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$38,006ERX · 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%1.32%+91.3%+97.4%+24.7%+30.6%−30.0%46.5%$279M1.5

ProShares - Ultra S&P500Leveraged · 2x0.88%0.68%+20.9%+19.7%+41.8%+16.5%−18.2%25.6%$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 4, 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 · $279M$38,006

ERX

SSO

ProShares - Ultra S&P500 · $8.4B$21,501

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

ERXMeasureSSO

+91.3%Year to dateJan 1 → Nov 4+20.9%

+97.4%1 yearTotal return+19.7%

+24.7%3 years · per year$10,000 became $19,405 · $28,533+41.8%

+30.6%5 years · per year$10,000 became $38,006 · $21,501+16.5%

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

1.32%Trailing 12-mo yield$132 · $68 a year on $10k0.68%

−30.0%Worst dropSmaller is better−18.2%

46.5%VolatilityLower is calmer25.6%

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

4–4Level

End-of-day Nov 4, 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

17.3%in top 5

SSO

in top 533.2%

ERXStockSSO

not top 5IQMM16.1%

7.1%XOMnot top 5

5.4%CVXnot top 5

not top 5NVDA5.3%

not top 5AAPL5.1%

not top 5MSFT4.1%

not top 5AMZN2.6%

2.1%COPnot top 5

1.4%MPCnot top 5

1.3%PSXnot top 5

Held in common2.6%

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

ERX vs SSO Returns, Every Period

DirexionERX

+30.6%

5 years, per year

SSOProShares

+16.5%

5 years, per year

ERXSSOFaded: behind in that period

3–1ERX wins

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

ERX vs SSO

YTD

DirexionERX

+91.3%

SSOProShares

+20.9%

+91.3%Year to date+20.9%

−30.0%Worst drop · 1Y−18.2%

46.5%Volatility · 1Y25.6%

1.3%Yield0.7%

$279MAssets$8.4B

2–2level

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

Yields: ERX, SSO

1.32%highest, ERX

FundTrailing yieldYield$10k

ERX1.32%$132

SSO0.68%$68

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

Income After Fees on $10,000

$41most kept, ERX

ERX$132 − $91 = $41

SSO$68 − $88 = −$20

KeptFee

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

Return vs Bumpiness: 2 ETFs

+97.4%ERX, at 46.5% volatility

SSOWorst drop−18.2%25.6% vol

ERXWorst drop−30.0%46.5% vol

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

Paid More vs Made More

YTD

ERXSSO

+91.3%Year to date+20.9%

1.3%Yield0.7%

+97.4%Past year+19.7%

0.91%Fee0.88%

3–1ERX 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%

$123BAssets$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%

$42.1BAssets$46.1B

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%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 4, 2026