ERY vs. FSELX
Compare and contrast key facts about Direxion Daily Energy Bear 2X Shares (ERY) and Fidelity Select Semiconductors Portfolio (FSELX).
ERY is a passively managed fund by Direxion that tracks the performance of the Energy Select Sector Index (-300%). It was launched on Apr 1, 2020. FSELX is managed by Fidelity. It was launched on Jul 29, 1985.
Performance
ERY vs. FSELX - Performance Comparison
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ERY vs. FSELX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
ERY Direxion Daily Energy Bear 2X Shares | -47.98% | -18.54% | -5.58% | -0.35% | -73.61% | -68.00% | -11.94% | -38.67% | 45.61% | -5.67% |
FSELX Fidelity Select Semiconductors Portfolio | 0.00% | 52.17% | 49.68% | 78.49% | -35.27% | 59.16% | 44.33% | 64.50% | -12.01% | 34.51% |
Returns By Period
Over the past 10 years, ERY has underperformed FSELX with an annualized return of -36.68%, while FSELX has yielded a comparatively higher 31.42% annualized return.
ERY
- 1D
- 2.49%
- 1M
- -17.69%
- YTD
- -47.98%
- 6M
- -48.73%
- 1Y
- -48.84%
- 3Y*
- -27.93%
- 5Y*
- -41.78%
- 10Y*
- -36.68%
FSELX
- 1D
- -4.27%
- 1M
- -9.75%
- YTD
- 0.00%
- 6M
- 7.40%
- 1Y
- 85.27%
- 3Y*
- 43.05%
- 5Y*
- 30.67%
- 10Y*
- 31.42%
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ERY vs. FSELX - Expense Ratio Comparison
ERY has a 1.07% expense ratio, which is higher than FSELX's 0.68% expense ratio.
Return for Risk
ERY vs. FSELX — Risk / Return Rank
ERY
FSELX
ERY vs. FSELX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Direxion Daily Energy Bear 2X Shares (ERY) and Fidelity Select Semiconductors Portfolio (FSELX). 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.
| ERY | FSELX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | -1.00 | 2.07 | -3.07 |
Sortino ratioReturn per unit of downside risk | -1.65 | 2.72 | -4.37 |
Omega ratioGain probability vs. loss probability | 0.82 | 1.38 | -0.56 |
Calmar ratioReturn relative to maximum drawdown | -0.76 | 4.58 | -5.34 |
Martin ratioReturn relative to average drawdown | -1.47 | 18.71 | -20.18 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| ERY | FSELX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | -1.00 | 2.07 | -3.07 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | -0.81 | 0.80 | -1.61 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | -0.52 | 0.91 | -1.43 |
Sharpe Ratio (All Time)Calculated using the full available price history | -0.55 | 0.49 | -1.05 |
Correlation
The correlation between ERY and FSELX is -0.46. This indicates that the assets' prices tend to move in opposite directions. Negative correlation can be particularly beneficial for diversification and risk management, as one asset may offset the losses of the other during market fluctuations.
Dividends
ERY vs. FSELX - Dividend Comparison
ERY's dividend yield for the trailing twelve months is around 4.00%, less than FSELX's 11.11% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
ERY Direxion Daily Energy Bear 2X Shares | 4.00% | 3.48% | 4.13% | 4.14% | 0.32% | 0.00% | 0.43% | 1.50% | 0.56% | 0.00% | 0.00% | 0.00% |
FSELX Fidelity Select Semiconductors Portfolio | 11.11% | 11.11% | 7.97% | 7.20% | 6.69% | 6.99% | 8.13% | 3.36% | 26.80% | 14.44% | 3.82% | 15.22% |
Drawdowns
ERY vs. FSELX - Drawdown Comparison
The maximum ERY drawdown since its inception was -99.99%, which is greater than FSELX's maximum drawdown of -82.54%. Use the drawdown chart below to compare losses from any high point for ERY and FSELX.
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Drawdown Indicators
| ERY | FSELX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -99.99% | -82.54% | -17.45% |
Max Drawdown (1Y)Largest decline over 1 year | -65.95% | -17.23% | -48.72% |
Max Drawdown (5Y)Largest decline over 5 years | -94.36% | -46.37% | -47.99% |
Max Drawdown (10Y)Largest decline over 10 years | -99.66% | -46.37% | -53.29% |
Current DrawdownCurrent decline from peak | -99.99% | -14.38% | -85.61% |
Average DrawdownAverage peak-to-trough decline | -96.89% | -28.82% | -68.07% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 34.07% | 4.21% | +29.86% |
Volatility
ERY vs. FSELX - Volatility Comparison
Direxion Daily Energy Bear 2X Shares (ERY) and Fidelity Select Semiconductors Portfolio (FSELX) have volatilities of 10.09% and 10.47%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| ERY | FSELX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 10.09% | 10.47% | -0.38% |
Volatility (6M)Calculated over the trailing 6-month period | 27.91% | 24.91% | +3.00% |
Volatility (1Y)Calculated over the trailing 1-year period | 49.26% | 40.89% | +8.37% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 52.05% | 38.58% | +13.47% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 70.69% | 34.71% | +35.98% |