Compare · 4 funds side by side · dividends reinvested

PALD, SPYM, SPY and IVV

PALDDirexion×SPYMSPDR×SPYSPDR×IVViShares×

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$17,749SPYM · best of the four

02 / 04

PALD, SPYM, 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%1.11%+11.6%+11.9%+24.1%+12.2%−8.9%12.8%$872B1.8

State Street SPDR Portfolio S&P 500 ETFLow-Cost Core · S&P 5000.02%1.03%+11.5%+11.9%+24.1%+12.2%−8.9%12.7%$185B1.9

State Street SPDR S&P 500 ETFLow-Cost Core · S&P 5000.09%1.01%+11.5%+11.8%+24.0%+12.1%−8.9%12.8%$798B2.8

Direxion Daily PANW Bear 1X ETFSingle-Stock Leverage2.33%5.16%−56.3%−47.9%[…][…]−70.9%50.5%$4M3.5

Rank among the four1st → 4thFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 3, 2026 · returns include dividends · since: PALD 2025 · SPYM 2005 · SPY 1993 · IVV 2000

Head to Head

Swap sides Versus in desk

Head to Head

Direxion Daily PANW Bear 1X ETF · $4M[…]

PALD

SPYM

State Street SPDR Portfolio S&P 500 ETF · $185B$17,749

$10,000 five years ago, dividends reinvested

PALDMeasureSPYM

−56.3%Year to dateJan 1 → Nov 3+11.5%

−47.9%1 yearTotal return+11.9%

[…]3 years · per year$10,000 became […] · $19,092+24.1%

[…]5 years · per year$10,000 became […] · $17,749+12.2%

2.33%Expense ratio$233 · $2 a year on $10k · lower is better0.02%

5.16%Trailing 12-mo yield$516 · $103 a year on $10k1.03%

−70.9%Worst dropSmaller is better−8.9%

50.5%VolatilityLower is calmer12.7%

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

1–5SPYM wins

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

More Ways to See the Pairs

PALD vs SPYM: Top 5 Holdings

Today

PALD

[…]in top 5

SPYM

in top 527.4%

PALDStockSPYM

not top 5NVDA7.8%

not top 5AAPL7.7%

not top 5MSFT5.9%

not top 5AMZN3.6%

not top 5GOOGL2.5%

Held in common[…]

End-of-day Nov 3, 2026 · share of each fund

PALD vs SPYM Returns, Every Period

DirexionPALD

−47.9%

past year

SPYMSPDR

+11.9%

past year

PALDSPYMFaded: behind in that period

0–2SPYM wins

End-of-day Nov 3, 2026 · dividends in · faded = behind in that period

Single-Stock Leverage vs Core: PALD vs IVV

YTD

DirexionPALD

−56.3%

IVViShares

+11.6%

−56.3%Year to date+11.6%

−70.9%Worst drop · 1Y−8.9%

50.5%Volatility · 1Y12.8%

5.2%Yield1.1%

$3.8MAssets$872B

3–1IVV wins

End-of-day Nov 3, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: PALD, SPYM, SPY, IVV

Today

0.02%lowest, SPYM

FundExpense ratioFee$10k

SPYM0.02%$2

IVV0.03%$3

SPY0.09%$9

PALD2.33%$233

End-of-day Nov 3, 2026 · fee on $10,000 a year

Yields: PALD, SPYM, SPY, IVV

5.16%highest, PALD

FundTrailing yieldYield$10k

PALD5.16%$516

IVV1.11%$111

SPYM1.03%$103

SPY1.01%$101

End-of-day Nov 3, 2026 · trailing 12-month yield

Income After Fees on $10,000

$283most kept, PALD

PALD$516 − $233 = $283

IVV$111 − $3 = $108

SPYM$103 − $2 = $101

SPY$101 − $9 = $92

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee

Overlap: PALD, SPYM, SPY, IVV

Today

99.9%most shared, SPYM and SPY

PALDSPYMSPYIVV

PALD—[…][…][…]

SPYM[…]—99.9%98.6%

SPY[…]99.9%—98.7%

IVV[…]98.6%98.7%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 4 ETFs

+11.9%IVV, at 12.8% volatility

SPYMWorst drop−8.9%12.7% vol

SPYWorst drop−8.9%12.8% vol

IVVWorst drop−8.9%12.8% vol

PALDWorst drop−70.9%50.5% vol

End-of-day Nov 3, 2026 · up and left is better

Paid More vs Made More

YTD

PALDIVV

−56.3%Year to date+11.6%

5.2%Yield1.1%

−47.9%Past year+11.9%

2.33%Fee0.03%

3–1IVV wins

End-of-day Nov 3, 2026

Popular Pairs Near These Four

VOO vs IVV

YTD

VanguardVOO

+11.5%

IVViShares

+11.6%

+11.5%Year to date+11.6%

1.1%Yield1.1%

$1.00TAssets$872B

1–0IVV wins

End-of-day Nov 3, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026