BRKD vs VYM
Direxion Daily BRKB Bear 1X ETF vs Vanguard High Dividend Yield ETF
Quick Verdict
VYM has a lower expense ratio. VYM delivered stronger 1-year returns. VYM offers more diversification with 616 holdings.
Side-by-Side Comparison
| Metric | BRKD | VYM | Winner |
|---|---|---|---|
| Expense Ratio | 1.00% | 0.04% | |
| AUM | $1M | $81.6B | |
| Dividend Yield | 2.82% | 2.24% | |
| Holdings | 7 | 616 | |
| YTD Return | +3.82% | +15.75% | |
| 1Y Return | +11.74% | +23.85% | |
| 3Y Return (annualized) | - | +19.14% | |
| 5Y Return (annualized) | - | +12.45% | |
| Volatility (annualized) | 16.8% | 14.6% | |
| Max Drawdown | -17.9% | -58.8% | |
| Fund Family | Direxion Shares ETF Trust | Vanguard (US) | |
| Category | Alternative | Equity | |
| Inception | Dec 11, 2024 | Nov 10, 2006 |
BRKD vs VYM Performance
Direxion Daily BRKB Bear 1X ETF (BRKD) 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 BRKD returned +11.74% while VYM returned +23.85%. Year to date, BRKD is up 3.82% versus a gain of 15.75% for VYM.
Risk: Volatility and Drawdowns
BRKD has been the more volatile fund, with annualized monthly volatility of 16.8% 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 -17.9% for BRKD 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 -0.10. They move independently enough that combining them can meaningfully diversify a portfolio.
Fees and Cost Over Time
BRKD 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, BRKD currently yields 2.82% against 2.24% for VYM.
Holdings Overlap
BRKD and VYM share 0 holdings out of 606 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 VYM?
BRKD has an expense ratio of 1.00% while VYM charges 0.04%. VYM is the cheaper option. On a $10,000 investment, that is $96 per year of difference.
Which performed better, BRKD or VYM?
Over the past year BRKD returned +11.74% vs +23.85% for VYM, so VYM leads on 1-year performance. Over the longest common window we track (1 years), BRKD annualized +0.64% vs +7.06% for VYM. Past performance does not guarantee future results.
Which is riskier, BRKD or VYM?
BRKD has been the more volatile fund at 16.8% annualized versus 14.6% for VYM. Worst drawdown: BRKD -17.9% vs VYM -58.8%.
Should I hold both BRKD and VYM?
BRKD and VYM have a monthly-return correlation of -0.10, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between BRKD and VYM?
BRKD and VYM share 0 common holdings with a 0.0% weight overlap. Combined, they hold 606 unique securities.
Which pays a higher dividend, BRKD or VYM?
BRKD yields 2.82% while VYM yields 2.24%, so BRKD currently pays the higher dividend yield.
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