VADGX vs. SPXS
Compare and contrast key facts about Vanguard Advice Select Dividend Growth Fund (VADGX) and Direxion Daily S&P 500 Bear 3X Shares (SPXS).
VADGX is managed by Vanguard. It was launched on Nov 9, 2021. 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.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: VADGX or SPXS.
Correlation
The correlation between VADGX and SPXS is 0.81, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Performance
VADGX vs. SPXS - Performance Comparison
Key characteristics
VADGX:
0.23
SPXS:
-0.49
VADGX:
0.43
SPXS:
-0.39
VADGX:
1.06
SPXS:
0.95
VADGX:
0.22
SPXS:
-0.28
VADGX:
0.81
SPXS:
-0.95
VADGX:
4.25%
SPXS:
29.61%
VADGX:
14.77%
SPXS:
57.68%
VADGX:
-15.75%
SPXS:
-100.00%
VADGX:
-9.36%
SPXS:
-100.00%
Returns By Period
In the year-to-date period, VADGX achieves a -3.81% return, which is significantly lower than SPXS's 7.73% return.
VADGX
-3.81%
-3.24%
-6.26%
3.25%
N/A
N/A
SPXS
7.73%
-1.33%
4.29%
-29.07%
-41.83%
-38.06%
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VADGX vs. SPXS - Expense Ratio Comparison
VADGX has a 0.45% expense ratio, which is lower than SPXS's 1.08% expense ratio.
Risk-Adjusted Performance
VADGX vs. SPXS — Risk-Adjusted Performance Rank
VADGX
SPXS
VADGX vs. SPXS - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Vanguard Advice Select Dividend Growth Fund (VADGX) and Direxion Daily S&P 500 Bear 3X Shares (SPXS). 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
VADGX vs. SPXS - Dividend Comparison
VADGX's dividend yield for the trailing twelve months is around 1.29%, less than SPXS's 5.01% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|
VADGX Vanguard Advice Select Dividend Growth Fund | 1.29% | 1.25% | 1.21% | 0.81% | 0.17% | 0.00% | 0.00% | 0.00% |
SPXS Direxion Daily S&P 500 Bear 3X Shares | 5.01% | 6.18% | 5.66% | 0.00% | 0.00% | 0.51% | 1.74% | 0.58% |
Drawdowns
VADGX vs. SPXS - Drawdown Comparison
The maximum VADGX drawdown since its inception was -15.75%, smaller than the maximum SPXS drawdown of -100.00%. Use the drawdown chart below to compare losses from any high point for VADGX and SPXS. For additional features, visit the drawdowns tool.
Volatility
VADGX vs. SPXS - Volatility Comparison
The current volatility for Vanguard Advice Select Dividend Growth Fund (VADGX) is 11.15%, while Direxion Daily S&P 500 Bear 3X Shares (SPXS) has a volatility of 45.24%. This indicates that VADGX experiences smaller price fluctuations and is considered to be less risky than SPXS based on this measure. The chart below showcases a comparison of their rolling one-month volatility.