DUSL vs VTI

DUSL vs VTI

Which is better, DUSL or VTI?

Trading-Leveraged Equity against Large Cap Blend.

VTI has a lower expense ratio. DUSL led over 3Y, 5Y and the full window, VTI over 1Y. VTI is less concentrated, with 33.3% of the fund in its ten largest positions against 50.3%.

Lower Fees: VTIHigher Returns: splitLess Concentrated: VTI

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

MetricDUSLVTI
Expense Ratio0.97%0.03%Best
AUM$45M$666.9B
Dividend Yield8.86%1.03%
Holdings893,543
YTD Return+7.78%+12.43%Best
1Y Return+15.58%+15.92%Best
3Y Return (annualized)+42.91%Best+22.42%
5Y Return (annualized)+18.51%Best+12.37%
Volatility (annualized)59.9%16.3%Best
Max Drawdown-86.1%-35.0%Best
$10,000 over 5 years$23,376Best$17,916
Top 10 Weight50.3%33.3%Best
Fund FamilyDirexion Shares ETF TrustVanguard (US)
CategoryAlternativeEquity
StyleTrading-Leveraged EquityLarge Cap Blend
InceptionMay 3, 2017May 24, 2001

Volatility and max drawdown are measured over the window both funds cover: May 3, 2017 to Sep 28, 2026 (9.4 years).

DUSL vs VTI 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 9.4 years both funds cover.

DUSL vs VTI Performance

Direxion Daily Industrials Bull 3X ETF (DUSL) is an ETF from Direxion Shares ETF Trust and Vanguard Morningstar Total Stock Market ETF (VTI) is an ETF from Vanguard (US). Over the past year DUSL returned +15.58% while VTI returned +15.92%. Year to date, DUSL is up 7.78% versus a gain of 12.43% for VTI.

Over three years, DUSL compounded at +42.91% per year against +22.42% for VTI; over five years the annualized figures are +18.51% and +12.37% respectively. Across the full 9-year window we track, DUSL has the edge at +15.05% annualized vs +13.57%.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

DUSL has been the more volatile fund, with annualized monthly volatility of 59.9% compared with 16.3% 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 -86.1% for DUSL and -35.0% for VTI. Drawdown depth is what each fund did in the worst stretch of the window measured above.

The two funds' monthly returns correlate at 0.88. They usually move together, but the gap leaves some room for diversification.

Fees and Cost Over Time

DUSL charges 0.97% per year while VTI charges 0.03%. On a $10,000 position that is $97 vs $3 annually, a gap of $94 per year that compounds over a long holding period. On income, DUSL currently yields 8.86% against 1.03% for VTI.

Holdings Overlap

DUSL already in VTI77.7%
VTI already in DUSL7.9%

77.7% of DUSL's money is in holdings VTI also owns. 7.9% of VTI's money is in holdings DUSL also owns.

Most of DUSL is already inside VTI. Owning both mostly buys the same companies twice.

83 positions in common, counted across the 85 positions we hold weights for in DUSL and 3,463 in VTI, against full books of 89 and 3,543.

What only one of them owns

Measured across the 85 and 3,463 positions we hold weights for.

VTI holds 1,067 positions DUSL does not, 89.5% of the fund.

Largest: NVDA 6.40%, AAPL 6.29%, MSFT 4.79%, AMZN 3.65%, GOOGL 2.90%

Top Shared Holdings

StockWeight in DUSLWeight in VTIDifference
CATCaterpillar, Inc.5.15%0.52%4.63%
GEGeneral Electric Co.4.95%0.52%4.43%
RTXRaytheon Co.3.96%0.40%3.56%
GEVGE Vernova Inc. CDR (CAD Hedged)3.46%0.37%3.09%
UNPUnion Pacific Corp2.47%0.24%2.23%
DEDeere & Co Sedol 22612032.44%0.21%2.23%
BABoeing Co2.33%0.24%2.09%
UBERUber Technologies Inc2.20%0.20%2.00%
ETNEaton Corp Plc2.18%0.22%1.96%
PHParker-Hannifin Corp.1.72%0.17%1.55%

77.7% of DUSL is already inside VTI.

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

DUSLVTI

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, DUSL or VTI?

DUSL has an expense ratio of 0.97% while VTI charges 0.03%. VTI is the cheaper option, by $94 a year on a $10,000 investment.

Which performed better, DUSL or VTI?

Over the past year DUSL returned +15.58% vs +15.92% for VTI, so VTI leads on 1-year performance. Over the longest common window we track (9 years), DUSL annualized +15.05% vs +13.57% for VTI. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, DUSL or VTI?

DUSL has been the more volatile fund at 59.9% annualized versus 16.3% for VTI. Worst drawdown: DUSL -86.1% vs VTI -35.0%.

Should I hold both DUSL and VTI?

DUSL and VTI have a monthly-return correlation of 0.88, 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 DUSL and VTI?

77.7% of DUSL's money is in holdings VTI also owns. 7.9% of VTI's is in holdings DUSL also owns. They hold 83 positions in common, counted across the 85 positions we hold weights for in DUSL and 3,463 in VTI.

Which pays a higher dividend, DUSL or VTI?

DUSL yields 8.86% while VTI yields 1.03%, so DUSL currently pays the higher dividend yield.

Is VTI better than DUSL?

VTI has a lower expense ratio. DUSL led over 3Y, 5Y and the full window, VTI over 1Y. VTI is less concentrated, with 33.3% of the fund in its ten largest positions against 50.3%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.