LMBO vs VTI
Direxion Daily Crypto Industry Bull 2X ETF vs Vanguard Morningstar Total Stock Market ETF
Quick Verdict
VTI has a lower expense ratio. LMBO delivered stronger 1-year returns. VTI offers more diversification with 3,543 holdings.
Side-by-Side Comparison
| Metric | LMBO | VTI | Winner |
|---|---|---|---|
| Expense Ratio | 0.98% | 0.03% | |
| AUM | $6M | $666.9B | |
| Dividend Yield | 6.09% | 1.07% | |
| Holdings | 31 | 3,543 | |
| YTD Return | -22.19% | +13.14% | |
| 1Y Return | +50.42% | +22.35% | |
| 3Y Return (annualized) | - | +21.83% | |
| 5Y Return (annualized) | - | +12.01% | |
| Volatility (annualized) | 73.3% | 15.3% | |
| Max Drawdown | -67.6% | -56.6% | |
| Fund Family | Direxion Shares ETF Trust | Vanguard (US) | |
| Category | Alternative | Equity | |
| Inception | Jul 17, 2024 | May 24, 2001 |
LMBO vs VTI Performance
Direxion Daily Crypto Industry Bull 2X ETF (LMBO) 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 LMBO returned +50.42% while VTI returned +22.35%. Year to date, LMBO is down 22.19% versus a gain of 13.14% for VTI.
Risk: Volatility and Drawdowns
LMBO has been the more volatile fund, with annualized monthly volatility of 73.3% 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 -67.6% for LMBO 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 0.76. They usually move together, but the gap leaves some room for diversification.
Fees and Cost Over Time
LMBO charges 0.98% per year while VTI charges 0.03%. On a $10,000 position that is $98 vs $3 annually, a gap of $95 per year that compounds over a long holding period. On income, LMBO currently yields 6.09% against 1.07% for VTI.
Holdings Overlap
LMBO and VTI share 14 holdings out of 2802 unique holdings combined, representing a 7.5% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Frequently Asked Questions
Which is cheaper, LMBO or VTI?
LMBO has an expense ratio of 0.98% while VTI charges 0.03%. VTI is the cheaper option. On a $10,000 investment, that is $95 per year of difference.
Which performed better, LMBO or VTI?
Over the past year LMBO returned +50.42% vs +22.35% for VTI, so LMBO leads on 1-year performance. Over the longest common window we track (2 years), LMBO annualized -11.97% vs +8.09% for VTI. Past performance does not guarantee future results.
Which is riskier, LMBO or VTI?
LMBO has been the more volatile fund at 73.3% annualized versus 15.3% for VTI. Worst drawdown: LMBO -67.6% vs VTI -56.6%.
Should I hold both LMBO and VTI?
LMBO and VTI have a monthly-return correlation of 0.76, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between LMBO and VTI?
LMBO and VTI share 14 common holdings with a 7.5% weight overlap. Combined, they hold 2802 unique securities.
Which pays a higher dividend, LMBO or VTI?
LMBO yields 6.09% while VTI yields 1.07%, so LMBO currently pays the higher dividend yield.
Popular ETF Comparisons
Get Full ETF Analytics
Access complete holdings data, overlap analysis, screener tools, and more with FundXLS.