TNA vs VTI

TNA vs VTI
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Quick Verdict

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

Lower Fees: VTIHigher Returns: TNAMore Diversified: VTI

Side-by-Side Comparison

MetricTNAVTIWinner
Expense Ratio1.05%0.03%
AUM$1.4B$666.9B
Dividend Yield0.31%1.07%
Holdings123,543
YTD Return+64.68%+14.82%
1Y Return+100.60%+22.43%
3Y Return (annualized)+30.99%+21.93%
5Y Return (annualized)-0.95%+12.34%
Volatility (annualized)60.6%15.4%
Max Drawdown-88.2%-56.6%
Fund FamilyDirexion Shares ETF TrustVanguard (US)
CategoryAlternativeEquity
InceptionNov 5, 2008May 24, 2001

TNA vs VTI Performance

Direxion Daily Small Cap Bull 3X ETF (TNA) 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 TNA returned +100.60% while VTI returned +22.43%. Year to date, TNA is up 64.68% versus a gain of 14.82% for VTI.

Over three years, TNA compounded at +30.99% per year against +21.93% for VTI; over five years the annualized figures are -0.95% and +12.34% respectively. Across the full 18-year window we track, TNA has the edge at +11.03% annualized vs +8.16%. Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

TNA has been the more volatile fund, with annualized monthly volatility of 60.6% compared with 15.4% for VTI. 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 -88.2% for TNA and -56.6% for VTI. 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 0.90. They move almost in lockstep, so holding both mostly duplicates the same exposure.

Fees and Cost Over Time

TNA charges 1.05% per year while VTI charges 0.03%. On a $10,000 position that is $105 vs $3 annually, a gap of $102 per year that compounds over a long holding period. On income, TNA currently yields 0.31% against 1.07% for VTI.

Holdings Overlap

0.0%overlap

TNA and VTI share 0 holdings out of 2792 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, TNA or VTI?

TNA has an expense ratio of 1.05% while VTI charges 0.03%. VTI is the cheaper option. On a $10,000 investment, that is $102 per year of difference.

Which performed better, TNA or VTI?

Over the past year TNA returned +100.60% vs +22.43% for VTI, so TNA leads on 1-year performance. Over the longest common window we track (18 years), TNA annualized +11.03% vs +8.16% for VTI. Past performance does not guarantee future results.

Which is riskier, TNA or VTI?

TNA has been the more volatile fund at 60.6% annualized versus 15.4% for VTI. Worst drawdown: TNA -88.2% vs VTI -56.6%.

Should I hold both TNA and VTI?

TNA and VTI have a monthly-return correlation of 0.90, so they move almost identically. Holding both adds little diversification - most investors pick one, usually on fees or the specific index tracked.

What is the holdings overlap between TNA and VTI?

TNA and VTI share 0 common holdings with a 0.0% weight overlap. Combined, they hold 2792 unique securities.

Which pays a higher dividend, TNA or VTI?

TNA yields 0.31% while VTI yields 1.07%, so VTI currently pays the higher dividend yield.

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