Compare · 3 funds side by side · dividends reinvested

FAZ, SPYM and SPY

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,192SPYM · best of the three

02 / 04

FAZ, 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%1.05%+8.8%+9.8%+21.8%+11.4%−8.9%13.6%$178B1.3

State Street SPDR S&P 500 ETFLow-Cost Core · S&P 5000.09%1.03%+8.7%+9.7%+21.7%+11.3%−8.9%13.6%$778B2.0

Direxion Daily Financial Bear 3x ETFLeveraged · 3x1.03%3.12%−15.0%−24.8%−44.9%−27.7%−47.4%45.1%$84M2.8

Rank among the three1st → 3rdFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 6, 2026 · returns include dividends · since: FAZ 2008 · SPYM 2005 · SPY 1993

Head to Head

Swap sides Versus in desk

Head to Head

Direxion Daily Financial Bear 3x ETF · $84M$1,975

FAZ

SPYM

State Street SPDR Portfolio S&P 500 ETF · $178B$17,192

$10,000 five years ago, dividends reinvested

FAZMeasureSPYM

−15.0%Year to dateJan 1 → Nov 6+8.8%

−24.8%1 yearTotal return+9.8%

−44.9%3 years · per year$10,000 became $1,674 · $18,082+21.8%

−27.7%5 years · per year$10,000 became $1,975 · $17,192+11.4%

1.03%Expense ratio$103 · $2 a year on $10k · lower is better0.02%

3.12%Trailing 12-mo yield$312 · $105 a year on $10k1.05%

−47.4%Worst dropSmaller is better−8.9%

45.1%VolatilityLower is calmer13.6%

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

1–7SPYM wins

End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

FAZ vs SPYM: Top 5 Holdings

Today

FAZ

[…]in top 5

SPYM

in top 527.8%

FAZStockSPYM

not top 5AAPL7.9%

not top 5NVDA6.9%

not top 5MSFT6.3%

not top 5AMZN4.0%

not top 5GOOGL2.6%

Held in common[…]

End-of-day Nov 6, 2026 · share of each fund

FAZ vs SPYM Returns, Every Period

DirexionFAZ

−27.7%

5 years, per year

SPYMSPDR

+11.4%

5 years, per year

FAZSPYMFaded: behind in that period

0–4SPYM wins

End-of-day Nov 6, 2026 · dividends in · faded = behind in that period

Leveraged vs Core: FAZ vs SPYM

YTD

DirexionFAZ

−15.0%

SPYMSPDR

+8.8%

−15.0%Year to date+8.8%

−47.4%Worst drop · 1Y−8.9%

45.1%Volatility · 1Y13.6%

3.1%Yield1.1%

$84.2MAssets$178B

3–1SPYM wins

End-of-day Nov 6, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: FAZ, SPYM, SPY

Today

0.02%lowest, SPYM

FundExpense ratioFee$10k

SPYM0.02%$2

SPY0.09%$9

FAZ1.03%$103

End-of-day Nov 6, 2026 · fee on $10,000 a year

Yields: FAZ, SPYM, SPY

3.12%highest, FAZ

FundTrailing yieldYield$10k

FAZ3.12%$312

SPYM1.05%$105

SPY1.03%$103

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

$209most kept, FAZ

FAZ$312 − $103 = $209

SPYM$105 − $2 = $103

SPY$103 − $9 = $94

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee

Overlap: FAZ, SPYM, SPY

Today

99.9%most shared, SPYM and SPY

FAZSPYMSPY

FAZ—[…][…]

SPYM[…]—99.9%

SPY[…]99.9%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+9.8%SPYM, at 13.6% volatility

SPYMWorst drop−8.9%13.6% vol

SPYWorst drop−8.9%13.6% vol

FAZWorst drop−47.4%45.1% vol

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

FAZSPYM

−15.0%Year to date+8.8%

3.1%Yield1.1%

−24.8%Past year+9.8%

1.03%Fee0.02%

3–1SPYM wins

End-of-day Nov 6, 2026

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 6, 2026