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Upturn AI SWOT - About
Direxion Daily Energy Bull 2X Shares (ERX)
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Upturn Advisory Summary
09/15/2025: ERX (1-star) has a low Upturn Star Rating. Not recommended to BUY.
Upturn Star Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
Analysis of Past Performance
Type ETF | Historic Profit -52.21% | Avg. Invested days 26 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  2.0 | ETF Returns Performance  1.0 |
| Profits based on simulation | Last Close 09/15/2025 |
Key Highlights
Volume (30-day avg) - | Beta 1.79 | 52 Weeks Range 40.35 - 71.27 | Updated Date 06/29/2025 |
52 Weeks Range 40.35 - 71.27 | Updated Date 06/29/2025 |
Upturn AI SWOT
Direxion Daily Energy Bull 2X Shares
ETF Overview
Overview
The Direxion Daily Energy Bull 2X Shares (ERX) seeks daily investment results, before fees and expenses, of 200% of the performance of the Energy Select Sector Index. It offers investors a way to potentially amplify short-term gains in the energy sector.
Reputation and Reliability
Direxion is a well-known issuer of leveraged and inverse ETFs. While innovative, their products are designed for short-term trading strategies.
Management Expertise
Direxion has a dedicated team experienced in managing leveraged and inverse ETFs, focusing on precise tracking and risk management.
Investment Objective
Goal
To seek daily investment results, before fees and expenses, of 200% of the performance of the Energy Select Sector Index.
Investment Approach and Strategy
Strategy: The ETF employs a leveraged strategy, aiming for twice the daily performance of the Energy Select Sector Index. It is not designed for long-term investment.
Composition The ETF invests in financial instruments such as swap agreements, futures contracts, and equity securities that, in combination, provide leveraged exposure to the index.
Market Position
Market Share: ERX holds a moderate market share within the leveraged energy ETF segment.
Total Net Assets (AUM): 594160000
Competitors
Key Competitors
- ProShares Ultra Oil & Gas (DIG)
- MicroSectors U.S. Big Oil Index 3X Leveraged ETN (NRGU)
- Direxion Daily Oil Bull 2X Shares (OILU)
Competitive Landscape
The leveraged energy ETF landscape is competitive, with several providers offering similar products. ERX distinguishes itself through its specific index tracking and leverage factor. It offers higher leverage than some competitors, but the daily reset can lead to performance deviations over longer periods compared to non-leveraged ETFs.
Financial Performance
Historical Performance: Historical performance is highly volatile due to the leveraged nature of the ETF. Past performance is not indicative of future results.
Benchmark Comparison: The ETF aims to achieve twice the daily performance of the Energy Select Sector Index. Deviations can occur due to compounding and fees.
Expense Ratio: 0.95
Liquidity
Average Trading Volume
The ETF exhibits high liquidity, as evidenced by its substantial average trading volume.
Bid-Ask Spread
The bid-ask spread is typically narrow, reflecting the ETF's high trading volume and liquidity.
Market Dynamics
Market Environment Factors
The ETF's performance is heavily influenced by oil prices, geopolitical events, and overall market sentiment towards the energy sector.
Growth Trajectory
The growth trajectory depends on energy sector performance and investor appetite for leveraged products. Changes in energy policy and technological advancements can significantly impact its holdings.
Moat and Competitive Advantages
Competitive Edge
ERX provides a straightforward way for investors to gain leveraged exposure to the energy sector. Its primary competitive advantage lies in its well-defined index tracking and relatively high trading volume, which enhances liquidity. Direxion's experience in managing leveraged ETFs also contributes to its reputation. However, the daily reset feature inherent in leveraged ETFs limits its suitability for long-term holdings, thus it has a limited advantage in the long run. Its volatility makes it suitable for high-risk traders.
Risk Analysis
Volatility
The ETF is highly volatile due to its leveraged nature, making it unsuitable for risk-averse investors.
Market Risk
Significant market risk exists due to the underlying assets being concentrated in the energy sector. Fluctuations in energy prices can lead to substantial gains or losses.
Investor Profile
Ideal Investor Profile
The ideal investor is a sophisticated trader with a high-risk tolerance and a short-term investment horizon.
Market Risk
The ETF is best suited for active traders seeking short-term gains in the energy sector, and it is not recommended for long-term investors.
Summary
Direxion Daily Energy Bull 2X Shares (ERX) offers leveraged exposure to the energy sector, aiming for twice the daily performance of the Energy Select Sector Index. It is a high-risk, high-reward investment suitable for active traders with a short-term focus. The ETF's daily reset feature makes it unsuitable for long-term buy-and-hold strategies. Investors should carefully consider their risk tolerance and investment objectives before investing in ERX.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Direxion
- ETF.com
- Bloomberg
- Morningstar
Disclaimers:
The data and analysis provided are for informational purposes only and do not constitute investment advice. Past performance is not indicative of future results. Leveraged ETFs are inherently risky and should be carefully considered before investing.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About Direxion Daily Energy Bull 2X Shares
Exchange NYSE ARCA | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
The index is provided by S&P Dow Jones Indices and includes domestic companies from the energy sector which includes the following industries: oil, gas and consumable fuels; and energy equipment and services. The fund invests at least 80% of its net assets in financial instruments, such as swap agreements, securities of the index, and ETFs that track the index, that, in combination, provide 2X daily leveraged exposure to the index, consistent with the fund's investment objective. It is non-diversified.
Note: This website is maintained by Upturn Corporation, which is an investment adviser registered with the U.S. Securities and Exchange Commission. Such registration does not imply a certain level of skill or training. Investing in securities has risks. Past performance is no guarantee of future returns. No assurance is provided as to any particular investment return, and you may lose money using our services. You are strongly advised to consult appropriate counsel before making any investments in companies you learn about through our services. You should obtain appropriate legal, tax, investment, accounting, and other advice that takes into account your investment portfolio and overall financial situation. You are solely responsible for conducting due diligence on a potential investment. We do not affect trades for you. You will select your own broker through which to transact. Investments are not FDIC insured, they are not guaranteed, and they may lose value. Please see the Privacy Policy, Terms of Use, and Disclosure for more information.