MSFU vs VTI
Direxion Daily MSFT Bull 2X ETF vs Vanguard Morningstar Total Stock Market ETF
Which is better, MSFU or VTI?
Trading-Leveraged Equity against Large Cap Blend.
VTI has a lower expense ratio. VTI 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 | VTI |
|---|---|---|
| Expense Ratio | 0.98% | 0.03%Best |
| AUM | $613M | $666.9B |
| Dividend Yield | 9.12% | 1.07% |
| Holdings | 9 | 3,543 |
| YTD Return | -5.34% | +12.95%Best |
| 1Y Return | -18.42% | +19.17%Best |
| 3Y Return (annualized) | +8.75% | +20.86%Best |
| 5Y Return (annualized) | - | +11.72% |
| Volatility (annualized) | 51.4% | 13.6%Best |
| Max Drawdown | -62.4% | -19.3%Best |
| $10,000 over 4 years | $17,729 | $20,013Best |
| Fund Family | Direxion Shares ETF Trust | Vanguard (US) |
| Category | Alternative | Equity |
| Style | Trading-Leveraged Equity | Large Cap Blend |
| Inception | Sep 7, 2022 | May 24, 2001 |
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 8, 2026 (4 years).
MSFU vs VTI 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 VTI Performance
Direxion Daily MSFT Bull 2X ETF (MSFU) is an ETF from Direxion Shares ETF Trust and Vanguard Morningstar Total Stock Market ETF (VTI) is an ETF from Vanguard (US). Over the past year MSFU returned -18.42% while VTI returned +19.17%. Year to date, MSFU is down 5.34% versus a gain of 12.95% for VTI.
Over three years, MSFU compounded at +8.75% per year against +20.86% for VTI. Across the full 4-year window we track, VTI has the edge at +18.94% annualized vs +15.39%.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
MSFU has been the more volatile fund, with annualized monthly volatility of 51.4% compared with 13.6% for VTI. 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 -19.3% for VTI. Drawdown depth is what each fund did in the worst stretch of the window measured above.
The two funds' monthly returns correlate at 0.44. They move together some of the time, and apart the rest.
Fees and Cost Over Time
MSFU charges 0.98% per year while VTI 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 1.07% for VTI.
Holdings Overlap
We hold position weights for 4 holdings in MSFU and 2,788 in VTI, totalling 89.9% and 92.3% of the two funds. Neither is a share of a fund we can divide by, so no overlap percentage is shown here. Within what we can see, 1 positions appear in both.
1 positions in common, counted across the 4 positions we hold weights for in MSFU and 2,788 in VTI, against full books of 9 and 3,543.
Top Shared Holdings
| Stock | Weight in MSFU | Weight in VTI | Difference |
|---|---|---|---|
| MSFTMicrosoft Corp 4.100 Feb 06 37 | 11.37% | 3.81% | 7.56% |
You are not choosing between two funds in isolation.
Whichever of MSFU and VTI 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 VTI?
MSFU has an expense ratio of 0.98% while VTI charges 0.03%. VTI is the cheaper option, by $95 a year on a $10,000 investment.
Which performed better, MSFU or VTI?
Over the past year MSFU returned -18.42% vs +19.17% for VTI, so VTI leads on 1-year performance. Over the longest common window we track (4 years), MSFU annualized +15.39% vs +18.94% for VTI. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, MSFU or VTI?
MSFU has been the more volatile fund at 51.4% annualized versus 13.6% for VTI. Worst drawdown: MSFU -62.4% vs VTI -19.3%.
Should I hold both MSFU and VTI?
MSFU and VTI have a monthly-return correlation of 0.44, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.
Which pays a higher dividend, MSFU or VTI?
MSFU yields 9.12% while VTI yields 1.07%, so MSFU currently pays the higher dividend yield.
Is VTI better than MSFU?
VTI has a lower expense ratio. VTI 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.