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DRIP vs. FTXN
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

DRIP vs. FTXN - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Direxion Daily S&P Oil & Gas Exploration & Production Bear 2x Shares (DRIP) and First Trust Nasdaq Oil & Gas ETF (FTXN). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, DRIP achieves a -50.33% return, which is significantly lower than FTXN's 32.82% return.


DRIP

1D
0.22%
1M
9.31%
YTD
-50.33%
6M
-42.76%
1Y
-57.98%
3Y*
-31.50%
5Y*
-41.60%
10Y*
-42.45%

FTXN

1D
0.19%
1M
-2.34%
YTD
32.82%
6M
27.63%
1Y
42.55%
3Y*
16.12%
5Y*
17.77%
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

DRIP vs. FTXN - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
DRIP
Direxion Daily S&P Oil & Gas Exploration & Production Bear 2x Shares
-50.33%-14.81%1.27%-17.24%-73.57%-79.74%-42.76%-36.11%49.62%-9.05%
FTXN
First Trust Nasdaq Oil & Gas ETF
32.82%-0.17%4.06%4.91%47.45%69.21%-28.10%3.20%-20.99%-2.29%

Correlation

The correlation between DRIP and FTXN is -0.94, meaning they tend to move in opposite directions. This is especially valuable for risk management - when one declines, the other has historically tended to hold steady or rise.


Correlation
Correlation (1Y)
Calculated over the trailing 1-year period

-0.94

Correlation (3Y)
Calculated over the trailing 3-year period

-0.95

Correlation (5Y)
Calculated over the trailing 5-year period

-0.96

Correlation (All Time)
Calculated using the full available price history since Sep 26, 2016

-0.88

The correlation between DRIP and FTXN has been stable across timeframes, ranging from -0.96 to -0.88 - a consistent structural relationship.

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Return for Risk

DRIP vs. FTXN — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

DRIP
DRIP Risk / Return Rank: 11
Overall Rank
DRIP Sharpe Ratio Rank: 11
Sharpe Ratio Rank
DRIP Sortino Ratio Rank: 11
Sortino Ratio Rank
DRIP Omega Ratio Rank: 11
Omega Ratio Rank
DRIP Calmar Ratio Rank: 11
Calmar Ratio Rank
DRIP Martin Ratio Rank: 00
Martin Ratio Rank

FTXN
FTXN Risk / Return Rank: 5454
Overall Rank
FTXN Sharpe Ratio Rank: 5656
Sharpe Ratio Rank
FTXN Sortino Ratio Rank: 5151
Sortino Ratio Rank
FTXN Omega Ratio Rank: 4949
Omega Ratio Rank
FTXN Calmar Ratio Rank: 6464
Calmar Ratio Rank
FTXN Martin Ratio Rank: 5252
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

DRIP vs. FTXN - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Direxion Daily S&P Oil & Gas Exploration & Production Bear 2x Shares (DRIP) and First Trust Nasdaq Oil & Gas ETF (FTXN). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.


DRIPFTXNDifference
Sharpe ratioReturn per unit of total volatility

-2.92

Sortino ratioReturn per unit of downside risk

-4.26

Omega ratioGain probability vs. loss probability

0.81

1.30

-0.49

Calmar ratioReturn relative to maximum drawdown

-0.91

3.15

-4.06

Martin ratioReturn relative to average drawdown

-1.69

8.77

-10.46

DRIP vs. FTXN - Sharpe Ratio Comparison

The current DRIP Sharpe Ratio is -1.05, which is lower than the FTXN Sharpe Ratio of 1.87. The chart below compares the historical Sharpe Ratios of DRIP and FTXN, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.


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Sharpe Ratios by Period


DRIPFTXNDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

-1.05

1.87

-2.92

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

-0.61

0.60

-1.21

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

-0.44

Sharpe Ratio (All Time)

Calculated using the full available price history

-0.42

0.28

-0.70

Drawdowns

DRIP vs. FTXN - Drawdown Comparison

The maximum DRIP drawdown since its inception was -99.95%, which is greater than FTXN's maximum drawdown of -73.49%. Use the drawdown chart below to compare losses from any high point for DRIP and FTXN.


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Drawdown Indicators


DRIPFTXNDifference

Max Drawdown

Largest peak-to-trough decline

-99.95%

-73.49%

-26.46%

Max Drawdown (1Y)

Largest decline over 1 year

-63.84%

-13.59%

-50.25%

Max Drawdown (3Y)

Largest decline over 3 years

-76.02%

-26.96%

-49.06%

Max Drawdown (5Y)

Largest decline over 5 years

-96.24%

-29.97%

-66.27%

Max Drawdown (10Y)

Largest decline over 10 years

-99.92%

Current Drawdown

Current decline from peak

-99.94%

-7.29%

-92.65%

Average Drawdown

Average peak-to-trough decline

-90.46%

-19.23%

-71.23%

Ulcer Index

Depth and duration of drawdowns from previous peaks

34.32%

4.86%

+29.46%

Volatility

DRIP vs. FTXN - Volatility Comparison

Direxion Daily S&P Oil & Gas Exploration & Production Bear 2x Shares (DRIP) has a higher volatility of 19.67% compared to First Trust Nasdaq Oil & Gas ETF (FTXN) at 8.95%. This indicates that DRIP's price experiences larger fluctuations and is considered to be riskier than FTXN based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


DRIPFTXNDifference

Volatility (1M)

Calculated over the trailing 1-month period

19.67%

8.95%

+10.72%

Volatility (6M)

Calculated over the trailing 6-month period

42.89%

17.82%

+25.07%

Volatility (1Y)

Calculated over the trailing 1-year period

55.51%

22.92%

+32.59%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

68.36%

29.67%

+38.69%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

96.57%

31.80%

+64.77%

DRIP vs. FTXN - Expense Ratio Comparison

DRIP has a 1.07% expense ratio, which is higher than FTXN's 0.60% expense ratio.


Dividends

DRIP vs. FTXN - Dividend Comparison

DRIP's dividend yield for the trailing twelve months is around 3.98%, more than FTXN's 2.04% yield.


PositionTTM2025202420232022202120202019201820172016
DRIP
Direxion Daily S&P Oil & Gas Exploration & Production Bear 2x Shares
3.98%2.86%4.38%5.09%0.00%0.00%0.01%0.96%0.58%0.00%0.00%
FTXN
First Trust Nasdaq Oil & Gas ETF
2.04%2.83%2.51%3.41%2.26%1.04%1.76%2.72%2.16%1.78%0.20%

Frequently Asked Questions


DRIP and FTXN have a correlation of -0.94, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

DRIP has higher volatility (19.67%) compared to FTXN (8.95%). In terms of maximum drawdown, DRIP dropped -99.95% vs FTXN's -73.49%.

On 5-year performance, FTXN leads with 17.77% vs -41.60% for DRIP. On fees, FTXN is cheaper at 0.60% per year. On volatility, FTXN has been the lower-risk option at 8.95%. The better choice depends on whether you care most about return, fees, risk, or income.

Over the 5-year period, FTXN has performed better with a 17.77% return vs -41.60%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.

FTXN is cheaper with a 0.60% expense ratio, compared with 1.07% for DRIP.

DRIP has the higher dividend yield at 3.98%, compared with 2.04% for FTXN.

DRIP is categorized as Leveraged Equities, while FTXN is Energy Equities. DRIP tracks S&P Oil & Gas Exploration & Production Select Industry Index (-300%), while FTXN tracks Nasdaq U.S. Smart Oil & Gas Index. They also come from different issuers: Direxion and First Trust. Their fees differ too: 1.07% for DRIP and 0.60% for FTXN.

FTXN currently has the higher Sharpe Ratio (1.87 vs -1.05), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.

Portfolio Optimizer

Find the right allocation for DRIP and FTXN

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