MSFU vs VYM
Direxion Daily MSFT Bull 2X ETF vs Vanguard High Dividend Yield ETF
Which is better, MSFU or VYM?
Trading-Leveraged Equity against Large Cap Value.
VYM has a lower expense ratio. MSFU led over the full window, VYM over 1Y and 3Y.
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 | VYM |
|---|---|---|
| Expense Ratio | 0.98% | 0.04%Best |
| AUM | $550M | $81.6B |
| Dividend Yield | 7.73% | 2.22% |
| Holdings | 9 | 613 |
| YTD Return | -2.76% | +11.47%Best |
| 1Y Return | -20.86% | +15.94%Best |
| 3Y Return (annualized) | +13.41% | +18.03%Best |
| 5Y Return (annualized) | - | +12.35% |
| Volatility (annualized) | 51.3% | 12.8%Best |
| Max Drawdown | -62.4% | -14.5%Best |
| $10,000 over 4 years | $18,119Best | $17,032 |
| Fund Family | Direxion Shares ETF Trust | Vanguard (US) |
| Category | Alternative | Equity |
| Style | Trading-Leveraged Equity | Large Cap Value |
| Inception | Sep 7, 2022 | Nov 10, 2006 |
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 21, 2026 (4 years).
MSFU vs VYM 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 VYM Performance
Direxion Daily MSFT Bull 2X ETF (MSFU) is an ETF from Direxion Shares ETF Trust and Vanguard High Dividend Yield ETF (VYM) is an ETF from Vanguard (US). Over the past year MSFU returned -20.86% while VYM returned +15.94%. Year to date, MSFU is down 2.76% versus a gain of 11.47% for VYM.
Over three years, MSFU compounded at +13.41% per year against +18.03% for VYM. Across the full 4-year window we track, MSFU has the edge at +16.02% annualized vs +14.24%.
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 12.8% for VYM. 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 -14.5% for VYM. Drawdown depth is what each fund did in the worst stretch of the window measured above.
The two funds' monthly returns correlate at 0.16. They move largely independently of each other.
Fees and Cost Over Time
MSFU charges 0.98% per year while VYM charges 0.04%. On a $10,000 position that is $98 vs $4 annually, a gap of $94 per year that compounds over a long holding period. On income, MSFU currently yields 7.73% against 2.22% for VYM.
Holdings Overlap
We hold position weights for 3 holdings in MSFU and 557 in VYM, totalling 91.7% and 99.2% of the two funds. The two books name no position in common, so there is no overlap percentage to show.
0 positions in common, counted across the 3 positions we hold weights for in MSFU and 557 in VYM, against full books of 9 and 613.
You are not choosing between two funds in isolation.
Whichever of MSFU and VYM 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 VYM?
MSFU has an expense ratio of 0.98% while VYM charges 0.04%. VYM is the cheaper option, by $94 a year on a $10,000 investment.
Which performed better, MSFU or VYM?
Over the past year MSFU returned -20.86% vs +15.94% for VYM, so VYM leads on 1-year performance. Over the longest common window we track (4 years), MSFU annualized +16.02% vs +14.24% for VYM. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, MSFU or VYM?
MSFU has been the more volatile fund at 51.3% annualized versus 12.8% for VYM. Worst drawdown: MSFU -62.4% vs VYM -14.5%.
Should I hold both MSFU and VYM?
MSFU and VYM have a monthly-return correlation of 0.16, 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 VYM?
MSFU yields 7.73% while VYM yields 2.22%, so MSFU currently pays the higher dividend yield.
Is VYM better than MSFU?
VYM has a lower expense ratio. MSFU led over the full window, VYM over 1Y and 3Y. Which one suits a particular account depends on what it is for. This is information, not a recommendation.