HIMZ vs. ERX
Compare and contrast key facts about Defiance Daily Target 2X Long HIMS ETF (HIMZ) and Direxion Daily Energy Bull 2X Shares (ERX).
HIMZ and ERX are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. HIMZ is an actively managed fund by Defiance. It was launched on Mar 12, 2025. ERX 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.
Performance
HIMZ vs. ERX - Performance Comparison
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HIMZ vs. ERX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | |
|---|---|---|
HIMZ Defiance Daily Target 2X Long HIMS ETF | -71.55% | -65.21% |
ERX Direxion Daily Energy Bull 2X Shares | 85.42% | 1.21% |
Returns By Period
In the year-to-date period, HIMZ achieves a -71.55% return, which is significantly lower than ERX's 85.42% return.
HIMZ
- 1D
- 21.95%
- 1M
- 69.46%
- YTD
- -71.55%
- 6M
- -92.53%
- 1Y
- -88.06%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
ERX
- 1D
- -2.61%
- 1M
- 20.58%
- YTD
- 85.42%
- 6M
- 84.60%
- 1Y
- 61.51%
- 3Y*
- 24.14%
- 5Y*
- 36.55%
- 10Y*
- -5.60%
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HIMZ vs. ERX - Expense Ratio Comparison
HIMZ has a 1.31% expense ratio, which is higher than ERX's 1.09% expense ratio.
Return for Risk
HIMZ vs. ERX — Risk / Return Rank
HIMZ
ERX
HIMZ vs. ERX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Defiance Daily Target 2X Long HIMS ETF (HIMZ) and Direxion Daily Energy Bull 2X Shares (ERX). 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.
| HIMZ | ERX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | -0.43 | 1.25 | -1.68 |
Sortino ratioReturn per unit of downside risk | 0.02 | 1.68 | -1.65 |
Omega ratioGain probability vs. loss probability | 1.00 | 1.25 | -0.24 |
Calmar ratioReturn relative to maximum drawdown | -0.89 | 1.86 | -2.75 |
Martin ratioReturn relative to average drawdown | -1.25 | 3.79 | -5.03 |
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
| HIMZ | ERX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | -0.43 | 1.25 | -1.68 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | — | 0.71 | — |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | -0.08 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | -0.44 | -0.08 | -0.36 |
Correlation
The correlation between HIMZ and ERX is 0.12, 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
HIMZ vs. ERX - Dividend Comparison
HIMZ's dividend yield for the trailing twelve months is around 8.59%, more than ERX's 1.45% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
HIMZ Defiance Daily Target 2X Long HIMS ETF | 8.59% | 2.44% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
ERX Direxion Daily Energy Bull 2X Shares | 1.45% | 2.54% | 2.94% | 3.17% | 2.23% | 2.16% | 2.35% | 1.56% | 3.10% | 0.85% |
Drawdowns
HIMZ vs. ERX - Drawdown Comparison
The maximum HIMZ drawdown since its inception was -98.18%, roughly equal to the maximum ERX drawdown of -99.54%. Use the drawdown chart below to compare losses from any high point for HIMZ and ERX.
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Drawdown Indicators
| HIMZ | ERX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -98.18% | -99.54% | +1.36% |
Max Drawdown (1Y)Largest decline over 1 year | -98.18% | -35.17% | -63.01% |
Max Drawdown (5Y)Largest decline over 5 years | — | -46.90% | — |
Max Drawdown (10Y)Largest decline over 10 years | — | -98.59% | — |
Current DrawdownCurrent decline from peak | -96.91% | -90.64% | -6.27% |
Average DrawdownAverage peak-to-trough decline | -64.39% | -66.77% | +2.38% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 70.45% | 17.25% | +53.20% |
Volatility
HIMZ vs. ERX - Volatility Comparison
Defiance Daily Target 2X Long HIMS ETF (HIMZ) has a higher volatility of 79.45% compared to Direxion Daily Energy Bull 2X Shares (ERX) at 10.19%. This indicates that HIMZ's price experiences larger fluctuations and is considered to be riskier than ERX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| HIMZ | ERX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 79.45% | 10.19% | +69.26% |
Volatility (6M)Calculated over the trailing 6-month period | 127.80% | 28.10% | +99.70% |
Volatility (1Y)Calculated over the trailing 1-year period | 203.42% | 49.61% | +153.81% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 203.86% | 52.12% | +151.74% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 203.86% | 69.23% | +134.63% |