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ERX vs. XDQQ
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Performance

ERX vs. XDQQ - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Direxion Daily Energy Bull 2X Shares (ERX) and Innovator Growth Accelerated ETF - Quarterly (XDQQ). The values are adjusted to include any dividend payments, if applicable.

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ERX vs. XDQQ - Yearly Performance Comparison


2026 (YTD)20252024202320222021
ERX
Direxion Daily Energy Bull 2X Shares
71.72%2.79%1.09%-12.26%130.58%21.78%
XDQQ
Innovator Growth Accelerated ETF - Quarterly
-5.48%13.75%31.47%30.15%-33.74%18.29%

Returns By Period

In the year-to-date period, ERX achieves a 71.72% return, which is significantly higher than XDQQ's -5.48% return.


ERX

1D
-7.39%
1M
7.35%
YTD
71.72%
6M
71.12%
1Y
48.19%
3Y*
21.00%
5Y*
34.47%
10Y*
-6.32%

XDQQ

1D
1.03%
1M
-5.50%
YTD
-5.48%
6M
-1.65%
1Y
16.74%
3Y*
17.89%
5Y*
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

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ERX vs. XDQQ - Expense Ratio Comparison

ERX has a 1.09% expense ratio, which is higher than XDQQ's 0.79% expense ratio.


Return for Risk

ERX vs. XDQQ — Risk / Return Rank

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

ERX
ERX Risk / Return Rank: 4848
Overall Rank
ERX Sharpe Ratio Rank: 5252
Sharpe Ratio Rank
ERX Sortino Ratio Rank: 5151
Sortino Ratio Rank
ERX Omega Ratio Rank: 5353
Omega Ratio Rank
ERX Calmar Ratio Rank: 5252
Calmar Ratio Rank
ERX Martin Ratio Rank: 3232
Martin Ratio Rank

XDQQ
XDQQ Risk / Return Rank: 4848
Overall Rank
XDQQ Sharpe Ratio Rank: 3939
Sharpe Ratio Rank
XDQQ Sortino Ratio Rank: 4343
Sortino Ratio Rank
XDQQ Omega Ratio Rank: 5050
Omega Ratio Rank
XDQQ Calmar Ratio Rank: 4949
Calmar Ratio Rank
XDQQ Martin Ratio Rank: 5757
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.

ERX vs. XDQQ - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Direxion Daily Energy Bull 2X Shares (ERX) and Innovator Growth Accelerated ETF - Quarterly (XDQQ). 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.


ERXXDQQDifference

Sharpe ratio

Return per unit of total volatility

0.97

0.78

+0.18

Sortino ratio

Return per unit of downside risk

1.42

1.27

+0.14

Omega ratio

Gain probability vs. loss probability

1.21

1.20

+0.01

Calmar ratio

Return relative to maximum drawdown

1.41

1.38

+0.03

Martin ratio

Return relative to average drawdown

2.87

6.03

-3.16

ERX vs. XDQQ - Sharpe Ratio Comparison

The current ERX Sharpe Ratio is 0.97, which is comparable to the XDQQ Sharpe Ratio of 0.78. The chart below compares the historical Sharpe Ratios of ERX and XDQQ, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


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Sharpe Ratios by Period


ERXXDQQDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

0.97

0.78

+0.18

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.66

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

-0.09

Sharpe Ratio (All Time)

Calculated using the full available price history

-0.09

0.38

-0.47

Correlation

The correlation between ERX and XDQQ is 0.18, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.


Dividends

ERX vs. XDQQ - Dividend Comparison

ERX's dividend yield for the trailing twelve months is around 1.56%, while XDQQ has not paid dividends to shareholders.


TTM202520242023202220212020201920182017
ERX
Direxion Daily Energy Bull 2X Shares
1.56%2.54%2.94%3.17%2.23%2.16%2.35%1.56%3.10%0.85%
XDQQ
Innovator Growth Accelerated ETF - Quarterly
0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%

Drawdowns

ERX vs. XDQQ - Drawdown Comparison

The maximum ERX drawdown since its inception was -99.54%, which is greater than XDQQ's maximum drawdown of -35.63%. Use the drawdown chart below to compare losses from any high point for ERX and XDQQ.


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Drawdown Indicators


ERXXDQQDifference

Max Drawdown

Largest peak-to-trough decline

-99.54%

-35.63%

-63.91%

Max Drawdown (1Y)

Largest decline over 1 year

-35.17%

-12.64%

-22.53%

Max Drawdown (5Y)

Largest decline over 5 years

-46.90%

Max Drawdown (10Y)

Largest decline over 10 years

-98.59%

Current Drawdown

Current decline from peak

-91.33%

-7.84%

-83.49%

Average Drawdown

Average peak-to-trough decline

-66.78%

-11.14%

-55.64%

Ulcer Index

Depth and duration of drawdowns from previous peaks

17.26%

2.88%

+14.38%

Volatility

ERX vs. XDQQ - Volatility Comparison

Direxion Daily Energy Bull 2X Shares (ERX) has a higher volatility of 13.01% compared to Innovator Growth Accelerated ETF - Quarterly (XDQQ) at 7.13%. This indicates that ERX's price experiences larger fluctuations and is considered to be riskier than XDQQ based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


ERXXDQQDifference

Volatility (1M)

Calculated over the trailing 1-month period

13.01%

7.13%

+5.88%

Volatility (6M)

Calculated over the trailing 6-month period

29.14%

12.80%

+16.34%

Volatility (1Y)

Calculated over the trailing 1-year period

50.15%

21.42%

+28.73%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

52.18%

19.95%

+32.23%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

69.25%

19.95%

+49.30%