Compare · 2 funds side by side · dividends reinvested

BERZ and TMV

BERZREX Microsectors×TMVDirexion×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$33,137TMV · best of the two

02 / 04

BERZ and TMV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Direxion Daily 20+ Year Treasury Bear 3X ETFLeveraged · 3x0.97%2.28%+15.9%+26.9%−3.2%+27.1%−17.1%28.5%$189M1.1

MicroSectors Solactive FANG & Innovation -3X Inverse Leveraged ETNLeveraged · 3x0.95%0.00%−47.5%−48.7%−72.9%−62.1%−80.6%94.1%$8M1.9

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

End-of-day Nov 5, 2026 · returns include dividends · since: BERZ 2021 · TMV 2009

Head to Head

Swap sides Versus in desk

Head to Head

MicroSectors Solactive FANG & Innovation -3X Inverse Leveraged ETN · $8M$78

BERZ

TMV

Direxion Daily 20+ Year Treasury Bear 3X ETF · $189M$33,137

$10,000 five years ago, dividends reinvested

BERZMeasureTMV

−47.5%Year to dateJan 1 → Nov 5+15.9%

−48.7%1 yearTotal return+26.9%

−72.9%3 years · per year$10,000 became $199 · $9,061−3.2%

−62.1%5 years · per year$10,000 became $78 · $33,137+27.1%

0.95%Expense ratio$95 · $97 a year on $10k · lower is better0.97%

0.00%Trailing 12-mo yield$0 · $228 a year on $10k2.28%

−80.6%Worst dropSmaller is better−17.1%

94.1%VolatilityLower is calmer28.5%

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

1–7TMV wins

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

More Ways to See the Pairs

BERZ vs TMV: Top 5 Holdings

Today

BERZ

[…]in top 5

TMV

in top 5[…]

Holdings […] not in today’s data

Held in common[…]

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

BERZ vs TMV Returns, Every Period

REX MicrosectorsBERZ

−62.1%

5 years, per year

TMVDirexion

+27.1%

5 years, per year

BERZTMVFaded: behind in that period

0–4TMV wins

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

BERZ vs TMV

YTD

REX MicrosectorsBERZ

−47.5%

TMVDirexion

+15.9%

−47.5%Year to date+15.9%

−80.6%Worst drop · 1Y−17.1%

94.1%Volatility · 1Y28.5%

0.0%Yield2.3%

$8.4MAssets$189M

4–0TMV wins

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

Cost, Income and Risk

Fees: BERZ, TMV

Today

0.95%lowest, BERZ

FundExpense ratioFee$10k

BERZ0.95%$95

TMV0.97%$97

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

Yields: BERZ, TMV

2.28%highest, TMV

FundTrailing yieldYield$10k

TMV2.28%$228

BERZ0.00%$0

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

Income After Fees on $10,000

$131most kept, TMV

TMV$228 − $97 = $131

BERZ$0 − $95 = −$95

KeptFee

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

Overlap: BERZ, TMV

Today

[…]holdings […]

BERZTMV

BERZ—[…]

TMV[…]—

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

Return vs Bumpiness: 2 ETFs

+26.9%TMV, at 28.5% volatility

TMVWorst drop−17.1%28.5% vol

BERZWorst drop−80.6%94.1% vol

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

Paid More vs Made More

YTD

TMVBERZ

+15.9%Year to date−47.5%

2.3%Yield0.0%

+26.9%Past year−48.7%

0.97%Fee0.95%

3–1TMV wins

End-of-day Nov 5, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$120BAssets$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%

$42.6BAssets$46.8B

2–0JEPQ wins

End-of-day Nov 5, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 5, 2026