MAGX vs VTI

MAGX vs VTI

Which is better, MAGX or VTI?

Trading-Leveraged Equity against Large Cap Blend.

VTI has a lower expense ratio. MAGX led over the full window, VTI over 1Y.

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

MetricMAGXVTI
Expense Ratio0.95%0.03%Best
AUM$62M$666.9B
Dividend Yield1.48%1.03%
Holdings63,543
YTD Return+6.76%+12.30%Best
1Y Return+7.12%+16.08%Best
3Y Return (annualized)-+21.01%
5Y Return (annualized)-+12.36%
Volatility (annualized)43.4%12.3%Best
Max Drawdown-54.2%-19.3%Best
$10,000 over 2.6 years$23,723Best$15,463
Fund FamilyRoundhill InvestmentsVanguard (US)
CategoryAlternativeEquity
StyleTrading-Leveraged EquityLarge Cap Blend
InceptionFeb 29, 2024May 24, 2001

Not shown on this pair: Top 10 Weight.

Volatility and max drawdown, and the $10,000 over 2.6 years row, are measured over the window both funds cover: Feb 29, 2024 to Sep 18, 2026 (2.6 years).

MAGX 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 2.6 years both funds cover.

MAGX vs VTI Performance

Roundhill Daily 2X Long Magnificent Seven ETF (MAGX) is an ETF from Roundhill Investments and Vanguard Morningstar Total Stock Market ETF (VTI) is an ETF from Vanguard (US). Over the past year MAGX returned +7.12% while VTI returned +16.08%. Year to date, MAGX is up 6.76% versus a gain of 12.30% for VTI.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

MAGX has been the more volatile fund, with annualized monthly volatility of 43.4% compared with 12.3% 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 -54.2% for MAGX and -19.3% for VTI. Drawdown depth is what each fund did in the worst stretch of the window measured above.

The two funds' monthly returns correlate at 0.79. They usually move together, but the gap leaves some room for diversification.

Fees and Cost Over Time

MAGX charges 0.95% per year while VTI charges 0.03%. On a $10,000 position that is $95 vs $3 annually, a gap of $92 per year that compounds over a long holding period. On income, MAGX currently yields 1.48% against 1.03% for VTI.

Holdings Overlap

We hold position weights for 2 holdings in MAGX and 3,463 in VTI, totalling 36.3% and 98.1% 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 2 positions we hold weights for in MAGX and 3,463 in VTI, against full books of 6 and 3,543.

You are not choosing between two funds in isolation.

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

MAGXVTI

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, MAGX or VTI?

MAGX has an expense ratio of 0.95% while VTI charges 0.03%. VTI is the cheaper option, by $92 a year on a $10,000 investment.

Which performed better, MAGX or VTI?

Over the past year MAGX returned +7.12% vs +16.08% for VTI, so VTI leads on 1-year performance. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, MAGX or VTI?

MAGX has been the more volatile fund at 43.4% annualized versus 12.3% for VTI. Worst drawdown: MAGX -54.2% vs VTI -19.3%.

Should I hold both MAGX and VTI?

MAGX and VTI have a monthly-return correlation of 0.79, 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, MAGX or VTI?

MAGX yields 1.48% while VTI yields 1.03%, so MAGX currently pays the higher dividend yield.

Is VTI better than MAGX?

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