AMZU vs VTI
Direxion Daily AMZN Bull 2X ETF vs Vanguard Morningstar Total Stock Market ETF
Quick Verdict
VTI has a lower expense ratio. VTI delivered stronger 1-year returns. VTI offers more diversification with 3,543 holdings.
Side-by-Side Comparison
| Metric | AMZU | VTI | Winner |
|---|---|---|---|
| Expense Ratio | 0.99% | 0.03% | |
| AUM | $289M | $666.9B | |
| Dividend Yield | 5.52% | 1.07% | |
| Holdings | 9 | 3,543 | |
| YTD Return | +16.65% | +14.82% | |
| 1Y Return | +3.24% | +22.43% | |
| 3Y Return (annualized) | +21.40% | +21.93% | |
| 5Y Return (annualized) | - | +12.34% | |
| Volatility (annualized) | 57.7% | 15.4% | |
| Max Drawdown | -55.6% | -56.6% | |
| Fund Family | Direxion Shares ETF Trust | Vanguard (US) | |
| Category | Alternative | Equity | |
| Inception | Sep 7, 2022 | May 24, 2001 |
AMZU vs VTI Performance
Direxion Daily AMZN Bull 2X ETF (AMZU) 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 AMZU returned +3.24% while VTI returned +22.43%. Year to date, AMZU is up 16.65% versus a gain of 14.82% for VTI.
Over three years, AMZU compounded at +21.40% per year against +21.93% for VTI. Across the full 4-year window we track, AMZU has the edge at +15.25% annualized vs +8.16%. Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
AMZU has been the more volatile fund, with annualized monthly volatility of 57.7% 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 -55.6% for AMZU 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
AMZU charges 0.99% per year while VTI 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 5.52% against 1.07% for VTI.
Holdings Overlap
AMZU and VTI share 1 holdings out of 2791 unique holdings combined, representing a 3.2% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Top Shared Holdings
| Stock | Weight in AMZU | Weight in VTI | Difference |
|---|---|---|---|
| AMZN | 16.69% | 3.17% | 13.52% |
Frequently Asked Questions
Which is cheaper, AMZU or VTI?
AMZU has an expense ratio of 0.99% while VTI charges 0.03%. VTI is the cheaper option. On a $10,000 investment, that is $96 per year of difference.
Which performed better, AMZU or VTI?
Over the past year AMZU returned +3.24% vs +22.43% for VTI, so VTI leads on 1-year performance. Over the longest common window we track (4 years), AMZU annualized +15.25% vs +8.16% for VTI. Past performance does not guarantee future results.
Which is riskier, AMZU or VTI?
AMZU has been the more volatile fund at 57.7% annualized versus 15.4% for VTI. Worst drawdown: AMZU -55.6% vs VTI -56.6%.
Should I hold both AMZU and VTI?
AMZU 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 AMZU and VTI?
AMZU and VTI share 1 common holdings with a 3.2% weight overlap. Combined, they hold 2791 unique securities.
Which pays a higher dividend, AMZU or VTI?
AMZU yields 5.52% while VTI yields 1.07%, so AMZU currently pays the higher dividend yield.
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