MSFU vs VOO
Direxion Daily MSFT Bull 2X ETF vs Vanguard S&P 500 ETF
Which is better, MSFU or VOO?
Trading-Leveraged Equity against Large Cap Blend.
VOO has a lower expense ratio. VOO led over 1Y, 3Y and the full window.
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
| Metric | MSFU | VOO |
|---|---|---|
| Expense Ratio | 0.98% | 0.03%Best |
| AUM | $613M | $997.4B |
| Dividend Yield | 9.12% | 1.08% |
| Holdings | 9 | 509 |
| YTD Return | -3.10% | +13.37%Best |
| 1Y Return | -19.60% | +20.08%Best |
| 3Y Return (annualized) | +10.27% | +21.29%Best |
| 5Y Return (annualized) | - | +12.89% |
| Volatility (annualized) | 51.3% | 13.2%Best |
| Max Drawdown | -62.4% | -18.7%Best |
| $10,000 over 4 years | $18,181 | $20,516Best |
| Fund Family | Direxion Shares ETF Trust | Vanguard (US) |
| Category | Alternative | Equity |
| Style | Trading-Leveraged Equity | Large Cap Blend |
| Inception | Sep 7, 2022 | Sep 7, 2010 |
Not shown on this pair: Top 10 Weight.
Volatility and max drawdown, and the $10,000 over 4 years row, are measured over the window both funds cover: Sep 7, 2022 to Sep 4, 2026 (4 years).
MSFU vs VOO 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 4 years both funds cover.
MSFU vs VOO Performance
Direxion Daily MSFT Bull 2X ETF (MSFU) is an ETF from Direxion Shares ETF Trust and Vanguard S&P 500 ETF (VOO) is an ETF from Vanguard (US). Over the past year MSFU returned -19.60% while VOO returned +20.08%. Year to date, MSFU is down 3.10% versus a gain of 13.37% for VOO.
Over three years, MSFU compounded at +10.27% per year against +21.29% for VOO. Across the full 4-year window we track, VOO has the edge at +19.68% annualized vs +16.12%.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
MSFU has been the more volatile fund, with annualized monthly volatility of 51.3% compared with 13.2% 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 -62.4% for MSFU and -18.7% for VOO. Drawdown depth is what each fund did in the worst stretch of the window measured above.
The two funds' monthly returns correlate at 0.49. They move together some of the time, and apart the rest.
Fees and Cost Over Time
MSFU charges 0.98% per year while VOO charges 0.03%. On a $10,000 position that is $98 vs $3 annually, a gap of $95 per year that compounds over a long holding period. On income, MSFU currently yields 9.12% against 1.08% for VOO.
Holdings Overlap
At least 4.3% of VOO's money is in holdings MSFU also owns.
Stated as a floor: for MSFU, our book for it covers 89.9% of that fund, so a holding it does not list is one we cannot count as shared. The real figure is this or higher.
VOO and MSFU share little of their money.
1 positions in common, counted across the 4 positions we hold weights for in MSFU and 504 in VOO, against full books of 9 and 509.
Top Shared Holdings
| Stock | Weight in MSFU | Weight in VOO | Difference |
|---|---|---|---|
| MSFTMicrosoft Corp 4.100 Feb 06 37 | 11.37% | 4.30% | 7.07% |
You are not choosing between two funds in isolation.
Whichever of MSFU and VOO you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.
Free for up to 10 holdings. No account needed.
Frequently Asked Questions
Which is cheaper, MSFU or VOO?
MSFU has an expense ratio of 0.98% while VOO charges 0.03%. VOO is the cheaper option, by $95 a year on a $10,000 investment.
Which performed better, MSFU or VOO?
Over the past year MSFU returned -19.60% vs +20.08% for VOO, so VOO leads on 1-year performance. Over the longest common window we track (4 years), MSFU annualized +16.12% vs +19.68% for VOO. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, MSFU or VOO?
MSFU has been the more volatile fund at 51.3% annualized versus 13.2% for VOO. Worst drawdown: MSFU -62.4% vs VOO -18.7%.
Should I hold both MSFU and VOO?
MSFU and VOO have a monthly-return correlation of 0.49, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.
What is the holdings overlap between MSFU and VOO?
At least 4.3% of VOO's money is in holdings MSFU also owns. Our book for MSFU is partial, so the real figure is this or higher. They hold 1 positions in common, counted across the 4 positions we hold weights for in MSFU and 504 in VOO.
Which pays a higher dividend, MSFU or VOO?
MSFU yields 9.12% while VOO yields 1.08%, so MSFU currently pays the higher dividend yield.
Is VOO better than MSFU?
VOO has a lower expense ratio. VOO led over 1Y, 3Y and the full window. Which one suits a particular account depends on what it is for. This is information, not a recommendation.