ERX vs. IYE ETF Comparison
Comparison of Direxion Energy Bull 3X Shares (ERX) to iShares U.S. Energy ETF (IYE)
ERX
Direxion Energy Bull 3X Shares
ERX Description
The investment seeks daily investment results, before fees and expenses, of 300% of the performance of the Energy Select Sector Index. The fund, under normal circumstances, creates long positions by investing at least 80% of its assets in the securities that comprise the Energy Select Sector Index ("index") and/or financial instruments that provide leveraged and unleveraged exposure to the index. The index is provided by Standard & Poor's and includes domestic companies from the following industries: oil, gas & consumable fuels; and energy equipment & services. The fund is non-diversified.
Grade (RS Rating)
Last Trade
$71.63
Average Daily Volume
445,788
22
IYE
iShares U.S. Energy ETF
IYE Description
The investment seeks to track the investment results of an index composed of U.S. equities in the energy sector. The fund generally invests at least 90% of its assets in securities of the underlying index and in depositary receipts representing securities of the underlying index. It seeks to track the investment results of the Dow Jones U.S. Oil & Gas Index (the "underlying index"), which measures the performance of the oil and gas sector of the U.S. equity market. The fund is non-diversified.Grade (RS Rating)
Last Trade
$51.38
Average Daily Volume
229,255
42
Performance
| Period | ERX | IYE |
|---|---|---|
| 30 Days | 16.26% | 9.18% |
| 60 Days | 16.98% | 9.10% |
| 90 Days | 14.56% | 8.60% |
| 12 Months | 28.04% | 18.79% |
22 Overlapping Holdings
| Symbol | Grade | Weight in ERX | Weight in IYE | Overlap | |
|---|---|---|---|---|---|
| APA | D | 0.37% | 0.43% | 0.37% | |
| BKR | B | 1.92% | 2.3% | 1.92% | |
| COP | C | 4.85% | 7.14% | 4.85% | |
| CTRA | B | 0.84% | 1.05% | 0.84% | |
| CVX | A | 10.17% | 14.81% | 10.17% | |
| DVN | F | 1.11% | 1.28% | 1.11% | |
| EOG | A | 2.93% | 4.19% | 2.93% | |
| EQT | B | 1.14% | 1.4% | 1.14% | |
| FANG | D | 1.53% | 1.83% | 1.53% | |
| HAL | C | 1.19% | 1.45% | 1.19% | |
| HES | B | 1.8% | 2.2% | 1.8% | |
| KMI | A | 2.32% | 2.93% | 2.32% | |
| MPC | D | 2.37% | 3.01% | 2.37% | |
| MRO | B | 0.72% | 0.87% | 0.72% | |
| OKE | A | 2.83% | 3.55% | 2.83% | |
| OXY | D | 1.53% | 1.81% | 1.53% | |
| PSX | C | 2.44% | 2.95% | 2.44% | |
| SLB | C | 2.77% | 3.32% | 2.77% | |
| TRGP | B | 1.88% | 2.41% | 1.88% | |
| VLO | C | 2.01% | 2.44% | 2.01% | |
| WMB | A | 3.04% | 3.84% | 3.04% | |
| XOM | B | 14.33% | 21.37% | 14.33% |
ERX Overweight 0 Positions Relative to IYE
| Symbol | Grade | Weight |
|---|
ERX Underweight 20 Positions Relative to IYE
ERX: Top Represented Industries & Keywords
IYE: Top Represented Industries & Keywords
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