Compare · 3 funds side by side · dividends reinvested

SHRT, SOXS and SQQQ

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$596SQQQ · best of the three

02 / 04

SHRT, SOXS and SQQQ, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

ProShares - UltraPro Short QQQLeveraged · 3x0.94%7.83%−37.0%−32.0%−54.8%−43.1%−63.3%60.7%$2.0B1.6

Gotham Short Strategies ETFLeveraged · Bear1.35%0.07%−8.0%−4.2%[…][…]−19.6%14.2%$13M1.7

Direxion Daily Semiconductor Bear 3X ETFLeveraged · 3x1.00%20.32%−90.4%−90.7%−86.7%−77.7%−96.7%143.0%$6.1B2.4

Rank among the three1st → 3rdFee, 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: SHRT 2008 · SOXS 2010 · SQQQ 2010

Head to Head

Swap sides Versus in desk

Head to Head

Gotham Short Strategies ETF · $13M[…]

SHRT

SOXS

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

$10,000 five years ago, dividends reinvested

SHRTMeasureSOXS

−8.0%Year to dateJan 1 → Nov 4−90.4%

−4.2%1 yearTotal return−90.7%

[…]3 years · per year$10,000 became […] · $24−86.7%

[…]5 years · per year$10,000 became […] · $5−77.7%

1.35%Expense ratio$135 · $100 a year on $10k · lower is better1.00%

0.07%Trailing 12-mo yield$7 · $2,032 a year on $10k20.32%

−19.6%Worst dropSmaller is better−96.7%

14.2%VolatilityLower is calmer143.0%

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

4–2SHRT wins

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

More Ways to See the Pairs

SHRT vs SOXS: Top 5 Holdings

Today

SHRT

3.3%in top 5

SOXS

in top 5[…]

SHRTStockSOXS

0.7%DDnot top 5

0.6%PTGXnot top 5

0.6%BKNGnot top 5

0.6%XOMnot top 5

0.6%HONnot top 5

Held in common[…]

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

SHRT vs SOXS Returns, Every Period

GothamSHRT

−4.2%

past year

SOXSDirexion

−90.7%

past year

SHRTSOXSFaded: behind in that period

2–0SHRT wins

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

SHRT vs SOXS

YTD

GothamSHRT

−8.0%

SOXSDirexion

−90.4%

−8.0%Year to date−90.4%

−19.6%Worst drop · 1Y−96.7%

14.2%Volatility · 1Y143.0%

0.1%Yield20.3%

$12.9MAssets$6.1B

3–1SHRT wins

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

Cost, Income and Risk

Fees: SHRT, SOXS, SQQQ

Today

0.94%lowest, SQQQ

FundExpense ratioFee$10k

SQQQ0.94%$94

SOXS1.00%$100

SHRT1.35%$135

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

Yields: SHRT, SOXS, SQQQ

20.32%highest, SOXS

FundTrailing yieldYield$10k

SOXS20.32%$2,032

SQQQ7.83%$783

SHRT0.07%$7

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

SQQQ$783 − $94 = $689

SHRT$7 − $135 = −$128

KeptFee

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

Overlap: SHRT, SOXS, SQQQ

Today

0.0%most shared, SHRT and SQQQ

SHRTSOXSSQQQ

SHRT—[…]0.0%

SOXS[…]—[…]

SQQQ0.0%[…]—

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

Return vs Bumpiness: 3 ETFs

−4.2%SHRT, at 14.2% volatility

SHRTWorst drop−19.6%14.2% vol

SQQQWorst drop−63.3%60.7% 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

SOXSSHRT

−90.4%Year to date−8.0%

20.3%Yield0.1%

−90.7%Past year−4.2%

1.00%Fee1.35%

2–2level

End-of-day Nov 4, 2026

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$121BAssets$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%

$41.8BAssets$46.0B

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%

$185BAssets$798B

1–0SPYM wins

End-of-day Nov 4, 2026