HIBS vs VOO

HIBS vs VOO

Which is better, HIBS or VOO?

Opposite sides of the same exposure.

VOO has a lower expense ratio. VOO led over 1Y, 3Y, 5Y and the full window. The two move opposite each other, correlation -0.84, so holding both offsets the exposure while paying both fees.

Lower Fees: VOOHigher Returns: VOO

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

MetricHIBSVOO
Expense Ratio1.06%0.03%Best
AUM$24M$997.4B
Dividend Yield9.03%1.04%
Holdings8509
YTD Return-60.29%+12.50%Best
1Y Return-72.11%+17.58%Best
3Y Return (annualized)-62.85%+21.27%Best
5Y Return (annualized)-54.79%+12.95%Best
Volatility (annualized)74.1%16.8%Best
Max Drawdown--34.3%
$10,000 over 5 years$189$18,384Best
Fund FamilyDirexion Shares ETF TrustVanguard (US)
CategoryAlternativeEquity
StyleTrading-Inverse EquityLarge Cap Blend
InceptionNov 7, 2019Sep 7, 2010

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).

HIBS vs VOO 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.

HIBS vs VOO Performance

Direxion Daily S&P 500 High Beta Bear 3X ETF (HIBS) is an ETF from Direxion Shares ETF Trust and Vanguard S&P 500 ETF (VOO) is an ETF from Vanguard (US). Over the past year HIBS returned -72.11% while VOO returned +17.58%. Year to date, HIBS is down 60.29% versus a gain of 12.50% for VOO.

Over three years, HIBS compounded at -62.85% per year against +21.27% for VOO; over five years the annualized figures are -54.79% and +12.95% respectively. Across the full 7-year window we track, VOO has the edge at +15.51% annualized vs -67.75%.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

HIBS has been the more volatile fund, with annualized monthly volatility of 74.1% compared with 16.8% for VOO. Lower volatility generally means a smoother ride, though it often comes with lower long-run returns.

The two funds' monthly returns correlate at -0.84. They move opposite each other. Holding both offsets the exposure rather than spreading it, while paying both funds' fees.

Fees and Cost Over Time

HIBS charges 1.06% per year while VOO charges 0.03%. On a $10,000 position that is $106 vs $3 annually, a gap of $103 per year that compounds over a long holding period. On income, HIBS currently yields 9.03% against 1.04% for VOO.

Holdings Overlap

We hold position weights for 2 holdings in HIBS and 505 in VOO, totalling 92.3% and 99.9% of the two funds. The two books name no position in common, so there is no overlap percentage to show.

0 positions in common, counted across the 2 positions we hold weights for in HIBS and 505 in VOO, against full books of 8 and 509.

You are not choosing between two funds in isolation.

Whichever of HIBS and VOO you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.

HIBSVOO

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, HIBS or VOO?

HIBS has an expense ratio of 1.06% while VOO charges 0.03%. VOO is the cheaper option, by $103 a year on a $10,000 investment.

Which performed better, HIBS or VOO?

Over the past year HIBS returned -72.11% vs +17.58% for VOO, so VOO leads on 1-year performance. Over the longest common window we track (7 years), HIBS annualized -67.75% vs +15.51% for VOO. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, HIBS or VOO?

HIBS has been the more volatile fund at 74.1% annualized versus 16.8% for VOO.

Should I hold both HIBS and VOO?

HIBS and VOO have a monthly-return correlation of -0.84, so they move opposite each other. Holding both offsets the exposure rather than spreading it, and pays both funds' fees on the way. This is information, not a recommendation.

Which pays a higher dividend, HIBS or VOO?

HIBS yields 9.03% while VOO yields 1.04%, so HIBS currently pays the higher dividend yield.

Is VOO better than HIBS?

VOO has a lower expense ratio. VOO led over 1Y, 3Y, 5Y and the full window. The two move opposite each other, correlation -0.84, so holding both offsets the exposure while paying both fees. Which one suits a particular account depends on what it is for. This is information, not a recommendation.