VTI vs XOMX

VTI vs XOMX
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Quick Verdict

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

Lower Fees: VTIHigher Returns: XOMXMore Diversified: VTI

Side-by-Side Comparison

MetricVTIXOMXWinner
Expense Ratio0.03%1.07%
AUM$666.9B$8M
Dividend Yield1.07%1.70%
Holdings3,5439
YTD Return+13.14%+69.21%
1Y Return+22.35%+107.07%
3Y Return (annualized)+21.83%-
5Y Return (annualized)+12.01%-
Volatility (annualized)15.3%51.6%
Max Drawdown-56.6%-39.6%
Fund FamilyVanguard (US)Direxion Shares ETF Trust
CategoryEquityAlternative
InceptionMay 24, 2001Apr 23, 2025

VTI vs XOMX Performance

Vanguard Morningstar Total Stock Market ETF (VTI) is a ETF from Vanguard (US) and Direxion Daily XOM Bull 2X ETF (XOMX) is a ETF from Direxion Shares ETF Trust. Over the past year VTI returned +22.35% while XOMX returned +107.07%. Year to date, VTI is up 13.14% versus a gain of 69.21% for XOMX.

Risk: Volatility and Drawdowns

XOMX has been the more volatile fund, with annualized monthly volatility of 51.6% compared with 15.3% 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 -56.6% for VTI and -39.6% for XOMX. 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 -0.58. They move independently enough that combining them can meaningfully diversify a portfolio.

Fees and Cost Over Time

VTI charges 0.03% per year while XOMX charges 1.07%. On a $10,000 position that is $3 vs $107 annually, a gap of $104 per year that compounds over a long holding period. On income, VTI currently yields 1.07% against 1.70% for XOMX.

Holdings Overlap

0.8%overlap

VTI and XOMX share 1 holdings out of 2791 unique holdings combined, representing a 0.8% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Top Shared Holdings

StockWeight in VTIWeight in XOMXDifference
XOM0.78%22.98%22.20%

Frequently Asked Questions

Which is cheaper, VTI or XOMX?

VTI has an expense ratio of 0.03% while XOMX charges 1.07%. VTI is the cheaper option. On a $10,000 investment, that is $104 per year of difference.

Which performed better, VTI or XOMX?

Over the past year VTI returned +22.35% vs +107.07% for XOMX, so XOMX leads on 1-year performance. Over the longest common window we track (1 years), VTI annualized +8.09% vs +75.42% for XOMX. Past performance does not guarantee future results.

Which is riskier, VTI or XOMX?

XOMX has been the more volatile fund at 51.6% annualized versus 15.3% for VTI. Worst drawdown: VTI -56.6% vs XOMX -39.6%.

Should I hold both VTI and XOMX?

VTI and XOMX have a monthly-return correlation of -0.58, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between VTI and XOMX?

VTI and XOMX share 1 common holdings with a 0.8% weight overlap. Combined, they hold 2791 unique securities.

Which pays a higher dividend, VTI or XOMX?

VTI yields 1.07% while XOMX yields 1.70%, so XOMX currently pays the higher dividend yield.

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