AIBD vs VYM
Direxion Daily AI and Big Data Bear 2X ETF vs Vanguard High Dividend Yield ETF
Which is better, AIBD or VYM?
Leverage Strategy against Large Cap Value.
VYM has a lower expense ratio. VYM led over 1Y and the full window.
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
| Metric | AIBD | VYM |
|---|---|---|
| Expense Ratio | 1.05% | 0.04%Best |
| AUM | $7M | $81.6B |
| Dividend Yield | 3.41% | 2.22% |
| Holdings | 5 | 613 |
| YTD Return | -39.24% | +11.35%Best |
| 1Y Return | -38.33% | +15.34%Best |
| 3Y Return (annualized) | - | +17.22% |
| 5Y Return (annualized) | - | +12.30% |
| Volatility (annualized) | 46.8% | 10.3%Best |
| Max Drawdown | -82.3% | -14.5%Best |
| $10,000 over 2.3 years | $2,122 | $13,869Best |
| Fund Family | Direxion Shares ETF Trust | Vanguard (US) |
| Category | Alternative | Equity |
| Style | Leverage Strategy | Large Cap Value |
| Inception | May 15, 2024 | Nov 10, 2006 |
Not shown on this pair: Top 10 Weight.
Volatility and max drawdown, and the $10,000 over 2.3 years row, are measured over the window both funds cover: May 15, 2024 to Sep 18, 2026 (2.3 years).
AIBD vs VYM 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 2.3 years both funds cover.
AIBD vs VYM Performance
Direxion Daily AI and Big Data Bear 2X ETF (AIBD) is an ETF from Direxion Shares ETF Trust and Vanguard High Dividend Yield ETF (VYM) is an ETF from Vanguard (US). Over the past year AIBD returned -38.33% while VYM returned +15.34%. Year to date, AIBD is down 39.24% versus a gain of 11.35% for VYM.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
AIBD has been the more volatile fund, with annualized monthly volatility of 46.8% compared with 10.3% for VYM. 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 -82.3% for AIBD and -14.5% for VYM. Drawdown depth is what each fund did in the worst stretch of the window measured above.
The two funds' monthly returns correlate at -0.28. They move largely independently of each other.
Fees and Cost Over Time
AIBD charges 1.05% per year while VYM charges 0.04%. On a $10,000 position that is $105 vs $4 annually, a gap of $101 per year that compounds over a long holding period. On income, AIBD currently yields 3.41% against 2.22% for VYM.
Holdings Overlap
We hold position weights for 3 holdings in AIBD and 557 in VYM, totalling 80.4% and 99.2% of the two funds. The two books name no position in common, so there is no overlap percentage to show.
0 positions in common, counted across the 3 positions we hold weights for in AIBD and 557 in VYM, against full books of 5 and 613.
You are not choosing between two funds in isolation.
Whichever of AIBD and VYM you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.
Free for up to 10 holdings. No account needed.
Frequently Asked Questions
Which is cheaper, AIBD or VYM?
AIBD has an expense ratio of 1.05% while VYM charges 0.04%. VYM is the cheaper option, by $101 a year on a $10,000 investment.
Which performed better, AIBD or VYM?
Over the past year AIBD returned -38.33% vs +15.34% for VYM, so VYM leads on 1-year performance. Over the longest common window we track (2 years), AIBD annualized -49.03% vs +15.28% for VYM. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, AIBD or VYM?
AIBD has been the more volatile fund at 46.8% annualized versus 10.3% for VYM. Worst drawdown: AIBD -82.3% vs VYM -14.5%.
Should I hold both AIBD and VYM?
AIBD and VYM have a monthly-return correlation of -0.28, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.
Which pays a higher dividend, AIBD or VYM?
AIBD yields 3.41% while VYM yields 2.22%, so AIBD currently pays the higher dividend yield.
Is VYM better than AIBD?
VYM has a lower expense ratio. VYM led over 1Y and the full window. Which one suits a particular account depends on what it is for. This is information, not a recommendation.