AMZU vs VOO

AMZU vs VOO

Which is better, AMZU or VOO?

Trading-Leveraged Equity against Large Cap Blend.

VOO has a lower expense ratio. VOO led over 1Y, 3Y and the full window.

Lower Fees: VOOHigher Returns: VOO

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

MetricAMZUVOO
Expense Ratio0.99%0.03%Best
AUM$263M$997.4B
Dividend Yield4.69%1.04%
Holdings9509
YTD Return+6.57%+12.23%Best
1Y Return-10.37%+18.60%Best
3Y Return (annualized)+15.82%+20.98%Best
5Y Return (annualized)-+12.76%
Volatility (annualized)57.4%13.2%Best
Max Drawdown-55.6%-18.7%Best
$10,000 over 4 years$15,956$20,263Best
Fund FamilyDirexion Shares ETF TrustVanguard (US)
CategoryAlternativeEquity
StyleTrading-Leveraged EquityLarge Cap Blend
InceptionSep 7, 2022Sep 7, 2010

Not shown on this pair: Top 10 Weight.

Volatility and max drawdown, and the $10,000 over 4 years row, are measured over the window both funds cover: Sep 7, 2022 to Sep 9, 2026 (4 years).

AMZU vs VOO 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 4 years both funds cover.

AMZU vs VOO Performance

Direxion Daily AMZN Bull 2X ETF (AMZU) is an ETF from Direxion Shares ETF Trust and Vanguard S&P 500 ETF (VOO) is an ETF from Vanguard (US). Over the past year AMZU returned -10.37% while VOO returned +18.60%. Year to date, AMZU is up 6.57% versus a gain of 12.23% for VOO.

Over three years, AMZU compounded at +15.82% per year against +20.98% for VOO. Across the full 4-year window we track, VOO has the edge at +19.31% annualized vs +12.39%.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

AMZU has been the more volatile fund, with annualized monthly volatility of 57.4% compared with 13.2% for VOO. 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 -55.6% for AMZU and -18.7% for VOO. Drawdown depth is what each fund did in the worst stretch of the window measured above.

The two funds' monthly returns correlate at 0.57. They move together some of the time, and apart the rest.

Fees and Cost Over Time

AMZU charges 0.99% per year while VOO charges 0.03%. On a $10,000 position that is $99 vs $3 annually, a gap of $96 per year that compounds over a long holding period. On income, AMZU currently yields 4.69% against 1.04% for VOO.

Holdings Overlap

VOO already in AMZU3.6%

At least 3.6% of VOO's money is in holdings AMZU also owns.

Stated as a floor: for AMZU, our book for it covers 89.5% of that fund, so a holding it does not list is one we cannot count as shared. The real figure is this or higher.

VOO and AMZU share little of their money.

1 positions in common, counted across the 4 positions we hold weights for in AMZU and 505 in VOO, against full books of 9 and 509.

Top Shared Holdings

StockWeight in AMZUWeight in VOODifference
AMZNAmazon.Com Inc13.47%3.62%9.85%

You are not choosing between two funds in isolation.

Whichever of AMZU and VOO you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.

AMZUVOO

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, AMZU or VOO?

AMZU has an expense ratio of 0.99% while VOO charges 0.03%. VOO is the cheaper option, by $96 a year on a $10,000 investment.

Which performed better, AMZU or VOO?

Over the past year AMZU returned -10.37% vs +18.60% for VOO, so VOO leads on 1-year performance. Over the longest common window we track (4 years), AMZU annualized +12.39% vs +19.31% for VOO. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, AMZU or VOO?

AMZU has been the more volatile fund at 57.4% annualized versus 13.2% for VOO. Worst drawdown: AMZU -55.6% vs VOO -18.7%.

Should I hold both AMZU and VOO?

AMZU and VOO have a monthly-return correlation of 0.57, 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 AMZU and VOO?

At least 3.6% of VOO's money is in holdings AMZU also owns. Our book for AMZU is partial, so the real figure is this or higher. They hold 1 positions in common, counted across the 4 positions we hold weights for in AMZU and 505 in VOO.

Which pays a higher dividend, AMZU or VOO?

AMZU yields 4.69% while VOO yields 1.04%, so AMZU currently pays the higher dividend yield.

Is VOO better than AMZU?

VOO has a lower expense ratio. VOO led over 1Y, 3Y and the full window. Which one suits a particular account depends on what it is for. This is information, not a recommendation.