Compare · 3 funds side by side · dividends reinvested

MSFD, SPYM and SPY

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,164SPYM · best of the three

02 / 04

MSFD, 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%1.06%+8.4%+9.8%+22.1%+11.4%−8.9%13.6%$182B1.3

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%$805B2.0

Direxion Daily MSFT Bear 1X ETFSingle-Stock Leverage1.16%4.37%−15.2%−9.6%−15.1%[…]−38.9%34.4%$10M2.7

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: MSFD 2022 · SPYM 2005 · SPY 1993

Head to Head

Swap sides Versus in desk

Head to Head

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

MSFD

SPYM

State Street SPDR Portfolio S&P 500 ETF · $182B$17,164

$10,000 five years ago, dividends reinvested

MSFDMeasureSPYM

−15.2%Year to dateJan 1 → Nov 5+8.4%

−9.6%1 yearTotal return+9.8%

−15.1%3 years · per year$10,000 became $6,130 · $18,222+22.1%

[…]5 years · per year$10,000 became […] · $17,164+11.4%

1.16%Expense ratio$116 · $2 a year on $10k · lower is better0.02%

4.37%Trailing 12-mo yield$437 · $106 a year on $10k1.06%

−38.9%Worst dropSmaller is better−8.9%

34.4%VolatilityLower is calmer13.6%

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

1–6SPYM 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 SPYM: Top 5 Holdings

Today

MSFD

[…]in top 5

SPYM

in top 527.7%

MSFDStockSPYM

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 SPYM Returns, Every Period

DirexionMSFD

−9.6%

past year

SPYMSPDR

+9.8%

past year

MSFDSPYMFaded: behind in that period

0–3SPYM wins

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

Single-Stock Leverage vs Core: MSFD vs SPYM

YTD

DirexionMSFD

−15.2%

SPYMSPDR

+8.4%

−15.2%Year to date+8.4%

−38.9%Worst drop · 1Y−8.9%

34.4%Volatility · 1Y13.6%

4.4%Yield1.1%

$10.3MAssets$182B

3–1SPYM wins

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

Cost, Income and Risk

Fees: MSFD, SPYM, SPY

Today

0.02%lowest, SPYM

FundExpense ratioFee$10k

SPYM0.02%$2

SPY0.09%$9

MSFD1.16%$116

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

Yields: MSFD, SPYM, SPY

4.37%highest, MSFD

FundTrailing yieldYield$10k

MSFD4.37%$437

SPYM1.06%$106

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

SPYM$106 − $2 = $104

SPY$103 − $9 = $94

KeptFee

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

Overlap: MSFD, SPYM, SPY

Today

99.9%most shared, SPYM and SPY

MSFDSPYMSPY

MSFD—[…][…]

SPYM[…]—99.9%

SPY[…]99.9%—

End-of-day Nov 5, 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

MSFDWorst drop−38.9%34.4% vol

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

Paid More vs Made More

YTD

MSFDSPYM

−15.2%Year to date+8.4%

4.4%Yield1.1%

−9.6%Past year+9.8%

1.16%Fee0.02%

3–1SPYM wins

End-of-day Nov 5, 2026

Popular Pairs Near These Three

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