PLTU vs VYM

PLTU 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

MetricPLTUVYMWinner
Expense Ratio0.97%0.04%
AUM$519M$81.6B
Dividend Yield63.63%2.24%
Holdings10616
YTD Return-10.81%+14.84%
1Y Return-9.59%+20.88%
3Y Return (annualized)-+18.34%
5Y Return (annualized)-+12.04%
Volatility (annualized)127.4%14.6%
Max Drawdown-79.4%-58.8%
Fund FamilyDirexion Shares ETF TrustVanguard (US)
CategoryAlternativeEquity
InceptionDec 11, 2024Nov 10, 2006

PLTU vs VYM Performance

Direxion Daily PLTR Bull 2X ETF (PLTU) 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 PLTU returned -9.59% while VYM returned +20.88%. Year to date, PLTU is down 10.81% versus a gain of 14.84% for VYM.

Risk: Volatility and Drawdowns

PLTU has been the more volatile fund, with annualized monthly volatility of 127.4% 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 -79.4% for PLTU 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 -0.32. They move independently enough that combining them can meaningfully diversify a portfolio.

Fees and Cost Over Time

PLTU charges 0.97% per year while VYM charges 0.04%. On a $10,000 position that is $97 vs $4 annually, a gap of $93 per year that compounds over a long holding period. On income, PLTU currently yields 63.63% against 2.24% for VYM.

Holdings Overlap

0.0%overlap

PLTU 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, PLTU or VYM?

PLTU has an expense ratio of 0.97% while VYM charges 0.04%. VYM is the cheaper option. On a $10,000 investment, that is $93 per year of difference.

Which performed better, PLTU or VYM?

Over the past year PLTU returned -9.59% vs +20.88% for VYM, so VYM leads on 1-year performance. Over the longest common window we track (2 years), PLTU annualized +79.55% vs +7.01% for VYM. Past performance does not guarantee future results.

Which is riskier, PLTU or VYM?

PLTU has been the more volatile fund at 127.4% annualized versus 14.6% for VYM. Worst drawdown: PLTU -79.4% vs VYM -58.8%.

Should I hold both PLTU and VYM?

PLTU and VYM have a monthly-return correlation of -0.32, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between PLTU and VYM?

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

Which pays a higher dividend, PLTU or VYM?

PLTU yields 63.63% while VYM yields 2.24%, so PLTU currently pays the higher dividend yield.

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