HIBS vs VYM

HIBS vs VYM
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Quick Verdict

VYM has a lower expense ratio. VYM delivered stronger 1-year returns. VYM offers more diversification with 616 holdings.

Lower Fees: VYMHigher Returns: VYMMore Diversified: VYM

Side-by-Side Comparison

MetricHIBSVYMWinner
Expense Ratio1.06%0.04%
AUM$18M$81.6B
Dividend Yield7.68%2.24%
Holdings8616
YTD Return-58.37%+14.66%
1Y Return-75.37%+22.16%
3Y Return (annualized)-62.48%+18.72%
5Y Return (annualized)-55.63%+12.18%
Volatility (annualized)74.5%14.6%
Max Drawdown-100.0%-58.8%
Fund FamilyDirexion Shares ETF TrustVanguard (US)
CategoryAlternativeEquity
InceptionNov 7, 2019Nov 10, 2006

HIBS vs VYM Performance

Direxion Daily S&P 500 High Beta Bear 3X ETF (HIBS) 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 HIBS returned -75.37% while VYM returned +22.16%. Year to date, HIBS is down 58.37% versus a gain of 14.66% for VYM.

Over three years, HIBS compounded at -62.48% per year against +18.72% for VYM; over five years the annualized figures are -55.63% and +12.18% respectively. Across the full 7-year window we track, VYM has the edge at +7.01% annualized vs -67.85%. Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

HIBS has been the more volatile fund, with annualized monthly volatility of 74.5% 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 -100.0% for HIBS 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 -0.74. They move independently enough that combining them can meaningfully diversify a portfolio.

Fees and Cost Over Time

HIBS charges 1.06% per year while VYM charges 0.04%. On a $10,000 position that is $106 vs $4 annually, a gap of $102 per year that compounds over a long holding period. On income, HIBS currently yields 7.68% against 2.24% for VYM.

Holdings Overlap

0.0%overlap

HIBS and VYM share 0 holdings out of 606 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, HIBS or VYM?

HIBS has an expense ratio of 1.06% while VYM charges 0.04%. VYM is the cheaper option. On a $10,000 investment, that is $102 per year of difference.

Which performed better, HIBS or VYM?

Over the past year HIBS returned -75.37% vs +22.16% for VYM, so VYM leads on 1-year performance. Over the longest common window we track (7 years), HIBS annualized -67.85% vs +7.01% for VYM. Past performance does not guarantee future results.

Which is riskier, HIBS or VYM?

HIBS has been the more volatile fund at 74.5% annualized versus 14.6% for VYM. Worst drawdown: HIBS -100.0% vs VYM -58.8%.

Should I hold both HIBS and VYM?

HIBS and VYM have a monthly-return correlation of -0.74, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between HIBS and VYM?

HIBS and VYM share 0 common holdings with a 0.0% weight overlap. Combined, they hold 606 unique securities.

Which pays a higher dividend, HIBS or VYM?

HIBS yields 7.68% while VYM yields 2.24%, so HIBS currently pays the higher dividend yield.

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