LABU vs VTI

LABU vs VTI

Which is better, LABU or VTI?

Multi Alternative against Large Cap Blend.

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

Lower Fees: VTIHigher 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

MetricLABUVTI
Expense Ratio0.96%0.03%Best
AUM$569M$666.9B
Dividend Yield0.45%1.07%
Holdings1653,543
YTD Return+92.73%Best+13.59%
1Y Return+294.12%Best+20.00%
3Y Return (annualized)+45.74%Best+20.95%
5Y Return (annualized)-25.48%+11.81%Best
Volatility (annualized)85.0%15.6%Best
Max Drawdown--35.0%
$10,000 over 5 years$2,298$17,474Best
Fund FamilyDirexion Shares ETF TrustVanguard (US)
CategoryAlternativeEquity
StyleMulti AlternativeLarge Cap Blend
InceptionMay 28, 2015May 24, 2001

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 4, 2026 (11.3 years).

LABU vs VTI 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.

LABU vs VTI Performance

Direxion Daily S&P Biotech Bull 3X ETF (LABU) is an ETF from Direxion Shares ETF Trust and Vanguard Morningstar Total Stock Market ETF (VTI) is an ETF from Vanguard (US). Over the past year LABU returned +294.12% while VTI returned +20.00%. Year to date, LABU is up 92.73% versus a gain of 13.59% for VTI.

Over three years, LABU compounded at +45.74% per year against +20.95% for VTI; over five years the annualized figures are -25.48% and +11.81% respectively. Across the full 11-year window we track, VTI has the edge at +12.37% annualized vs -18.49%.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

LABU has been the more volatile fund, with annualized monthly volatility of 85.0% compared with 15.6% for VTI. Lower volatility generally means a smoother ride, though it often comes with lower long-run returns.

The two funds' monthly returns correlate at 0.62. They move together some of the time, and apart the rest.

Fees and Cost Over Time

LABU charges 0.96% per year while VTI charges 0.03%. On a $10,000 position that is $96 vs $3 annually, a gap of $93 per year that compounds over a long holding period. On income, LABU currently yields 0.45% against 1.07% for VTI.

Holdings Overlap

We hold position weights for 151 holdings in LABU and 2,787 in VTI, totalling 94.0% and 92.3% of the two funds. Neither is a share of a fund we can divide by, so no overlap percentage is shown here. Within what we can see, 114 positions appear in both.

114 positions in common, counted across the 151 positions we hold weights for in LABU and 2,787 in VTI, against full books of 165 and 3,543.

Top Shared Holdings

StockWeight in LABUWeight in VTIDifference
ABBVAbbvie Inc.0.72%0.61%0.11%
APGEApogee Therapeutics Inc1.08%0.01%1.07%
AMGNAmgen Inc.0.77%0.27%0.50%
TWSTTwist Bioscience Corp.0.98%0.00%0.98%
GILDGilead Sciences0.74%0.22%0.52%
RVMDRevolution Medicines Inc0.90%0.05%0.85%
SYRESpyre Therapeutics Inc0.93%0.00%0.93%
REGNRegeneron Pharmaceuticals, Inc.0.84%0.09%0.75%
ERASErasca Inc.0.92%0.00%0.92%
COGTCogent Biosciences Inc0.91%0.00%0.91%

You are not choosing between two funds in isolation.

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

LABUVTI

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, LABU or VTI?

LABU has an expense ratio of 0.96% while VTI charges 0.03%. VTI is the cheaper option, by $93 a year on a $10,000 investment.

Which performed better, LABU or VTI?

Over the past year LABU returned +294.12% vs +20.00% for VTI, so LABU leads on 1-year performance. Over the longest common window we track (11 years), LABU annualized -18.49% vs +12.37% for VTI. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, LABU or VTI?

LABU has been the more volatile fund at 85.0% annualized versus 15.6% for VTI.

Should I hold both LABU and VTI?

LABU and VTI have a monthly-return correlation of 0.62, 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, LABU or VTI?

LABU yields 0.45% while VTI yields 1.07%, so VTI currently pays the higher dividend yield.

Is VTI better than LABU?

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