TBXU vs VTI

TBXU vs VTI
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Quick Verdict

VTI has a lower expense ratio. TBXU delivered stronger 1-year returns. VTI offers more diversification with 3,543 holdings.

Lower Fees: VTIHigher Returns: TBXUMore Diversified: VTI

Side-by-Side Comparison

MetricTBXUVTIWinner
Expense Ratio0.98%0.03%
AUM$3M$666.9B
Dividend Yield1.82%1.07%
Holdings103,543
YTD Return+44.73%+13.14%
1Y Return+70.25%+22.35%
3Y Return (annualized)-+21.83%
5Y Return (annualized)-+12.01%
Volatility (annualized)-15.3%
Max Drawdown-26.5%-56.6%
Fund FamilyDirexion Shares ETF TrustVanguard (US)
CategoryAlternativeEquity
InceptionOct 1, 2025May 24, 2001

TBXU vs VTI Performance

Direxion Daily Biotech Top 5 Bull 2X ETF (TBXU) 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 TBXU returned +70.25% while VTI returned +22.35%. Year to date, TBXU is up 44.73% versus a gain of 13.14% for VTI.

Risk: Volatility and Drawdowns

The deepest peak-to-trough decline in our data was -26.5% for TBXU 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

TBXU charges 0.98% per year while VTI charges 0.03%. On a $10,000 position that is $98 vs $3 annually, a gap of $95 per year that compounds over a long holding period. On income, TBXU currently yields 1.82% against 1.07% for VTI.

Holdings Overlap

0.8%overlap

TBXU and VTI share 4 holdings out of 2790 unique holdings combined, representing a 0.8% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Top Shared Holdings

StockWeight in TBXUWeight in VTIDifference
REGN11.57%0.09%11.48%
VRTX11.46%0.17%11.29%
AMGN11.30%0.27%11.03%
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Frequently Asked Questions

Which is cheaper, TBXU or VTI?

TBXU has an expense ratio of 0.98% while VTI charges 0.03%. VTI is the cheaper option. On a $10,000 investment, that is $95 per year of difference.

Which performed better, TBXU or VTI?

Over the past year TBXU returned +70.25% vs +22.35% for VTI, so TBXU leads on 1-year performance. Past performance does not guarantee future results.

What is the holdings overlap between TBXU and VTI?

TBXU and VTI share 4 common holdings with a 0.8% weight overlap. Combined, they hold 2790 unique securities.

Which pays a higher dividend, TBXU or VTI?

TBXU yields 1.82% while VTI yields 1.07%, so TBXU currently pays the higher dividend yield.

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