Compare · 2 funds side by side · dividends reinvested

SOXS and SPY

SOXSDirexion×SPYSPDR×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$18,060SPY · best of the two

02 / 04

SOXS and SPY, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

State Street SPDR S&P 500 ETFLow-Cost Core · S&P 5000.09%0.99%+13.3%+13.4%+24.1%+12.6%−8.9%12.9%$798B1.1

Direxion Daily Semiconductor Bear 3X ETFLeveraged · 3x1.00%20.32%−90.4%−90.7%−86.7%−77.7%−96.7%143.0%$6.1B1.9

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: SOXS 2010 · SPY 1993

Head to Head

Swap sides Versus in desk

Head to Head

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

SOXS

SPY

State Street SPDR S&P 500 ETF · $798B$18,060

$10,000 five years ago, dividends reinvested

SOXSMeasureSPY

−90.4%Year to dateJan 1 → Nov 4+13.3%

−90.7%1 yearTotal return+13.4%

−86.7%3 years · per year$10,000 became $24 · $19,132+24.1%

−77.7%5 years · per year$10,000 became $5 · $18,060+12.6%

1.00%Expense ratio$100 · $9 a year on $10k · lower is better0.09%

20.32%Trailing 12-mo yield$2,032 · $99 a year on $10k0.99%

−96.7%Worst dropSmaller is better−8.9%

143.0%VolatilityLower is calmer12.9%

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

1–7SPY wins

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

More Ways to See the Pairs

SOXS vs SPY: Top 5 Holdings

Today

SOXS

[…]in top 5

SPY

in top 527.3%

SOXSStockSPY

not top 5NVDA7.7%

not top 5AAPL7.4%

not top 5MSFT5.9%

not top 5AMZN3.8%

not top 5GOOGL2.5%

Held in common[…]

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

SOXS vs SPY Returns, Every Period

DirexionSOXS

−77.7%

5 years, per year

SPYSPDR

+12.6%

5 years, per year

SOXSSPYFaded: behind in that period

0–4SPY wins

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

Leveraged vs Core: SOXS vs SPY

YTD

DirexionSOXS

−90.4%

SPYSPDR

+13.3%

−90.4%Year to date+13.3%

−96.7%Worst drop · 1Y−8.9%

143.0%Volatility · 1Y12.9%

20.3%Yield1.0%

$6.1BAssets$798B

3–1SPY wins

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

Cost, Income and Risk

Fees: SOXS, SPY

Today

0.09%lowest, SPY

FundExpense ratioFee$10k

SPY0.09%$9

SOXS1.00%$100

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

Yields: SOXS, SPY

20.32%highest, SOXS

FundTrailing yieldYield$10k

SOXS20.32%$2,032

SPY0.99%$99

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

SPY$99 − $9 = $90

KeptFee

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

Overlap: SOXS, SPY

Today

[…]holdings […]

SOXSSPY

SOXS—[…]

SPY[…]—

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

Return vs Bumpiness: 2 ETFs

+13.4%SPY, at 12.9% volatility

SPYWorst drop−8.9%12.9% 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

SOXSSPY

−90.4%Year to date+13.3%

20.3%Yield1.0%

−90.7%Past year+13.4%

1.00%Fee0.09%

3–1SPY wins

End-of-day Nov 4, 2026

Popular Pairs Near These Two

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

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