LMBO vs VXUS

LMBO vs VXUS

Which is better, LMBO or VXUS?

Leverage Strategy against Large Cap Blend.

VXUS has a lower expense ratio. VXUS led over 1Y and the full window.

Lower Fees: VXUSHigher Returns: VXUS

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

MetricLMBOVXUS
Expense Ratio0.98%0.05%Best
AUM$6M$158.1B
Dividend Yield6.09%2.51%
Holdings318,747
Volatility (annualized)73.3%11.9%Best
Max Drawdown-67.6%-13.6%Best
$10,000 over 1.7 years$8,051$13,726Best
Fund FamilyDirexion Shares ETF TrustVanguard (US)
CategoryAlternativeEquity
StyleLeverage StrategyLarge Cap Blend
InceptionJul 17, 2024Jan 26, 2011

Not shown on this pair: YTD Return, 1Y Return, 3Y Return (annualized), 5Y Return (annualized), Top 10 Weight.

The two price series end 153 days apart, so a return over any period would be measuring two different stretches of market. Those rows are withheld. LMBO has data through Apr 10, 2026 and VXUS through Sep 10, 2026.

Volatility and max drawdown, and the $10,000 over 1.7 years row, are measured over the window both funds cover: Jul 17, 2024 to Apr 10, 2026 (1.7 years).

Risk: Volatility and Drawdowns

LMBO has been the more volatile fund, with annualized monthly volatility of 73.3% compared with 11.9% for VXUS. 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 -13.6% for VXUS. Drawdown depth is what each fund did in the worst stretch of the window measured above.

The two funds' monthly returns correlate at 0.27. They move largely independently of each other.

Fees and Cost Over Time

LMBO charges 0.98% per year while VXUS charges 0.05%. On a $10,000 position that is $98 vs $5 annually, a gap of $93 per year that compounds over a long holding period. On income, LMBO currently yields 6.09% against 2.51% for VXUS.

Holdings Overlap

We hold position weights for 29 holdings in LMBO and 8,091 in VXUS, totalling 105.9% and 87.7% of the two funds. The two books name no position in common, so there is no overlap percentage to show.

The two holdings books were reported 151 days apart, LMBO as of Jan 30, 2026 and VXUS as of Jun 30, 2026, so some of the difference between them is the time between the two reports rather than the funds.

0 positions in common, counted across the 29 positions we hold weights for in LMBO and 8,091 in VXUS, against full books of 31 and 8,747.

You are not choosing between two funds in isolation.

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

LMBOVXUS

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, LMBO or VXUS?

LMBO has an expense ratio of 0.98% while VXUS charges 0.05%. VXUS is the cheaper option, by $93 a year on a $10,000 investment.

Which is riskier, LMBO or VXUS?

LMBO has been the more volatile fund at 73.3% annualized versus 11.9% for VXUS. Worst drawdown: LMBO -67.6% vs VXUS -13.6%.

Should I hold both LMBO and VXUS?

LMBO and VXUS have a monthly-return correlation of 0.27, 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, LMBO or VXUS?

LMBO yields 6.09% while VXUS yields 2.51%, so LMBO currently pays the higher dividend yield.

Is VXUS better than LMBO?

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