TMF vs VYM

Quick Verdict

VYM has a lower expense ratio. VYM delivered stronger 1-year returns. VYM offers more diversification with 558 holdings.

Lower Fees: VYMHigher Returns: VYMMore Diversified: VYM

Side-by-Side Comparison

MetricTMFVYMWinner
Expense Ratio0.90%0.04%
AUM$2.3B$79.0B
Dividend Yield4.08%2.86%
Holdings14568
YTD Return-13.88%+15.80%
1Y Return-15.75%+26.12%
3Y Return (annualized)-18.84%+18.25%
5Y Return (annualized)-34.00%+12.51%
Volatility (annualized)40.7%14.6%
Max Drawdown-93.3%-58.8%
Fund FamilyDirexion Shares ETF TrustVanguard (US)
CategoryAlternativeEquity
InceptionApr 16, 2009Nov 10, 2006

TMF vs VYM Performance

Direxion Daily 20+ Year Treasury Bull 3X ETF (TMF) 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 TMF returned -15.75% while VYM returned +26.12%. Year to date, TMF is down 13.88% versus a gain of 15.80% for VYM.

Over three years, TMF compounded at -18.84% per year against +18.25% for VYM; over five years the annualized figures are -34.00% and +12.51% respectively. Across the full 17-year window we track, VYM has the edge at +7.07% annualized vs -7.85%. Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

TMF has been the more volatile fund, with annualized monthly volatility of 40.7% 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 -93.3% for TMF 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 -0.12. They move independently enough that combining them can meaningfully diversify a portfolio.

Fees and Cost Over Time

TMF charges 0.90% per year while VYM charges 0.04%. On a $10,000 position that is $90 vs $4 annually, a gap of $86 per year that compounds over a long holding period. On income, TMF currently yields 4.08% against 2.86% for VYM.

Holdings Overlap

0.0%overlap

TMF and VYM share 0 holdings out of 563 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, TMF or VYM?

TMF has an expense ratio of 0.90% while VYM charges 0.04%. VYM is the cheaper option. On a $10,000 investment, that is $86 per year of difference.

Which performed better, TMF or VYM?

Over the past year TMF returned -15.75% vs +26.12% for VYM, so VYM leads on 1-year performance. Over the longest common window we track (17 years), TMF annualized -7.85% vs +7.07% for VYM. Past performance does not guarantee future results.

Which is riskier, TMF or VYM?

TMF has been the more volatile fund at 40.7% annualized versus 14.6% for VYM. Worst drawdown: TMF -93.3% vs VYM -58.8%.

Should I hold both TMF and VYM?

TMF and VYM have a monthly-return correlation of -0.12, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between TMF and VYM?

TMF and VYM share 0 common holdings with a 0.0% weight overlap. Combined, they hold 563 unique securities.

Which pays a higher dividend, TMF or VYM?

TMF yields 4.08% while VYM yields 2.86%, so TMF currently pays the higher dividend yield.

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