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DRIP vs. SPXS
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

DRIP vs. SPXS - 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 Direxion Daily S&P 500 Bear 3X Shares (SPXS). 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 -50.45% return, which is significantly lower than SPXS's -25.49% return. Both investments have delivered pretty close results over the past 10 years, with DRIP having a -42.95% annualized return and SPXS not far ahead at -42.01%.


DRIP

1D
-3.05%
1M
9.61%
YTD
-50.45%
6M
-43.03%
1Y
-56.10%
3Y*
-30.92%
5Y*
-41.62%
10Y*
-42.95%

SPXS

1D
2.19%
1M
-13.11%
YTD
-25.49%
6M
-24.86%
1Y
-48.73%
3Y*
-42.68%
5Y*
-34.76%
10Y*
-42.01%
*Multi-year figures are annualized to reflect compound growth (CAGR)

DRIP vs. SPXS - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
DRIP
Direxion Daily S&P Oil & Gas Exploration & Production Bear 2x Shares
-50.45%-14.81%1.27%-17.24%-73.57%-79.74%-42.76%-36.11%49.62%-9.05%
SPXS
Direxion Daily S&P 500 Bear 3X Shares
-25.49%-41.53%-42.84%-45.97%36.14%-58.11%-70.47%-56.40%3.44%-44.52%

Correlation

The correlation between DRIP and SPXS is -0.09, meaning there is essentially no relationship between their price movements. Each responds to its own set of market drivers, making them strong candidates for combining in a diversified portfolio.


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

-0.09

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

0.19

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

0.35

Correlation (10Y)
Calculated over the trailing 10-year period

0.43

Correlation (All Time)
Calculated using the full available price history since Jun 1, 2015

0.44

The correlation between DRIP and SPXS shifts across timeframes, from -0.09 (1 year) to 0.44 (all time), reflecting how their relationship changes across market environments.

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Return for Risk

DRIP vs. SPXS — 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: 11
Martin Ratio Rank

SPXS
SPXS Risk / Return Rank: 11
Overall Rank
SPXS Sharpe Ratio Rank: 00
Sharpe Ratio Rank
SPXS Sortino Ratio Rank: 00
Sortino Ratio Rank
SPXS Omega Ratio Rank: 00
Omega Ratio Rank
SPXS Calmar Ratio Rank: 11
Calmar Ratio Rank
SPXS Martin Ratio Rank: 11
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. SPXS - 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 Direxion Daily S&P 500 Bear 3X Shares (SPXS). 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.


DRIPSPXSDifference
Sharpe ratioReturn per unit of total volatility

+0.36

Sortino ratioReturn per unit of downside risk

+0.60

Omega ratioGain probability vs. loss probability

0.83

0.75

+0.07

Calmar ratioReturn relative to maximum drawdown

-0.88

-0.96

+0.08

Martin ratioReturn relative to average drawdown

-1.64

-1.62

-0.02

DRIP vs. SPXS - Sharpe Ratio Comparison

The current DRIP Sharpe Ratio is -1.01, which is comparable to the SPXS Sharpe Ratio of -1.38. The chart below compares the historical Sharpe Ratios of DRIP and SPXS, 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


DRIPSPXSDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

-1.01

-1.38

+0.36

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

-0.61

-0.69

+0.08

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

-0.45

-0.79

+0.34

Sharpe Ratio (All Time)

Calculated using the full available price history

-0.42

-0.83

+0.42

Drawdowns

DRIP vs. SPXS - Drawdown Comparison

The maximum DRIP drawdown since its inception was -99.95%, roughly equal to the maximum SPXS drawdown of -100.00%. Use the drawdown chart below to compare losses from any high point for DRIP and SPXS.


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Drawdown Indicators


DRIPSPXSDifference

Max Drawdown

Largest peak-to-trough decline

-99.95%

-100.00%

+0.05%

Max Drawdown (1Y)

Largest decline over 1 year

-63.84%

-50.77%

-13.07%

Max Drawdown (3Y)

Largest decline over 3 years

-76.02%

-84.13%

+8.11%

Max Drawdown (5Y)

Largest decline over 5 years

-96.24%

-90.11%

-6.13%

Max Drawdown (10Y)

Largest decline over 10 years

-99.92%

-99.63%

-0.29%

Current Drawdown

Current decline from peak

-99.94%

-100.00%

+0.06%

Average Drawdown

Average peak-to-trough decline

-90.45%

-96.30%

+5.85%

Ulcer Index

Depth and duration of drawdowns from previous peaks

34.12%

30.04%

+4.08%

Volatility

DRIP vs. SPXS - Volatility Comparison

Direxion Daily S&P Oil & Gas Exploration & Production Bear 2x Shares (DRIP) has a higher volatility of 19.66% compared to Direxion Daily S&P 500 Bear 3X Shares (SPXS) at 8.51%. This indicates that DRIP's price experiences larger fluctuations and is considered to be riskier than SPXS based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


DRIPSPXSDifference

Volatility (1M)

Calculated over the trailing 1-month period

19.66%

8.51%

+11.15%

Volatility (6M)

Calculated over the trailing 6-month period

43.05%

26.82%

+16.23%

Volatility (1Y)

Calculated over the trailing 1-year period

55.64%

35.54%

+20.10%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

68.36%

50.39%

+17.97%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

96.59%

53.54%

+43.05%

DRIP vs. SPXS - Expense Ratio Comparison

DRIP has a 1.07% expense ratio, which is lower than SPXS's 1.08% expense ratio.


Dividends

DRIP vs. SPXS - Dividend Comparison

DRIP's dividend yield for the trailing twelve months is around 3.99%, less than SPXS's 4.91% yield.


PositionTTM20252024202320222021202020192018
DRIP
Direxion Daily S&P Oil & Gas Exploration & Production Bear 2x Shares
3.99%2.86%4.38%5.09%0.00%0.00%0.01%0.96%0.58%
SPXS
Direxion Daily S&P 500 Bear 3X Shares
4.91%4.93%6.18%5.66%0.00%0.00%0.51%1.74%0.58%

Frequently Asked Questions


DRIP and SPXS have a correlation of -0.09, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

DRIP has higher volatility (19.66%) compared to SPXS (8.51%). In terms of maximum drawdown, DRIP dropped -99.95% vs SPXS's -100.00%.

On 10-year performance, SPXS leads with -42.01% vs -42.95% for DRIP. On fees, DRIP is cheaper at 1.07% per year. On volatility, SPXS has been the lower-risk option at 8.51%. The better choice depends on whether you care most about return, fees, risk, or income.

Over the 10-year period, SPXS has performed better with a -42.01% return vs -42.95%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.

DRIP is cheaper with a 1.07% expense ratio, compared with 1.08% for SPXS.

SPXS has the higher dividend yield at 4.91%, compared with 3.99% for DRIP.

DRIP is categorized as Leveraged Equities, while SPXS is Inverse Equities. DRIP tracks S&P Oil & Gas Exploration & Production Select Industry Index (-300%), while SPXS tracks S&P 500 Index (-300%). Their fees differ too: 1.07% for DRIP and 1.08% for SPXS.

DRIP currently has the higher Sharpe Ratio (-1.01 vs -1.38), 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 SPXS

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