HIBL vs VYM
Direxion Daily S&P 500 High Beta Bull 3X ETF vs Vanguard High Dividend Yield ETF
Quick Verdict
VYM has a lower expense ratio. HIBL delivered stronger 1-year returns. VYM offers more diversification with 616 holdings.
Side-by-Side Comparison
| Metric | HIBL | VYM | Winner |
|---|---|---|---|
| Expense Ratio | 0.98% | 0.04% | |
| AUM | $94M | $81.6B | |
| Dividend Yield | 1.61% | 2.24% | |
| Holdings | 108 | 616 | |
| YTD Return | +49.02% | +14.66% | |
| 1Y Return | +119.56% | +22.16% | |
| 3Y Return (annualized) | +48.76% | +18.72% | |
| 5Y Return (annualized) | +13.79% | +12.18% | |
| Volatility (annualized) | 88.6% | 14.6% | |
| Max Drawdown | -88.4% | -58.8% | |
| Fund Family | Direxion Shares ETF Trust | Vanguard (US) | |
| Category | Alternative | Equity | |
| Inception | Nov 7, 2019 | Nov 10, 2006 |
HIBL vs VYM Performance
Direxion Daily S&P 500 High Beta Bull 3X ETF (HIBL) 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 HIBL returned +119.56% while VYM returned +22.16%. Year to date, HIBL is up 49.02% versus a gain of 14.66% for VYM.
Over three years, HIBL compounded at +48.76% per year against +18.72% for VYM; over five years the annualized figures are +13.79% and +12.18% respectively. Across the full 7-year window we track, HIBL has the edge at +17.45% annualized vs +7.01%. Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
HIBL has been the more volatile fund, with annualized monthly volatility of 88.6% 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 -88.4% for HIBL 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 0.79. They usually move together, but the gap leaves some room for diversification.
Fees and Cost Over Time
HIBL charges 0.98% per year while VYM charges 0.04%. On a $10,000 position that is $98 vs $4 annually, a gap of $94 per year that compounds over a long holding period. On income, HIBL currently yields 1.61% against 2.24% for VYM.
Holdings Overlap
HIBL and VYM share 34 holdings out of 672 unique holdings combined, representing a 9.5% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Frequently Asked Questions
Which is cheaper, HIBL or VYM?
HIBL has an expense ratio of 0.98% while VYM charges 0.04%. VYM is the cheaper option. On a $10,000 investment, that is $94 per year of difference.
Which performed better, HIBL or VYM?
Over the past year HIBL returned +119.56% vs +22.16% for VYM, so HIBL leads on 1-year performance. Over the longest common window we track (7 years), HIBL annualized +17.45% vs +7.01% for VYM. Past performance does not guarantee future results.
Which is riskier, HIBL or VYM?
HIBL has been the more volatile fund at 88.6% annualized versus 14.6% for VYM. Worst drawdown: HIBL -88.4% vs VYM -58.8%.
Should I hold both HIBL and VYM?
HIBL and VYM have a monthly-return correlation of 0.79, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between HIBL and VYM?
HIBL and VYM share 34 common holdings with a 9.5% weight overlap. Combined, they hold 672 unique securities.
Which pays a higher dividend, HIBL or VYM?
HIBL yields 1.61% while VYM yields 2.24%, so VYM currently pays the higher dividend yield.
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