BRKD vs VTI
Direxion Daily BRKB Bear 1X 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 | BRKD | VTI | Winner |
|---|---|---|---|
| Expense Ratio | 1.00% | 0.03% | |
| AUM | $1M | $666.9B | |
| Dividend Yield | 2.82% | 1.07% | |
| Holdings | 7 | 3,543 | |
| YTD Return | +3.82% | +13.38% | |
| 1Y Return | +11.74% | +21.12% | |
| 3Y Return (annualized) | - | +21.85% | |
| 5Y Return (annualized) | - | +12.44% | |
| Volatility (annualized) | 16.8% | 15.3% | |
| Max Drawdown | -17.9% | -56.6% | |
| Fund Family | Direxion Shares ETF Trust | Vanguard (US) | |
| Category | Alternative | Equity | |
| Inception | Dec 11, 2024 | May 24, 2001 |
BRKD vs VTI Performance
Direxion Daily BRKB Bear 1X ETF (BRKD) 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 BRKD returned +11.74% while VTI returned +21.12%. Year to date, BRKD is up 3.82% versus a gain of 13.38% for VTI.
Risk: Volatility and Drawdowns
BRKD has been the more volatile fund, with annualized monthly volatility of 16.8% 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 -17.9% for BRKD 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 0.29. They move independently enough that combining them can meaningfully diversify a portfolio.
Fees and Cost Over Time
BRKD charges 1.00% per year while VTI charges 0.03%. On a $10,000 position that is $100 vs $3 annually, a gap of $97 per year that compounds over a long holding period. On income, BRKD currently yields 2.82% against 1.07% for VTI.
Holdings Overlap
BRKD and VTI share 0 holdings out of 2790 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, BRKD or VTI?
BRKD has an expense ratio of 1.00% while VTI charges 0.03%. VTI is the cheaper option. On a $10,000 investment, that is $97 per year of difference.
Which performed better, BRKD or VTI?
Over the past year BRKD returned +11.74% vs +21.12% for VTI, so VTI leads on 1-year performance. Over the longest common window we track (1 years), BRKD annualized +0.64% vs +8.10% for VTI. Past performance does not guarantee future results.
Which is riskier, BRKD or VTI?
BRKD has been the more volatile fund at 16.8% annualized versus 15.3% for VTI. Worst drawdown: BRKD -17.9% vs VTI -56.6%.
Should I hold both BRKD and VTI?
BRKD and VTI have a monthly-return correlation of 0.29, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between BRKD and VTI?
BRKD and VTI share 0 common holdings with a 0.0% weight overlap. Combined, they hold 2790 unique securities.
Which pays a higher dividend, BRKD or VTI?
BRKD yields 2.82% while VTI yields 1.07%, so BRKD currently pays the higher dividend yield.
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