BULZ vs VTI
MicroSectors FANG & Innovation 3x Leveraged ETN vs Vanguard Morningstar Total Stock Market ETF
Which is better, BULZ or VTI?
Trading-Leveraged Equity against Large Cap Blend.
VTI has a lower expense ratio. BULZ led over 1Y and 3Y, VTI over 5Y and the full window. VTI is less concentrated, with 33.5% of the fund in its ten largest positions against 68.3%.
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
| Metric | BULZ | VTI |
|---|---|---|
| Expense Ratio | 0.95% | 0.03%Best |
| AUM | $3.7B | $689.2B |
| Dividend Yield | 0.00% | 1.06% |
| Holdings | 15 | 3,524 |
| YTD Return | +50.39%Best | +13.02% |
| 1Y Return | +48.82%Best | +16.63% |
| 3Y Return (annualized) | +78.24%Best | +21.97% |
| 5Y Return (annualized) | +8.38% | +11.99%Best |
| Volatility (annualized) | 94.0% | 15.9%Best |
| Max Drawdown | -94.4% | -25.4%Best |
| $10,000 over 5 years | $14,954 | $17,616Best |
| Top 10 Weight | 68.3% | 33.5%Best |
| Fund Family | BMO Capital Markets | Vanguard (US) |
| Category | Alternative | Equity |
| Style | Trading-Leveraged Equity | Large Cap Blend |
| Inception | Aug 17, 2021 | May 24, 2001 |
Volatility and max drawdown are measured over the window both funds cover: Aug 18, 2021 to Oct 14, 2026 (5.2 years).
BULZ vs VTI 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 5.2 years both funds cover.
BULZ vs VTI Performance
MicroSectors FANG & Innovation 3x Leveraged ETN (BULZ) is an ETF from BMO Capital Markets and Vanguard Morningstar Total Stock Market ETF (VTI) is an ETF from Vanguard (US). Over the past year BULZ returned +48.82% while VTI returned +16.63%. Year to date, BULZ is up 50.39% versus a gain of 13.02% for VTI.
Over three years, BULZ compounded at +78.24% per year against +21.97% for VTI; over five years the annualized figures are +8.38% and +11.99% respectively.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
BULZ has been the more volatile fund, with annualized monthly volatility of 94.0% compared with 15.9% 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 -94.4% for BULZ and -25.4% for VTI. Drawdown depth is what each fund did in the worst stretch of the window measured above.
The two funds' monthly returns correlate at 0.82. They usually move together, but the gap leaves some room for diversification.
Fees and Cost Over Time
BULZ charges 0.95% per year while VTI charges 0.03%. On a $10,000 position that is $95 vs $3 annually, a gap of $92 per year that compounds over a long holding period. On income, BULZ currently yields 0.00% against 1.06% for VTI.
Holdings Overlap
100.0% of BULZ's money is in holdings VTI also owns. 34.6% of VTI's money is in holdings BULZ also owns.
Most of BULZ is already inside VTI. Owning both mostly buys the same companies twice.
15 positions in common, counted across the 15 positions we hold weights for in BULZ and 3,441 in VTI, against full books of 15 and 3,524.
What only one of them owns
Measured across the 15 and 3,441 positions we hold weights for.
VTI holds 1,141 positions BULZ does not, 63.0% of the fund.
Largest: GOOG 2.12%, LLY 1.33%, JPM 1.29%, BRK.B 1.23%, XOM 0.90%
Top Shared Holdings
| Stock | Weight in BULZ | Weight in VTI | Difference |
|---|---|---|---|
| NVDANvidia Corp | 6.74% | 6.88% | 0.14% |
| AAPLApple, Inc | 6.50% | 6.30% | 0.20% |
| MSFTMicrosoft Corp | 6.81% | 5.11% | 1.70% |
| AMZNAmazon.Com Inc | 6.44% | 3.41% | 3.03% |
| GOOGLAlphabet Inc | 6.46% | 2.70% | 3.76% |
| METAMeta Platforms Inc | 7.15% | 1.70% | 5.45% |
| AVGOBroadcom Inc | 6.45% | 2.38% | 4.07% |
| MUMicron Technology, Inc. | 6.88% | 1.46% | 5.42% |
| AMDAdvanced Micro Devices Inc | 7.17% | 1.04% | 6.13% |
| TSLATesla Inc | 6.39% | 1.40% | 4.99% |
100.0% of BULZ is already inside VTI.
You probably hold more than these two. Add the rest and see how much of the whole book is the same companies twice.
Free for up to 10 holdings. No account needed.
Frequently Asked Questions
Which is cheaper, BULZ or VTI?
BULZ has an expense ratio of 0.95% while VTI charges 0.03%. VTI is the cheaper option, by $92 a year on a $10,000 investment.
Which performed better, BULZ or VTI?
Over the past year BULZ returned +48.82% vs +16.63% for VTI, so BULZ leads on 1-year performance. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, BULZ or VTI?
BULZ has been the more volatile fund at 94.0% annualized versus 15.9% for VTI. Worst drawdown: BULZ -94.4% vs VTI -25.4%.
Should I hold both BULZ and VTI?
BULZ and VTI have a monthly-return correlation of 0.82, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.
What is the holdings overlap between BULZ and VTI?
100.0% of BULZ's money is in holdings VTI also owns. 34.6% of VTI's is in holdings BULZ also owns. They hold 15 positions in common, counted across the 15 positions we hold weights for in BULZ and 3,441 in VTI.
Which pays a higher dividend, BULZ or VTI?
BULZ yields 0.00% while VTI yields 1.06%, so VTI currently pays the higher dividend yield.
Is VTI better than BULZ?
VTI has a lower expense ratio. BULZ led over 1Y and 3Y, VTI over 5Y and the full window. VTI is less concentrated, with 33.5% of the fund in its ten largest positions against 68.3%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.