SHPU vs VYM

SHPU vs VYM

Which is better, SHPU or VYM?

Trading-Leveraged Equity against Large Cap Value.

VYM has a lower expense ratio. VYM led over 1Y and the full window.

Lower Fees: VYMHigher Returns: VYM

MarketXLS is not an investment adviser. This comparison is generated automatically from market data and is for information only. A Best mark means the better reading on that one measure, not a recommendation to buy.

Side-by-Side Comparison

MetricSHPUVYM
Expense Ratio1.09%0.04%Best
AUM$9M$81.6B
Dividend Yield52.93%2.22%
Holdings10613
YTD Return-52.86%+13.75%Best
1Y Return-48.18%+19.42%Best
3Y Return (annualized)-+18.22%
5Y Return (annualized)-+12.17%
Volatility (annualized)82.8%9.2%Best
Max Drawdown-77.7%-6.7%Best
$10,000 over 1.1 years$4,350$12,416Best
Fund FamilyDirexion Shares ETF TrustVanguard (US)
CategoryAlternativeEquity
StyleTrading-Leveraged EquityLarge Cap Value
InceptionAug 6, 2025Nov 10, 2006

Not shown on this pair: Top 10 Weight.

Volatility and max drawdown, and the $10,000 over 1.1 years row, are measured over the window both funds cover: Aug 6, 2025 to Sep 9, 2026 (1.1 years).

SHPU vs VYM growth

Month-end closes. Both lines start at 0% in the first month shown, so the gap between them is the difference in growth across that window. The full view covers the 1.1 years both funds cover.

SHPU vs VYM Performance

Direxion Daily SHOP Bull 2X ETF (SHPU) is an ETF from Direxion Shares ETF Trust and Vanguard High Dividend Yield ETF (VYM) is an ETF from Vanguard (US). Over the past year SHPU returned -48.18% while VYM returned +19.42%. Year to date, SHPU is down 52.86% versus a gain of 13.75% for VYM.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

SHPU has been the more volatile fund, with annualized monthly volatility of 82.8% compared with 9.2% 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 -6.7% for VYM. Drawdown depth is what each fund did in the worst stretch of the window measured above.

The two funds' monthly returns correlate at -0.20. They move largely independently of each other.

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 2.22% for VYM.

Holdings Overlap

We hold position weights for 4 holdings in SHPU and 603 in VYM, totalling 84.7% and 99.5% of the two funds. The two books name no position in common, so there is no overlap percentage to show.

0 positions in common, counted across the 4 positions we hold weights for in SHPU and 603 in VYM, against full books of 10 and 613.

You are not choosing between two funds in isolation.

Whichever of SHPU and VYM you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.

SHPUVYM

Free for up to 10 holdings. No account needed.

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, by $105 a year on a $10,000 investment.

Which performed better, SHPU or VYM?

Over the past year SHPU returned -48.18% vs +19.42% for VYM, so VYM leads on 1-year performance. Over the longest common window we track (1 years), SHPU annualized -53.08% vs +21.74% for VYM. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, SHPU or VYM?

SHPU has been the more volatile fund at 82.8% annualized versus 9.2% for VYM. Worst drawdown: SHPU -77.7% vs VYM -6.7%.

Should I hold both SHPU and VYM?

SHPU and VYM have a monthly-return correlation of -0.20, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.

Which pays a higher dividend, SHPU or VYM?

SHPU yields 52.93% while VYM yields 2.22%, so SHPU currently pays the higher dividend yield.

Is VYM better than SHPU?

VYM has a lower expense ratio. VYM led over 1Y and the full window. Which one suits a particular account depends on what it is for. This is information, not a recommendation.