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%3.37%−11.8%−12.1%−15.1%−4.6%−24.0%18.1%$163M1.3

Direxion Daily Semiconductor Bear 3X ETFLeveraged · 3x1.00%20.32%−90.4%−90.7%−86.7%−77.7%−96.7%143.0%$5.5B1.8

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 · $163M$7,886

RWM

SOXS

Direxion Daily Semiconductor Bear 3X ETF · $5.5B$5

$10,000 five years ago, dividends reinvested

RWMMeasureSOXS

−11.8%Year to dateJan 1 → Nov 4−90.4%

−12.1%1 yearTotal return−90.7%

−15.1%3 years · per year$10,000 became $6,121 · $24−86.7%

−4.6%5 years · per year$10,000 became $7,886 · $5−77.7%

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

3.37%Trailing 12-mo yield$337 · $2,032 a year on $10k20.32%

−24.0%Worst dropSmaller is better−96.7%

18.1%VolatilityLower is calmer143.0%

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

−4.6%

5 years, per year

SOXSDirexion

−77.7%

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

−11.8%

SOXSDirexion

−90.4%

−11.8%Year to date−90.4%

−24.0%Worst drop · 1Y−96.7%

18.1%Volatility · 1Y143.0%

3.4%Yield20.3%

$163MAssets$5.5B

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

20.32%highest, SOXS

FundTrailing yieldYield$10k

SOXS20.32%$2,032

RWM3.37%$337

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

Income After Fees on $10,000

$1,932most kept, SOXS

SOXS$2,032 − $100 = $1,932

RWM$337 − $105 = $232

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

−12.1%RWM, at 18.1% volatility

RWMWorst drop−24.0%18.1% vol

SOXSWorst drop−96.7%143.0% vol

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

Paid More vs Made More

YTD

SOXSRWM

−90.4%Year to date−11.8%

20.3%Yield3.4%

−90.7%Past year−12.1%

1.00%Fee1.05%

2–2level

End-of-day Nov 4, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 4, 2026