JNUG vs VOO

JNUG vs VOO

Which is better, JNUG or VOO?

Trading-Leveraged Equity against Large Cap Blend.

VOO has a lower expense ratio. JNUG led over 1Y, 3Y and 5Y, VOO over the full window.

Lower Fees: VOOHigher Returns: split

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

MetricJNUGVOO
Expense Ratio1.03%0.03%Best
AUM$492M$997.4B
Dividend Yield1.51%1.04%
Holdings7509
YTD Return-10.57%+11.55%Best
1Y Return+40.63%Best+17.54%
3Y Return (annualized)+87.05%Best+20.71%
5Y Return (annualized)+26.00%Best+12.80%
Volatility (annualized)112.6%14.5%Best
Max Drawdown--34.3%
$10,000 over 5 years$31,758Best$18,262
Fund FamilyDirexion Shares ETF TrustVanguard (US)
CategoryAlternativeEquity
StyleTrading-Leveraged EquityLarge Cap Blend
InceptionOct 3, 2013Sep 7, 2010

Not shown on this pair: Top 10 Weight.

Volatility and max drawdown are measured over the window both funds cover: Oct 3, 2013 to Sep 10, 2026 (12.9 years).

JNUG 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 12.9 years both funds cover.

JNUG vs VOO Performance

Direxion Daily Junior Gold Miners Index Bull 2X ETF (JNUG) 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 JNUG returned +40.63% while VOO returned +17.54%. Year to date, JNUG is down 10.57% versus a gain of 11.55% for VOO.

Over three years, JNUG compounded at +87.05% per year against +20.71% for VOO; over five years the annualized figures are +26.00% and +12.80% respectively. Across the full 13-year window we track, VOO has the edge at +13.08% annualized vs -33.70%.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

JNUG has been the more volatile fund, with annualized monthly volatility of 112.6% compared with 14.5% 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 0.24. They move largely independently of each other.

Fees and Cost Over Time

JNUG charges 1.03% per year while VOO charges 0.03%. On a $10,000 position that is $103 vs $3 annually, a gap of $100 per year that compounds over a long holding period. On income, JNUG currently yields 1.51% against 1.04% for VOO.

Holdings Overlap

We hold position weights for 3 holdings in JNUG and 505 in VOO, totalling 115.4% 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 3 positions we hold weights for in JNUG and 505 in VOO, against full books of 7 and 509.

You are not choosing between two funds in isolation.

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

JNUGVOO

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, JNUG or VOO?

JNUG has an expense ratio of 1.03% while VOO charges 0.03%. VOO is the cheaper option, by $100 a year on a $10,000 investment.

Which performed better, JNUG or VOO?

Over the past year JNUG returned +40.63% vs +17.54% for VOO, so JNUG leads on 1-year performance. Over the longest common window we track (13 years), JNUG annualized -33.70% vs +13.08% for VOO. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, JNUG or VOO?

JNUG has been the more volatile fund at 112.6% annualized versus 14.5% for VOO.

Should I hold both JNUG and VOO?

JNUG and VOO have a monthly-return correlation of 0.24, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.

Which pays a higher dividend, JNUG or VOO?

JNUG yields 1.51% while VOO yields 1.04%, so JNUG currently pays the higher dividend yield.

Is VOO better than JNUG?

VOO has a lower expense ratio. JNUG led over 1Y, 3Y and 5Y, VOO over the full window. Which one suits a particular account depends on what it is for. This is information, not a recommendation.