AVS vs VTI

AVS vs VTI
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Quick Verdict

VTI has a lower expense ratio. VTI delivered stronger 1-year returns. VTI offers more diversification with 3,543 holdings.

Lower Fees: VTIHigher Returns: VTIMore Diversified: VTI

Side-by-Side Comparison

MetricAVSVTIWinner
Expense Ratio1.03%0.03%
AUM$8M$666.9B
Dividend Yield3.58%1.07%
Holdings83,543
YTD Return-17.15%+13.38%
1Y Return-32.19%+21.12%
3Y Return (annualized)-+21.85%
5Y Return (annualized)-+12.44%
Volatility (annualized)46.7%15.3%
Max Drawdown-76.6%-56.6%
Fund FamilyDirexion Shares ETF TrustVanguard (US)
CategoryAlternativeEquity
InceptionOct 10, 2024May 24, 2001

AVS vs VTI Performance

Direxion Daily AVGO Bear 1X ETF (AVS) 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 AVS returned -32.19% while VTI returned +21.12%. Year to date, AVS is down 17.15% versus a gain of 13.38% for VTI.

Risk: Volatility and Drawdowns

AVS has been the more volatile fund, with annualized monthly volatility of 46.7% compared with 15.3% 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 -76.6% for AVS 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 -0.37. They move independently enough that combining them can meaningfully diversify a portfolio.

Fees and Cost Over Time

AVS charges 1.03% per year while VTI 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 1.07% for VTI.

Holdings Overlap

0.0%overlap

AVS and VTI share 0 holdings out of 2791 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, AVS or VTI?

AVS has an expense ratio of 1.03% while VTI charges 0.03%. VTI is the cheaper option. On a $10,000 investment, that is $100 per year of difference.

Which performed better, AVS or VTI?

Over the past year AVS returned -32.19% vs +21.12% for VTI, so VTI leads on 1-year performance. Over the longest common window we track (2 years), AVS annualized -45.23% vs +8.10% for VTI. Past performance does not guarantee future results.

Which is riskier, AVS or VTI?

AVS has been the more volatile fund at 46.7% annualized versus 15.3% for VTI. Worst drawdown: AVS -76.6% vs VTI -56.6%.

Should I hold both AVS and VTI?

AVS and VTI have a monthly-return correlation of -0.37, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between AVS and VTI?

AVS and VTI share 0 common holdings with a 0.0% weight overlap. Combined, they hold 2791 unique securities.

Which pays a higher dividend, AVS or VTI?

AVS yields 3.58% while VTI yields 1.07%, so AVS currently pays the higher dividend yield.

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