HIBL vs VYM
Direxion Daily S&P 500 High Beta Bull 3X ETF vs Vanguard High Dividend Yield ETF
Which is better, HIBL or VYM?
Trading-Leveraged Equity against Large Cap Value.
VYM has a lower expense ratio. HIBL led over 1Y, 3Y and the full window, VYM over 5Y.
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
| Metric | HIBL | VYM |
|---|---|---|
| Expense Ratio | 0.98% | 0.04%Best |
| AUM | $74M | $81.6B |
| Dividend Yield | 1.45% | 2.22% |
| Holdings | 108 | 613 |
| YTD Return | +52.98%Best | +13.91% |
| 1Y Return | +92.82%Best | +17.57% |
| 3Y Return (annualized) | +49.71%Best | +18.12% |
| 5Y Return (annualized) | +11.50% | +12.17%Best |
| Volatility (annualized) | 88.0% | 15.5%Best |
| Max Drawdown | -88.4% | -35.7%Best |
| $10,000 over 5 years | $17,234 | $17,758Best |
| Fund Family | Direxion Shares ETF Trust | Vanguard (US) |
| Category | Alternative | Equity |
| Style | Trading-Leveraged Equity | Large Cap Value |
| Inception | Nov 7, 2019 | Nov 10, 2006 |
Not shown on this pair: Top 10 Weight.
Volatility and max drawdown are measured over the window both funds cover: Nov 7, 2019 to Sep 11, 2026 (6.8 years).
HIBL vs VYM 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 6.8 years both funds cover.
HIBL vs VYM Performance
Direxion Daily S&P 500 High Beta Bull 3X ETF (HIBL) is an ETF from Direxion Shares ETF Trust and Vanguard High Dividend Yield ETF (VYM) is an ETF from Vanguard (US). Over the past year HIBL returned +92.82% while VYM returned +17.57%. Year to date, HIBL is up 52.98% versus a gain of 13.91% for VYM.
Over three years, HIBL compounded at +49.71% per year against +18.12% for VYM; over five years the annualized figures are +11.50% and +12.17% respectively. Across the full 7-year window we track, HIBL has the edge at +17.73% annualized vs +11.40%.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
HIBL has been the more volatile fund, with annualized monthly volatility of 88.0% compared with 15.5% 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 -35.7% for VYM. Drawdown depth is what each fund did in the worst stretch of the window measured above.
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 1.45% against 2.22% for VYM.
Holdings Overlap
At least 20.3% of VYM's money is in holdings HIBL also owns.
Stated as a floor: for HIBL, our book for it covers 88.2% of that fund, so a holding it does not list is one we cannot count as shared. The real figure is this or higher.
VYM and HIBL share little of their money.
33 positions in common, counted across the 102 positions we hold weights for in HIBL and 603 in VYM, against full books of 108 and 613.
Top Shared Holdings
| Stock | Weight in HIBL | Weight in VYM | Difference |
|---|---|---|---|
| AVGOBroadcom Inc | 0.61% | 7.29% | 6.68% |
| CATCaterpillar, Inc. | 0.46% | 2.01% | 1.55% |
| GSGoldman Sachs Group Inc. | 0.52% | 1.15% | 0.63% |
| DELLDell Technologies Inc. | 1.03% | 0.54% | 0.49% |
| MSMorgan Stanley | 0.48% | 0.97% | 0.49% |
| CCitigroup Inc. | 0.50% | 0.94% | 0.44% |
| ORCLOracle Corp. | 0.38% | 1.04% | 0.66% |
| ADIAnalog Devices, Inc. | 0.41% | 0.80% | 0.39% |
| QCOMQualcomm Inc. | 0.40% | 0.81% | 0.41% |
| ETNEaton Corp. Plc | 0.47% | 0.69% | 0.22% |
20.3% of VYM is already inside HIBL.
You probably hold more than these two. Add the rest and see how much of the whole book is the same companies twice.
Free for up to 10 holdings. No account needed.
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, by $94 a year on a $10,000 investment.
Which performed better, HIBL or VYM?
Over the past year HIBL returned +92.82% vs +17.57% for VYM, so HIBL leads on 1-year performance. Over the longest common window we track (7 years), HIBL annualized +17.73% vs +11.40% for VYM. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, HIBL or VYM?
HIBL has been the more volatile fund at 88.0% annualized versus 15.5% for VYM. Worst drawdown: HIBL -88.4% vs VYM -35.7%.
Should I hold both HIBL and VYM?
HIBL and VYM have a monthly-return correlation of 0.79, 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 HIBL and VYM?
At least 20.3% of VYM's money is in holdings HIBL also owns. Our book for HIBL is partial, so the real figure is this or higher. They hold 33 positions in common, counted across the 102 positions we hold weights for in HIBL and 603 in VYM.
Which pays a higher dividend, HIBL or VYM?
HIBL yields 1.45% while VYM yields 2.22%, so VYM currently pays the higher dividend yield.
Is VYM better than HIBL?
VYM has a lower expense ratio. HIBL led over 1Y, 3Y and the full window, VYM over 5Y. Which one suits a particular account depends on what it is for. This is information, not a recommendation.