Compare · 3 funds side by side · dividends reinvested

FAS, SPYM and SPY

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$18,126SPYM · best of the three

02 / 04

FAS, SPYM and SPY, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

State Street SPDR Portfolio S&P 500 ETFLow-Cost Core · S&P 5000.02%1.01%+13.4%+13.5%+24.3%+12.6%−8.9%12.8%$185B1.5

Direxion Daily Financial Bull 3X ETFLeveraged · 3x0.92%7.80%+13.0%+29.5%+59.6%+9.0%−40.9%44.4%$2.2B2.3

State Street SPDR S&P 500 ETFLow-Cost Core · S&P 5000.09%0.99%+13.3%+13.4%+24.1%+12.6%−8.9%12.9%$798B2.3

Rank among the three1st → 3rdFee, 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: FAS 2008 · SPYM 2005 · SPY 1993

Head to Head

Swap sides Versus in desk

Head to Head

Direxion Daily Financial Bull 3X ETF · $2.2B$15,420

FAS

SPYM

State Street SPDR Portfolio S&P 500 ETF · $185B$18,126

$10,000 five years ago, dividends reinvested · they hold 12.3% in common

FASMeasureSPYM

+13.0%Year to dateJan 1 → Nov 4+13.4%

+29.5%1 yearTotal return+13.5%

+59.6%3 years · per year$10,000 became $40,651 · $19,186+24.3%

+9.0%5 years · per year$10,000 became $15,420 · $18,126+12.6%

0.92%Expense ratio$92 · $2 a year on $10k · lower is better0.02%

7.80%Trailing 12-mo yield$780 · $101 a year on $10k1.01%

−40.9%Worst dropSmaller is better−8.9%

44.4%VolatilityLower is calmer12.8%

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

3–5SPYM wins

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

More Ways to See the Pairs

FAS vs SPYM: Top 5 Holdings

Today

FAS

8.7%in top 5

SPYM

in top 527.3%

FASStockSPYM

not top 5NVDA7.7%

not top 5AAPL7.4%

not top 5MSFT5.9%

not top 5AMZN3.8%

2.6%BRK-Bnot top 5

not top 5GOOGL2.5%

2.2%JPMnot top 5

1.8%Vnot top 5

1.3%MAnot top 5

0.8%BACnot top 5

Held in common12.3%

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

FAS vs SPYM Returns, Every Period

DirexionFAS

+9.0%

5 years, per year

SPYMSPDR

+12.6%

5 years, per year

FASSPYMFaded: behind in that period

2–2Level

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

Leveraged vs Core: FAS vs SPYM

YTD

DirexionFAS

+13.0%

SPYMSPDR

+13.4%

+13.0%Year to date+13.4%

−40.9%Worst drop · 1Y−8.9%

44.4%Volatility · 1Y12.8%

7.8%Yield1.0%

$2.2BAssets$185B

3–1SPYM wins

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

Cost, Income and Risk

Fees: FAS, SPYM, SPY

Today

0.02%lowest, SPYM

FundExpense ratioFee$10k

SPYM0.02%$2

SPY0.09%$9

FAS0.92%$92

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

Yields: FAS, SPYM, SPY

7.80%highest, FAS

FundTrailing yieldYield$10k

FAS7.80%$780

SPYM1.01%$101

SPY0.99%$99

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

Income After Fees on $10,000

$688most kept, FAS

FAS$780 − $92 = $688

SPYM$101 − $2 = $99

SPY$99 − $9 = $90

KeptFee

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

Overlap: FAS, SPYM, SPY

Today

99.8%most shared, SPYM and SPY

FASSPYMSPY

FAS—12.3%12.3%

SPYM12.3%—99.8%

SPY12.3%99.8%—

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

Return vs Bumpiness: 3 ETFs

+29.5%FAS, at 44.4% volatility

SPYMWorst drop−8.9%12.8% vol

SPYWorst drop−8.9%12.9% vol

FASWorst drop−40.9%44.4% vol

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

Paid More vs Made More

YTD

FASSPYM

+13.0%Year to date+13.4%

7.8%Yield1.0%

+29.5%Past year+13.5%

0.92%Fee0.02%

2–2level

End-of-day Nov 4, 2026

Popular Pairs Near These Three

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