AIBU vs VTI
Direxion Daily AI and Big Data Bull 2X ETF vs Vanguard Morningstar Total Stock Market ETF
Quick Verdict
VTI has a lower expense ratio. AIBU delivered stronger 1-year returns. VTI offers more diversification with 3,543 holdings.
Side-by-Side Comparison
| Metric | AIBU | VTI | Winner |
|---|---|---|---|
| Expense Ratio | 0.96% | 0.03% | |
| AUM | $26M | $666.9B | |
| Dividend Yield | 1.85% | 1.07% | |
| Holdings | 38 | 3,543 | |
| YTD Return | +26.02% | +12.65% | |
| 1Y Return | +43.04% | +21.39% | |
| 3Y Return (annualized) | - | +21.54% | |
| 5Y Return (annualized) | - | +12.11% | |
| Volatility (annualized) | 56.9% | 15.3% | |
| Max Drawdown | -51.2% | -56.6% | |
| Fund Family | Direxion Shares ETF Trust | Vanguard (US) | |
| Category | Alternative | Equity | |
| Inception | May 15, 2024 | May 24, 2001 |
AIBU vs VTI Performance
Direxion Daily AI and Big Data Bull 2X ETF (AIBU) is a ETF from Direxion Shares ETF Trust and Vanguard Morningstar Total Stock Market ETF (VTI) is a ETF from Vanguard (US). Over the past year AIBU returned +43.04% while VTI returned +21.39%. Year to date, AIBU is up 26.02% versus a gain of 12.65% for VTI.
Risk: Volatility and Drawdowns
AIBU has been the more volatile fund, with annualized monthly volatility of 56.9% compared with 15.3% for VTI. 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 -51.2% for AIBU and -56.6% for VTI. 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 0.86. They usually move together, but the gap leaves some room for diversification.
Fees and Cost Over Time
AIBU charges 0.96% per year while VTI 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, AIBU currently yields 1.85% against 1.07% for VTI.
Holdings Overlap
AIBU and VTI share 24 holdings out of 2797 unique holdings combined, representing a 28.4% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Frequently Asked Questions
Which is cheaper, AIBU or VTI?
AIBU has an expense ratio of 0.96% while VTI charges 0.03%. VTI is the cheaper option. On a $10,000 investment, that is $93 per year of difference.
Which performed better, AIBU or VTI?
Over the past year AIBU returned +43.04% vs +21.39% for VTI, so AIBU leads on 1-year performance. Over the longest common window we track (2 years), AIBU annualized +49.66% vs +8.07% for VTI. Past performance does not guarantee future results.
Which is riskier, AIBU or VTI?
AIBU has been the more volatile fund at 56.9% annualized versus 15.3% for VTI. Worst drawdown: AIBU -51.2% vs VTI -56.6%.
Should I hold both AIBU and VTI?
AIBU and VTI have a monthly-return correlation of 0.86, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between AIBU and VTI?
AIBU and VTI share 24 common holdings with a 28.4% weight overlap. Combined, they hold 2797 unique securities.
Which pays a higher dividend, AIBU or VTI?
AIBU yields 1.85% while VTI yields 1.07%, so AIBU currently pays the higher dividend yield.
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