MAGX vs VYM
Roundhill Daily 2X Long Magnificent Seven ETF vs Vanguard High Dividend Yield ETF
Which is better, MAGX or VYM?
Trading-Leveraged Equity against Large Cap Value.
VYM has a lower expense ratio. MAGX led over 1Y and the full window.
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 | MAGX | VYM |
|---|---|---|
| Expense Ratio | 0.95% | 0.04%Best |
| AUM | $72M | $78.9B |
| Dividend Yield | 1.37% | 2.37% |
| Holdings | 18 | 608 |
| YTD Return | +13.17%Best | +11.83% |
| 1Y Return | +17.36%Best | +15.96% |
| 3Y Return (annualized) | - | +18.60% |
| 5Y Return (annualized) | - | +11.51% |
| Volatility (annualized) | 42.8% | 10.8%Best |
| Max Drawdown | -54.2% | -14.5%Best |
| $10,000 over 2.6 years | $24,554Best | $14,755 |
| Fund Family | Roundhill Investments | Vanguard (US) |
| Category | Alternative | Equity |
| Style | Trading-Leveraged Equity | Large Cap Value |
| Inception | Feb 29, 2024 | Nov 10, 2006 |
Not shown on this pair: Top 10 Weight.
Volatility and max drawdown, and the $10,000 over 2.6 years row, are measured over the window both funds cover: Feb 29, 2024 to Oct 14, 2026 (2.6 years).
MAGX vs VYM 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 2.6 years both funds cover.
MAGX vs VYM Performance
Roundhill Daily 2X Long Magnificent Seven ETF (MAGX) is an ETF from Roundhill Investments and Vanguard High Dividend Yield ETF (VYM) is an ETF from Vanguard (US). Over the past year MAGX returned +17.36% while VYM returned +15.96%. Year to date, MAGX is up 13.17% versus a gain of 11.83% for VYM.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
MAGX has been the more volatile fund, with annualized monthly volatility of 42.8% compared with 10.8% 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 -54.2% for MAGX and -14.5% for VYM. Drawdown depth is what each fund did in the worst stretch of the window measured above.
The two funds' monthly returns correlate at 0.33. They move together some of the time, and apart the rest.
Fees and Cost Over Time
MAGX charges 0.95% per year while VYM charges 0.04%. On a $10,000 position that is $95 vs $4 annually, a gap of $91 per year that compounds over a long holding period. On income, MAGX currently yields 1.37% against 2.37% for VYM.
Holdings Overlap
We hold position weights for 2 holdings in MAGX and 602 in VYM, totalling 32.0% and 100.0% of the two funds. The two books name no position in common, so there is no overlap percentage to show.
0 positions in common, counted across the 2 positions we hold weights for in MAGX and 602 in VYM, against full books of 18 and 608.
You are not choosing between two funds in isolation.
Whichever of MAGX and VYM you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.
Free for up to 10 holdings. No account needed.
Frequently Asked Questions
Which is cheaper, MAGX or VYM?
MAGX has an expense ratio of 0.95% while VYM charges 0.04%. VYM is the cheaper option, by $91 a year on a $10,000 investment.
Which performed better, MAGX or VYM?
Over the past year MAGX returned +17.36% vs +15.96% for VYM, so MAGX leads on 1-year performance. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, MAGX or VYM?
MAGX has been the more volatile fund at 42.8% annualized versus 10.8% for VYM. Worst drawdown: MAGX -54.2% vs VYM -14.5%.
Should I hold both MAGX and VYM?
MAGX and VYM have a monthly-return correlation of 0.33, 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, MAGX or VYM?
MAGX yields 1.37% while VYM yields 2.37%, so VYM currently pays the higher dividend yield.
Is VYM better than MAGX?
VYM has a lower expense ratio. MAGX led over 1Y and the full window. Which one suits a particular account depends on what it is for. This is information, not a recommendation.