DPST vs VYM

DPST vs VYM

Which is better, DPST or VYM?

Trading-Leveraged Equity against Large Cap Value.

VYM has a lower expense ratio. DPST led over 3Y, VYM over 1Y, 5Y and the full window.

Lower Fees: VYMHigher Returns: split

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

MetricDPSTVYM
Expense Ratio0.92%0.04%Best
AUM$329M$81.6B
Dividend Yield1.68%2.22%
Holdings172613
YTD Return+12.51%Best+10.23%
1Y Return+11.71%+14.28%Best
3Y Return (annualized)+30.77%Best+17.50%
5Y Return (annualized)-20.85%+11.60%Best
Volatility (annualized)82.2%14.0%Best
Max Drawdown-97.8%-35.7%Best
$10,000 over 5 years$3,106$17,311Best
Fund FamilyDirexion Shares ETF TrustVanguard (US)
CategoryAlternativeEquity
StyleTrading-Leveraged EquityLarge Cap Value
InceptionAug 19, 2015Nov 10, 2006

Not shown on this pair: Top 10 Weight.

Volatility and max drawdown are measured over the window both funds cover: Aug 19, 2015 to Sep 23, 2026 (11.1 years).

DPST vs VYM 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 11.1 years both funds cover.

DPST vs VYM Performance

Direxion Daily Regional Banks Bull 3X ETF (DPST) is an ETF from Direxion Shares ETF Trust and Vanguard High Dividend Yield ETF (VYM) is an ETF from Vanguard (US). Over the past year DPST returned +11.71% while VYM returned +14.28%. Year to date, DPST is up 12.51% versus a gain of 10.23% for VYM.

Over three years, DPST compounded at +30.77% per year against +17.50% for VYM; over five years the annualized figures are -20.85% and +11.60% respectively. Across the full 11-year window we track, VYM has the edge at +9.51% annualized vs -14.98%.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

DPST has been the more volatile fund, with annualized monthly volatility of 82.2% compared with 14.0% 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 -97.8% for DPST and -35.7% for VYM. Drawdown depth is what each fund did in the worst stretch of the window measured above.

The two funds' monthly returns correlate at 0.70. They usually move together, but the gap leaves some room for diversification.

Fees and Cost Over Time

DPST charges 0.92% per year while VYM charges 0.04%. On a $10,000 position that is $92 vs $4 annually, a gap of $88 per year that compounds over a long holding period. On income, DPST currently yields 1.68% against 2.22% for VYM.

Holdings Overlap

VYM already in DPST1.9%

At least 1.9% of VYM's money is in holdings DPST also owns.

Stated as a floor: for DPST, our book for it covers 86.0% of that fund, so a holding it does not list is one we cannot count as shared. The real figure is this or higher.

VYM and DPST share little of their money.

50 positions in common, counted across the 161 positions we hold weights for in DPST and 557 in VYM, against full books of 172 and 613.

Top Shared Holdings

StockWeight in DPSTWeight in VYMDifference
TFCTruist Financial Corp.0.93%0.26%0.67%
MTBM&T Bank Corp0.97%0.15%0.82%
CFGCitizens Financial Group Inc.0.98%0.12%0.86%
RFRegions Financial Corp.0.96%0.11%0.85%
CFRCullen/Frost Bankers, Inc.1.02%0.04%0.98%
SSBSouth State Corp1.01%0.04%0.97%
HBANHuntington Bancshares Inc./Oh0.91%0.14%0.77%
PNFPPinnacle Financial Partners In Common Stock Usd1.00.97%0.06%0.91%
UMBFUmb Financial Corp.0.98%0.04%0.94%
HOMBHome Bancshares Inc/ar0.99%0.02%0.97%

You are not choosing between two funds in isolation.

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

DPSTVYM

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, DPST or VYM?

DPST has an expense ratio of 0.92% while VYM charges 0.04%. VYM is the cheaper option, by $88 a year on a $10,000 investment.

Which performed better, DPST or VYM?

Over the past year DPST returned +11.71% vs +14.28% for VYM, so VYM leads on 1-year performance. Over the longest common window we track (11 years), DPST annualized -14.98% vs +9.51% for VYM. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, DPST or VYM?

DPST has been the more volatile fund at 82.2% annualized versus 14.0% for VYM. Worst drawdown: DPST -97.8% vs VYM -35.7%.

Should I hold both DPST and VYM?

DPST and VYM have a monthly-return correlation of 0.70, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.

What is the holdings overlap between DPST and VYM?

At least 1.9% of VYM's money is in holdings DPST also owns. Our book for DPST is partial, so the real figure is this or higher. They hold 50 positions in common, counted across the 161 positions we hold weights for in DPST and 557 in VYM.

Which pays a higher dividend, DPST or VYM?

DPST yields 1.68% while VYM yields 2.22%, so VYM currently pays the higher dividend yield.

Is VYM better than DPST?

VYM has a lower expense ratio. DPST led over 3Y, VYM over 1Y, 5Y and the full window. Which one suits a particular account depends on what it is for. This is information, not a recommendation.