Compare · 2 funds side by side · dividends reinvested

SPXL and VIG

SPXLDirexion×VIGVanguard×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$23,273SPXL · best of the two

02 / 04

SPXL and VIG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Direxion Daily S&P 500 Bull 3X SharesLeveraged · 3x0.95%0.52%+28.4%+25.7%+59.9%+18.4%−26.8%38.6%$6.5B1.5

Vanguard Dividend Appreciation ETFIncome · Dividend stocks0.04%1.44%+16.4%+18.9%+20.6%+11.2%−7.9%10.2%$109B1.5

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

End-of-day Nov 4, 2026 · returns include dividends · since: SPXL 2008 · VIG 2006

Head to Head

Swap sides Versus in desk

Head to Head

Direxion Daily S&P 500 Bull 3X Shares · $6.5B$23,273

SPXL

VIG

Vanguard Dividend Appreciation ETF · $109B$17,005

$10,000 five years ago, dividends reinvested · they hold 9.8% in common

SPXLMeasureVIG

+28.4%Year to dateJan 1 → Nov 4+16.4%

+25.7%1 yearTotal return+18.9%

+59.9%3 years · per year$10,000 became $40,851 · $17,533+20.6%

+18.4%5 years · per year$10,000 became $23,273 · $17,005+11.2%

0.95%Expense ratio$95 · $4 a year on $10k · lower is better0.04%

0.52%Trailing 12-mo yield$52 · $144 a year on $10k1.44%

−26.8%Worst dropSmaller is better−7.9%

38.6%VolatilityLower is calmer10.2%

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

4–4Level

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

More Ways to See the Pairs

SPXL vs VIG: Top 5 Holdings

Today

SPXL

5.8%in top 5

VIG

in top 522.1%

SPXLStockVIG

1.3%MSFT4.9%

1.6%AAPL4.9%

not top 5AVGO4.3%

not top 5LLY4.1%

not top 5JPM3.9%

1.6%NVDAnot top 5

0.8%AMZNnot top 5

0.5%GOOGLnot top 5

Held in common9.8%

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

SPXL vs VIG Returns, Every Period

DirexionSPXL

+18.4%

5 years, per year

VIGVanguard

+11.2%

5 years, per year

SPXLVIGFaded: behind in that period

4–0SPXL wins

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

Leveraged vs Income: SPXL vs VIG

YTD

DirexionSPXL

+28.4%

VIGVanguard

+16.4%

+28.4%Year to date+16.4%

−26.8%Worst drop · 1Y−7.9%

38.6%Volatility · 1Y10.2%

0.5%Yield1.4%

$6.5BAssets$109B

3–1VIG wins

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

Cost, Income and Risk

Fees: SPXL, VIG

Today

0.04%lowest, VIG

FundExpense ratioFee$10k

VIG0.04%$4

SPXL0.95%$95

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

Yields: SPXL, VIG

1.44%highest, VIG

FundTrailing yieldYield$10k

VIG1.44%$144

SPXL0.52%$52

End-of-day Nov 4, 2026 · trailing 12-month yield

Income After Fees on $10,000

$140most kept, VIG

VIG$144 − $4 = $140

SPXL$52 − $95 = −$43

KeptFee

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

Overlap: SPXL, VIG

Today

9.8%most shared, SPXL and VIG

SPXLVIG

SPXL—9.8%

VIG9.8%—

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

Return vs Bumpiness: 2 ETFs

+25.7%SPXL, at 38.6% volatility

VIGWorst drop−7.9%10.2% vol

SPXLWorst drop−26.8%38.6% vol

End-of-day Nov 4, 2026 · up and left is better

Paid More vs Made More

YTD

VIGSPXL

+16.4%Year to date+28.4%

1.4%Yield0.5%

+18.9%Past year+25.7%

0.04%Fee0.95%

2–2level

End-of-day Nov 4, 2026

Popular Pairs Near These Two

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

DGRO vs VIG

YTD

iSharesDGRO

+20.6%

VIGVanguard

+16.4%

+20.6%Year to date+16.4%

1.8%Yield1.4%

$45.1BAssets$109B

2–0DGRO 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