AIBU vs VYM
Direxion Daily AI and Big Data Bull 2X ETF vs Vanguard High Dividend Yield ETF
Which is better, AIBU or VYM?
Leverage Strategy against Large Cap Value.
VYM has a lower expense ratio. AIBU 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 | AIBU | VYM |
|---|---|---|
| Expense Ratio | 0.96% | 0.04%Best |
| AUM | $24M | $81.6B |
| Dividend Yield | 1.85% | 2.24% |
| Holdings | 38 | 613 |
| YTD Return | +31.52%Best | +14.82% |
| 1Y Return | +40.58%Best | +20.84% |
| 3Y Return (annualized) | - | +18.64% |
| 5Y Return (annualized) | - | +12.28% |
| Volatility (annualized) | 56.1% | 9.9%Best |
| Max Drawdown | -51.2% | -14.5%Best |
| $10,000 over 2.3 years | $25,947Best | $14,380 |
| 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 4, 2026 (2.3 years).
AIBU 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.
AIBU vs VYM Performance
Direxion Daily AI and Big Data Bull 2X ETF (AIBU) 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 AIBU returned +40.58% while VYM returned +20.84%. Year to date, AIBU is up 31.52% versus a gain of 14.82% for VYM.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
AIBU has been the more volatile fund, with annualized monthly volatility of 56.1% compared with 9.9% 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 -51.2% for AIBU 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 0.35. They move together some of the time, and apart the rest.
Fees and Cost Over Time
AIBU charges 0.96% per year while VYM charges 0.04%. On a $10,000 position that is $96 vs $4 annually, a gap of $92 per year that compounds over a long holding period. On income, AIBU currently yields 1.85% against 2.24% for VYM.
Holdings Overlap
At least 9.9% of VYM's money is in holdings AIBU also owns.
Stated as a floor: for AIBU, our book for it covers 93.7% of that fund, so a holding it does not list is one we cannot count as shared. The real figure is this or higher.
VYM and AIBU share little of their money.
5 positions in common, counted across the 33 positions we hold weights for in AIBU and 603 in VYM, against full books of 38 and 613.
You are not choosing between two funds in isolation.
Whichever of AIBU 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, AIBU or VYM?
AIBU has an expense ratio of 0.96% while VYM charges 0.04%. VYM is the cheaper option, by $92 a year on a $10,000 investment.
Which performed better, AIBU or VYM?
Over the past year AIBU returned +40.58% vs +20.84% for VYM, so AIBU leads on 1-year performance. Over the longest common window we track (2 years), AIBU annualized +51.37% vs +17.11% for VYM. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, AIBU or VYM?
AIBU has been the more volatile fund at 56.1% annualized versus 9.9% for VYM. Worst drawdown: AIBU -51.2% vs VYM -14.5%.
Should I hold both AIBU and VYM?
AIBU and VYM have a monthly-return correlation of 0.35, 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 AIBU and VYM?
At least 9.9% of VYM's money is in holdings AIBU also owns. Our book for AIBU is partial, so the real figure is this or higher. They hold 5 positions in common, counted across the 33 positions we hold weights for in AIBU and 603 in VYM.
Which pays a higher dividend, AIBU or VYM?
AIBU yields 1.85% while VYM yields 2.24%, so VYM currently pays the higher dividend yield.
Is VYM better than AIBU?
VYM has a lower expense ratio. AIBU 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.