LMBO vs VYM
Direxion Daily Crypto Industry Bull 2X ETF vs Vanguard High Dividend Yield ETF
Quick Verdict
VYM has a lower expense ratio. LMBO delivered stronger 1-year returns. VYM offers more diversification with 568 holdings.
Side-by-Side Comparison
| Metric | LMBO | VYM | Winner |
|---|---|---|---|
| Expense Ratio | 0.98% | 0.04% | |
| AUM | $6M | $79.0B | |
| Dividend Yield | 6.09% | 2.86% | |
| Holdings | 31 | 568 | |
| YTD Return | -22.19% | +16.78% | |
| 1Y Return | +50.42% | +24.43% | |
| 3Y Return (annualized) | - | +18.60% | |
| 5Y Return (annualized) | - | +12.30% | |
| Volatility (annualized) | 73.3% | 14.6% | |
| Max Drawdown | -67.6% | -58.8% | |
| Fund Family | Direxion Shares ETF Trust | Vanguard (US) | |
| Category | Alternative | Equity | |
| Inception | Jul 17, 2024 | Nov 10, 2006 |
LMBO vs VYM Performance
Direxion Daily Crypto Industry Bull 2X ETF (LMBO) is a ETF from Direxion Shares ETF Trust and Vanguard High Dividend Yield ETF (VYM) is a ETF from Vanguard (US). Over the past year LMBO returned +50.42% while VYM returned +24.43%. Year to date, LMBO is down 22.19% versus a gain of 16.78% for VYM.
Risk: Volatility and Drawdowns
LMBO has been the more volatile fund, with annualized monthly volatility of 73.3% compared with 14.6% for VYM. 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 -58.8% for VYM. 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 0.49. They move independently enough that combining them can meaningfully diversify a portfolio.
Fees and Cost Over Time
LMBO charges 0.98% per year while VYM charges 0.04%. On a $10,000 position that is $98 vs $4 annually, a gap of $94 per year that compounds over a long holding period. On income, LMBO currently yields 6.09% against 2.86% for VYM.
Holdings Overlap
LMBO and VYM share 0 holdings out of 587 unique holdings combined, representing a 0.0% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Frequently Asked Questions
Which is cheaper, LMBO or VYM?
LMBO has an expense ratio of 0.98% while VYM charges 0.04%. VYM is the cheaper option. On a $10,000 investment, that is $94 per year of difference.
Which performed better, LMBO or VYM?
Over the past year LMBO returned +50.42% vs +24.43% for VYM, so LMBO leads on 1-year performance. Over the longest common window we track (2 years), LMBO annualized -11.97% vs +7.11% for VYM. Past performance does not guarantee future results.
Which is riskier, LMBO or VYM?
LMBO has been the more volatile fund at 73.3% annualized versus 14.6% for VYM. Worst drawdown: LMBO -67.6% vs VYM -58.8%.
Should I hold both LMBO and VYM?
LMBO and VYM have a monthly-return correlation of 0.49, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between LMBO and VYM?
LMBO and VYM share 0 common holdings with a 0.0% weight overlap. Combined, they hold 587 unique securities.
Which pays a higher dividend, LMBO or VYM?
LMBO yields 6.09% while VYM yields 2.86%, so LMBO currently pays the higher dividend yield.
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