TYLG vs TYO

TYLG vs TYO
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Quick Verdict

TYLG has a lower expense ratio. TYLG delivered stronger 1-year returns. TYLG offers more diversification with 78 holdings.

Lower Fees: TYLGHigher Returns: TYLGMore Diversified: TYLG

Side-by-Side Comparison

MetricTYLGTYOWinner
Expense Ratio0.60%1.00%
AUM$15M$13M
Dividend Yield8.89%2.48%
Holdings786
YTD Return+21.18%+12.51%
1Y Return+35.64%+10.88%
3Y Return (annualized)+23.66%+3.99%
5Y Return (annualized)-+15.51%
Volatility (annualized)15.8%19.3%
Max Drawdown-24.5%-90.4%
Fund FamilyGlobal X by mirae AssetDirexion Shares ETF Trust
CategoryAlternativeAlternative
InceptionNov 21, 2022Apr 16, 2009

TYLG vs TYO Performance

Global X Information Technology Covered Call & Growth ETF (TYLG) is a ETF from Global X by mirae Asset and Direxion Daily 7-10 Year Treasury Bear 3X ETF (TYO) is a ETF from Direxion Shares ETF Trust. Over the past year TYLG returned +35.64% while TYO returned +10.88%. Year to date, TYLG is up 21.18% versus a gain of 12.51% for TYO.

Over three years, TYLG compounded at +23.66% per year against +3.99% for TYO. Across the full 4-year window we track, TYLG has the edge at +25.12% annualized vs -7.16%. Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

TYO has been the more volatile fund, with annualized monthly volatility of 19.3% compared with 15.8% for TYLG. 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 -24.5% for TYLG and -90.4% for TYO. 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 -0.34. They move independently enough that combining them can meaningfully diversify a portfolio.

Fees and Cost Over Time

TYLG charges 0.60% per year while TYO charges 1.00%. On a $10,000 position that is $60 vs $100 annually, a gap of $40 per year that compounds over a long holding period. On income, TYLG currently yields 8.89% against 2.48% for TYO.

Holdings Overlap

0.0%overlap

TYLG and TYO share 0 holdings out of 77 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, TYLG or TYO?

TYLG has an expense ratio of 0.60% while TYO charges 1.00%. TYLG is the cheaper option. On a $10,000 investment, that is $40 per year of difference.

Which performed better, TYLG or TYO?

Over the past year TYLG returned +35.64% vs +10.88% for TYO, so TYLG leads on 1-year performance. Over the longest common window we track (4 years), TYLG annualized +25.12% vs -7.16% for TYO. Past performance does not guarantee future results.

Which is riskier, TYLG or TYO?

TYO has been the more volatile fund at 19.3% annualized versus 15.8% for TYLG. Worst drawdown: TYLG -24.5% vs TYO -90.4%.

Should I hold both TYLG and TYO?

TYLG and TYO have a monthly-return correlation of -0.34, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between TYLG and TYO?

TYLG and TYO share 0 common holdings with a 0.0% weight overlap. Combined, they hold 77 unique securities.

Which pays a higher dividend, TYLG or TYO?

TYLG yields 8.89% while TYO yields 2.48%, so TYLG currently pays the higher dividend yield.

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