MSFD vs VOO

MSFD vs VOO
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Quick Verdict

VOO has a lower expense ratio. VOO delivered stronger 1-year returns. VOO offers more diversification with 509 holdings.

Lower Fees: VOOHigher Returns: VOOMore Diversified: VOO

Side-by-Side Comparison

MetricMSFDVOOWinner
Expense Ratio1.02%0.03%
AUM$18M$997.4B
Dividend Yield4.03%1.08%
Holdings6509
YTD Return-7.54%+12.95%
1Y Return+1.82%+20.69%
3Y Return (annualized)-13.17%+22.09%
5Y Return (annualized)-+13.40%
Volatility (annualized)26.0%14.1%
Max Drawdown-59.9%-34.3%
Fund FamilyDirexion Shares ETF TrustVanguard (US)
CategoryAlternativeEquity
InceptionSep 7, 2022Sep 7, 2010

MSFD vs VOO Performance

Direxion Daily MSFT Bear 1X ETF (MSFD) 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 MSFD returned +1.82% while VOO returned +20.69%. Year to date, MSFD is down 7.54% versus a gain of 12.95% for VOO.

Over three years, MSFD compounded at -13.17% per year against +22.09% for VOO. Across the full 4-year window we track, VOO has the edge at +13.50% annualized vs -16.03%. Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

MSFD has been the more volatile fund, with annualized monthly volatility of 26.0% compared with 14.1% 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 -59.9% for MSFD 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 -0.52. They move independently enough that combining them can meaningfully diversify a portfolio.

Fees and Cost Over Time

MSFD charges 1.02% per year while VOO charges 0.03%. On a $10,000 position that is $102 vs $3 annually, a gap of $99 per year that compounds over a long holding period. On income, MSFD currently yields 4.03% against 1.08% for VOO.

Holdings Overlap

0.0%overlap

MSFD and VOO share 0 holdings out of 508 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, MSFD or VOO?

MSFD has an expense ratio of 1.02% while VOO charges 0.03%. VOO is the cheaper option. On a $10,000 investment, that is $99 per year of difference.

Which performed better, MSFD or VOO?

Over the past year MSFD returned +1.82% vs +20.69% for VOO, so VOO leads on 1-year performance. Over the longest common window we track (4 years), MSFD annualized -16.03% vs +13.50% for VOO. Past performance does not guarantee future results.

Which is riskier, MSFD or VOO?

MSFD has been the more volatile fund at 26.0% annualized versus 14.1% for VOO. Worst drawdown: MSFD -59.9% vs VOO -34.3%.

Should I hold both MSFD and VOO?

MSFD and VOO have a monthly-return correlation of -0.52, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between MSFD and VOO?

MSFD and VOO share 0 common holdings with a 0.0% weight overlap. Combined, they hold 508 unique securities.

Which pays a higher dividend, MSFD or VOO?

MSFD yields 4.03% while VOO yields 1.08%, so MSFD currently pays the higher dividend yield.

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