SHPD vs VTI

Quick Verdict

VTI has a lower expense ratio. VTI offers more diversification with 2783 holdings.

Lower Fees: VTIHigher Returns: TiedMore Diversified: VTI

Side-by-Side Comparison

MetricSHPDVTIWinner
Expense Ratio1.03%0.03%
AUM$3M$663.5B
Dividend Yield1.59%1.07%
Holdings83,543
YTD Return+29.65%+14.22%
1Y Return-+22.19%
3Y Return (annualized)-+21.27%
5Y Return (annualized)-+12.23%
Volatility (annualized)-15.3%
Max Drawdown-25.2%-56.6%
Fund FamilyDirexion Shares ETF TrustVanguard (US)
CategoryAlternativeEquity
InceptionAug 6, 2025May 24, 2001

SHPD vs VTI Performance

Direxion Daily SHOP Bear 1X ETF (SHPD) is a ETF from Direxion Shares ETF Trust and Vanguard Total Stock Market ETF (VTI) is a ETF from Vanguard (US). Year to date, SHPD is up 29.65% versus a gain of 14.22% for VTI.

Risk: Volatility and Drawdowns

The deepest peak-to-trough decline in our data was -25.2% for SHPD and -56.6% for VTI. Drawdown depth is worth weighing if you expect to sell during market stress rather than ride it out.

Fees and Cost Over Time

SHPD 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, SHPD currently yields 1.59% against 1.07% for VTI.

Holdings Overlap

0.0%overlap

SHPD and VTI share 0 holdings out of 2787 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, SHPD or VTI?

SHPD 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.

What is the holdings overlap between SHPD and VTI?

SHPD and VTI share 0 common holdings with a 0.0% weight overlap. Combined, they hold 2787 unique securities.

Which pays a higher dividend, SHPD or VTI?

SHPD yields 1.59% while VTI yields 1.07%, so SHPD currently pays the higher dividend yield.

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