Compare · 3 funds side by side · dividends reinvested

SOXS, SPYM and SPY

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,749SPYM · best of the three

02 / 04

SOXS, SPYM and SPY, 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%+11.5%+11.9%+24.1%+12.2%−8.9%12.7%$185B1.3

State Street SPDR S&P 500 ETFLow-Cost Core · S&P 5000.09%1.01%+11.5%+11.8%+24.0%+12.1%−8.9%12.8%$798B2.0

Direxion Daily Semiconductor Bear 3X ETFLeveraged · 3x1.00%22.10%−91.2%−91.6%−86.8%−78.0%−96.7%142.7%$6.1B2.8

Rank among the three1st → 3rdFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 3, 2026 · returns include dividends · since: SOXS 2010 · SPYM 2005 · SPY 1993

Head to Head

Swap sides Versus in desk

Head to Head

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

SOXS

SPYM

State Street SPDR Portfolio S&P 500 ETF · $185B$17,749

$10,000 five years ago, dividends reinvested

SOXSMeasureSPYM

−91.2%Year to dateJan 1 → Nov 3+11.5%

−91.6%1 yearTotal return+11.9%

−86.8%3 years · per year$10,000 became $23 · $19,092+24.1%

−78.0%5 years · per year$10,000 became $5 · $17,749+12.2%

1.00%Expense ratio$100 · $2 a year on $10k · lower is better0.02%

22.10%Trailing 12-mo yield$2,210 · $103 a year on $10k1.03%

−96.7%Worst dropSmaller is better−8.9%

142.7%VolatilityLower is calmer12.7%

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

1–7SPYM wins

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

More Ways to See the Pairs

SOXS vs SPYM: Top 5 Holdings

Today

SOXS

[…]in top 5

SPYM

in top 527.4%

SOXSStockSPYM

not top 5NVDA7.8%

not top 5AAPL7.7%

not top 5MSFT5.9%

not top 5AMZN3.6%

not top 5GOOGL2.5%

Held in common[…]

End-of-day Nov 3, 2026 · share of each fund

SOXS vs SPYM Returns, Every Period

DirexionSOXS

−78.0%

5 years, per year

SPYMSPDR

+12.2%

5 years, per year

SOXSSPYMFaded: behind in that period

0–4SPYM wins

End-of-day Nov 3, 2026 · dividends in · faded = behind in that period

Leveraged vs Core: SOXS vs SPYM

YTD

DirexionSOXS

−91.2%

SPYMSPDR

+11.5%

−91.2%Year to date+11.5%

−96.7%Worst drop · 1Y−8.9%

142.7%Volatility · 1Y12.7%

22.1%Yield1.0%

$6.1BAssets$185B

3–1SPYM wins

End-of-day Nov 3, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: SOXS, SPYM, SPY

Today

0.02%lowest, SPYM

FundExpense ratioFee$10k

SPYM0.02%$2

SPY0.09%$9

SOXS1.00%$100

End-of-day Nov 3, 2026 · fee on $10,000 a year

Yields: SOXS, SPYM, SPY

22.10%highest, SOXS

FundTrailing yieldYield$10k

SOXS22.10%$2,210

SPYM1.03%$103

SPY1.01%$101

End-of-day Nov 3, 2026 · trailing 12-month yield

Income After Fees on $10,000

$2,110most kept, SOXS

SOXS$2,210 − $100 = $2,110

SPYM$103 − $2 = $101

SPY$101 − $9 = $92

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee

Overlap: SOXS, SPYM, SPY

Today

99.9%most shared, SPYM and SPY

SOXSSPYMSPY

SOXS—[…][…]

SPYM[…]—99.9%

SPY[…]99.9%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+11.9%SPYM, at 12.7% volatility

SPYMWorst drop−8.9%12.7% vol

SPYWorst drop−8.9%12.8% vol

SOXSWorst drop−96.7%142.7% vol

End-of-day Nov 3, 2026 · up and left is better

Paid More vs Made More

YTD

SOXSSPYM

−91.2%Year to date+11.5%

22.1%Yield1.0%

−91.6%Past year+11.9%

1.00%Fee0.02%

3–1SPYM wins

End-of-day Nov 3, 2026

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026