ERY vs VOO
Direxion Daily Energy Bear 2X ETF vs Vanguard S&P 500 ETF
Quick Verdict
VOO has a lower expense ratio. VOO delivered stronger 1-year returns. VOO offers more diversification with 509 holdings.
Side-by-Side Comparison
| Metric | ERY | VOO | Winner |
|---|---|---|---|
| Expense Ratio | 0.99% | 0.03% | |
| AUM | $39M | $997.4B | |
| Dividend Yield | 3.49% | 1.08% | |
| Holdings | 7 | 509 | |
| YTD Return | -52.03% | +13.20% | |
| 1Y Return | -59.37% | +21.62% | |
| 3Y Return (annualized) | -27.44% | +22.16% | |
| 5Y Return (annualized) | -44.04% | +13.42% | |
| Volatility (annualized) | 59.7% | 14.1% | |
| Max Drawdown | -100.0% | -34.3% | |
| Fund Family | Direxion Shares ETF Trust | Vanguard (US) | |
| Category | Alternative | Equity | |
| Inception | Nov 6, 2008 | Sep 7, 2010 |
ERY vs VOO Performance
Direxion Daily Energy Bear 2X ETF (ERY) is a ETF from Direxion Shares ETF Trust and Vanguard S&P 500 ETF (VOO) is a ETF from Vanguard (US). Over the past year ERY returned -59.37% while VOO returned +21.62%. Year to date, ERY is down 52.03% versus a gain of 13.20% for VOO.
Over three years, ERY compounded at -27.44% per year against +22.16% for VOO; over five years the annualized figures are -44.04% and +13.42% respectively. Across the full 16-year window we track, VOO has the edge at +13.51% annualized vs -40.42%. Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
ERY has been the more volatile fund, with annualized monthly volatility of 59.7% compared with 14.1% for VOO. Lower volatility generally means a smoother ride, though it often comes with lower long-run returns.
The deepest peak-to-trough decline in our data was -100.0% for ERY and -34.3% for VOO. Drawdown depth is worth weighing if you expect to sell during market stress rather than ride it out.
The two funds' monthly returns correlate at -0.59. They move independently enough that combining them can meaningfully diversify a portfolio.
Fees and Cost Over Time
ERY charges 0.99% per year while VOO charges 0.03%. On a $10,000 position that is $99 vs $3 annually, a gap of $96 per year that compounds over a long holding period. On income, ERY currently yields 3.49% against 1.08% for VOO.
Holdings Overlap
ERY and VOO share 0 holdings out of 508 unique holdings combined, representing a 0.0% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Frequently Asked Questions
Which is cheaper, ERY or VOO?
ERY has an expense ratio of 0.99% while VOO charges 0.03%. VOO is the cheaper option. On a $10,000 investment, that is $96 per year of difference.
Which performed better, ERY or VOO?
Over the past year ERY returned -59.37% vs +21.62% for VOO, so VOO leads on 1-year performance. Over the longest common window we track (16 years), ERY annualized -40.42% vs +13.51% for VOO. Past performance does not guarantee future results.
Which is riskier, ERY or VOO?
ERY has been the more volatile fund at 59.7% annualized versus 14.1% for VOO. Worst drawdown: ERY -100.0% vs VOO -34.3%.
Should I hold both ERY and VOO?
ERY and VOO have a monthly-return correlation of -0.59, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between ERY and VOO?
ERY and VOO share 0 common holdings with a 0.0% weight overlap. Combined, they hold 508 unique securities.
Which pays a higher dividend, ERY or VOO?
ERY yields 3.49% while VOO yields 1.08%, so ERY currently pays the higher dividend yield.
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