JDST vs VYM

JDST 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

MetricJDSTVYMWinner
Expense Ratio0.92%0.04%
AUM$31M$81.6B
Dividend Yield5.95%2.24%
Holdings6616
YTD Return-47.50%+15.75%
1Y Return-82.53%+23.85%
3Y Return (annualized)-72.89%+19.14%
5Y Return (annualized)-58.70%+12.45%
Volatility (annualized)96.2%14.6%
Max Drawdown-100.0%-58.8%
Fund FamilyDirexion Shares ETF TrustVanguard (US)
CategoryAlternativeEquity
InceptionOct 3, 2013Nov 10, 2006

JDST vs VYM Performance

Direxion Daily Junior Gold Miners Index Bear 2X ETF (JDST) 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 JDST returned -82.53% while VYM returned +23.85%. Year to date, JDST is down 47.50% versus a gain of 15.75% for VYM.

Over three years, JDST compounded at -72.89% per year against +19.14% for VYM; over five years the annualized figures are -58.70% and +12.45% respectively. Across the full 13-year window we track, VYM has the edge at +7.06% 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 14.6% 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 JDST 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 -0.11. They move independently enough that combining them can meaningfully diversify a portfolio.

Fees and Cost Over Time

JDST charges 0.92% per year while VYM charges 0.04%. On a $10,000 position that is $92 vs $4 annually, a gap of $88 per year that compounds over a long holding period. On income, JDST currently yields 5.95% against 2.24% for VYM.

Holdings Overlap

0.0%overlap

JDST and VYM share 0 holdings out of 605 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 VYM?

JDST has an expense ratio of 0.92% while VYM charges 0.04%. VYM is the cheaper option. On a $10,000 investment, that is $88 per year of difference.

Which performed better, JDST or VYM?

Over the past year JDST returned -82.53% vs +23.85% for VYM, so VYM leads on 1-year performance. Over the longest common window we track (13 years), JDST annualized -69.93% vs +7.06% for VYM. Past performance does not guarantee future results.

Which is riskier, JDST or VYM?

JDST has been the more volatile fund at 96.2% annualized versus 14.6% for VYM. Worst drawdown: JDST -100.0% vs VYM -58.8%.

Should I hold both JDST and VYM?

JDST and VYM 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 VYM?

JDST and VYM share 0 common holdings with a 0.0% weight overlap. Combined, they hold 605 unique securities.

Which pays a higher dividend, JDST or VYM?

JDST yields 5.95% while VYM yields 2.24%, so JDST currently pays the higher dividend yield.

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