VYM vs XOMX

VYM vs XOMX
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Quick Verdict

VYM has a lower expense ratio. XOMX delivered stronger 1-year returns. VYM offers more diversification with 616 holdings.

Lower Fees: VYMHigher Returns: XOMXMore Diversified: VYM

Side-by-Side Comparison

MetricVYMXOMXWinner
Expense Ratio0.04%1.07%
AUM$81.6B$8M
Dividend Yield2.24%1.70%
Holdings6169
YTD Return+14.66%+71.98%
1Y Return+22.16%+112.09%
3Y Return (annualized)+18.72%-
5Y Return (annualized)+12.18%-
Volatility (annualized)14.6%51.9%
Max Drawdown-58.8%-39.6%
Fund FamilyVanguard (US)Direxion Shares ETF Trust
CategoryEquityAlternative
InceptionNov 10, 2006Apr 23, 2025

VYM vs XOMX Performance

Vanguard High Dividend Yield ETF (VYM) 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 VYM returned +22.16% while XOMX returned +112.09%. Year to date, VYM is up 14.66% versus a gain of 71.98% for XOMX.

Risk: Volatility and Drawdowns

XOMX has been the more volatile fund, with annualized monthly volatility of 51.9% compared with 14.6% 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 -58.8% for VYM 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 -0.09. They move independently enough that combining them can meaningfully diversify a portfolio.

Fees and Cost Over Time

VYM charges 0.04% per year while XOMX charges 1.07%. On a $10,000 position that is $4 vs $107 annually, a gap of $103 per year that compounds over a long holding period. On income, VYM currently yields 2.24% against 1.70% for XOMX.

Holdings Overlap

2.4%overlap

VYM and XOMX share 1 holdings out of 607 unique holdings combined, representing a 2.4% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Top Shared Holdings

StockWeight in VYMWeight in XOMXDifference
XOM2.36%22.98%20.62%

Frequently Asked Questions

Which is cheaper, VYM or XOMX?

VYM has an expense ratio of 0.04% while XOMX charges 1.07%. VYM is the cheaper option. On a $10,000 investment, that is $103 per year of difference.

Which performed better, VYM or XOMX?

Over the past year VYM returned +22.16% vs +112.09% for XOMX, so XOMX leads on 1-year performance. Over the longest common window we track (1 years), VYM annualized +7.01% vs +77.78% for XOMX. Past performance does not guarantee future results.

Which is riskier, VYM or XOMX?

XOMX has been the more volatile fund at 51.9% annualized versus 14.6% for VYM. Worst drawdown: VYM -58.8% vs XOMX -39.6%.

Should I hold both VYM and XOMX?

VYM and XOMX have a monthly-return correlation of -0.09, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between VYM and XOMX?

VYM and XOMX share 1 common holdings with a 2.4% weight overlap. Combined, they hold 607 unique securities.

Which pays a higher dividend, VYM or XOMX?

VYM yields 2.24% while XOMX yields 1.70%, so VYM currently pays the higher dividend yield.

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