AAPD vs. VTI
AAPD (Direxion Daily AAPL Bear 1X Shares) and VTI (Vanguard Total Stock Market ETF) are both exchange-traded funds - AAPD is a Inverse Equities fund tracking the Apple Inc. (-100%), while VTI is a Large Cap Blend Equities fund tracking the CRSP US Total Market Index. Both are passively managed. Over the past 3 years, AAPD returned -14.13%/yr vs 20.62%/yr for VTI. At a correlation of -0.61, they often move in opposite directions. AAPD charges 1.06%/yr vs 0.03%/yr for VTI.
Performance
AAPD vs. VTI - Performance Comparison
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Returns By Period
In the year-to-date period, AAPD achieves a -8.23% return, which is significantly lower than VTI's 8.82% return.
AAPD
- 1D
- 0.17%
- 1M
- 4.32%
- YTD
- -8.23%
- 6M
- -7.92%
- 1Y
- -31.35%
- 3Y*
- -14.13%
- 5Y*
- —
- 10Y*
- —
VTI
- 1D
- -1.39%
- 1M
- -0.84%
- YTD
- 8.82%
- 6M
- 7.71%
- 1Y
- 24.22%
- 3Y*
- 20.62%
- 5Y*
- 11.90%
- 10Y*
- 15.14%
AAPD vs. VTI - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | |
|---|---|---|---|---|---|
AAPD Direxion Daily AAPL Bear 1X Shares | -8.23% | -11.41% | -21.45% | -30.42% | 20.24% |
VTI Vanguard Total Stock Market ETF | 8.82% | 17.10% | 23.81% | 26.05% | -7.19% |
Correlation
The correlation between AAPD and VTI is -0.49, meaning they tend to move in opposite directions. This is especially valuable for risk management - when one declines, the other has historically tended to hold steady or rise.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | -0.49 |
Correlation (3Y) Calculated over the trailing 3-year period | -0.54 |
Correlation (All Time) Calculated using the full available price history since Aug 9, 2022 | -0.61 |
The correlation between AAPD and VTI shifts across timeframes, from -0.61 (all time) to -0.49 (1 year), reflecting how their relationship changes across market environments.
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Return for Risk
AAPD vs. VTI — Risk / Return Rank
AAPD
VTI
AAPD vs. VTI - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Direxion Daily AAPL Bear 1X Shares (AAPD) and Vanguard Total Stock Market ETF (VTI). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| AAPD | VTI | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -3.29 | ||
| Sortino ratioReturn per unit of downside risk | -4.57 | ||
| Omega ratioGain probability vs. loss probability | 0.76 | 1.34 | -0.58 |
| Calmar ratioReturn relative to maximum drawdown | -0.88 | 2.73 | -3.60 |
| Martin ratioReturn relative to average drawdown | -1.38 | 12.14 | -13.52 |
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Drawdowns
AAPD vs. VTI - Drawdown Comparison
The maximum AAPD drawdown since its inception was -59.79%, which is greater than VTI's maximum drawdown of -55.45%. Use the drawdown chart below to compare losses from any high point for AAPD and VTI.
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Drawdown Indicators
| AAPD | VTI | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -59.79% | -55.45% | -4.34% |
Max Drawdown (1Y)Largest decline over 1 year | -35.88% | -8.92% | -26.96% |
Max Drawdown (3Y)Largest decline over 3 years | -49.07% | -19.30% | -29.77% |
Max Drawdown (5Y)Largest decline over 5 years | — | -25.36% | — |
Max Drawdown (10Y)Largest decline over 10 years | — | -35.00% | — |
Current DrawdownCurrent decline from peak | -57.22% | -2.85% | -54.37% |
Average DrawdownAverage peak-to-trough decline | -34.48% | -8.01% | -26.47% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 22.76% | 2.00% | +20.76% |
Volatility
AAPD vs. VTI - Volatility Comparison
Direxion Daily AAPL Bear 1X Shares (AAPD) has a higher volatility of 6.84% compared to Vanguard Total Stock Market ETF (VTI) at 4.95%. This indicates that AAPD's price experiences larger fluctuations and is considered to be riskier than VTI based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| AAPD | VTI | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.84% | 4.95% | +1.89% |
Volatility (6M)Calculated over the trailing 6-month period | 16.67% | 10.05% | +6.62% |
Volatility (1Y)Calculated over the trailing 1-year period | 22.59% | 12.83% | +9.76% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 26.97% | 17.51% | +9.46% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 26.97% | 18.32% | +8.65% |
AAPD vs. VTI - Expense Ratio Comparison
AAPD has a 1.06% expense ratio, which is higher than VTI's 0.03% expense ratio.
Dividends
AAPD vs. VTI - Dividend Comparison
AAPD's dividend yield for the trailing twelve months is around 3.66%, more than VTI's 1.04% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AAPD Direxion Daily AAPL Bear 1X Shares | 3.66% | 3.60% | 4.55% | 4.37% | 0.53% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
VTI Vanguard Total Stock Market ETF | 1.04% | 1.12% | 1.27% | 1.44% | 1.66% | 1.21% | 1.42% | 1.78% | 2.04% | 1.71% | 1.92% | 1.98% |
Frequently Asked Questions
AAPD and VTI have a correlation of -0.49, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
AAPD has higher volatility (6.84%) compared to VTI (4.95%). In terms of maximum drawdown, AAPD dropped -59.79% vs VTI's -55.45%.
On 3-year performance, VTI leads with 20.62% vs -14.13% for AAPD. On fees, VTI is cheaper at 0.03% per year. On volatility, VTI has been the lower-risk option at 4.95%. The better choice depends on whether you care most about return, fees, risk, or income.
Over the 3-year period, VTI has performed better with a 20.62% return vs -14.13%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.
VTI is cheaper with a 0.03% expense ratio, compared with 1.06% for AAPD.
AAPD has the higher dividend yield at 3.66%, compared with 1.04% for VTI.
AAPD is categorized as Inverse Equities, while VTI is Large Cap Blend Equities. AAPD tracks Apple Inc. (-100%), while VTI tracks CRSP US Total Market Index. They also come from different issuers: Direxion and Vanguard. Their fees differ too: 1.06% for AAPD and 0.03% for VTI.
VTI currently has the higher Sharpe Ratio (1.90 vs -1.39), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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