Compare · 2 funds side by side · dividends reinvested

AVL and SPYM

AVLDirexion×SPYMSPDR×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$17,164SPYM · best of the two

02 / 04

AVL and SPYM, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

State Street SPDR Portfolio S&P 500 ETFLow-Cost Core · S&P 5000.02%1.06%+8.4%+9.8%+22.1%+11.4%−8.9%13.6%$182B1.1

Direxion Daily AVGO Bull 2X SharesSingle-Stock Leverage1.01%55.10%−45.6%−50.3%[…][…]−68.7%96.5%$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 5, 2026 · returns include dividends · since: AVL 2024 · SPYM 2005

Head to Head

Swap sides Versus in desk

Head to Head

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

AVL

SPYM

State Street SPDR Portfolio S&P 500 ETF · $182B$17,164

$10,000 five years ago, dividends reinvested · they hold 2.3% in common

AVLMeasureSPYM

−45.6%Year to dateJan 1 → Nov 5+8.4%

−50.3%1 yearTotal return+9.8%

[…]3 years · per year$10,000 became […] · $18,222+22.1%

[…]5 years · per year$10,000 became […] · $17,164+11.4%

1.01%Expense ratio$101 · $2 a year on $10k · lower is better0.02%

55.10%Trailing 12-mo yield$5,510 · $106 a year on $10k1.06%

−68.7%Worst dropSmaller is better−8.9%

96.5%VolatilityLower is calmer13.6%

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

1–5SPYM wins

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

More Ways to See the Pairs

AVL vs SPYM: Top 5 Holdings

Today

AVL

5.0%in top 5

SPYM

in top 527.7%

AVLStockSPYM

not top 5AAPL7.7%

not top 5NVDA7.3%

not top 5MSFT6.2%

5.0%AVGOnot top 5

not top 5AMZN3.9%

not top 5GOOGL2.6%

Held in common2.3%

End-of-day Nov 5, 2026 · share of each fund

AVL vs SPYM Returns, Every Period

DirexionAVL

−50.3%

past year

SPYMSPDR

+9.8%

past year

AVLSPYMFaded: behind in that period

0–2SPYM wins

End-of-day Nov 5, 2026 · dividends in · faded = behind in that period

Single-Stock Leverage vs Core: AVL vs SPYM

YTD

DirexionAVL

−45.6%

SPYMSPDR

+8.4%

−45.6%Year to date+8.4%

−68.7%Worst drop · 1Y−8.9%

96.5%Volatility · 1Y13.6%

55.1%Yield1.1%

$231MAssets$182B

3–1SPYM wins

End-of-day Nov 5, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: AVL, SPYM

Today

0.02%lowest, SPYM

FundExpense ratioFee$10k

SPYM0.02%$2

AVL1.01%$101

End-of-day Nov 5, 2026 · fee on $10,000 a year

Yields: AVL, SPYM

55.10%highest, AVL

FundTrailing yieldYield$10k

AVL55.10%$5,510

SPYM1.06%$106

End-of-day Nov 5, 2026 · trailing 12-month yield

Income After Fees on $10,000

$5,409most kept, AVL

AVL$5,510 − $101 = $5,409

SPYM$106 − $2 = $104

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee

Overlap: AVL, SPYM

Today

2.3%most shared, AVL and SPYM

AVLSPYM

AVL—2.3%

SPYM2.3%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+9.8%SPYM, at 13.6% volatility

SPYMWorst drop−8.9%13.6% vol

AVLWorst drop−68.7%96.5% vol

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

AVLSPYM

−45.6%Year to date+8.4%

55.1%Yield1.1%

−50.3%Past year+9.8%

1.01%Fee0.02%

3–1SPYM wins

End-of-day Nov 5, 2026

Popular Pairs Near These Two

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$805B

2–0SPYM wins

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026