Compare · 2 funds side by side · dividends reinvested

MSFD and SPY

MSFDDirexion×SPYSPDR×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$17,099SPY · best of the two

02 / 04

MSFD and SPY, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

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%$805B1.1

Direxion Daily MSFT Bear 1X ETFSingle-Stock Leverage1.16%4.37%−15.2%−9.6%−15.1%[…]−38.9%34.4%$10M1.9

Rank among the two1st → 2ndFee, 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: MSFD 2022 · SPY 1993

Head to Head

Swap sides Versus in desk

Head to Head

Direxion Daily MSFT Bear 1X ETF · $10M[…]

MSFD

SPY

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

$10,000 five years ago, dividends reinvested

MSFDMeasureSPY

−15.2%Year to dateJan 1 → Nov 5+8.3%

−9.6%1 yearTotal return+9.7%

−15.1%3 years · per year$10,000 became $6,130 · $18,174+22.0%

[…]5 years · per year$10,000 became […] · $17,099+11.3%

1.16%Expense ratio$116 · $9 a year on $10k · lower is better0.09%

4.37%Trailing 12-mo yield$437 · $103 a year on $10k1.03%

−38.9%Worst dropSmaller is better−8.9%

34.4%VolatilityLower is calmer13.6%

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

1–6SPY wins

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

More Ways to See the Pairs

MSFD vs SPY: Top 5 Holdings

Today

MSFD

[…]in top 5

SPY

in top 527.7%

MSFDStockSPY

not top 5AAPL7.7%

not top 5NVDA7.3%

not top 5MSFT6.2%

not top 5AMZN3.9%

not top 5GOOGL2.6%

Held in common[…]

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

MSFD vs SPY Returns, Every Period

DirexionMSFD

−9.6%

past year

SPYSPDR

+9.7%

past year

MSFDSPYFaded: behind in that period

0–3SPY wins

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

Single-Stock Leverage vs Core: MSFD vs SPY

YTD

DirexionMSFD

−15.2%

SPYSPDR

+8.3%

−15.2%Year to date+8.3%

−38.9%Worst drop · 1Y−8.9%

34.4%Volatility · 1Y13.6%

4.4%Yield1.0%

$10.3MAssets$805B

3–1SPY wins

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

Cost, Income and Risk

Fees: MSFD, SPY

Today

0.09%lowest, SPY

FundExpense ratioFee$10k

SPY0.09%$9

MSFD1.16%$116

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

Yields: MSFD, SPY

4.37%highest, MSFD

FundTrailing yieldYield$10k

MSFD4.37%$437

SPY1.03%$103

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

Income After Fees on $10,000

$321most kept, MSFD

MSFD$437 − $116 = $321

SPY$103 − $9 = $94

KeptFee

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

Overlap: MSFD, SPY

Today

[…]holdings […]

MSFDSPY

MSFD—[…]

SPY[…]—

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

Return vs Bumpiness: 2 ETFs

+9.7%SPY, at 13.6% volatility

SPYWorst drop−8.9%13.6% vol

MSFDWorst drop−38.9%34.4% vol

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

Paid More vs Made More

YTD

MSFDSPY

−15.2%Year to date+8.3%

4.4%Yield1.0%

−9.6%Past year+9.7%

1.16%Fee0.09%

3–1SPY wins

End-of-day Nov 5, 2026

Popular Pairs Near These Two

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

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

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026