Compare · 3 funds side by side · dividends reinvested

LABU, SPY and IVV

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,151IVV · best of the three

02 / 04

LABU, SPY and IVV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Core S&P 500 ETFLow-Cost Core · S&P 5000.03%1.14%+8.4%+9.7%+22.1%+11.4%−8.9%13.6%$887B1.6

State Street SPDR S&P 500 ETFLow-Cost Core · S&P 5000.09%1.03%+8.3%+9.7%+22.0%+11.3%−8.9%13.6%$805B2.1

Direxion Daily S&P Biotech Bull 3X SharesLeveraged · 3x0.96%0.44%+30.9%+81.9%+57.4%−28.0%−41.8%89.2%$624M2.3

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

End-of-day Nov 5, 2026 · returns include dividends · since: LABU 2015 · SPY 1993 · IVV 2000

Head to Head

Swap sides Versus in desk

Head to Head

Direxion Daily S&P Biotech Bull 3X Shares · $624M$1,931

LABU

SPY

State Street SPDR S&P 500 ETF · $805B$17,099

$10,000 five years ago, dividends reinvested · they hold 1.6% in common

LABUMeasureSPY

+30.9%Year to dateJan 1 → Nov 5+8.3%

+81.9%1 yearTotal return+9.7%

+57.4%3 years · per year$10,000 became $38,980 · $18,174+22.0%

−28.0%5 years · per year$10,000 became $1,931 · $17,099+11.3%

0.96%Expense ratio$96 · $9 a year on $10k · lower is better0.09%

0.44%Trailing 12-mo yield$44 · $103 a year on $10k1.03%

−41.8%Worst dropSmaller is better−8.9%

89.2%VolatilityLower is calmer13.6%

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

3–5SPY wins

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

More Ways to See the Pairs

LABU vs SPY: Top 5 Holdings

Today

LABU

2.0%in top 5

SPY

in top 527.7%

LABUStockSPY

not top 5AAPL7.7%

not top 5NVDA7.3%

not top 5MSFT6.2%

not top 5AMZN3.9%

not top 5GOOGL2.6%

0.6%MRNAnot top 5

0.4%EXELnot top 5

0.4%AMGNnot top 5

0.4%HALOnot top 5

0.4%BIIBnot top 5

Held in common1.6%

End-of-day Nov 5, 2026 · share of each fund

LABU vs SPY Returns, Every Period

DirexionLABU

−28.0%

5 years, per year

SPYSPDR

+11.3%

5 years, per year

LABUSPYFaded: behind in that period

3–1LABU wins

End-of-day Nov 5, 2026 · dividends in · faded = behind in that period

Leveraged vs Core: LABU vs IVV

YTD

DirexionLABU

+30.9%

IVViShares

+8.4%

+30.9%Year to date+8.4%

−41.8%Worst drop · 1Y−8.9%

89.2%Volatility · 1Y13.6%

0.4%Yield1.1%

$624MAssets$887B

3–1IVV wins

End-of-day Nov 5, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: LABU, SPY, IVV

Today

0.03%lowest, IVV

FundExpense ratioFee$10k

IVV0.03%$3

SPY0.09%$9

LABU0.96%$96

End-of-day Nov 5, 2026 · fee on $10,000 a year

Yields: LABU, SPY, IVV

1.14%highest, IVV

FundTrailing yieldYield$10k

IVV1.14%$114

SPY1.03%$103

LABU0.44%$44

End-of-day Nov 5, 2026 · trailing 12-month yield

Income After Fees on $10,000

$111most kept, IVV

IVV$114 − $3 = $111

SPY$103 − $9 = $94

LABU$44 − $96 = −$52

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee

Overlap: LABU, SPY, IVV

Today

99.9%most shared, SPY and IVV

LABUSPYIVV

LABU—1.6%1.6%

SPY1.6%—99.9%

IVV1.6%99.9%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+81.9%LABU, at 89.2% volatility

SPYWorst drop−8.9%13.6% vol

IVVWorst drop−8.9%13.6% vol

LABUWorst drop−41.8%89.2% vol

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

IVVLABU

+8.4%Year to date+30.9%

1.1%Yield0.4%

+9.7%Past year+81.9%

0.03%Fee0.96%

2–2level

End-of-day Nov 5, 2026

Popular Pairs Near These Three

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$805B

2–0SPYM wins

End-of-day Nov 5, 2026

VOO vs IVV

YTD

VanguardVOO

+8.4%

IVViShares

+8.4%

+8.4%Year to date+8.4%

1.1%Yield1.1%

$1.00TAssets$887B

0–0level

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026