JDST vs VOO

JDST vs VOO
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Quick Verdict

VOO has a lower expense ratio. VOO delivered stronger 1-year returns. VOO offers more diversification with 509 holdings.

Lower Fees: VOOHigher Returns: VOOMore Diversified: VOO

Side-by-Side Comparison

MetricJDSTVOOWinner
Expense Ratio0.92%0.03%
AUM$31M$997.4B
Dividend Yield5.95%1.08%
Holdings6509
YTD Return-47.50%+12.95%
1Y Return-82.53%+20.69%
3Y Return (annualized)-72.89%+22.09%
5Y Return (annualized)-58.70%+13.40%
Volatility (annualized)96.2%14.1%
Max Drawdown-100.0%-34.3%
Fund FamilyDirexion Shares ETF TrustVanguard (US)
CategoryAlternativeEquity
InceptionOct 3, 2013Sep 7, 2010

JDST vs VOO Performance

Direxion Daily Junior Gold Miners Index Bear 2X ETF (JDST) is a ETF from Direxion Shares ETF Trust and Vanguard S&P 500 ETF (VOO) is a ETF from Vanguard (US). Over the past year JDST returned -82.53% while VOO returned +20.69%. Year to date, JDST is down 47.50% versus a gain of 12.95% for VOO.

Over three years, JDST compounded at -72.89% per year against +22.09% for VOO; over five years the annualized figures are -58.70% and +13.40% respectively. Across the full 13-year window we track, VOO has the edge at +13.50% annualized vs -69.93%. Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

JDST has been the more volatile fund, with annualized monthly volatility of 96.2% compared with 14.1% for VOO. 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 JDST and -34.3% for VOO. 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 -0.11. They move independently enough that combining them can meaningfully diversify a portfolio.

Fees and Cost Over Time

JDST charges 0.92% per year while VOO charges 0.03%. On a $10,000 position that is $92 vs $3 annually, a gap of $89 per year that compounds over a long holding period. On income, JDST currently yields 5.95% against 1.08% for VOO.

Holdings Overlap

0.0%overlap

JDST and VOO share 0 holdings out of 507 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, JDST or VOO?

JDST has an expense ratio of 0.92% while VOO charges 0.03%. VOO is the cheaper option. On a $10,000 investment, that is $89 per year of difference.

Which performed better, JDST or VOO?

Over the past year JDST returned -82.53% vs +20.69% for VOO, so VOO leads on 1-year performance. Over the longest common window we track (13 years), JDST annualized -69.93% vs +13.50% for VOO. Past performance does not guarantee future results.

Which is riskier, JDST or VOO?

JDST has been the more volatile fund at 96.2% annualized versus 14.1% for VOO. Worst drawdown: JDST -100.0% vs VOO -34.3%.

Should I hold both JDST and VOO?

JDST and VOO have a monthly-return correlation of -0.11, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between JDST and VOO?

JDST and VOO share 0 common holdings with a 0.0% weight overlap. Combined, they hold 507 unique securities.

Which pays a higher dividend, JDST or VOO?

JDST yields 5.95% while VOO yields 1.08%, so JDST currently pays the higher dividend yield.

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