SHPU vs VYM
Direxion Daily SHOP Bull 2X ETF vs Vanguard High Dividend Yield ETF
Quick Verdict
VYM has a lower expense ratio. VYM delivered stronger 1-year returns. VYM offers more diversification with 616 holdings.
Side-by-Side Comparison
| Metric | SHPU | VYM | Winner |
|---|---|---|---|
| Expense Ratio | 1.09% | 0.04% | |
| AUM | $15M | $81.6B | |
| Dividend Yield | 52.93% | 2.24% | |
| Holdings | 10 | 616 | |
| YTD Return | -35.58% | +15.75% | |
| 1Y Return | -29.60% | +23.85% | |
| 3Y Return (annualized) | - | +19.14% | |
| 5Y Return (annualized) | - | +12.45% | |
| Volatility (annualized) | 81.6% | 14.6% | |
| Max Drawdown | -77.7% | -58.8% | |
| Fund Family | Direxion Shares ETF Trust | Vanguard (US) | |
| Category | Alternative | Equity | |
| Inception | Aug 6, 2025 | Nov 10, 2006 |
SHPU vs VYM Performance
Direxion Daily SHOP Bull 2X ETF (SHPU) 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 SHPU returned -29.60% while VYM returned +23.85%. Year to date, SHPU is down 35.58% versus a gain of 15.75% for VYM.
Risk: Volatility and Drawdowns
SHPU has been the more volatile fund, with annualized monthly volatility of 81.6% 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 -77.7% for SHPU 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 -0.23. They move independently enough that combining them can meaningfully diversify a portfolio.
Fees and Cost Over Time
SHPU charges 1.09% per year while VYM charges 0.04%. On a $10,000 position that is $109 vs $4 annually, a gap of $105 per year that compounds over a long holding period. On income, SHPU currently yields 52.93% against 2.24% for VYM.
Holdings Overlap
SHPU 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, SHPU or VYM?
SHPU has an expense ratio of 1.09% while VYM charges 0.04%. VYM is the cheaper option. On a $10,000 investment, that is $105 per year of difference.
Which performed better, SHPU or VYM?
Over the past year SHPU returned -29.60% vs +23.85% for VYM, so VYM leads on 1-year performance. Over the longest common window we track (1 years), SHPU annualized -39.24% vs +7.06% for VYM. Past performance does not guarantee future results.
Which is riskier, SHPU or VYM?
SHPU has been the more volatile fund at 81.6% annualized versus 14.6% for VYM. Worst drawdown: SHPU -77.7% vs VYM -58.8%.
Should I hold both SHPU and VYM?
SHPU and VYM have a monthly-return correlation of -0.23, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between SHPU and VYM?
SHPU and VYM share 0 common holdings with a 0.0% weight overlap. Combined, they hold 608 unique securities.
Which pays a higher dividend, SHPU or VYM?
SHPU yields 52.93% while VYM yields 2.24%, so SHPU currently pays the higher dividend yield.
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