NFXS vs VTI

NFXS vs VTI
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Quick Verdict

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

Lower Fees: VTIHigher Returns: NFXSMore Diversified: VTI

Side-by-Side Comparison

MetricNFXSVTIWinner
Expense Ratio1.03%0.03%
AUM$4M$666.9B
Dividend Yield2.83%1.07%
Holdings83,543
YTD Return+8.76%+13.14%
1Y Return+42.83%+22.35%
3Y Return (annualized)-+21.83%
5Y Return (annualized)-+12.01%
Volatility (annualized)36.2%15.3%
Max Drawdown-50.4%-56.6%
Fund FamilyDirexion Shares ETF TrustVanguard (US)
CategoryAlternativeEquity
InceptionOct 3, 2024May 24, 2001

NFXS vs VTI Performance

Direxion Daily NFLX Bear 1X ETF (NFXS) 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 NFXS returned +42.83% while VTI returned +22.35%. Year to date, NFXS is up 8.76% versus a gain of 13.14% for VTI.

Risk: Volatility and Drawdowns

NFXS has been the more volatile fund, with annualized monthly volatility of 36.2% 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 -50.4% for NFXS 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 -0.14. They move independently enough that combining them can meaningfully diversify a portfolio.

Fees and Cost Over Time

NFXS charges 1.03% per year while VTI charges 0.03%. On a $10,000 position that is $103 vs $3 annually, a gap of $100 per year that compounds over a long holding period. On income, NFXS currently yields 2.83% against 1.07% for VTI.

Holdings Overlap

0.0%overlap

NFXS and VTI share 0 holdings out of 2791 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, NFXS or VTI?

NFXS has an expense ratio of 1.03% while VTI charges 0.03%. VTI is the cheaper option. On a $10,000 investment, that is $100 per year of difference.

Which performed better, NFXS or VTI?

Over the past year NFXS returned +42.83% vs +22.35% for VTI, so NFXS leads on 1-year performance. Over the longest common window we track (2 years), NFXS annualized -10.68% vs +8.09% for VTI. Past performance does not guarantee future results.

Which is riskier, NFXS or VTI?

NFXS has been the more volatile fund at 36.2% annualized versus 15.3% for VTI. Worst drawdown: NFXS -50.4% vs VTI -56.6%.

Should I hold both NFXS and VTI?

NFXS and VTI have a monthly-return correlation of -0.14, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between NFXS and VTI?

NFXS and VTI share 0 common holdings with a 0.0% weight overlap. Combined, they hold 2791 unique securities.

Which pays a higher dividend, NFXS or VTI?

NFXS yields 2.83% while VTI yields 1.07%, so NFXS currently pays the higher dividend yield.

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