CWEB vs VTI

CWEB 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

MetricCWEBVTIWinner
Expense Ratio1.27%0.03%
AUM$215M$666.9B
Dividend Yield5.67%1.07%
Holdings93,543
YTD Return-47.60%+14.82%
1Y Return-46.85%+22.43%
3Y Return (annualized)-13.65%+21.93%
5Y Return (annualized)-33.82%+12.34%
Volatility (annualized)72.1%15.4%
Max Drawdown-98.2%-56.6%
Fund FamilyDirexion Shares ETF TrustVanguard (US)
CategoryAlternativeEquity
InceptionNov 2, 2016May 24, 2001

CWEB vs VTI Performance

Direxion Daily CSI China Internet Index Bull 2X ETF (CWEB) 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 CWEB returned -46.85% while VTI returned +22.43%. Year to date, CWEB is down 47.60% versus a gain of 14.82% for VTI.

Over three years, CWEB compounded at -13.65% per year against +21.93% for VTI; over five years the annualized figures are -33.82% and +12.34% respectively. Across the full 10-year window we track, VTI has the edge at +8.16% annualized vs -20.91%. Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

CWEB has been the more volatile fund, with annualized monthly volatility of 72.1% compared with 15.4% 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 -98.2% for CWEB 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 0.26. They move independently enough that combining them can meaningfully diversify a portfolio.

Fees and Cost Over Time

CWEB charges 1.27% per year while VTI charges 0.03%. On a $10,000 position that is $127 vs $3 annually, a gap of $124 per year that compounds over a long holding period. On income, CWEB currently yields 5.67% against 1.07% for VTI.

Holdings Overlap

0.0%overlap

CWEB 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, CWEB or VTI?

CWEB has an expense ratio of 1.27% while VTI charges 0.03%. VTI is the cheaper option. On a $10,000 investment, that is $124 per year of difference.

Which performed better, CWEB or VTI?

Over the past year CWEB returned -46.85% vs +22.43% for VTI, so VTI leads on 1-year performance. Over the longest common window we track (10 years), CWEB annualized -20.91% vs +8.16% for VTI. Past performance does not guarantee future results.

Which is riskier, CWEB or VTI?

CWEB has been the more volatile fund at 72.1% annualized versus 15.4% for VTI. Worst drawdown: CWEB -98.2% vs VTI -56.6%.

Should I hold both CWEB and VTI?

CWEB and VTI have a monthly-return correlation of 0.26, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between CWEB and VTI?

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

Which pays a higher dividend, CWEB or VTI?

CWEB yields 5.67% while VTI yields 1.07%, so CWEB currently pays the higher dividend yield.

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