TSMZ vs VYM

TSMZ vs VYM

Which is better, TSMZ or VYM?

Trading-Inverse 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

MetricTSMZVYM
Expense Ratio1.01%0.04%Best
AUM$3M$81.6B
Dividend Yield4.38%2.24%
Holdings7613
YTD Return-33.30%+14.33%Best
1Y Return-49.86%+20.01%Best
3Y Return (annualized)-+18.43%
5Y Return (annualized)-+12.16%
Volatility (annualized)33.1%10.5%Best
Max Drawdown-74.0%-14.5%Best
$10,000 over 1.9 years$3,316$13,351Best
Fund FamilyDirexion Shares ETF TrustVanguard (US)
CategoryAlternativeEquity
StyleTrading-Inverse EquityLarge Cap Value
InceptionOct 3, 2024Nov 10, 2006

Not shown on this pair: Top 10 Weight.

Volatility and max drawdown, and the $10,000 over 1.9 years row, are measured over the window both funds cover: Oct 3, 2024 to Sep 8, 2026 (1.9 years).

TSMZ 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 1.9 years both funds cover.

TSMZ vs VYM Performance

Direxion Daily TSM Bear 1X ETF (TSMZ) 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 TSMZ returned -49.86% while VYM returned +20.01%. Year to date, TSMZ is down 33.30% versus a gain of 14.33% for VYM.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

TSMZ has been the more volatile fund, with annualized monthly volatility of 33.1% compared with 10.5% 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 -74.0% for TSMZ and -14.5% 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 -0.23. They move largely independently of each other.

Fees and Cost Over Time

TSMZ charges 1.01% per year while VYM charges 0.04%. On a $10,000 position that is $101 vs $4 annually, a gap of $97 per year that compounds over a long holding period. On income, TSMZ currently yields 4.38% against 2.24% for VYM.

Holdings Overlap

We hold position weights for 3 holdings in TSMZ and 602 in VYM, totalling 110.2% 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 3 positions we hold weights for in TSMZ and 602 in VYM, against full books of 7 and 613.

You are not choosing between two funds in isolation.

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

TSMZVYM

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, TSMZ or VYM?

TSMZ has an expense ratio of 1.01% while VYM charges 0.04%. VYM is the cheaper option, by $97 a year on a $10,000 investment.

Which performed better, TSMZ or VYM?

Over the past year TSMZ returned -49.86% vs +20.01% for VYM, so VYM leads on 1-year performance. Over the longest common window we track (2 years), TSMZ annualized -44.06% vs +16.43% for VYM. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, TSMZ or VYM?

TSMZ has been the more volatile fund at 33.1% annualized versus 10.5% for VYM. Worst drawdown: TSMZ -74.0% vs VYM -14.5%.

Should I hold both TSMZ and VYM?

TSMZ and VYM have a monthly-return correlation of -0.23, 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, TSMZ or VYM?

TSMZ yields 4.38% while VYM yields 2.24%, so TSMZ currently pays the higher dividend yield.

Is VYM better than TSMZ?

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.