NFXL vs VTI

NFXL vs VTI
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Quick Verdict

VTI has a lower expense ratio. VTI delivered stronger 1-year returns. VTI offers more diversification with 3,543 holdings.

Lower Fees: VTIHigher Returns: VTIMore Diversified: VTI

Side-by-Side Comparison

MetricNFXLVTIWinner
Expense Ratio1.05%0.03%
AUM$155M$666.9B
Dividend Yield12.94%1.07%
Holdings103,543
YTD Return-34.39%+13.14%
1Y Return-65.81%+22.35%
3Y Return (annualized)-+21.83%
5Y Return (annualized)-+12.01%
Volatility (annualized)72.0%15.3%
Max Drawdown-80.3%-56.6%
Fund FamilyDirexion Shares ETF TrustVanguard (US)
CategoryAlternativeEquity
InceptionOct 3, 2024May 24, 2001

NFXL vs VTI Performance

Direxion Daily NFLX Bull 2X ETF (NFXL) is a ETF from Direxion Shares ETF Trust and Vanguard Morningstar Total Stock Market ETF (VTI) is a ETF from Vanguard (US). Over the past year NFXL returned -65.81% while VTI returned +22.35%. Year to date, NFXL is down 34.39% versus a gain of 13.14% for VTI.

Risk: Volatility and Drawdowns

NFXL has been the more volatile fund, with annualized monthly volatility of 72.0% compared with 15.3% 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 -80.3% for NFXL and -56.6% for VTI. 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 0.17. They move independently enough that combining them can meaningfully diversify a portfolio.

Fees and Cost Over Time

NFXL charges 1.05% per year while VTI charges 0.03%. On a $10,000 position that is $105 vs $3 annually, a gap of $102 per year that compounds over a long holding period. On income, NFXL currently yields 12.94% against 1.07% for VTI.

Holdings Overlap

0.4%overlap

NFXL and VTI share 1 holdings out of 2791 unique holdings combined, representing a 0.4% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Top Shared Holdings

StockWeight in NFXLWeight in VTIDifference
NFLX18.83%0.41%18.42%

Frequently Asked Questions

Which is cheaper, NFXL or VTI?

NFXL has an expense ratio of 1.05% while VTI charges 0.03%. VTI is the cheaper option. On a $10,000 investment, that is $102 per year of difference.

Which performed better, NFXL or VTI?

Over the past year NFXL returned -65.81% vs +22.35% for VTI, so VTI leads on 1-year performance. Over the longest common window we track (2 years), NFXL annualized -10.19% vs +8.09% for VTI. Past performance does not guarantee future results.

Which is riskier, NFXL or VTI?

NFXL has been the more volatile fund at 72.0% annualized versus 15.3% for VTI. Worst drawdown: NFXL -80.3% vs VTI -56.6%.

Should I hold both NFXL and VTI?

NFXL and VTI have a monthly-return correlation of 0.17, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between NFXL and VTI?

NFXL and VTI share 1 common holdings with a 0.4% weight overlap. Combined, they hold 2791 unique securities.

Which pays a higher dividend, NFXL or VTI?

NFXL yields 12.94% while VTI yields 1.07%, so NFXL currently pays the higher dividend yield.

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