UTSL vs VXUS

UTSL vs VXUS

Which is better, UTSL or VXUS?

Multi Alternative against Large Cap Blend.

VXUS has a lower expense ratio. VXUS led over 1Y, 3Y, 5Y and the full window.

Lower Fees: VXUSHigher Returns: VXUS

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

MetricUTSLVXUS
Expense Ratio0.97%0.05%Best
AUM$48M$158.1B
Dividend Yield1.97%2.51%
Holdings408,747
YTD Return-17.42%+13.64%Best
1Y Return-11.59%+20.82%Best
3Y Return (annualized)+15.48%+19.58%Best
5Y Return (annualized)+3.67%+9.14%Best
Volatility (annualized)47.8%15.4%Best
Max Drawdown-79.5%-39.9%Best
$10,000 over 5 years$11,975$15,485Best
Fund FamilyDirexion Shares ETF TrustVanguard (US)
CategoryAlternativeEquity
StyleMulti AlternativeLarge Cap Blend
InceptionMay 3, 2017Jan 26, 2011

Not shown on this pair: Top 10 Weight.

Volatility and max drawdown are measured over the window both funds cover: May 3, 2017 to Sep 17, 2026 (9.4 years).

UTSL vs VXUS 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 9.4 years both funds cover.

UTSL vs VXUS Performance

Direxion Daily Utilities Bull 3X ETF (UTSL) is an ETF from Direxion Shares ETF Trust and Vanguard Total International Stock ETF (VXUS) is an ETF from Vanguard (US). Over the past year UTSL returned -11.59% while VXUS returned +20.82%. Year to date, UTSL is down 17.42% versus a gain of 13.64% for VXUS.

Over three years, UTSL compounded at +15.48% per year against +19.58% for VXUS; over five years the annualized figures are +3.67% and +9.14% respectively. Across the full 9-year window we track, VXUS has the edge at +7.68% annualized vs +4.58%.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

UTSL has been the more volatile fund, with annualized monthly volatility of 47.8% compared with 15.4% for VXUS. 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 -79.5% for UTSL and -39.9% for VXUS. Drawdown depth is what each fund did in the worst stretch of the window measured above.

The two funds' monthly returns correlate at 0.50. They move together some of the time, and apart the rest.

Fees and Cost Over Time

UTSL charges 0.97% per year while VXUS charges 0.05%. On a $10,000 position that is $97 vs $5 annually, a gap of $92 per year that compounds over a long holding period. On income, UTSL currently yields 1.97% against 2.51% for VXUS.

Holdings Overlap

We hold position weights for 34 holdings in UTSL and 8,082 in VXUS, totalling 81.4% and 88.8% of the two funds. Neither is a share of a fund we can divide by, so no overlap percentage is shown here. Within what we can see, 1 positions appear in both.

1 positions in common, counted across the 34 positions we hold weights for in UTSL and 8,082 in VXUS, against full books of 40 and 8,747.

Top Shared Holdings

StockWeight in UTSLWeight in VXUSDifference
SRESempra Common Stock2.78%0.00%2.78%

You are not choosing between two funds in isolation.

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

UTSLVXUS

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, UTSL or VXUS?

UTSL has an expense ratio of 0.97% while VXUS charges 0.05%. VXUS is the cheaper option, by $92 a year on a $10,000 investment.

Which performed better, UTSL or VXUS?

Over the past year UTSL returned -11.59% vs +20.82% for VXUS, so VXUS leads on 1-year performance. Over the longest common window we track (9 years), UTSL annualized +4.58% vs +7.68% for VXUS. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, UTSL or VXUS?

UTSL has been the more volatile fund at 47.8% annualized versus 15.4% for VXUS. Worst drawdown: UTSL -79.5% vs VXUS -39.9%.

Should I hold both UTSL and VXUS?

UTSL and VXUS have a monthly-return correlation of 0.50, 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, UTSL or VXUS?

UTSL yields 1.97% while VXUS yields 2.51%, so VXUS currently pays the higher dividend yield.

Is VXUS better than UTSL?

VXUS has a lower expense ratio. VXUS led over 1Y, 3Y, 5Y and the full window. Which one suits a particular account depends on what it is for. This is information, not a recommendation.