HCMT vs VTI
Direxion HCM Tactical Enhanced US ETF vs Vanguard Morningstar Total Stock Market ETF
Quick Verdict
VTI has a lower expense ratio. HCMT delivered stronger 1-year returns. VTI offers more diversification with 3,543 holdings.
Side-by-Side Comparison
| Metric | HCMT | VTI | Winner |
|---|---|---|---|
| Expense Ratio | 1.18% | 0.03% | |
| AUM | $625M | $666.9B | |
| Dividend Yield | 0.62% | 1.07% | |
| Holdings | 509 | 3,543 | |
| YTD Return | +6.72% | +13.14% | |
| 1Y Return | +22.41% | +22.35% | |
| 3Y Return (annualized) | +19.80% | +21.83% | |
| 5Y Return (annualized) | - | +12.01% | |
| Volatility (annualized) | 24.6% | 15.3% | |
| Max Drawdown | -36.3% | -56.6% | |
| Fund Family | Direxion Shares ETF Trust | Vanguard (US) | |
| Category | Equity | Equity | |
| Inception | Jun 22, 2023 | May 24, 2001 |
HCMT vs VTI Performance
Direxion HCM Tactical Enhanced US ETF (HCMT) is a ETF from Direxion Shares ETF Trust and Vanguard Morningstar Total Stock Market ETF (VTI) is a ETF from Vanguard (US). Over the past year HCMT returned +22.41% while VTI returned +22.35%. Year to date, HCMT is up 6.72% versus a gain of 13.14% for VTI.
Over three years, HCMT compounded at +19.80% per year against +21.83% for VTI. Across the full 3-year window we track, HCMT has the edge at +17.91% annualized vs +8.09%. Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
HCMT has been the more volatile fund, with annualized monthly volatility of 24.6% compared with 15.3% 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 -36.3% for HCMT and -56.6% for VTI. 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 0.84. They usually move together, but the gap leaves some room for diversification.
Fees and Cost Over Time
HCMT charges 1.18% per year while VTI charges 0.03%. On a $10,000 position that is $118 vs $3 annually, a gap of $115 per year that compounds over a long holding period. On income, HCMT currently yields 0.62% against 1.07% for VTI.
Holdings Overlap
HCMT and VTI share 423 holdings out of 2869 unique holdings combined, representing a 72.1% weight overlap.
High overlap means holding both may not provide much additional diversification.
Frequently Asked Questions
Which is cheaper, HCMT or VTI?
HCMT has an expense ratio of 1.18% while VTI charges 0.03%. VTI is the cheaper option. On a $10,000 investment, that is $115 per year of difference.
Which performed better, HCMT or VTI?
Over the past year HCMT returned +22.41% vs +22.35% for VTI, so HCMT leads on 1-year performance. Over the longest common window we track (3 years), HCMT annualized +17.91% vs +8.09% for VTI. Past performance does not guarantee future results.
Which is riskier, HCMT or VTI?
HCMT has been the more volatile fund at 24.6% annualized versus 15.3% for VTI. Worst drawdown: HCMT -36.3% vs VTI -56.6%.
Should I hold both HCMT and VTI?
HCMT and VTI have a monthly-return correlation of 0.84, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between HCMT and VTI?
HCMT and VTI share 423 common holdings with a 72.1% weight overlap. Combined, they hold 2869 unique securities.
Which pays a higher dividend, HCMT or VTI?
HCMT yields 0.62% while VTI yields 1.07%, so VTI currently pays the higher dividend yield.
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