SHPU vs VTI
Direxion Daily SHOP Bull 2X ETF vs Vanguard Morningstar Total Stock Market ETF
Quick Verdict
VTI has a lower expense ratio. VTI delivered stronger 1-year returns. VTI offers more diversification with 3,543 holdings.
Side-by-Side Comparison
| Metric | SHPU | VTI | Winner |
|---|---|---|---|
| Expense Ratio | 1.09% | 0.03% | |
| AUM | $15M | $666.9B | |
| Dividend Yield | 52.93% | 1.07% | |
| Holdings | 10 | 3,543 | |
| YTD Return | -35.20% | +12.65% | |
| 1Y Return | -22.78% | +21.39% | |
| 3Y Return (annualized) | - | +21.54% | |
| 5Y Return (annualized) | - | +12.11% | |
| Volatility (annualized) | 82.2% | 15.3% | |
| Max Drawdown | -77.7% | -56.6% | |
| Fund Family | Direxion Shares ETF Trust | Vanguard (US) | |
| Category | Alternative | Equity | |
| Inception | Aug 6, 2025 | May 24, 2001 |
SHPU vs VTI Performance
Direxion Daily SHOP Bull 2X ETF (SHPU) 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 SHPU returned -22.78% while VTI returned +21.39%. Year to date, SHPU is down 35.20% versus a gain of 12.65% for VTI.
Risk: Volatility and Drawdowns
SHPU has been the more volatile fund, with annualized monthly volatility of 82.2% 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 -77.7% for SHPU 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 0.16. They move independently enough that combining them can meaningfully diversify a portfolio.
Fees and Cost Over Time
SHPU charges 1.09% per year while VTI charges 0.03%. On a $10,000 position that is $109 vs $3 annually, a gap of $106 per year that compounds over a long holding period. On income, SHPU currently yields 52.93% against 1.07% for VTI.
Holdings Overlap
SHPU and VTI share 0 holdings out of 2792 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, SHPU or VTI?
SHPU has an expense ratio of 1.09% while VTI charges 0.03%. VTI is the cheaper option. On a $10,000 investment, that is $106 per year of difference.
Which performed better, SHPU or VTI?
Over the past year SHPU returned -22.78% vs +21.39% for VTI, so VTI leads on 1-year performance. Over the longest common window we track (1 years), SHPU annualized -38.73% vs +8.07% for VTI. Past performance does not guarantee future results.
Which is riskier, SHPU or VTI?
SHPU has been the more volatile fund at 82.2% annualized versus 15.3% for VTI. Worst drawdown: SHPU -77.7% vs VTI -56.6%.
Should I hold both SHPU and VTI?
SHPU and VTI have a monthly-return correlation of 0.16, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between SHPU and VTI?
SHPU and VTI share 0 common holdings with a 0.0% weight overlap. Combined, they hold 2792 unique securities.
Which pays a higher dividend, SHPU or VTI?
SHPU yields 52.93% while VTI yields 1.07%, so SHPU currently pays the higher dividend yield.
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