Compare · 2 funds side by side · dividends reinvested

SOXS and SHRT

SOXSDirexion×SHRTGotham×

Versus in desk

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

02 / 04

SOXS and SHRT, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Gotham Short Strategies ETFLeveraged · Bear1.35%0.07%−6.0%−1.6%[…][…]−19.6%14.4%$13M1.3

Direxion Daily Semiconductor Bear 3X ETFLeveraged · 3x1.00%16.71%−88.3%−88.8%−85.3%−76.4%−96.7%146.8%$5.4B1.5

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

End-of-day Nov 6, 2026 · returns include dividends · since: SOXS 2010 · SHRT 2008

Head to Head

Swap sides Versus in desk

Head to Head

Gotham Short Strategies ETF · $13M[…]

SHRT

SOXS

Direxion Daily Semiconductor Bear 3X ETF · $5.4B$7

$10,000 five years ago, dividends reinvested

SHRTMeasureSOXS

−6.0%Year to dateJan 1 → Nov 6−88.3%

−1.6%1 yearTotal return−88.8%

[…]3 years · per year$10,000 became […] · $32−85.3%

[…]5 years · per year$10,000 became […] · $7−76.4%

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

0.07%Trailing 12-mo yield$7 · $1,671 a year on $10k16.71%

−19.6%Worst dropSmaller is better−96.7%

14.4%VolatilityLower is calmer146.8%

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

4–2SHRT wins

End-of-day Nov 6, 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

3.2%in top 5

SOXS

in top 5[…]

SHRTStockSOXS

0.7%XOMnot top 5

0.7%DDnot top 5

0.6%HONnot top 5

0.6%PTGXnot top 5

0.6%EQXnot top 5

Held in common[…]

End-of-day Nov 6, 2026 · share of each fund

SHRT vs SOXS Returns, Every Period

GothamSHRT

−1.6%

past year

SOXSDirexion

−88.8%

past year

SHRTSOXSFaded: behind in that period

2–0SHRT wins

End-of-day Nov 6, 2026 · dividends in · faded = behind in that period

SHRT vs SOXS

YTD

GothamSHRT

−6.0%

SOXSDirexion

−88.3%

−6.0%Year to date−88.3%

−19.6%Worst drop · 1Y−96.7%

14.4%Volatility · 1Y146.8%

0.1%Yield16.7%

$12.9MAssets$5.4B

3–1SHRT wins

End-of-day Nov 6, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: SOXS, SHRT

Today

1.00%lowest, SOXS

FundExpense ratioFee$10k

SOXS1.00%$100

SHRT1.35%$135

End-of-day Nov 6, 2026 · fee on $10,000 a year

Yields: SOXS, SHRT

16.71%highest, SOXS

FundTrailing yieldYield$10k

SOXS16.71%$1,671

SHRT0.07%$7

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

$1,571most kept, SOXS

SOXS$1,671 − $100 = $1,571

SHRT$7 − $135 = −$128

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee

Overlap: SOXS, SHRT

Today

[…]holdings […]

SOXSSHRT

SOXS—[…]

SHRT[…]—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

−1.6%SHRT, at 14.4% volatility

SHRTWorst drop−19.6%14.4% vol

SOXSWorst drop−96.7%146.8% vol

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

SOXSSHRT

−88.3%Year to date−6.0%

16.7%Yield0.1%

−88.8%Past year−1.6%

1.00%Fee1.35%

2–2level

End-of-day Nov 6, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026