DRN vs VOO

DRN vs VOO

Which is better, DRN or VOO?

Trading-Leveraged Equity against Large Cap Blend.

VOO has a lower expense ratio. VOO led over 1Y, 3Y, 5Y and the full window. VOO is less concentrated, with 36.4% of the fund in its ten largest positions against 66.7%.

Lower Fees: VOOHigher Returns: VOOLess Concentrated: VOO

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

MetricDRNVOO
Expense Ratio0.98%0.03%Best
AUM$43M$997.4B
Dividend Yield1.87%1.08%
Holdings36509
YTD Return+23.57%Best+13.81%
1Y Return+14.61%+21.53%Best
3Y Return (annualized)+9.34%+21.46%Best
5Y Return (annualized)-15.18%+12.87%Best
Volatility (annualized)51.7%14.1%Best
Max Drawdown-86.3%-34.3%Best
$10,000 over 5 years$4,390$18,319Best
Top 10 Weight66.7%36.4%Best
Fund FamilyDirexion Shares ETF TrustVanguard (US)
CategoryAlternativeEquity
StyleTrading-Leveraged EquityLarge Cap Blend
InceptionJul 16, 2009Sep 7, 2010

Volatility and max drawdown are measured over the window both funds cover: Sep 9, 2010 to Sep 3, 2026 (16 years).

DRN vs VOO 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 16 years both funds cover.

DRN vs VOO Performance

Direxion Daily Real Estate Bull 3X ETF (DRN) is an ETF from Direxion Shares ETF Trust and Vanguard S&P 500 ETF (VOO) is an ETF from Vanguard (US). Over the past year DRN returned +14.61% while VOO returned +21.53%. Year to date, DRN is up 23.57% versus a gain of 13.81% for VOO.

Over three years, DRN compounded at +9.34% per year against +21.46% for VOO; over five years the annualized figures are -15.18% and +12.87% respectively. Across the full 16-year window we track, VOO has the edge at +13.51% annualized vs +4.67%.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

DRN has been the more volatile fund, with annualized monthly volatility of 51.7% compared with 14.1% for VOO. 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 -86.3% for DRN and -34.3% for VOO. Drawdown depth is what each fund did in the worst stretch of the window measured above.

The two funds' monthly returns correlate at 0.71. They usually move together, but the gap leaves some room for diversification.

Fees and Cost Over Time

DRN charges 0.98% per year while VOO charges 0.03%. On a $10,000 position that is $98 vs $3 annually, a gap of $95 per year that compounds over a long holding period. On income, DRN currently yields 1.87% against 1.08% for VOO.

Holdings Overlap

DRN already in VOO70.0%
VOO already in DRN1.9%

70.0% of DRN's money is in holdings VOO also owns. 1.9% of VOO's money is in holdings DRN also owns.

Most of DRN is already inside VOO. Owning both mostly buys the same companies twice.

31 positions in common, counted across the 33 positions we hold weights for in DRN and 505 in VOO, against full books of 36 and 509.

What only one of them owns

Measured across the 33 and 505 positions we hold weights for.

VOO holds 466 positions DRN does not, 97.6% of the fund.

Largest: NVDA 7.51%, AAPL 6.59%, MSFT 4.30%, AMZN 3.62%, GOOGL 3.25%

Top Shared Holdings

StockWeight in DRNWeight in VOODifference
WELLWelltower, Inc.7.67%0.25%7.42%
PLDPrologis Inc6.08%0.20%5.88%
EQIXEquinix Inc. Real Estate Investment Trust4.87%0.16%4.71%
AMTAmerican Tower Corporation3.83%0.12%3.71%
DLRDigital Realty Trust Inc.3.52%0.09%3.43%
SPGSimon Property Group Inc3.44%0.11%3.33%
PSAPublic Storage3.33%0.08%3.25%
ORealty Income Corp.3.15%0.09%3.06%
VTRVentas  Inc .3.13%0.07%3.06%
CBRECBRE group3.13%0.06%3.07%

70.0% of DRN is already inside VOO.

You probably hold more than these two. Add the rest and see how much of the whole book is the same companies twice.

DRNVOO

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, DRN or VOO?

DRN has an expense ratio of 0.98% while VOO charges 0.03%. VOO is the cheaper option, by $95 a year on a $10,000 investment.

Which performed better, DRN or VOO?

Over the past year DRN returned +14.61% vs +21.53% for VOO, so VOO leads on 1-year performance. Over the longest common window we track (16 years), DRN annualized +4.67% vs +13.51% for VOO. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, DRN or VOO?

DRN has been the more volatile fund at 51.7% annualized versus 14.1% for VOO. Worst drawdown: DRN -86.3% vs VOO -34.3%.

Should I hold both DRN and VOO?

DRN and VOO have a monthly-return correlation of 0.71, 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 DRN and VOO?

70.0% of DRN's money is in holdings VOO also owns. 1.9% of VOO's is in holdings DRN also owns. They hold 31 positions in common, counted across the 33 positions we hold weights for in DRN and 505 in VOO.

Which pays a higher dividend, DRN or VOO?

DRN yields 1.87% while VOO yields 1.08%, so DRN currently pays the higher dividend yield.

Is VOO better than DRN?

VOO has a lower expense ratio. VOO led over 1Y, 3Y, 5Y and the full window. VOO is less concentrated, with 36.4% of the fund in its ten largest positions against 66.7%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.