JDST vs VTI

JDST vs VTI
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Quick Verdict

VTI has a lower expense ratio. VTI delivered stronger 1-year returns. VTI offers more diversification with 3,543 holdings.

Lower Fees: VTIHigher Returns: VTIMore Diversified: VTI

Side-by-Side Comparison

MetricJDSTVTIWinner
Expense Ratio0.92%0.03%
AUM$31M$666.9B
Dividend Yield5.95%1.07%
Holdings63,543
YTD Return-57.42%+13.67%
1Y Return-86.72%+22.17%
3Y Return (annualized)-74.69%+21.93%
5Y Return (annualized)-60.73%+12.51%
Volatility (annualized)96.6%15.3%
Max Drawdown-100.0%-56.6%
Fund FamilyDirexion Shares ETF TrustVanguard (US)
CategoryAlternativeEquity
InceptionOct 3, 2013May 24, 2001

JDST vs VTI Performance

Direxion Daily Junior Gold Miners Index Bear 2X ETF (JDST) is a ETF from Direxion Shares ETF Trust and Vanguard Morningstar Total Stock Market ETF (VTI) is a ETF from Vanguard (US). Over the past year JDST returned -86.72% while VTI returned +22.17%. Year to date, JDST is down 57.42% versus a gain of 13.67% for VTI.

Over three years, JDST compounded at -74.69% per year against +21.93% for VTI; over five years the annualized figures are -60.73% and +12.51% respectively. Across the full 13-year window we track, VTI has the edge at +8.11% annualized vs -70.40%. Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

JDST has been the more volatile fund, with annualized monthly volatility of 96.6% compared with 15.3% for VTI. 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 -56.6% for VTI. 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 VTI 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 1.07% for VTI.

Holdings Overlap

0.0%overlap

JDST and VTI share 0 holdings out of 2789 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 VTI?

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

Which performed better, JDST or VTI?

Over the past year JDST returned -86.72% vs +22.17% for VTI, so VTI leads on 1-year performance. Over the longest common window we track (13 years), JDST annualized -70.40% vs +8.11% for VTI. Past performance does not guarantee future results.

Which is riskier, JDST or VTI?

JDST has been the more volatile fund at 96.6% annualized versus 15.3% for VTI. Worst drawdown: JDST -100.0% vs VTI -56.6%.

Should I hold both JDST and VTI?

JDST and VTI 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 VTI?

JDST and VTI share 0 common holdings with a 0.0% weight overlap. Combined, they hold 2789 unique securities.

Which pays a higher dividend, JDST or VTI?

JDST yields 5.95% while VTI yields 1.07%, so JDST currently pays the higher dividend yield.

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