MFEM vs TYO

MFEM vs TYO
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Quick Verdict

MFEM has a lower expense ratio. MFEM delivered stronger 1-year returns. MFEM offers more diversification with 701 holdings.

Lower Fees: MFEMHigher Returns: MFEMMore Diversified: MFEM

Side-by-Side Comparison

MetricMFEMTYOWinner
Expense Ratio0.49%1.00%
AUM$156M$13M
Dividend Yield2.39%2.48%
Holdings7016
YTD Return+21.80%+12.51%
1Y Return+33.81%+10.88%
3Y Return (annualized)+20.43%+3.99%
5Y Return (annualized)+8.97%+15.51%
Volatility (annualized)17.7%19.3%
Max Drawdown-45.3%-90.4%
Fund FamilyPIMCO (US)Direxion Shares ETF Trust
CategoryEquityAlternative
InceptionAug 31, 2017Apr 16, 2009

MFEM vs TYO Performance

PIMCO RAFI Dynamic Multi-Factor Emerging Markets Equity ETF (MFEM) is a ETF from PIMCO (US) and Direxion Daily 7-10 Year Treasury Bear 3X ETF (TYO) is a ETF from Direxion Shares ETF Trust. Over the past year MFEM returned +33.81% while TYO returned +10.88%. Year to date, MFEM is up 21.80% versus a gain of 12.51% for TYO.

Over three years, MFEM compounded at +20.43% per year against +3.99% for TYO; over five years the annualized figures are +8.97% and +15.51% respectively. Across the full 9-year window we track, MFEM has the edge at +6.84% annualized vs -7.16%. Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

TYO has been the more volatile fund, with annualized monthly volatility of 19.3% compared with 17.7% for MFEM. 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 -45.3% for MFEM and -90.4% for TYO. 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 -0.16. They move independently enough that combining them can meaningfully diversify a portfolio.

Fees and Cost Over Time

MFEM charges 0.49% per year while TYO charges 1.00%. On a $10,000 position that is $49 vs $100 annually, a gap of $51 per year that compounds over a long holding period. On income, MFEM currently yields 2.39% against 2.48% for TYO.

Holdings Overlap

0.0%overlap

MFEM and TYO share 0 holdings out of 506 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, MFEM or TYO?

MFEM has an expense ratio of 0.49% while TYO charges 1.00%. MFEM is the cheaper option. On a $10,000 investment, that is $51 per year of difference.

Which performed better, MFEM or TYO?

Over the past year MFEM returned +33.81% vs +10.88% for TYO, so MFEM leads on 1-year performance. Over the longest common window we track (9 years), MFEM annualized +6.84% vs -7.16% for TYO. Past performance does not guarantee future results.

Which is riskier, MFEM or TYO?

TYO has been the more volatile fund at 19.3% annualized versus 17.7% for MFEM. Worst drawdown: MFEM -45.3% vs TYO -90.4%.

Should I hold both MFEM and TYO?

MFEM and TYO have a monthly-return correlation of -0.16, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between MFEM and TYO?

MFEM and TYO share 0 common holdings with a 0.0% weight overlap. Combined, they hold 506 unique securities.

Which pays a higher dividend, MFEM or TYO?

MFEM yields 2.39% while TYO yields 2.48%, so TYO currently pays the higher dividend yield.

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