Compare · 2 funds side by side · dividends reinvested

ERX and SSO

ERXDirexion×SSOProShares×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$39,492ERX · best of the two

02 / 04

ERX and SSO, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Direxion Daily Energy Bull 2X ETFLeveraged · 2x0.91%1.19%+111.1%+118.0%+29.1%+31.6%−30.0%45.4%$269M1.5

ProShares - Ultra S&P500Leveraged · 2x0.88%0.71%+17.1%+16.4%+41.5%+15.6%−18.2%25.4%$8.4B1.5

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: ERX 2008 · SSO 2006

Head to Head

Swap sides Versus in desk

Head to Head

Direxion Daily Energy Bull 2X ETF · $269M$39,492

ERX

SSO

ProShares - Ultra S&P500 · $8.4B$20,633

$10,000 five years ago, dividends reinvested · they hold 2.6% in common

ERXMeasureSSO

+111.1%Year to dateJan 1 → Nov 3+17.1%

+118.0%1 yearTotal return+16.4%

+29.1%3 years · per year$10,000 became $21,522 · $28,308+41.5%

+31.6%5 years · per year$10,000 became $39,492 · $20,633+15.6%

0.91%Expense ratio$91 · $88 a year on $10k · lower is better0.88%

1.19%Trailing 12-mo yield$119 · $71 a year on $10k0.71%

−30.0%Worst dropSmaller is better−18.2%

45.4%VolatilityLower is calmer25.4%

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

4–4Level

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

More Ways to See the Pairs

ERX vs SSO: Top 5 Holdings

Today

ERX

17.4%in top 5

SSO

in top 533.0%

ERXStockSSO

not top 5IQMM15.7%

7.2%XOMnot top 5

5.4%CVXnot top 5

not top 5AAPL5.3%

not top 5NVDA5.3%

not top 5MSFT4.1%

not top 5AMZN2.6%

2.1%COPnot top 5

1.4%MPCnot top 5

1.4%PSXnot top 5

Held in common2.6%

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

ERX vs SSO Returns, Every Period

DirexionERX

+31.6%

5 years, per year

SSOProShares

+15.6%

5 years, per year

ERXSSOFaded: behind in that period

3–1ERX wins

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

ERX vs SSO

YTD

DirexionERX

+111.1%

SSOProShares

+17.1%

+111.1%Year to date+17.1%

−30.0%Worst drop · 1Y−18.2%

45.4%Volatility · 1Y25.4%

1.2%Yield0.7%

$269MAssets$8.4B

2–2level

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

Cost, Income and Risk

Fees: ERX, SSO

Today

0.88%lowest, SSO

FundExpense ratioFee$10k

SSO0.88%$88

ERX0.91%$91

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

Yields: ERX, SSO

1.19%highest, ERX

FundTrailing yieldYield$10k

ERX1.19%$119

SSO0.71%$71

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

Income After Fees on $10,000

$28most kept, ERX

ERX$119 − $91 = $28

SSO$71 − $88 = −$17

KeptFee

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

Overlap: ERX, SSO

Today

2.6%most shared, ERX and SSO

ERXSSO

ERX—2.6%

SSO2.6%—

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

Return vs Bumpiness: 2 ETFs

+118.0%ERX, at 45.4% volatility

SSOWorst drop−18.2%25.4% vol

ERXWorst drop−30.0%45.4% vol

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

Paid More vs Made More

YTD

ERXSSO

+111.1%Year to date+17.1%

1.2%Yield0.7%

+118.0%Past year+16.4%

0.91%Fee0.88%

3–1ERX 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