Compare · 2 funds side by side · dividends reinvested

SPXL and SPY

SPXLDirexion×SPYSPDR×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$21,895SPXL · best of the two

02 / 04

SPXL and SPY, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Direxion Daily S&P 500 Bull 3X SharesLeveraged · 3x0.95%0.54%+22.5%+20.6%+59.2%+17.0%−26.8%38.3%$6.5B1.5

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%$798B1.5

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

End-of-day Nov 3, 2026 · returns include dividends · since: SPXL 2008 · SPY 1993

Head to Head

Swap sides Versus in desk

Head to Head

Direxion Daily S&P 500 Bull 3X Shares · $6.5B$21,895

SPXL

SPY

State Street SPDR S&P 500 ETF · $798B$17,688

$10,000 five years ago, dividends reinvested · they hold 21.2% in common

SPXLMeasureSPY

+22.5%Year to dateJan 1 → Nov 3+11.5%

+20.6%1 yearTotal return+11.8%

+59.2%3 years · per year$10,000 became $40,354 · $19,046+24.0%

+17.0%5 years · per year$10,000 became $21,895 · $17,688+12.1%

0.95%Expense ratio$95 · $9 a year on $10k · lower is better0.09%

0.54%Trailing 12-mo yield$54 · $101 a year on $10k1.01%

−26.8%Worst dropSmaller is better−8.9%

38.3%VolatilityLower is calmer12.8%

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

4–4Level

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

More Ways to See the Pairs

SPXL vs SPY: Top 5 Holdings

Today

SPXL

5.8%in top 5

SPY

in top 527.4%

SPXLStockSPY

1.6%NVDA7.8%

1.6%AAPL7.7%

1.2%MSFT5.9%

0.8%AMZN3.6%

0.5%GOOGL2.5%

Held in common21.2%

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

SPXL vs SPY Returns, Every Period

DirexionSPXL

+17.0%

5 years, per year

SPYSPDR

+12.1%

5 years, per year

SPXLSPYFaded: behind in that period

4–0SPXL wins

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

Leveraged vs Core: SPXL vs SPY

YTD

DirexionSPXL

+22.5%

SPYSPDR

+11.5%

+22.5%Year to date+11.5%

−26.8%Worst drop · 1Y−8.9%

38.3%Volatility · 1Y12.8%

0.5%Yield1.0%

$6.5BAssets$798B

3–1SPY wins

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

Cost, Income and Risk

Fees: SPXL, SPY

Today

0.09%lowest, SPY

FundExpense ratioFee$10k

SPY0.09%$9

SPXL0.95%$95

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

Yields: SPXL, SPY

1.01%highest, SPY

FundTrailing yieldYield$10k

SPY1.01%$101

SPXL0.54%$54

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

Income After Fees on $10,000

$92most kept, SPY

SPY$101 − $9 = $92

SPXL$54 − $95 = −$41

KeptFee

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

Overlap: SPXL, SPY

Today

21.2%most shared, SPXL and SPY

SPXLSPY

SPXL—21.2%

SPY21.2%—

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

Return vs Bumpiness: 2 ETFs

+20.6%SPXL, at 38.3% volatility

SPYWorst drop−8.9%12.8% vol

SPXLWorst drop−26.8%38.3% vol

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

Paid More vs Made More

YTD

SPYSPXL

+11.5%Year to date+22.5%

1.0%Yield0.5%

+11.8%Past year+20.6%

0.09%Fee0.95%

2–2level

End-of-day Nov 3, 2026

Popular Pairs Near These Two

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 3, 2026

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