AAPU vs VOO

AAPU vs VOO

Which is better, AAPU or VOO?

Trading-Leveraged Equity against Large Cap Blend.

VOO has a lower expense ratio. AAPU led over 1Y, 3Y and the full window.

Lower Fees: VOOHigher Returns: AAPU

MarketXLS is not an investment adviser. This comparison is generated automatically from market data and is for information only. A Best mark means the better reading on that one measure, not a recommendation to buy.

Side-by-Side Comparison

MetricAAPUVOO
Expense Ratio0.96%0.03%Best
AUM$181M$997.4B
Dividend Yield6.08%1.04%
Holdings11509
YTD Return+30.35%Best+11.55%
1Y Return+78.07%Best+17.54%
3Y Return (annualized)+34.47%Best+20.71%
5Y Return (annualized)-+12.80%
Volatility (annualized)43.4%14.2%Best
Max Drawdown-58.6%-18.7%Best
$10,000 over 4.1 years$25,319Best$19,534
Top 10 Weight-36.4%
Fund FamilyDirexion Shares ETF TrustVanguard (US)
CategoryAlternativeEquity
StyleTrading-Leveraged EquityLarge Cap Blend
InceptionAug 9, 2022Sep 7, 2010

Volatility and max drawdown, and the $10,000 over 4.1 years row, are measured over the window both funds cover: Aug 9, 2022 to Sep 10, 2026 (4.1 years).

AAPU vs VOO growth

Month-end closes. Both lines start at 0% in the first month shown, so the gap between them is the difference in growth across that window. The full view covers the 4.1 years both funds cover.

AAPU vs VOO Performance

Direxion Daily AAPL Bull 2X ETF (AAPU) is an ETF from Direxion Shares ETF Trust and Vanguard S&P 500 ETF (VOO) is an ETF from Vanguard (US). Over the past year AAPU returned +78.07% while VOO returned +17.54%. Year to date, AAPU is up 30.35% versus a gain of 11.55% for VOO.

Over three years, AAPU compounded at +34.47% per year against +20.71% for VOO. Across the full 4-year window we track, AAPU has the edge at +25.43% annualized vs +17.74%.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

AAPU has been the more volatile fund, with annualized monthly volatility of 43.4% compared with 14.2% 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 -58.6% for AAPU and -18.7% for VOO. Drawdown depth is what each fund did in the worst stretch of the window measured above.

The two funds' monthly returns correlate at 0.54. They move together some of the time, and apart the rest.

Fees and Cost Over Time

AAPU charges 0.96% per year while VOO charges 0.03%. On a $10,000 position that is $96 vs $3 annually, a gap of $93 per year that compounds over a long holding period. On income, AAPU currently yields 6.08% against 1.04% for VOO.

Holdings Overlap

AAPU already in VOO11.2%
VOO already in AAPU6.6%

11.2% of AAPU's money is in holdings VOO also owns. 6.6% of VOO's money is in holdings AAPU also owns.

AAPU and VOO share little of their money.

1 positions in common, counted across the 5 positions we hold weights for in AAPU and 505 in VOO, against full books of 11 and 509.

What only one of them owns

Our book lists 495 positions for VOO that do not appear in our book for AAPU (92.8% of the fund), and 4 for AAPU that do not appear in VOO (89.5%).

Some of those will be the same company recorded under a different code in one of the two books, so the real difference in what you would own is no larger than this and may be smaller. We do not name the individual positions here for that reason.

Top Shared Holdings

StockWeight in AAPUWeight in VOODifference
AAPLApple, Inc11.17%6.59%4.58%

You are not choosing between two funds in isolation.

Whichever of AAPU and VOO you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.

AAPUVOO

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Frequently Asked Questions

Which is cheaper, AAPU or VOO?

AAPU has an expense ratio of 0.96% while VOO charges 0.03%. VOO is the cheaper option, by $93 a year on a $10,000 investment.

Which performed better, AAPU or VOO?

Over the past year AAPU returned +78.07% vs +17.54% for VOO, so AAPU leads on 1-year performance. Over the longest common window we track (4 years), AAPU annualized +25.43% vs +17.74% for VOO. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, AAPU or VOO?

AAPU has been the more volatile fund at 43.4% annualized versus 14.2% for VOO. Worst drawdown: AAPU -58.6% vs VOO -18.7%.

Should I hold both AAPU and VOO?

AAPU and VOO have a monthly-return correlation of 0.54, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.

What is the holdings overlap between AAPU and VOO?

11.2% of AAPU's money is in holdings VOO also owns. 6.6% of VOO's is in holdings AAPU also owns. They hold 1 positions in common, counted across the 5 positions we hold weights for in AAPU and 505 in VOO.

Which pays a higher dividend, AAPU or VOO?

AAPU yields 6.08% while VOO yields 1.04%, so AAPU currently pays the higher dividend yield.

Is VOO better than AAPU?

VOO has a lower expense ratio. AAPU led over 1Y, 3Y and the full window. Which one suits a particular account depends on what it is for. This is information, not a recommendation.