AIBD vs VYM
Direxion Daily AI and Big Data Bear 2X ETF vs Vanguard High Dividend Yield ETF
Quick Verdict
VYM has a lower expense ratio. AIBD delivered stronger 1-year returns. VYM offers more diversification with 558 holdings.
Side-by-Side Comparison
| Metric | AIBD | VYM | Winner |
|---|---|---|---|
| Expense Ratio | 1.05% | 0.04% | |
| AUM | $8M | $79.0B | |
| Dividend Yield | 3.69% | 2.86% | |
| Holdings | 8 | 568 | |
| YTD Return | +512.47% | +15.80% | |
| 1Y Return | +442.44% | +26.12% | |
| 3Y Return (annualized) | - | +18.25% | |
| 5Y Return (annualized) | - | +12.51% | |
| Volatility (annualized) | 627.1% | 14.6% | |
| Max Drawdown | -82.3% | -58.8% | |
| Fund Family | Direxion Shares ETF Trust | Vanguard (US) | |
| Category | Alternative | Equity | |
| Inception | May 15, 2024 | Nov 10, 2006 |
AIBD vs VYM Performance
Direxion Daily AI and Big Data Bear 2X ETF (AIBD) is a ETF from Direxion Shares ETF Trust and Vanguard High Dividend Yield ETF (VYM) is a ETF from Vanguard (US). Over the past year AIBD returned +442.44% while VYM returned +26.12%. Year to date, AIBD is up 512.47% versus a gain of 15.80% for VYM.
Risk: Volatility and Drawdowns
AIBD has been the more volatile fund, with annualized monthly volatility of 627.1% compared with 14.6% 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 -58.8% for VYM. 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 0.05. They move independently enough that combining them can meaningfully diversify a portfolio.
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 3.69% against 2.86% for VYM.
Holdings Overlap
AIBD and VYM share 0 holdings out of 561 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, AIBD or VYM?
AIBD has an expense ratio of 1.05% while VYM charges 0.04%. VYM is the cheaper option. On a $10,000 investment, that is $101 per year of difference.
Which performed better, AIBD or VYM?
Over the past year AIBD returned +442.44% vs +26.12% for VYM, so AIBD leads on 1-year performance. Over the longest common window we track (2 years), AIBD annualized +38.83% vs +7.07% for VYM. Past performance does not guarantee future results.
Which is riskier, AIBD or VYM?
AIBD has been the more volatile fund at 627.1% annualized versus 14.6% for VYM. Worst drawdown: AIBD -82.3% vs VYM -58.8%.
Should I hold both AIBD and VYM?
AIBD and VYM have a monthly-return correlation of 0.05, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between AIBD and VYM?
AIBD and VYM share 0 common holdings with a 0.0% weight overlap. Combined, they hold 561 unique securities.
Which pays a higher dividend, AIBD or VYM?
AIBD yields 3.69% while VYM yields 2.86%, so AIBD currently pays the higher dividend yield.
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