Home 
Today's Top Picks 
Top Performers 
Watchlist 
My Robo Portfolios 
ETF Zone 
Help & Tutorial 
Cancel anytime
- Chart
- Upturn Summary
- Highlights
Upturn AI SWOT - About
Direxion Daily Energy Bull 2X Shares (ERX)
- BUY Advisory
- SELL Advisory (Profit)
- SELL Advisory (Loss)
- Profit
- Loss
- Pass (Skip investing)
Stock price based on last close (see disclosures)
- ALL
- YEAR
- MONTH
- WEEK
Upturn Advisory Summary
07/31/2025: 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 -48.07% | Avg. Invested days 28 | 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 07/31/2025 |
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 primarily focuses on large-cap US energy companies and employs a leveraged strategy to amplify daily returns.
Reputation and Reliability
Direxion is a well-known issuer of leveraged and inverse ETFs, recognized for its experience in providing these types of products.
Management Expertise
Direxion has a dedicated team with expertise in managing leveraged and inverse ETFs, requiring sophisticated risk management and trading strategies.
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 2x the daily performance of the Energy Select Sector Index.
Composition The ETF holds financial instruments, including swaps, futures contracts, and other derivatives, to achieve its leveraged exposure to the underlying index, as well as holdings in the stocks within the index.
Market Position
Market Share: ERX's market share fluctuates based on investor demand for leveraged energy exposure.
Total Net Assets (AUM): 750000000
Competitors
Key Competitors
- ProShares Ultra Oil & Gas (DIG)
- MicroSectors U.S. Big Oil Index 3X Leveraged ETN (NRGU)
- Direxion Daily Oil Services Bull 2X Shares (ONG)
Competitive Landscape
The leveraged energy ETF market is competitive, with several providers offering similar products. ERX's advantage lies in its established presence and brand recognition, while its disadvantages include the inherent risks of leveraged ETFs and potential tracking errors compared to its benchmark.
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 2x the daily performance of its benchmark. Deviations may occur due to fees, expenses, and the compounding effect of daily returns.
Expense Ratio: 0.95
Liquidity
Average Trading Volume
The average trading volume for ERX is high, indicating good liquidity.
Bid-Ask Spread
The bid-ask spread for ERX is generally tight, reflecting its high trading volume.
Market Dynamics
Market Environment Factors
ERX is affected by oil prices, geopolitical events, supply and demand dynamics, and overall market sentiment towards the energy sector.
Growth Trajectory
ERX's growth trajectory depends on investor appetite for leveraged energy exposure and the performance of the energy sector.
Moat and Competitive Advantages
Competitive Edge
ERX's competitive advantage lies in its established position as a leading leveraged energy ETF. It benefits from Direxion's expertise in managing leveraged products and enjoys high trading volume, contributing to its liquidity. This liquidity makes it easier for investors to enter and exit positions, making it attractive for short-term trading strategies. However, its leveraged structure can also lead to significant losses, especially in volatile markets, necessitating careful risk management by investors.
Risk Analysis
Volatility
ERX is highly volatile due to its leveraged nature, making it suitable only for investors with a high-risk tolerance.
Market Risk
The ETF is subject to market risk, particularly related to fluctuations in energy prices and the performance of energy companies.
Investor Profile
Ideal Investor Profile
ERX is suitable for sophisticated investors and active traders seeking short-term leveraged exposure to the energy sector.
Market Risk
ERX is best suited for active traders with a short-term investment horizon and a high-risk tolerance, and is not appropriate for long-term investors.
Summary
Direxion Daily Energy Bull 2X Shares (ERX) is a leveraged ETF designed for active traders seeking to amplify daily returns of the Energy Select Sector Index. Due to its leveraged structure, it exhibits high volatility and carries significant risk. It is appropriate for short-term investment strategies and not recommended for long-term investors. Performance depends on the energy sector and the ETF is directly tied to its index.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Direxion Investments website
- ETF.com
- Yahoo Finance
Disclaimers:
The information provided is for informational purposes only and does not constitute investment advice. Past performance is not indicative of future results. Investors should carefully consider their investment objectives, risk tolerance, and financial situation 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.