SPXS vs. VADGX
Compare and contrast key facts about Direxion Daily S&P 500 Bear 3X Shares (SPXS) and Vanguard Advice Select Dividend Growth Fund (VADGX).
SPXS is a passively managed fund by Direxion that tracks the performance of the S&P 500 Index (-300%). It was launched on Nov 5, 2008. VADGX is managed by Vanguard. It was launched on Nov 9, 2021.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: SPXS or VADGX.
Correlation
The correlation between SPXS and VADGX is -0.82. This indicates that the assets' prices tend to move in opposite directions. Negative correlation can be particularly beneficial for diversification and risk management, as one asset may offset the losses of the other during market fluctuations.
Performance
SPXS vs. VADGX - Performance Comparison
Key characteristics
SPXS:
-1.16
VADGX:
1.25
SPXS:
-1.89
VADGX:
1.71
SPXS:
0.79
VADGX:
1.22
SPXS:
-0.44
VADGX:
2.22
SPXS:
-1.33
VADGX:
6.58
SPXS:
32.72%
VADGX:
1.75%
SPXS:
37.34%
VADGX:
9.19%
SPXS:
-100.00%
VADGX:
-15.75%
SPXS:
-100.00%
VADGX:
-5.21%
Returns By Period
In the year-to-date period, SPXS achieves a -42.67% return, which is significantly lower than VADGX's 10.55% return.
SPXS
-42.67%
1.76%
-16.46%
-42.57%
-44.80%
-39.24%
VADGX
10.55%
-2.25%
4.70%
11.20%
N/A
N/A
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SPXS vs. VADGX - Expense Ratio Comparison
SPXS has a 1.08% expense ratio, which is higher than VADGX's 0.45% expense ratio.
Risk-Adjusted Performance
SPXS vs. VADGX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Direxion Daily S&P 500 Bear 3X Shares (SPXS) and Vanguard Advice Select Dividend Growth Fund (VADGX). 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.
Dividends
SPXS vs. VADGX - Dividend Comparison
SPXS's dividend yield for the trailing twelve months is around 6.96%, more than VADGX's 1.26% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|
SPXS Direxion Daily S&P 500 Bear 3X Shares | 6.96% | 5.66% | 0.00% | 0.00% | 0.51% | 1.74% | 0.58% |
VADGX Vanguard Advice Select Dividend Growth Fund | 1.26% | 1.21% | 0.81% | 0.17% | 0.00% | 0.00% | 0.00% |
Drawdowns
SPXS vs. VADGX - Drawdown Comparison
The maximum SPXS drawdown since its inception was -100.00%, which is greater than VADGX's maximum drawdown of -15.75%. Use the drawdown chart below to compare losses from any high point for SPXS and VADGX. For additional features, visit the drawdowns tool.
Volatility
SPXS vs. VADGX - Volatility Comparison
Direxion Daily S&P 500 Bear 3X Shares (SPXS) has a higher volatility of 10.48% compared to Vanguard Advice Select Dividend Growth Fund (VADGX) at 2.86%. This indicates that SPXS's price experiences larger fluctuations and is considered to be riskier than VADGX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.