Compare · 2 funds side by side · dividends reinvested

AVL and SPY

AVLDirexion×SPYSPDR×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$18,060SPY · best of the two

02 / 04

AVL and SPY, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

State Street SPDR S&P 500 ETFLow-Cost Core · S&P 5000.09%0.99%+13.3%+13.4%+24.1%+12.6%−8.9%12.9%$805B1.1

Direxion Daily AVGO Bull 2X SharesSingle-Stock Leverage1.01%43.62%−31.3%−40.8%[…][…]−61.1%93.8%$231M1.8

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 4, 2026 · returns include dividends · since: AVL 2024 · SPY 1993

Head to Head

Swap sides Versus in desk

Head to Head

Direxion Daily AVGO Bull 2X Shares · $231M[…]

AVL

SPY

State Street SPDR S&P 500 ETF · $805B$18,060

$10,000 five years ago, dividends reinvested · they hold 2.4% in common

AVLMeasureSPY

−31.3%Year to dateJan 1 → Nov 4+13.3%

−40.8%1 yearTotal return+13.4%

[…]3 years · per year$10,000 became […] · $19,132+24.1%

[…]5 years · per year$10,000 became […] · $18,060+12.6%

1.01%Expense ratio$101 · $9 a year on $10k · lower is better0.09%

43.62%Trailing 12-mo yield$4,362 · $99 a year on $10k0.99%

−61.1%Worst dropSmaller is better−8.9%

93.8%VolatilityLower is calmer12.9%

AVLSPY Winner of the row, in its colourEach row: the bigger of the two fills its side

1–5SPY wins

End-of-day Nov 4, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

AVL vs SPY: Top 5 Holdings

Today

AVL

4.9%in top 5

SPY

in top 527.3%

AVLStockSPY

not top 5NVDA7.7%

not top 5AAPL7.4%

not top 5MSFT5.9%

4.9%AVGOnot top 5

not top 5AMZN3.8%

not top 5GOOGL2.5%

Held in common2.4%

End-of-day Nov 4, 2026 · share of each fund

AVL vs SPY Returns, Every Period

DirexionAVL

−40.8%

past year

SPYSPDR

+13.4%

past year

AVLSPYFaded: behind in that period

0–2SPY wins

End-of-day Nov 4, 2026 · dividends in · faded = behind in that period

Single-Stock Leverage vs Core: AVL vs SPY

YTD

DirexionAVL

−31.3%

SPYSPDR

+13.3%

−31.3%Year to date+13.3%

−61.1%Worst drop · 1Y−8.9%

93.8%Volatility · 1Y12.9%

43.6%Yield1.0%

$231MAssets$805B

3–1SPY wins

End-of-day Nov 4, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: AVL, SPY

Today

0.09%lowest, SPY

FundExpense ratioFee$10k

SPY0.09%$9

AVL1.01%$101

End-of-day Nov 4, 2026 · fee on $10,000 a year

Yields: AVL, SPY

43.62%highest, AVL

FundTrailing yieldYield$10k

AVL43.62%$4,362

SPY0.99%$99

End-of-day Nov 4, 2026 · trailing 12-month yield

Income After Fees on $10,000

$4,261most kept, AVL

AVL$4,362 − $101 = $4,261

SPY$99 − $9 = $90

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee

Overlap: AVL, SPY

Today

2.4%most shared, AVL and SPY

AVLSPY

AVL—2.4%

SPY2.4%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+13.4%SPY, at 12.9% volatility

SPYWorst drop−8.9%12.9% vol

AVLWorst drop−61.1%93.8% vol

End-of-day Nov 4, 2026 · up and left is better

Paid More vs Made More

YTD

AVLSPY

−31.3%Year to date+13.3%

43.6%Yield1.0%

−40.8%Past year+13.4%

1.01%Fee0.09%

3–1SPY wins

End-of-day Nov 4, 2026

Popular Pairs Near These Two

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 4, 2026

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026