MIDU vs VTI

Quick Verdict

VTI has a lower expense ratio. MIDU delivered stronger 1-year returns. VTI offers more diversification with 2783 holdings.

Lower Fees: VTIHigher Returns: MIDUMore Diversified: VTI

Side-by-Side Comparison

MetricMIDUVTIWinner
Expense Ratio0.98%0.03%
AUM$71M$663.5B
Dividend Yield0.48%1.07%
Holdings4063,543
YTD Return+37.98%+13.39%
1Y Return+60.02%+23.21%
3Y Return (annualized)+19.61%+20.65%
5Y Return (annualized)+3.92%+12.18%
Volatility (annualized)53.4%15.3%
Max Drawdown-86.5%-56.6%
Fund FamilyDirexion Shares ETF TrustVanguard (US)
CategoryAlternativeEquity
InceptionJan 8, 2009May 24, 2001

MIDU vs VTI Performance

Direxion Daily Mid Cap Bull 3X ETF (MIDU) is a ETF from Direxion Shares ETF Trust and Vanguard Total Stock Market ETF (VTI) is a ETF from Vanguard (US). Over the past year MIDU returned +60.02% while VTI returned +23.21%. Year to date, MIDU is up 37.98% versus a gain of 13.39% for VTI.

Over three years, MIDU compounded at +19.61% per year against +20.65% for VTI; over five years the annualized figures are +3.92% and +12.18% respectively. Across the full 18-year window we track, MIDU has the edge at +16.66% annualized vs +8.11%. 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 15.3% 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 -86.5% for MIDU and -56.6% for VTI. 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 0.93. 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 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, MIDU currently yields 0.48% against 1.07% for VTI.

Holdings Overlap

2.6%overlap

MIDU and VTI share 292 holdings out of 2892 unique holdings combined, representing a 2.6% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Top Shared Holdings

StockWeight in MIDUWeight in VTIDifference
CRS0.59%0.04%0.55%
TWLO0.59%0.04%0.55%
MKSI0.55%0.04%0.51%
ILMNProProPro
ATIProProPro
CWProProPro
MTZProProPro
NVTProProPro
ENTGProProPro
STRLProProPro
See all 10 holdings MIDU shares with VTI
Exact weights in each fund and the difference, for every overlapping position.
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Frequently Asked Questions

Which is cheaper, MIDU or VTI?

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

Which performed better, MIDU or VTI?

Over the past year MIDU returned +60.02% vs +23.21% for VTI, so MIDU leads on 1-year performance. Over the longest common window we track (18 years), MIDU annualized +16.66% vs +8.11% for VTI. Past performance does not guarantee future results.

Which is riskier, MIDU or VTI?

MIDU has been the more volatile fund at 53.4% annualized versus 15.3% for VTI. Worst drawdown: MIDU -86.5% vs VTI -56.6%.

Should I hold both MIDU and VTI?

MIDU and VTI have a monthly-return correlation of 0.93, 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 VTI?

MIDU and VTI share 292 common holdings with a 2.6% weight overlap. Combined, they hold 2892 unique securities.

Which pays a higher dividend, MIDU or VTI?

MIDU yields 0.48% while VTI yields 1.07%, so VTI currently pays the higher dividend yield.

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