NUGT vs VYM

NUGT vs VYM

Which is better, NUGT or VYM?

Multi Alternative against Large Cap Value.

VYM has a lower expense ratio. NUGT led over 1Y, 3Y and 5Y, VYM over the full window.

Lower Fees: VYMHigher Returns: split

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

MetricNUGTVYM
Expense Ratio1.13%0.04%Best
AUM$1.3B$81.6B
Dividend Yield0.65%2.24%
Holdings10613
YTD Return+2.84%+14.33%Best
1Y Return+56.67%Best+20.01%
3Y Return (annualized)+85.09%Best+18.43%
5Y Return (annualized)+30.86%Best+12.16%
Volatility (annualized)97.3%12.9%Best
Max Drawdown--35.7%
$10,000 over 5 years$38,374Best$17,750
Fund FamilyDirexion Shares ETF TrustVanguard (US)
CategoryAlternativeEquity
StyleMulti AlternativeLarge Cap Value
InceptionDec 8, 2010Nov 10, 2006

Not shown on this pair: Top 10 Weight.

Volatility and max drawdown are measured over the window both funds cover: Dec 8, 2010 to Sep 8, 2026 (15.8 years).

NUGT 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 15.8 years both funds cover.

NUGT vs VYM Performance

Direxion Daily Gold Miners Index Bull 2X ETF (NUGT) 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 NUGT returned +56.67% while VYM returned +20.01%. Year to date, NUGT is up 2.84% versus a gain of 14.33% for VYM.

Over three years, NUGT compounded at +85.09% per year against +18.43% for VYM; over five years the annualized figures are +30.86% and +12.16% respectively. Across the full 16-year window we track, VYM has the edge at +10.19% annualized vs -31.54%.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

NUGT has been the more volatile fund, with annualized monthly volatility of 97.3% compared with 12.9% for VYM. Lower volatility generally means a smoother ride, though it often comes with lower long-run returns.

The two funds' monthly returns correlate at 0.22. They move largely independently of each other.

Fees and Cost Over Time

NUGT charges 1.13% per year while VYM charges 0.04%. On a $10,000 position that is $113 vs $4 annually, a gap of $109 per year that compounds over a long holding period. On income, NUGT currently yields 0.65% against 2.24% for VYM.

Holdings Overlap

We hold position weights for 4 holdings in NUGT and 602 in VYM, totalling 109.3% and 99.5% 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 4 positions we hold weights for in NUGT and 602 in VYM, against full books of 10 and 613.

You are not choosing between two funds in isolation.

Whichever of NUGT and VYM you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.

NUGTVYM

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, NUGT or VYM?

NUGT has an expense ratio of 1.13% while VYM charges 0.04%. VYM is the cheaper option, by $109 a year on a $10,000 investment.

Which performed better, NUGT or VYM?

Over the past year NUGT returned +56.67% vs +20.01% for VYM, so NUGT leads on 1-year performance. Over the longest common window we track (16 years), NUGT annualized -31.54% vs +10.19% for VYM. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, NUGT or VYM?

NUGT has been the more volatile fund at 97.3% annualized versus 12.9% for VYM.

Should I hold both NUGT and VYM?

NUGT and VYM have a monthly-return correlation of 0.22, 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, NUGT or VYM?

NUGT yields 0.65% while VYM yields 2.24%, so VYM currently pays the higher dividend yield.

Is VYM better than NUGT?

VYM has a lower expense ratio. NUGT led over 1Y, 3Y and 5Y, VYM over the full window. Which one suits a particular account depends on what it is for. This is information, not a recommendation.