AMZD vs VYM

Quick Verdict

VYM has a lower expense ratio. VYM delivered stronger 1-year returns. VYM offers more diversification with 558 holdings.

Lower Fees: VYMHigher Returns: VYMMore Diversified: VYM

Side-by-Side Comparison

MetricAMZDVYMWinner
Expense Ratio1.02%0.04%
AUM$12M$79.0B
Dividend Yield3.26%2.86%
Holdings6568
YTD Return-19.16%+16.53%
1Y Return-21.65%+25.03%
3Y Return (annualized)-21.95%+18.54%
5Y Return (annualized)-+12.25%
Volatility (annualized)28.9%14.6%
Max Drawdown-74.8%-58.8%
Fund FamilyDirexion Shares ETF TrustVanguard (US)
CategoryAlternativeEquity
InceptionSep 7, 2022Nov 10, 2006

AMZD vs VYM Performance

Direxion Daily AMZN Bear 1X ETF (AMZD) 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 AMZD returned -21.65% while VYM returned +25.03%. Year to date, AMZD is down 19.16% versus a gain of 16.53% for VYM.

Over three years, AMZD compounded at -21.95% per year against +18.54% for VYM. Across the full 4-year window we track, VYM has the edge at +7.10% annualized vs -20.80%. Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

AMZD has been the more volatile fund, with annualized monthly volatility of 28.9% 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 -74.8% for AMZD 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 -0.16. They move independently enough that combining them can meaningfully diversify a portfolio.

Fees and Cost Over Time

AMZD charges 1.02% per year while VYM charges 0.04%. On a $10,000 position that is $102 vs $4 annually, a gap of $98 per year that compounds over a long holding period. On income, AMZD currently yields 3.26% against 2.86% for VYM.

Holdings Overlap

0.0%overlap

AMZD 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, AMZD or VYM?

AMZD has an expense ratio of 1.02% while VYM charges 0.04%. VYM is the cheaper option. On a $10,000 investment, that is $98 per year of difference.

Which performed better, AMZD or VYM?

Over the past year AMZD returned -21.65% vs +25.03% for VYM, so VYM leads on 1-year performance. Over the longest common window we track (4 years), AMZD annualized -20.80% vs +7.10% for VYM. Past performance does not guarantee future results.

Which is riskier, AMZD or VYM?

AMZD has been the more volatile fund at 28.9% annualized versus 14.6% for VYM. Worst drawdown: AMZD -74.8% vs VYM -58.8%.

Should I hold both AMZD and VYM?

AMZD and VYM have a monthly-return correlation of -0.16, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between AMZD and VYM?

AMZD and VYM share 0 common holdings with a 0.0% weight overlap. Combined, they hold 561 unique securities.

Which pays a higher dividend, AMZD or VYM?

AMZD yields 3.26% while VYM yields 2.86%, so AMZD currently pays the higher dividend yield.

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