AVL vs VYM
Direxion Daily AVGO Bull 2X ETF vs Vanguard High Dividend Yield ETF
Which is better, AVL or VYM?
Trading-Leveraged Equity against Large Cap Value.
VYM has a lower expense ratio. AVL led over the full window, VYM over 1Y.
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
| Metric | AVL | VYM |
|---|---|---|
| Expense Ratio | 1.00% | 0.04%Best |
| AUM | $219M | $81.6B |
| Dividend Yield | 31.97% | 2.22% |
| Holdings | 10 | 613 |
| YTD Return | -11.20% | +13.75%Best |
| 1Y Return | -14.39% | +19.42%Best |
| 3Y Return (annualized) | - | +18.22% |
| 5Y Return (annualized) | - | +12.17% |
| Volatility (annualized) | 111.1% | 10.6%Best |
| Max Drawdown | -70.6% | -14.5%Best |
| $10,000 over 1.9 years | $19,254Best | $13,195 |
| Fund Family | Direxion Shares ETF Trust | Vanguard (US) |
| Category | Alternative | Equity |
| Style | Trading-Leveraged Equity | Large Cap Value |
| Inception | Oct 10, 2024 | Nov 10, 2006 |
Not shown on this pair: Top 10 Weight.
Volatility and max drawdown, and the $10,000 over 1.9 years row, are measured over the window both funds cover: Oct 10, 2024 to Sep 9, 2026 (1.9 years).
AVL vs VYM 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 is available from the range buttons; it is not the opening view here because over the whole period one of these two funds moves so much further than the other that its line would sit flat on the axis.
AVL vs VYM Performance
Direxion Daily AVGO Bull 2X ETF (AVL) is an ETF from Direxion Shares ETF Trust and Vanguard High Dividend Yield ETF (VYM) is an ETF from Vanguard (US). Over the past year AVL returned -14.39% while VYM returned +19.42%. Year to date, AVL is down 11.20% versus a gain of 13.75% for VYM.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
AVL has been the more volatile fund, with annualized monthly volatility of 111.1% compared with 10.6% 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 -70.6% for AVL and -14.5% for VYM. Drawdown depth is what each fund did in the worst stretch of the window measured above.
The two funds' monthly returns correlate at 0.06. They move largely independently of each other.
Fees and Cost Over Time
AVL charges 1.00% per year while VYM charges 0.04%. On a $10,000 position that is $100 vs $4 annually, a gap of $96 per year that compounds over a long holding period. On income, AVL currently yields 31.97% against 2.22% for VYM.
Holdings Overlap
At least 7.3% of VYM's money is in holdings AVL also owns.
Stated as a floor: for AVL, our book for it covers 91.6% of that fund, so a holding it does not list is one we cannot count as shared. The real figure is this or higher.
VYM and AVL share little of their money.
1 positions in common, counted across the 4 positions we hold weights for in AVL and 603 in VYM, against full books of 10 and 613.
Top Shared Holdings
| Stock | Weight in AVL | Weight in VYM | Difference |
|---|---|---|---|
| AVGOBroadcom Inc | 16.71% | 7.29% | 9.42% |
You are not choosing between two funds in isolation.
Whichever of AVL and VYM you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.
Free for up to 10 holdings. No account needed.
Frequently Asked Questions
Which is cheaper, AVL or VYM?
AVL has an expense ratio of 1.00% while VYM charges 0.04%. VYM is the cheaper option, by $96 a year on a $10,000 investment.
Which performed better, AVL or VYM?
Over the past year AVL returned -14.39% vs +19.42% for VYM, so VYM leads on 1-year performance. Over the longest common window we track (2 years), AVL annualized +41.17% vs +15.71% for VYM. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, AVL or VYM?
AVL has been the more volatile fund at 111.1% annualized versus 10.6% for VYM. Worst drawdown: AVL -70.6% vs VYM -14.5%.
Should I hold both AVL and VYM?
AVL and VYM have a monthly-return correlation of 0.06, 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 AVL and VYM?
At least 7.3% of VYM's money is in holdings AVL also owns. Our book for AVL 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 AVL and 603 in VYM.
Which pays a higher dividend, AVL or VYM?
AVL yields 31.97% while VYM yields 2.22%, so AVL currently pays the higher dividend yield.
Is VYM better than AVL?
VYM has a lower expense ratio. AVL led over the full window, VYM over 1Y. Which one suits a particular account depends on what it is for. This is information, not a recommendation.