Compare · 2 funds side by side · dividends reinvested

DFEN and SPXL

DFENDirexion×SPXLDirexion×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$31,949DFEN · best of the two

02 / 04

DFEN and SPXL, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Direxion Daily S&P 500 Bull 3X SharesLeveraged · 3x0.95%0.54%+22.5%+20.6%+59.2%+17.0%−26.8%38.3%$6.5B1.4

Direxion Daily Aerospace & Defense Bull 3X SharesLeveraged · 3x0.96%10.71%−17.8%−21.7%+63.0%+26.2%−55.5%70.4%$313M1.6

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

End-of-day Nov 3, 2026 · returns include dividends · since: DFEN 2017 · SPXL 2008

Head to Head

Swap sides Versus in desk

Head to Head

Direxion Daily Aerospace & Defense Bull 3X Shares · $313M$31,949

DFEN

SPXL

Direxion Daily S&P 500 Bull 3X Shares · $6.5B$21,895

$10,000 five years ago, dividends reinvested · they hold 0.4% in common

DFENMeasureSPXL

−17.8%Year to dateJan 1 → Nov 3+22.5%

−21.7%1 yearTotal return+20.6%

+63.0%3 years · per year$10,000 became $43,284 · $40,354+59.2%

+26.2%5 years · per year$10,000 became $31,949 · $21,895+17.0%

0.96%Expense ratio$96 · $95 a year on $10k · lower is better0.95%

10.71%Trailing 12-mo yield$1,071 · $54 a year on $10k0.54%

−55.5%Worst dropSmaller is better−26.8%

70.4%VolatilityLower is calmer38.3%

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

3–5SPXL wins

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

More Ways to See the Pairs

DFEN vs SPXL: Top 5 Holdings

Today

DFEN

11.3%in top 5

SPXL

in top 55.8%

DFENStockSPXL

4.2%GEnot top 5

3.5%RTXnot top 5

not top 5AAPL1.6%

not top 5NVDA1.6%

1.4%BAnot top 5

not top 5MSFT1.2%

1.2%LMTnot top 5

1.0%TDGnot top 5

not top 5AMZN0.8%

not top 5GOOGL0.5%

Held in common0.4%

End-of-day Nov 3, 2026 · share of each fund

DFEN vs SPXL Returns, Every Period

DirexionDFEN

+26.2%

5 years, per year

SPXLDirexion

+17.0%

5 years, per year

DFENSPXLFaded: behind in that period

2–2Level

End-of-day Nov 3, 2026 · dividends in · faded = behind in that period

DFEN vs SPXL

YTD

DirexionDFEN

−17.8%

SPXLDirexion

+22.5%

−17.8%Year to date+22.5%

−55.5%Worst drop · 1Y−26.8%

70.4%Volatility · 1Y38.3%

10.7%Yield0.5%

$313MAssets$6.5B

3–1SPXL wins

End-of-day Nov 3, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: DFEN, SPXL

Today

0.95%lowest, SPXL

FundExpense ratioFee$10k

SPXL0.95%$95

DFEN0.96%$96

End-of-day Nov 3, 2026 · fee on $10,000 a year

Yields: DFEN, SPXL

10.71%highest, DFEN

FundTrailing yieldYield$10k

DFEN10.71%$1,071

SPXL0.54%$54

End-of-day Nov 3, 2026 · trailing 12-month yield

Income After Fees on $10,000

$975most kept, DFEN

DFEN$1,071 − $96 = $975

SPXL$54 − $95 = −$41

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee

Overlap: DFEN, SPXL

Today

0.4%most shared, DFEN and SPXL

DFENSPXL

DFEN—0.4%

SPXL0.4%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+20.6%SPXL, at 38.3% volatility

SPXLWorst drop−26.8%38.3% vol

DFENWorst drop−55.5%70.4% vol

End-of-day Nov 3, 2026 · up and left is better

Paid More vs Made More

YTD

DFENSPXL

−17.8%Year to date+22.5%

10.7%Yield0.5%

−21.7%Past year+20.6%

0.96%Fee0.95%

3–1SPXL wins

End-of-day Nov 3, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 3, 2026