AMZD vs VTI

AMZD vs VTI
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Quick Verdict

VTI has a lower expense ratio. VTI delivered stronger 1-year returns. VTI offers more diversification with 3,543 holdings.

Lower Fees: VTIHigher Returns: VTIMore Diversified: VTI

Side-by-Side Comparison

MetricAMZDVTIWinner
Expense Ratio1.02%0.03%
AUM$13M$666.9B
Dividend Yield3.23%1.07%
Holdings63,543
YTD Return-17.68%+14.82%
1Y Return-16.72%+22.43%
3Y Return (annualized)-21.98%+21.93%
5Y Return (annualized)-+12.34%
Volatility (annualized)29.0%15.4%
Max Drawdown-74.8%-56.6%
Fund FamilyDirexion Shares ETF TrustVanguard (US)
CategoryAlternativeEquity
InceptionSep 7, 2022May 24, 2001

AMZD vs VTI Performance

Direxion Daily AMZN Bear 1X ETF (AMZD) 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 AMZD returned -16.72% while VTI returned +22.43%. Year to date, AMZD is down 17.68% versus a gain of 14.82% for VTI.

Over three years, AMZD compounded at -21.98% per year against +21.93% for VTI. Across the full 4-year window we track, VTI has the edge at +8.16% annualized vs -20.41%. Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

AMZD has been the more volatile fund, with annualized monthly volatility of 29.0% compared with 15.4% 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 -74.8% for AMZD 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 -0.55. They move independently enough that combining them can meaningfully diversify a portfolio.

Fees and Cost Over Time

AMZD charges 1.02% per year while VTI charges 0.03%. On a $10,000 position that is $102 vs $3 annually, a gap of $99 per year that compounds over a long holding period. On income, AMZD currently yields 3.23% against 1.07% for VTI.

Holdings Overlap

0.0%overlap

AMZD and VTI share 0 holdings out of 2790 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, AMZD or VTI?

AMZD has an expense ratio of 1.02% while VTI charges 0.03%. VTI is the cheaper option. On a $10,000 investment, that is $99 per year of difference.

Which performed better, AMZD or VTI?

Over the past year AMZD returned -16.72% vs +22.43% for VTI, so VTI leads on 1-year performance. Over the longest common window we track (4 years), AMZD annualized -20.41% vs +8.16% for VTI. Past performance does not guarantee future results.

Which is riskier, AMZD or VTI?

AMZD has been the more volatile fund at 29.0% annualized versus 15.4% for VTI. Worst drawdown: AMZD -74.8% vs VTI -56.6%.

Should I hold both AMZD and VTI?

AMZD and VTI have a monthly-return correlation of -0.55, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between AMZD and VTI?

AMZD and VTI share 0 common holdings with a 0.0% weight overlap. Combined, they hold 2790 unique securities.

Which pays a higher dividend, AMZD or VTI?

AMZD yields 3.23% while VTI yields 1.07%, so AMZD currently pays the higher dividend yield.

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