PLTD vs VYM

Quick Verdict

VYM has a lower expense ratio. VYM delivered stronger 1-year returns. VYM offers more diversification with 558 holdings.

Lower Fees: VYMHigher Returns: VYMMore Diversified: VYM

Side-by-Side Comparison

MetricPLTDVYMWinner
Expense Ratio0.98%0.04%
AUM$39M$79.0B
Dividend Yield2.57%2.86%
Holdings1568
YTD Return-23.61%+16.10%
1Y Return-21.49%+25.99%
3Y Return (annualized)-+18.29%
5Y Return (annualized)-+12.35%
Volatility (annualized)55.1%14.6%
Max Drawdown-79.2%-58.8%
Fund FamilyDirexion Shares ETF TrustVanguard (US)
CategoryAlternativeEquity
InceptionDec 11, 2024Nov 10, 2006

PLTD vs VYM Performance

Direxion Daily PLTR Bear 1X ETF (PLTD) 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 PLTD returned -21.49% while VYM returned +25.99%. Year to date, PLTD is down 23.61% versus a gain of 16.10% for VYM.

Risk: Volatility and Drawdowns

PLTD has been the more volatile fund, with annualized monthly volatility of 55.1% 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 -79.2% for PLTD 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 0.28. They move independently enough that combining them can meaningfully diversify a portfolio.

Fees and Cost Over Time

PLTD 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, PLTD currently yields 2.57% against 2.86% for VYM.

Holdings Overlap

0.0%overlap

PLTD and VYM share 0 holdings out of 562 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, PLTD or VYM?

PLTD has an expense ratio of 0.98% while VYM charges 0.04%. VYM is the cheaper option. On a $10,000 investment, that is $94 per year of difference.

Which performed better, PLTD or VYM?

Over the past year PLTD returned -21.49% vs +25.99% for VYM, so VYM leads on 1-year performance. Over the longest common window we track (2 years), PLTD annualized -59.04% vs +7.08% for VYM. Past performance does not guarantee future results.

Which is riskier, PLTD or VYM?

PLTD has been the more volatile fund at 55.1% annualized versus 14.6% for VYM. Worst drawdown: PLTD -79.2% vs VYM -58.8%.

Should I hold both PLTD and VYM?

PLTD and VYM have a monthly-return correlation of 0.28, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between PLTD and VYM?

PLTD and VYM share 0 common holdings with a 0.0% weight overlap. Combined, they hold 562 unique securities.

Which pays a higher dividend, PLTD or VYM?

PLTD yields 2.57% while VYM yields 2.86%, so VYM currently pays the higher dividend yield.

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