MIDU vs VOO

Quick Verdict

VOO has a lower expense ratio. MIDU delivered stronger 1-year returns. VOO offers more diversification with 505 holdings.

Lower Fees: VOOHigher Returns: MIDUMore Diversified: VOO

Side-by-Side Comparison

MetricMIDUVOOWinner
Expense Ratio0.98%0.03%
AUM$71M$979.0B
Dividend Yield0.48%1.09%
Holdings406509
YTD Return+34.98%+11.51%
1Y Return+54.74%+21.46%
3Y Return (annualized)+19.68%+20.86%
5Y Return (annualized)+3.68%+13.01%
Volatility (annualized)53.4%14.1%
Max Drawdown-86.5%-34.3%
Fund FamilyDirexion Shares ETF TrustVanguard (US)
CategoryAlternativeEquity
InceptionJan 8, 2009Sep 7, 2010

MIDU vs VOO Performance

Direxion Daily Mid Cap Bull 3X ETF (MIDU) is a ETF from Direxion Shares ETF Trust and Vanguard S&P 500 ETF (VOO) is a ETF from Vanguard (US). Over the past year MIDU returned +54.74% while VOO returned +21.46%. Year to date, MIDU is up 34.98% versus a gain of 11.51% for VOO.

Over three years, MIDU compounded at +19.68% per year against +20.86% for VOO; over five years the annualized figures are +3.68% and +13.01% respectively. Across the full 16-year window we track, MIDU has the edge at +16.52% annualized vs +13.44%. Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

MIDU has been the more volatile fund, with annualized monthly volatility of 53.4% compared with 14.1% for VOO. 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 -86.5% for MIDU and -34.3% for VOO. 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 0.90. They move almost in lockstep, so holding both mostly duplicates the same exposure.

Fees and Cost Over Time

MIDU charges 0.98% per year while VOO 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, MIDU currently yields 0.48% against 1.09% for VOO.

Holdings Overlap

0.0%overlap

MIDU and VOO share 0 holdings out of 906 unique holdings combined, representing a 0.0% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Frequently Asked Questions

Which is cheaper, MIDU or VOO?

MIDU has an expense ratio of 0.98% while VOO charges 0.03%. VOO is the cheaper option. On a $10,000 investment, that is $95 per year of difference.

Which performed better, MIDU or VOO?

Over the past year MIDU returned +54.74% vs +21.46% for VOO, so MIDU leads on 1-year performance. Over the longest common window we track (16 years), MIDU annualized +16.52% vs +13.44% for VOO. Past performance does not guarantee future results.

Which is riskier, MIDU or VOO?

MIDU has been the more volatile fund at 53.4% annualized versus 14.1% for VOO. Worst drawdown: MIDU -86.5% vs VOO -34.3%.

Should I hold both MIDU and VOO?

MIDU and VOO have a monthly-return correlation of 0.90, so they move almost identically. Holding both adds little diversification - most investors pick one, usually on fees or the specific index tracked.

What is the holdings overlap between MIDU and VOO?

MIDU and VOO share 0 common holdings with a 0.0% weight overlap. Combined, they hold 906 unique securities.

Which pays a higher dividend, MIDU or VOO?

MIDU yields 0.48% while VOO yields 1.09%, so VOO currently pays the higher dividend yield.

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