MSFU vs VOO

Quick Verdict

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

Lower Fees: VOOHigher Returns: VOOMore Diversified: VOO

Side-by-Side Comparison

MetricMSFUVOOWinner
Expense Ratio0.98%0.03%
AUM$773M$979.0B
Dividend Yield13.70%1.09%
Holdings9509
YTD Return-0.82%+13.44%
1Y Return-22.62%+22.62%
3Y Return (annualized)+12.76%+21.47%
5Y Return (annualized)-+13.27%
Volatility (annualized)51.7%14.1%
Max Drawdown-62.4%-34.3%
Fund FamilyDirexion Shares ETF TrustVanguard (US)
CategoryAlternativeEquity
InceptionSep 7, 2022Sep 7, 2010

MSFU vs VOO Performance

Direxion Daily MSFT Bull 2X ETF (MSFU) 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 MSFU returned -22.62% while VOO returned +22.62%. Year to date, MSFU is down 0.82% versus a gain of 13.44% for VOO.

Over three years, MSFU compounded at +12.76% per year against +21.47% for VOO. Across the full 4-year window we track, MSFU has the edge at +17.10% annualized vs +13.55%. Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

MSFU has been the more volatile fund, with annualized monthly volatility of 51.7% 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 -62.4% for MSFU 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 0.49. They move independently enough that combining them can meaningfully diversify a portfolio.

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 13.70% against 1.09% for VOO.

Holdings Overlap

4.3%overlap

MSFU and VOO share 1 holdings out of 509 unique holdings combined, representing a 4.3% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Top Shared Holdings

StockWeight in MSFUWeight in VOODifference
MSFT16.39%4.30%12.09%

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. On a $10,000 investment, that is $95 per year of difference.

Which performed better, MSFU or VOO?

Over the past year MSFU returned -22.62% vs +22.62% for VOO, so VOO leads on 1-year performance. Over the longest common window we track (4 years), MSFU annualized +17.10% vs +13.55% for VOO. Past performance does not guarantee future results.

Which is riskier, MSFU or VOO?

MSFU has been the more volatile fund at 51.7% annualized versus 14.1% for VOO. Worst drawdown: MSFU -62.4% vs VOO -34.3%.

Should I hold both MSFU and VOO?

MSFU and VOO have a monthly-return correlation of 0.49, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between MSFU and VOO?

MSFU and VOO share 1 common holdings with a 4.3% weight overlap. Combined, they hold 509 unique securities.

Which pays a higher dividend, MSFU or VOO?

MSFU yields 13.70% while VOO yields 1.09%, so MSFU currently pays the higher dividend yield.

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