Compare · 2 funds side by side · dividends reinvested

TZA and SPXU

TZADirexion×SPXUProShares×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$1,984TZA · best of the two

02 / 04

TZA and SPXU, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

ProShares - UltraPro Short S&P500Leveraged · 3x0.90%6.01%−25.0%−24.8%−46.1%−31.9%−46.3%38.2%$418M1.1

Direxion Daily Small Cap Bear 3X ETFLeveraged · 3x0.99%4.08%−36.1%−37.4%−49.3%−27.6%−60.8%54.1%$218M1.9

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

End-of-day Nov 3, 2026 · returns include dividends · since: TZA 2008 · SPXU 2009

Head to Head

Swap sides Versus in desk

Head to Head

Direxion Daily Small Cap Bear 3X ETF · $218M$1,984

TZA

SPXU

ProShares - UltraPro Short S&P500 · $418M$1,467

$10,000 five years ago, dividends reinvested

TZAMeasureSPXU

−36.1%Year to dateJan 1 → Nov 3−25.0%

−37.4%1 yearTotal return−24.8%

−49.3%3 years · per year$10,000 became $1,304 · $1,564−46.1%

−27.6%5 years · per year$10,000 became $1,984 · $1,467−31.9%

0.99%Expense ratio$99 · $90 a year on $10k · lower is better0.90%

4.08%Trailing 12-mo yield$408 · $601 a year on $10k6.01%

−60.8%Worst dropSmaller is better−46.3%

54.1%VolatilityLower is calmer38.2%

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

1–7SPXU wins

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

More Ways to See the Pairs

TZA vs SPXU: Top 5 Holdings

Today

TZA

[…]in top 5

SPXU

in top 590.5%

TZAStockSPXU

not top 5IQMM90.5%

Held in common[…]

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

TZA vs SPXU Returns, Every Period

DirexionTZA

−27.6%

5 years, per year

SPXUProShares

−31.9%

5 years, per year

TZASPXUFaded: behind in that period

1–3SPXU wins

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

TZA vs SPXU

YTD

DirexionTZA

−36.1%

SPXUProShares

−25.0%

−36.1%Year to date−25.0%

−60.8%Worst drop · 1Y−46.3%

54.1%Volatility · 1Y38.2%

4.1%Yield6.0%

$218MAssets$418M

4–0SPXU wins

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

Cost, Income and Risk

Fees: TZA, SPXU

Today

0.90%lowest, SPXU

FundExpense ratioFee$10k

SPXU0.90%$90

TZA0.99%$99

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

Yields: TZA, SPXU

6.01%highest, SPXU

FundTrailing yieldYield$10k

SPXU6.01%$601

TZA4.08%$408

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

Income After Fees on $10,000

$511most kept, SPXU

SPXU$601 − $90 = $511

TZA$408 − $99 = $309

KeptFee

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

Overlap: TZA, SPXU

Today

[…]holdings […]

TZASPXU

TZA—[…]

SPXU[…]—

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

Return vs Bumpiness: 2 ETFs

−24.8%SPXU, at 38.2% volatility

SPXUWorst drop−46.3%38.2% vol

TZAWorst drop−60.8%54.1% vol

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

Paid More vs Made More

YTD

SPXUTZA

−25.0%Year to date−36.1%

6.0%Yield4.1%

−24.8%Past year−37.4%

0.90%Fee0.99%

4–0SPXU wins

End-of-day Nov 3, 2026

Popular Pairs Near These Two

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

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