LABD vs VYM

LABD vs VYM

Which is better, LABD or VYM?

Trading-Inverse Equity against Large Cap Value.

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

Lower Fees: VYMHigher Returns: VYM

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

MetricLABDVYM
Expense Ratio1.07%0.04%Best
AUM$82M$81.6B
Dividend Yield6.36%2.22%
Holdings10613
YTD Return-65.15%+11.35%Best
1Y Return-83.44%+15.34%Best
3Y Return (annualized)-64.94%+17.22%Best
5Y Return (annualized)-47.37%+12.30%Best
Volatility (annualized)87.2%14.0%Best
Max Drawdown--35.7%
$10,000 over 5 years$404$17,861Best
Fund FamilyDirexion Shares ETF TrustVanguard (US)
CategoryAlternativeEquity
StyleTrading-Inverse EquityLarge Cap Value
InceptionMay 28, 2015Nov 10, 2006

Not shown on this pair: Top 10 Weight.

Volatility and max drawdown are measured over the window both funds cover: May 28, 2015 to Sep 18, 2026 (11.3 years).

LABD vs VYM 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 11.3 years both funds cover.

LABD vs VYM Performance

Direxion Daily S&P Biotech Bear 3X ETF (LABD) is an ETF from Direxion Shares ETF Trust and Vanguard High Dividend Yield ETF (VYM) is an ETF from Vanguard (US). Over the past year LABD returned -83.44% while VYM returned +15.34%. Year to date, LABD is down 65.15% versus a gain of 11.35% for VYM.

Over three years, LABD compounded at -64.94% per year against +17.22% for VYM; over five years the annualized figures are -47.37% and +12.30% respectively. Across the full 11-year window we track, VYM has the edge at +9.05% annualized vs -55.67%.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

LABD has been the more volatile fund, with annualized monthly volatility of 87.2% compared with 14.0% for VYM. Lower volatility generally means a smoother ride, though it often comes with lower long-run returns.

The two funds' monthly returns correlate at -0.42. They move together some of the time, and apart the rest.

Fees and Cost Over Time

LABD charges 1.07% per year while VYM charges 0.04%. On a $10,000 position that is $107 vs $4 annually, a gap of $103 per year that compounds over a long holding period. On income, LABD currently yields 6.36% against 2.22% for VYM.

Holdings Overlap

We hold position weights for 3 holdings in LABD and 557 in VYM, totalling 89.6% and 99.2% 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 LABD and 557 in VYM, against full books of 10 and 613.

You are not choosing between two funds in isolation.

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

LABDVYM

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, LABD or VYM?

LABD has an expense ratio of 1.07% while VYM charges 0.04%. VYM is the cheaper option, by $103 a year on a $10,000 investment.

Which performed better, LABD or VYM?

Over the past year LABD returned -83.44% vs +15.34% for VYM, so VYM leads on 1-year performance. Over the longest common window we track (11 years), LABD annualized -55.67% vs +9.05% for VYM. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, LABD or VYM?

LABD has been the more volatile fund at 87.2% annualized versus 14.0% for VYM.

Should I hold both LABD and VYM?

LABD and VYM have a monthly-return correlation of -0.42, 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, LABD or VYM?

LABD yields 6.36% while VYM yields 2.22%, so LABD currently pays the higher dividend yield.

Is VYM better than LABD?

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