Compare · 2 funds side by side · dividends reinvested

RWM and SOXS

RWMProShares×SOXSDirexion×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$7,886RWM · best of the two

02 / 04

RWM and SOXS, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

ProShares - Short Russell2000Leveraged · Bear1.05%3.32%−10.5%−10.4%−14.8%−4.0%−24.0%18.1%$161M1.3

Direxion Daily Semiconductor Bear 3X ETFLeveraged · 3x1.00%22.10%−91.2%−91.6%−86.8%−78.0%−96.7%142.7%$6.1B1.8

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 4, 2026 · returns include dividends · since: RWM 2007 · SOXS 2010

Head to Head

Swap sides Versus in desk

Head to Head

ProShares - Short Russell2000 · $161M$7,886

RWM

SOXS

Direxion Daily Semiconductor Bear 3X ETF · $6.1B$5

$10,000 five years ago, dividends reinvested

RWMMeasureSOXS

−10.5%Year to dateJan 1 → Nov 4−91.2%

−10.4%1 yearTotal return−91.6%

−14.8%3 years · per year$10,000 became $6,183 · $23−86.8%

−4.0%5 years · per year$10,000 became $8,149 · $5−78.0%

1.05%Expense ratio$105 · $100 a year on $10k · lower is better1.00%

3.32%Trailing 12-mo yield$332 · $2,210 a year on $10k22.10%

−24.0%Worst dropSmaller is better−96.7%

18.1%VolatilityLower is calmer142.7%

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

6–2RWM wins

End-of-day Nov 4, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

RWM vs SOXS: Top 5 Holdings

Today

RWM

83.4%in top 5

SOXS

in top 5[…]

RWMStockSOXS

83.4%IQMMnot top 5

Held in common[…]

End-of-day Nov 4, 2026 · share of each fund

RWM vs SOXS Returns, Every Period

ProSharesRWM

−4.0%

5 years, per year

SOXSDirexion

−78.0%

5 years, per year

RWMSOXSFaded: behind in that period

4–0RWM wins

End-of-day Nov 4, 2026 · dividends in · faded = behind in that period

RWM vs SOXS

YTD

ProSharesRWM

−10.5%

SOXSDirexion

−91.2%

−10.5%Year to date−91.2%

−24.0%Worst drop · 1Y−96.7%

18.1%Volatility · 1Y142.7%

3.3%Yield22.1%

$161MAssets$6.1B

3–1RWM wins

End-of-day Nov 4, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: RWM, SOXS

Today

1.00%lowest, SOXS

FundExpense ratioFee$10k

SOXS1.00%$100

RWM1.05%$105

End-of-day Nov 4, 2026 · fee on $10,000 a year

Yields: RWM, SOXS

22.10%highest, SOXS

FundTrailing yieldYield$10k

SOXS22.10%$2,210

RWM3.32%$332

End-of-day Nov 4, 2026 · trailing 12-month yield

Income After Fees on $10,000

$2,110most kept, SOXS

SOXS$2,210 − $100 = $2,110

RWM$332 − $105 = $227

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee

Overlap: RWM, SOXS

Today

[…]holdings […]

RWMSOXS

RWM—[…]

SOXS[…]—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

−10.4%RWM, at 18.1% volatility

RWMWorst drop−24.0%18.1% vol

SOXSWorst drop−96.7%142.7% vol

End-of-day Nov 4, 2026 · up and left is better

Paid More vs Made More

YTD

SOXSRWM

−91.2%Year to date−10.5%

22.1%Yield3.3%

−91.6%Past year−10.4%

1.00%Fee1.05%

2–2level

End-of-day Nov 4, 2026

Popular Pairs Near These Two

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 4, 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 4, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 4, 2026