AVS vs VOO

AVS vs VOO

Which is better, AVS or VOO?

Trading-Inverse Equity against Large Cap Blend.

VOO has a lower expense ratio. VOO led over 1Y 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

MetricAVSVOO
Expense Ratio1.03%0.03%Best
AUM$9M$997.4B
Dividend Yield3.58%1.04%
Holdings8509
YTD Return-13.32%+12.50%Best
1Y Return-14.92%+17.58%Best
3Y Return (annualized)-+21.27%
5Y Return (annualized)-+12.95%
Volatility (annualized)46.1%12.8%Best
Max Drawdown-76.6%-18.7%Best
$10,000 over 1.9 years$3,464$13,513Best
Fund FamilyDirexion Shares ETF TrustVanguard (US)
CategoryAlternativeEquity
StyleTrading-Inverse EquityLarge Cap Blend
InceptionOct 10, 2024Sep 7, 2010

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 11, 2026 (1.9 years).

AVS 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 1.9 years both funds cover.

AVS vs VOO Performance

Direxion Daily AVGO Bear 1X ETF (AVS) 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 AVS returned -14.92% while VOO returned +17.58%. Year to date, AVS is down 13.32% versus a gain of 12.50% for VOO.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

AVS has been the more volatile fund, with annualized monthly volatility of 46.1% compared with 12.8% 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 -76.6% for AVS 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 -0.42. They move together some of the time, and apart the rest.

Fees and Cost Over Time

AVS charges 1.03% per year while VOO charges 0.03%. On a $10,000 position that is $103 vs $3 annually, a gap of $100 per year that compounds over a long holding period. On income, AVS currently yields 3.58% against 1.04% for VOO.

Holdings Overlap

We hold position weights for 3 holdings in AVS and 505 in VOO, totalling 173.5% and 99.9% of the two funds. The two books name no position in common, so there is no overlap percentage to show.

0 positions in common, counted across the 3 positions we hold weights for in AVS and 505 in VOO, against full books of 8 and 509.

You are not choosing between two funds in isolation.

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

AVSVOO

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, AVS or VOO?

AVS has an expense ratio of 1.03% while VOO charges 0.03%. VOO is the cheaper option, by $100 a year on a $10,000 investment.

Which performed better, AVS or VOO?

Over the past year AVS returned -14.92% vs +17.58% for VOO, so VOO leads on 1-year performance. Over the longest common window we track (2 years), AVS annualized -42.76% vs +17.17% for VOO. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, AVS or VOO?

AVS has been the more volatile fund at 46.1% annualized versus 12.8% for VOO. Worst drawdown: AVS -76.6% vs VOO -18.7%.

Should I hold both AVS and VOO?

AVS and VOO have a monthly-return correlation of -0.42, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.

Which pays a higher dividend, AVS or VOO?

AVS yields 3.58% while VOO yields 1.04%, so AVS currently pays the higher dividend yield.

Is VOO better than AVS?

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