AMZU vs VYM

AMZU vs VYM
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Quick Verdict

VYM has a lower expense ratio. VYM delivered stronger 1-year returns. VYM offers more diversification with 616 holdings.

Lower Fees: VYMHigher Returns: VYMMore Diversified: VYM

Side-by-Side Comparison

MetricAMZUVYMWinner
Expense Ratio0.99%0.04%
AUM$289M$81.6B
Dividend Yield5.52%2.24%
Holdings9616
YTD Return+13.77%+15.75%
1Y Return+0.28%+23.85%
3Y Return (annualized)+21.89%+19.14%
5Y Return (annualized)-+12.45%
Volatility (annualized)57.8%14.6%
Max Drawdown-55.6%-58.8%
Fund FamilyDirexion Shares ETF TrustVanguard (US)
CategoryAlternativeEquity
InceptionSep 7, 2022Nov 10, 2006

AMZU vs VYM Performance

Direxion Daily AMZN Bull 2X ETF (AMZU) 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 AMZU returned +0.28% while VYM returned +23.85%. Year to date, AMZU is up 13.77% versus a gain of 15.75% for VYM.

Over three years, AMZU compounded at +21.89% per year against +19.14% for VYM. Across the full 4-year window we track, AMZU has the edge at +14.47% annualized vs +7.06%. Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

AMZU has been the more volatile fund, with annualized monthly volatility of 57.8% 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 -55.6% for AMZU 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 0.18. They move independently enough that combining them can meaningfully diversify a portfolio.

Fees and Cost Over Time

AMZU charges 0.99% per year while VYM charges 0.04%. On a $10,000 position that is $99 vs $4 annually, a gap of $95 per year that compounds over a long holding period. On income, AMZU currently yields 5.52% against 2.24% for VYM.

Holdings Overlap

0.0%overlap

AMZU and VYM share 0 holdings out of 608 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, AMZU or VYM?

AMZU has an expense ratio of 0.99% while VYM charges 0.04%. VYM is the cheaper option. On a $10,000 investment, that is $95 per year of difference.

Which performed better, AMZU or VYM?

Over the past year AMZU returned +0.28% vs +23.85% for VYM, so VYM leads on 1-year performance. Over the longest common window we track (4 years), AMZU annualized +14.47% vs +7.06% for VYM. Past performance does not guarantee future results.

Which is riskier, AMZU or VYM?

AMZU has been the more volatile fund at 57.8% annualized versus 14.6% for VYM. Worst drawdown: AMZU -55.6% vs VYM -58.8%.

Should I hold both AMZU and VYM?

AMZU and VYM have a monthly-return correlation of 0.18, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between AMZU and VYM?

AMZU and VYM share 0 common holdings with a 0.0% weight overlap. Combined, they hold 608 unique securities.

Which pays a higher dividend, AMZU or VYM?

AMZU yields 5.52% while VYM yields 2.24%, so AMZU currently pays the higher dividend yield.

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