MEXX vs VOO

Quick Verdict

VOO has a lower expense ratio. MEXX delivered stronger 1-year returns. VOO offers more diversification with 505 holdings.

Lower Fees: VOOHigher Returns: MEXXMore Diversified: VOO

Side-by-Side Comparison

MetricMEXXVOOWinner
Expense Ratio1.23%0.03%
AUM$20M$979.0B
Dividend Yield1.46%1.09%
Holdings10509
YTD Return+11.48%+14.48%
1Y Return+56.81%+22.02%
3Y Return (annualized)+0.63%+21.80%
5Y Return (annualized)+10.87%+13.36%
Volatility (annualized)71.6%14.2%
Max Drawdown-95.8%-34.3%
Fund FamilyDirexion Shares ETF TrustVanguard (US)
CategoryAlternativeEquity
InceptionMay 3, 2017Sep 7, 2010

MEXX vs VOO Performance

Direxion Daily MSCI Mexico Bull 3X ETF (MEXX) is a ETF from Direxion Shares ETF Trust and Vanguard S&P 500 ETF (VOO) is a ETF from Vanguard (US). Over the past year MEXX returned +56.81% while VOO returned +22.02%. Year to date, MEXX is up 11.48% versus a gain of 14.48% for VOO.

Over three years, MEXX compounded at +0.63% per year against +21.80% for VOO; over five years the annualized figures are +10.87% and +13.36% respectively. Across the full 9-year window we track, VOO has the edge at +13.61% annualized vs -6.59%. Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

MEXX has been the more volatile fund, with annualized monthly volatility of 71.6% compared with 14.2% for VOO. 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 -95.8% for MEXX and -34.3% for VOO. 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 0.59. They move independently enough that combining them can meaningfully diversify a portfolio.

Fees and Cost Over Time

MEXX charges 1.23% per year while VOO charges 0.03%. On a $10,000 position that is $123 vs $3 annually, a gap of $120 per year that compounds over a long holding period. On income, MEXX currently yields 1.46% against 1.09% for VOO.

Holdings Overlap

0.0%overlap

MEXX and VOO share 0 holdings out of 510 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, MEXX or VOO?

MEXX has an expense ratio of 1.23% while VOO charges 0.03%. VOO is the cheaper option. On a $10,000 investment, that is $120 per year of difference.

Which performed better, MEXX or VOO?

Over the past year MEXX returned +56.81% vs +22.02% for VOO, so MEXX leads on 1-year performance. Over the longest common window we track (9 years), MEXX annualized -6.59% vs +13.61% for VOO. Past performance does not guarantee future results.

Which is riskier, MEXX or VOO?

MEXX has been the more volatile fund at 71.6% annualized versus 14.2% for VOO. Worst drawdown: MEXX -95.8% vs VOO -34.3%.

Should I hold both MEXX and VOO?

MEXX and VOO have a monthly-return correlation of 0.59, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between MEXX and VOO?

MEXX and VOO share 0 common holdings with a 0.0% weight overlap. Combined, they hold 510 unique securities.

Which pays a higher dividend, MEXX or VOO?

MEXX yields 1.46% while VOO yields 1.09%, so MEXX currently pays the higher dividend yield.

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