Quick Verdict

VYM has a lower expense ratio. VYM delivered stronger 1-year returns. VYM offers more diversification with 558 holdings.

Lower Fees: VYMHigher Returns: VYMMore Diversified: VYM

Side-by-Side Comparison

MetricDRVVYMWinner
Expense Ratio1.06%0.04%
AUM$24M$79.0B
Dividend Yield3.68%2.86%
Holdings5568
YTD Return-31.06%+15.80%
1Y Return-26.32%+26.12%
3Y Return (annualized)-24.89%+18.25%
5Y Return (annualized)-15.17%+12.51%
Volatility (annualized)48.9%14.6%
Max Drawdown-100.0%-58.8%
Fund FamilyDirexion Shares ETF TrustVanguard (US)
CategoryAlternativeEquity
InceptionJul 16, 2009Nov 10, 2006

DRV vs VYM Performance

Direxion Daily Real Estate Bear 3X ETF (DRV) 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 DRV returned -26.32% while VYM returned +26.12%. Year to date, DRV is down 31.06% versus a gain of 15.80% for VYM.

Over three years, DRV compounded at -24.89% per year against +18.25% for VYM; over five years the annualized figures are -15.17% and +12.51% respectively. Across the full 17-year window we track, VYM has the edge at +7.07% annualized vs -42.97%. Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

DRV has been the more volatile fund, with annualized monthly volatility of 48.9% 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 -100.0% for DRV 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 -0.67. They move independently enough that combining them can meaningfully diversify a portfolio.

Fees and Cost Over Time

DRV charges 1.06% per year while VYM charges 0.04%. On a $10,000 position that is $106 vs $4 annually, a gap of $102 per year that compounds over a long holding period. On income, DRV currently yields 3.68% against 2.86% for VYM.

Holdings Overlap

0.0%overlap

DRV and VYM share 0 holdings out of 560 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, DRV or VYM?

DRV has an expense ratio of 1.06% while VYM charges 0.04%. VYM is the cheaper option. On a $10,000 investment, that is $102 per year of difference.

Which performed better, DRV or VYM?

Over the past year DRV returned -26.32% vs +26.12% for VYM, so VYM leads on 1-year performance. Over the longest common window we track (17 years), DRV annualized -42.97% vs +7.07% for VYM. Past performance does not guarantee future results.

Which is riskier, DRV or VYM?

DRV has been the more volatile fund at 48.9% annualized versus 14.6% for VYM. Worst drawdown: DRV -100.0% vs VYM -58.8%.

Should I hold both DRV and VYM?

DRV and VYM have a monthly-return correlation of -0.67, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between DRV and VYM?

DRV and VYM share 0 common holdings with a 0.0% weight overlap. Combined, they hold 560 unique securities.

Which pays a higher dividend, DRV or VYM?

DRV yields 3.68% while VYM yields 2.86%, so DRV currently pays the higher dividend yield.

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