TBXU vs VTI
Direxion Daily Biotech Top 5 Bull 2X ETF vs Vanguard Morningstar Total Stock Market ETF
Which is better, TBXU or VTI?
Trading-Leveraged Equity against Large Cap Blend.
VTI has a lower expense ratio. TBXU 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 | TBXU | VTI |
|---|---|---|
| Expense Ratio | 0.98% | 0.03%Best |
| AUM | $3M | $689.2B |
| Dividend Yield | 1.92% | 1.06% |
| Holdings | 22 | 3,524 |
| YTD Return | +23.85%Best | +13.02% |
| 1Y Return | +43.65%Best | +16.63% |
| 3Y Return (annualized) | - | +21.97% |
| 5Y Return (annualized) | - | +11.99% |
| Volatility (annualized) | 38.9% | 13.1%Best |
| Max Drawdown | -26.5% | -8.9%Best |
| $10,000 over 1 years | $14,385Best | $11,518 |
| Top 10 Weight | - | 33.5% |
| Fund Family | Direxion Shares ETF Trust | Vanguard (US) |
| Category | Alternative | Equity |
| Style | Trading-Leveraged Equity | Large Cap Blend |
| Inception | Oct 1, 2025 | May 24, 2001 |
Volatility and max drawdown, and the $10,000 over 1 years row, are measured over the window both funds cover: Oct 1, 2025 to Oct 14, 2026 (1 years).
TBXU 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 1 years both funds cover.
TBXU vs VTI Performance
Direxion Daily Biotech Top 5 Bull 2X ETF (TBXU) is an ETF from Direxion Shares ETF Trust and Vanguard Morningstar Total Stock Market ETF (VTI) is an ETF from Vanguard (US). Over the past year TBXU returned +43.65% while VTI returned +16.63%. Year to date, TBXU is up 23.85% versus a gain of 13.02% for VTI.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
TBXU has been the more volatile fund, with annualized monthly volatility of 38.9% compared with 13.1% 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 -26.5% for TBXU and -8.9% 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 0.07. They move largely independently of each other.
Fees and Cost Over Time
TBXU charges 0.98% per year while VTI charges 0.03%. On a $10,000 position that is $98 vs $3 annually, a gap of $95 per year that compounds over a long holding period. On income, TBXU currently yields 1.92% against 1.06% for VTI.
Holdings Overlap
44.5% of TBXU's money is in holdings VTI also owns. 0.9% of VTI's money is in holdings TBXU also owns.
The two portfolios partly overlap.
4 positions in common, counted across the 7 positions we hold weights for in TBXU and 3,441 in VTI, against full books of 22 and 3,524.
What only one of them owns
Our book lists 1,152 positions for VTI that do not appear in our book for TBXU (96.7% of the fund), and 2 for TBXU that do not appear in VTI (43.4%).
Some of those will be the same company recorded under a different code in one of the two books, so the real difference in what you would own is no larger than this and may be smaller. We do not name the individual positions here for that reason.
44.5% of TBXU 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, TBXU or VTI?
TBXU has an expense ratio of 0.98% while VTI charges 0.03%. VTI is the cheaper option, by $95 a year on a $10,000 investment.
Which performed better, TBXU or VTI?
Over the past year TBXU returned +43.65% vs +16.63% for VTI, so TBXU leads on 1-year performance. Over the longest common window we track (1 years), TBXU annualized +43.85% vs +15.18% for VTI. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, TBXU or VTI?
TBXU has been the more volatile fund at 38.9% annualized versus 13.1% for VTI. Worst drawdown: TBXU -26.5% vs VTI -8.9%.
Should I hold both TBXU and VTI?
TBXU and VTI have a monthly-return correlation of 0.07, 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 TBXU and VTI?
44.5% of TBXU's money is in holdings VTI also owns. 0.9% of VTI's is in holdings TBXU also owns. They hold 4 positions in common, counted across the 7 positions we hold weights for in TBXU and 3,441 in VTI.
Which pays a higher dividend, TBXU or VTI?
TBXU yields 1.92% while VTI yields 1.06%, so TBXU currently pays the higher dividend yield.
Is VTI better than TBXU?
VTI has a lower expense ratio. TBXU 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.