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DRIP vs. PXE
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

DRIP vs. PXE - 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 Invesco Dynamic Energy Exploration & Production ETF (PXE). 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 -55.32% return, which is significantly lower than PXE's 39.33% return. Over the past 10 years, DRIP has underperformed PXE with an annualized return of -43.88%, while PXE has yielded a comparatively higher 9.83% annualized return.


DRIP

1D
-2.95%
1M
-25.11%
6M
-44.52%
YTD
-55.32%
1Y
-59.32%
3Y*
-26.17%
5Y*
-45.26%
10Y*
-43.88%
ALL TIME*
-42.20%

PXE

1D
1.60%
1M
13.35%
6M
28.40%
YTD
39.33%
1Y
43.00%
3Y*
10.53%
5Y*
22.63%
10Y*
9.83%
ALL TIME*
6.48%
*Multi-year figures are annualized to reflect compound growth (CAGR)

Liquidity Comparison


PositionAvg. Volume Value (2W)Avg. Volume Value (1M)Avg. Volume Value (3M)
$16.97M$70.63M$133.34M
$1.20M$1.09M$1.99M

DRIP vs. PXE - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
DRIP
Direxion Daily S&P Oil & Gas Exploration & Production Bear 2x Shares
-55.32%-14.81%1.27%-17.24%-73.57%-79.74%-42.76%-36.11%49.62%-9.05%
PXE
Invesco Dynamic Energy Exploration & Production ETF
39.33%-2.82%-1.86%7.69%58.32%94.04%-36.76%-1.69%-23.35%1.02%

Correlation

The correlation between DRIP and PXE is -0.99, meaning they have often moved in opposite directions in the past. This relationship can weaken or reverse as market conditions change.


Correlation
Correlation (1Y)
Focuses on recent behavior, but can change the most.

-0.99

Correlation (3Y)
Balances recent behavior with more history.

-0.98

Correlation (5Y)
Shows whether the relationship held over a longer period.

-0.99

Correlation (10Y)
Provides a long-term view across more market conditions.

-0.96

Correlation (All Time)
Calculated using the full available price history since May 29, 2015

-0.96

The correlation between DRIP and PXE has been stable across timeframes, ranging from -0.99 to -0.96 - a consistent structural relationship.

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Return for Risk

DRIP vs. PXE — Risk / Return Rank

Compare historical risk-adjusted metric ranks over the past 12 months.

DRIP
DRIP Risk / Return Rank: 11
Overall Rank
DRIP Sharpe Ratio Rank: 22
Sharpe Ratio Rank
DRIP Sortino Ratio Rank: 11
Sortino Ratio Rank
DRIP Omega Ratio Rank: 22
Omega Ratio Rank
DRIP Calmar Ratio Rank: 11
Calmar Ratio Rank
DRIP Martin Ratio Rank: 00
Martin Ratio Rank

PXE
PXE Risk / Return Rank: 5555
Overall Rank
PXE Sharpe Ratio Rank: 5858
Sharpe Ratio Rank
PXE Sortino Ratio Rank: 5353
Sortino Ratio Rank
PXE Omega Ratio Rank: 5151
Omega Ratio Rank
PXE Calmar Ratio Rank: 6565
Calmar Ratio Rank
PXE Martin Ratio Rank: 4848
Martin Ratio Rank
The rank (0–100) uses a weighted average of the Sharpe, Sortino, Omega, Calmar, and Martin percentile ranks for the trailing 12 months. Higher means stronger historical risk-adjusted performance within the peer group.

DRIP vs. PXE - 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 Invesco Dynamic Energy Exploration & Production ETF (PXE). 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.

Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.


DRIPPXEDifference
Sharpe ratioReturn per unit of total volatility

-2.36

Sortino ratioReturn per unit of downside risk

-3.51

Omega ratioGain probability vs. loss probability

0.83

1.23

-0.40

Calmar ratioReturn relative to maximum drawdown

-0.91

2.28

-3.18

Martin ratioReturn relative to average drawdown

-1.49

5.41

-6.90

DRIP vs. PXE - Sharpe Ratio Comparison

The current DRIP Sharpe Ratio is -0.99, which is lower than the PXE Sharpe Ratio of 1.37. The chart below compares the historical Sharpe Ratios of DRIP and PXE, 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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Drawdowns

DRIP vs. PXE - Drawdown Comparison

The maximum DRIP drawdown since its inception was -99.95%, which is greater than PXE's maximum drawdown of -83.99%. Use the drawdown chart below to compare losses from any high point for DRIP and PXE.


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Drawdown Indicators


DRIPPXEDifference

Max Drawdown

Largest peak-to-trough decline

-99.95%

-83.99%

-15.96%

Max Drawdown (1Y)

Largest decline over 1 year

-62.18%

-16.70%

-45.48%

Max Drawdown (3Y)

Largest decline over 3 years

-76.02%

-37.65%

-38.37%

Max Drawdown (5Y)

Largest decline over 5 years

-96.24%

-37.65%

-58.59%

Max Drawdown (10Y)

Largest decline over 10 years

-99.92%

-80.17%

-19.75%

Current Drawdown

Current decline from peak

-99.94%

-3.63%

-96.31%

Average Drawdown

Average peak-to-trough decline

-90.56%

-27.86%

-62.70%

Ulcer Index

Depth and duration of drawdowns from previous peaks

37.99%

7.05%

+30.94%

Volatility

DRIP vs. PXE - Volatility Comparison

Direxion Daily S&P Oil & Gas Exploration & Production Bear 2x Shares (DRIP) has a higher volatility of 16.75% compared to Invesco Dynamic Energy Exploration & Production ETF (PXE) at 7.84%. This indicates that DRIP's price experiences larger fluctuations and is considered to be riskier than PXE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


DRIPPXEDifference

Volatility (1M)

Calculated over the trailing 1-month period

16.75%

7.84%

+8.91%

Volatility (6M)

Calculated over the trailing 6-month period

44.83%

21.55%

+23.28%

Volatility (1Y)

Calculated over the trailing 1-year period

57.15%

27.75%

+29.40%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

67.64%

33.27%

+34.37%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

95.75%

36.95%

+58.80%

DRIP vs. PXE - Expense Ratio Comparison

DRIP has a 1.07% expense ratio, which is higher than PXE's 0.63% expense ratio.


Dividends

DRIP vs. PXE - Dividend Comparison

DRIP's dividend yield for the trailing twelve months is around 3.98%, more than PXE's 1.72% yield.


PositionTTM20252024202320222021202020192018201720162015
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%0.00%
PXE
Invesco Dynamic Energy Exploration & Production ETF
1.72%2.98%2.54%2.78%3.03%1.86%4.10%1.70%1.29%1.54%6.62%2.58%

Frequently Asked Questions


DRIP and PXE have a correlation of -0.99, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

DRIP has higher volatility (16.75%) compared to PXE (7.84%). In terms of maximum drawdown, DRIP dropped -99.95% vs PXE's -83.99%.

On 10-year performance, PXE leads with 9.83% vs -43.88% for DRIP. On fees, PXE is cheaper at 0.63% per year. On volatility, PXE has been the lower-risk option at 7.84%. The better choice depends on whether you care most about return, fees, risk, or income.

Over the 10-year period, PXE has performed better with a 9.83% return vs -43.88%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.

PXE is cheaper with a 0.63% expense ratio, compared with 1.07% for DRIP.

DRIP has the higher dividend yield at 3.98%, compared with 1.72% for PXE.

DRIP is categorized as Leveraged Equities, while PXE is Energy Equities. DRIP tracks S&P Oil & Gas Exploration & Production Select Industry Index (-300%), while PXE tracks Dynamic Energy Exploration & Production Intellidex Index. They also come from different issuers: Direxion and Invesco. Their fees differ too: 1.07% for DRIP and 0.63% for PXE.

PXE currently has the higher Sharpe Ratio (1.37 vs -0.99), 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 PXE

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