Compare · 2 funds side by side · dividends reinvested

BERZ and SPXS

BERZREX Microsectors×SPXSDirexion×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$1,440SPXS · best of the two

02 / 04

BERZ and SPXS, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Direxion Daily S&P 500 Bear 3X ETFLeveraged · 3x1.04%4.70%−28.5%−27.9%−46.1%−32.1%−46.3%38.6%$438M1.1

MicroSectors Solactive FANG & Innovation -3X Inverse Leveraged ETNLeveraged · 3x0.95%0.00%−57.9%−54.2%−75.0%−64.0%−80.6%92.0%$9M1.9

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: BERZ 2021 · SPXS 2008

Head to Head

Swap sides Versus in desk

Head to Head

MicroSectors Solactive FANG & Innovation -3X Inverse Leveraged ETN · $9M$60

BERZ

SPXS

Direxion Daily S&P 500 Bear 3X ETF · $438M$1,440

$10,000 five years ago, dividends reinvested

BERZMeasureSPXS

−57.9%Year to dateJan 1 → Nov 4−28.5%

−54.2%1 yearTotal return−27.9%

−75.0%3 years · per year$10,000 became $157 · $1,570−46.1%

−64.0%5 years · per year$10,000 became $60 · $1,440−32.1%

0.95%Expense ratio$95 · $104 a year on $10k · lower is better1.04%

0.00%Trailing 12-mo yield$0 · $470 a year on $10k4.70%

−80.6%Worst dropSmaller is better−46.3%

92.0%VolatilityLower is calmer38.6%

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

1–7SPXS wins

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

More Ways to See the Pairs

BERZ vs SPXS: Top 5 Holdings

Today

BERZ

[…]in top 5

SPXS

in top 5[…]

Holdings […] not in today’s data

Held in common[…]

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

BERZ vs SPXS Returns, Every Period

REX MicrosectorsBERZ

−64.0%

5 years, per year

SPXSDirexion

−32.1%

5 years, per year

BERZSPXSFaded: behind in that period

0–4SPXS wins

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

BERZ vs SPXS

YTD

REX MicrosectorsBERZ

−57.9%

SPXSDirexion

−28.5%

−57.9%Year to date−28.5%

−80.6%Worst drop · 1Y−46.3%

92.0%Volatility · 1Y38.6%

0.0%Yield4.7%

$8.8MAssets$438M

4–0SPXS wins

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

Cost, Income and Risk

Fees: BERZ, SPXS

Today

0.95%lowest, BERZ

FundExpense ratioFee$10k

BERZ0.95%$95

SPXS1.04%$104

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

Yields: BERZ, SPXS

4.70%highest, SPXS

FundTrailing yieldYield$10k

SPXS4.70%$470

BERZ0.00%$0

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

Income After Fees on $10,000

$366most kept, SPXS

SPXS$470 − $104 = $366

BERZ$0 − $95 = −$95

KeptFee

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

Overlap: BERZ, SPXS

Today

[…]holdings […]

BERZSPXS

BERZ—[…]

SPXS[…]—

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

Return vs Bumpiness: 2 ETFs

−27.9%SPXS, at 38.6% volatility

SPXSWorst drop−46.3%38.6% vol

BERZWorst drop−80.6%92.0% vol

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

Paid More vs Made More

YTD

SPXSBERZ

−28.5%Year to date−57.9%

4.7%Yield0.0%

−27.9%Past year−54.2%

1.04%Fee0.95%

3–1SPXS wins

End-of-day Nov 4, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$121BAssets$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%

$41.8BAssets$46.0B

1–1level

End-of-day Nov 4, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$185BAssets$798B

1–0SPYM wins

End-of-day Nov 4, 2026