NFXL vs VYM

NFXL vs VYM
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Quick Verdict

VYM has a lower expense ratio. VYM delivered stronger 1-year returns. VYM offers more diversification with 616 holdings.

Lower Fees: VYMHigher Returns: VYMMore Diversified: VYM

Side-by-Side Comparison

MetricNFXLVYMWinner
Expense Ratio1.05%0.04%
AUM$155M$81.6B
Dividend Yield12.94%2.24%
Holdings10616
YTD Return-33.41%+14.66%
1Y Return-65.76%+22.16%
3Y Return (annualized)-+18.72%
5Y Return (annualized)-+12.18%
Volatility (annualized)72.3%14.6%
Max Drawdown-80.3%-58.8%
Fund FamilyDirexion Shares ETF TrustVanguard (US)
CategoryAlternativeEquity
InceptionOct 3, 2024Nov 10, 2006

NFXL vs VYM Performance

Direxion Daily NFLX Bull 2X ETF (NFXL) is a ETF from Direxion Shares ETF Trust and Vanguard High Dividend Yield ETF (VYM) is a ETF from Vanguard (US). Over the past year NFXL returned -65.76% while VYM returned +22.16%. Year to date, NFXL is down 33.41% versus a gain of 14.66% for VYM.

Risk: Volatility and Drawdowns

NFXL has been the more volatile fund, with annualized monthly volatility of 72.3% compared with 14.6% 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 -80.3% for NFXL and -58.8% for VYM. 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 0.16. They move independently enough that combining them can meaningfully diversify a portfolio.

Fees and Cost Over Time

NFXL charges 1.05% per year while VYM charges 0.04%. On a $10,000 position that is $105 vs $4 annually, a gap of $101 per year that compounds over a long holding period. On income, NFXL currently yields 12.94% against 2.24% for VYM.

Holdings Overlap

0.0%overlap

NFXL and VYM share 0 holdings out of 608 unique holdings combined, representing a 0.0% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Frequently Asked Questions

Which is cheaper, NFXL or VYM?

NFXL has an expense ratio of 1.05% while VYM charges 0.04%. VYM is the cheaper option. On a $10,000 investment, that is $101 per year of difference.

Which performed better, NFXL or VYM?

Over the past year NFXL returned -65.76% vs +22.16% for VYM, so VYM leads on 1-year performance. Over the longest common window we track (2 years), NFXL annualized -9.49% vs +7.01% for VYM. Past performance does not guarantee future results.

Which is riskier, NFXL or VYM?

NFXL has been the more volatile fund at 72.3% annualized versus 14.6% for VYM. Worst drawdown: NFXL -80.3% vs VYM -58.8%.

Should I hold both NFXL and VYM?

NFXL and VYM have a monthly-return correlation of 0.16, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between NFXL and VYM?

NFXL and VYM share 0 common holdings with a 0.0% weight overlap. Combined, they hold 608 unique securities.

Which pays a higher dividend, NFXL or VYM?

NFXL yields 12.94% while VYM yields 2.24%, so NFXL currently pays the higher dividend yield.

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