ was -43.52%, occurring on Oct 10, 2008. Recovery took 684 trading sessions.
The maximum drawdown for ERX was -99.54%, occurring on Mar 23, 2020. This drawdown has not yet recovered.
The current SCJ drawdown is -2.07%. The current ERX drawdown is -91.93%.
| Rank | SCJ | ERX |
|---|---|---|
| #1 | -43.52% May 16, 2008 - Feb 3, 2011 | -99.54% Jun 23, 2014 - Mar 23, 2020 |
| #2 | -38.86% Jan 26, 2018 - Feb 8, 2021 | -69.51% Apr 29, 2011 - Apr 1, 2014 |
| #3 | -33.24% Sep 13, 2021 - May 23, 2025 | -66.34% Nov 26, 2008 - Oct 19, 2009 |
| #4 | -19.37% Feb 28, 2011 - Jul 21, 2011 | -51.85% Apr 23, 2010 - Nov 11, 2010 |
| #5 | -15.45% May 8, 2013 - Oct 17, 2013 | -33.90% Nov 19, 2008 - Nov 24, 2008 |
| #6 | -15.43% Jul 22, 2011 - Mar 1, 2013 | -30.48% Oct 19, 2009 - Apr 23, 2010 |
| #7 | -13.94% Aug 10, 2015 - Apr 18, 2016 | -18.56% Mar 3, 2011 - Mar 29, 2011 |
| #8 | -13.50% Jan 2, 2008 - May 15, 2008 | -15.63% Apr 5, 2011 - Apr 29, 2011 |
| #9 | -12.35% Jul 28, 2014 - Mar 20, 2015 | -11.21% Nov 11, 2010 - Dec 1, 2010 |
| #10 | -12.17% Feb 27, 2026 - Mar 20, 2026 | -6.80% Apr 3, 2014 - Apr 15, 2014 |
| #11 | -9.33% Jan 22, 2014 - Jun 18, 2014 | -5.46% May 7, 2014 - May 29, 2014 |
| #12 | -7.61% Mar 19, 2021 - Sep 3, 2021 | -5.38% Jan 18, 2011 - Jan 26, 2011 |
| #13 | -6.34% Oct 22, 2013 - Jan 21, 2014 | -4.83% Feb 28, 2011 - Mar 3, 2011 |
| #14 | -6.01% Sep 16, 2025 - Dec 15, 2025 | -4.56% Feb 7, 2011 - Feb 14, 2011 |
| #15 | -5.32% Jun 26, 2015 - Aug 10, 2015 | -4.13% Feb 23, 2011 - Feb 28, 2011 |
Correlation
Correlation between SCJ and ERX is -0.60 which considered as a moderate negative correlation - the stocks show some tendency to move in opposite directions.
-0.60
-101
Dividend Comparison (2007 - 2026)
SCJ vs ERX dividend yield comparison.
| Year | SCJ | ERX |
|---|---|---|
| 2026 | 0.00% | 0.59% |
| 2025 | 3.14% | 2.54% |
| 2024 | 1.79% | 2.94% |
| 2023 | 1.99% | 3.17% |
| 2022 | 1.18% | 2.23% |
| 2021 | 1.87% | 2.16% |
| 2020 | 0.89% | 2.35% |
| 2019 | 1.85% | 1.56% |
| 2018 | 1.44% | 3.10% |
| 2017 | 1.45% | 0.85% |
| 2016 | 2.73% | 0.00% |
| 2015 | 1.53% | 0.00% |
| 2014 | 2.31% | 0.00% |
| 2013 | 1.85% | 0.00% |
| 2012 | 2.88% | 0.00% |
| 2011 | 2.48% | 0.00% |
| 2010 | 1.92% | 0.69% |
| 2009 | 2.08% | 12.29% |
| 2008 | 1.45% | 0.02% |
| 2007 | 0.04% | 0.00% |
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