ERY vs VXUS

ERY vs VXUS
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Quick Verdict

VXUS has a lower expense ratio. VXUS delivered stronger 1-year returns. VXUS offers more diversification with 8,747 holdings.

Lower Fees: VXUSHigher Returns: VXUSMore Diversified: VXUS

Side-by-Side Comparison

MetricERYVXUSWinner
Expense Ratio0.99%0.05%
AUM$39M$158.1B
Dividend Yield3.49%2.59%
Holdings78,747
YTD Return-50.43%+15.44%
1Y Return-58.08%+26.36%
3Y Return (annualized)-26.34%+20.98%
5Y Return (annualized)-42.61%+9.68%
Volatility (annualized)59.7%15.1%
Max Drawdown-100.0%-39.9%
Fund FamilyDirexion Shares ETF TrustVanguard (US)
CategoryAlternativeEquity
InceptionNov 6, 2008Jan 26, 2011

ERY vs VXUS Performance

Direxion Daily Energy Bear 2X ETF (ERY) is a ETF from Direxion Shares ETF Trust and Vanguard Total International Stock ETF (VXUS) is a ETF from Vanguard (US). Over the past year ERY returned -58.08% while VXUS returned +26.36%. Year to date, ERY is down 50.43% versus a gain of 15.44% for VXUS.

Over three years, ERY compounded at -26.34% per year against +20.98% for VXUS; over five years the annualized figures are -42.61% and +9.68% respectively. Across the full 16-year window we track, VXUS has the edge at +4.90% annualized vs -40.32%. Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

ERY has been the more volatile fund, with annualized monthly volatility of 59.7% compared with 15.1% for VXUS. 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 ERY and -39.9% for VXUS. 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 -0.60. They move independently enough that combining them can meaningfully diversify a portfolio.

Fees and Cost Over Time

ERY charges 0.99% per year while VXUS charges 0.05%. On a $10,000 position that is $99 vs $5 annually, a gap of $94 per year that compounds over a long holding period. On income, ERY currently yields 3.49% against 2.59% for VXUS.

Holdings Overlap

0.0%overlap

ERY and VXUS share 0 holdings out of 7872 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, ERY or VXUS?

ERY has an expense ratio of 0.99% while VXUS charges 0.05%. VXUS is the cheaper option. On a $10,000 investment, that is $94 per year of difference.

Which performed better, ERY or VXUS?

Over the past year ERY returned -58.08% vs +26.36% for VXUS, so VXUS leads on 1-year performance. Over the longest common window we track (16 years), ERY annualized -40.32% vs +4.90% for VXUS. Past performance does not guarantee future results.

Which is riskier, ERY or VXUS?

ERY has been the more volatile fund at 59.7% annualized versus 15.1% for VXUS. Worst drawdown: ERY -100.0% vs VXUS -39.9%.

Should I hold both ERY and VXUS?

ERY and VXUS have a monthly-return correlation of -0.60, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between ERY and VXUS?

ERY and VXUS share 0 common holdings with a 0.0% weight overlap. Combined, they hold 7872 unique securities.

Which pays a higher dividend, ERY or VXUS?

ERY yields 3.49% while VXUS yields 2.59%, so ERY currently pays the higher dividend yield.

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See what your portfolio actually owns
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