Compare · 2 funds side by side · dividends reinvested

SMCX and SPYM

SMCXDefiance×SPYMSPDR×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$17,553SPYM · best of the two

02 / 04

SMCX and SPYM, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

State Street SPDR Portfolio S&P 500 ETFLow-Cost Core · S&P 5000.02%1.03%+11.3%+13.6%+22.0%+11.9%−8.9%13.7%$179B1.1

Daily Target 2X Long SMCI ETFSingle-Stock Leverage1.32%16.68%−47.5%−49.3%[…][…]−84.4%207.9%$121M1.8

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

End-of-day Nov 9, 2026 · returns include dividends · since: SMCX 2024 · SPYM 2005

Head to Head

Swap sides Versus in desk

Head to Head

Daily Target 2X Long SMCI ETF · $121M[…]

SMCX

SPYM

State Street SPDR Portfolio S&P 500 ETF · $179B$17,553

$10,000 five years ago, dividends reinvested

SMCXMeasureSPYM

−47.5%Year to dateJan 1 → Nov 9+11.3%

−49.3%1 yearTotal return+13.6%

[…]3 years · per year$10,000 became […] · $18,161+22.0%

[…]5 years · per year$10,000 became […] · $17,553+11.9%

1.32%Expense ratio$132 · $2 a year on $10k · lower is better0.02%

16.68%Trailing 12-mo yield$1,668 · $103 a year on $10k1.03%

−84.4%Worst dropSmaller is better−8.9%

207.9%VolatilityLower is calmer13.7%

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

1–5SPYM wins

End-of-day Nov 9, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

SMCX vs SPYM: Top 5 Holdings

Today

SMCX

[…]in top 5

SPYM

in top 527.8%

SMCXStockSPYM

not top 5AAPL7.9%

not top 5NVDA7.1%

not top 5MSFT6.2%

not top 5AMZN4.0%

not top 5GOOGL2.6%

Held in common[…]

End-of-day Nov 9, 2026 · share of each fund

SMCX vs SPYM Returns, Every Period

DefianceSMCX

−49.3%

past year

SPYMSPDR

+13.6%

past year

SMCXSPYMFaded: behind in that period

0–2SPYM wins

End-of-day Nov 9, 2026 · dividends in · faded = behind in that period

Single-Stock Leverage vs Core: SMCX vs SPYM

YTD

DefianceSMCX

−47.5%

SPYMSPDR

+11.3%

−47.5%Year to date+11.3%

−84.4%Worst drop · 1Y−8.9%

207.9%Volatility · 1Y13.7%

16.7%Yield1.0%

$121MAssets$179B

3–1SPYM wins

End-of-day Nov 9, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: SMCX, SPYM

Today

0.02%lowest, SPYM

FundExpense ratioFee$10k

SPYM0.02%$2

SMCX1.32%$132

End-of-day Nov 9, 2026 · fee on $10,000 a year

Yields: SMCX, SPYM

16.68%highest, SMCX

FundTrailing yieldYield$10k

SMCX16.68%$1,668

SPYM1.03%$103

End-of-day Nov 9, 2026 · trailing 12-month yield

Income After Fees on $10,000

$1,536most kept, SMCX

SMCX$1,668 − $132 = $1,536

SPYM$103 − $2 = $101

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee

Overlap: SMCX, SPYM

Today

[…]holdings […]

SMCXSPYM

SMCX—[…]

SPYM[…]—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+13.6%SPYM, at 13.7% volatility

SPYMWorst drop−8.9%13.7% vol

SMCXWorst drop−84.4%207.9% vol

End-of-day Nov 9, 2026 · up and left is better

Paid More vs Made More

YTD

SMCXSPYM

−47.5%Year to date+11.3%

16.7%Yield1.0%

−49.3%Past year+13.6%

1.32%Fee0.02%

3–1SPYM wins

End-of-day Nov 9, 2026

Popular Pairs Near These Two

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026