TBXU vs VYM

TBXU vs VYM

Which is better, TBXU or VYM?

Trading-Leveraged Equity against Large Cap Value.

VYM has a lower expense ratio. TBXU led over 1Y.

Lower Fees: VYMHigher Returns (1Y): TBXU

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

MetricTBXUVYM
Expense Ratio0.98%0.04%Best
AUM$6M$81.6B
Dividend Yield1.45%2.22%
Holdings10613
YTD Return+24.99%Best+13.91%
1Y Return+47.03%Best+17.57%
3Y Return (annualized)-+18.12%
5Y Return (annualized)-+12.17%
Fund FamilyDirexion Shares ETF TrustVanguard (US)
CategoryAlternativeEquity
StyleTrading-Leveraged EquityLarge Cap Value
InceptionOct 1, 2025Nov 10, 2006

Not shown on this pair: Volatility (annualized), Max Drawdown, $10,000 over the window, Top 10 Weight.

TBXU 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 is available from the range buttons; it is not the opening view here because over the whole period one of these two funds moves so much further than the other that its line would sit flat on the axis.

TBXU vs VYM Performance

Direxion Daily Biotech Top 5 Bull 2X ETF (TBXU) 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 TBXU returned +47.03% while VYM returned +17.57%. Year to date, TBXU is up 24.99% versus a gain of 13.91% for VYM.

Past performance does not guarantee future results.

Fees and Cost Over Time

TBXU charges 0.98% per year while VYM charges 0.04%. On a $10,000 position that is $98 vs $4 annually, a gap of $94 per year that compounds over a long holding period. On income, TBXU currently yields 1.45% against 2.22% for VYM.

Holdings Overlap

VYM already in TBXU1.4%

At least 1.4% of VYM's money is in holdings TBXU also owns.

Stated as a floor: for TBXU, our book for it covers 89.5% of that fund, so a holding it does not list is one we cannot count as shared. The real figure is this or higher.

VYM and TBXU share little of their money.

2 positions in common, counted across the 7 positions we hold weights for in TBXU and 603 in VYM, against full books of 10 and 613.

Top Shared Holdings

StockWeight in TBXUWeight in VYMDifference
AMGNAmgen Inc.7.93%0.75%7.18%
GILDGilead Sciences Inc7.76%0.65%7.11%

You are not choosing between two funds in isolation.

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

TBXUVYM

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, TBXU or VYM?

TBXU has an expense ratio of 0.98% while VYM charges 0.04%. VYM is the cheaper option, by $94 a year on a $10,000 investment.

Which performed better, TBXU or VYM?

Over the past year TBXU returned +47.03% vs +17.57% for VYM, so TBXU leads on 1-year performance. Past performance does not guarantee future results. This is information, not a recommendation.

What is the holdings overlap between TBXU and VYM?

At least 1.4% of VYM's money is in holdings TBXU also owns. Our book for TBXU is partial, so the real figure is this or higher. They hold 2 positions in common, counted across the 7 positions we hold weights for in TBXU and 603 in VYM.

Which pays a higher dividend, TBXU or VYM?

TBXU yields 1.45% while VYM yields 2.22%, so VYM currently pays the higher dividend yield.

Is VYM better than TBXU?

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