Compare · 2 funds side by side · dividends reinvested

UMDD and SOXL

UMDDProShares×SOXLDirexion×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$16,759SOXL · best of the two

02 / 04

UMDD and SOXL, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Direxion Daily Semiconductor Bull 3X ETFLeveraged · 3x0.91%0.13%+74.1%+53.1%+70.2%+10.9%−77.3%142.7%$18.0B1.4

ProShares - UltraPro MidCap 400Leveraged · 3x1.39%0.59%+25.4%+30.0%+34.4%−0.6%−26.1%44.9%$28M1.6

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: UMDD 2010 · SOXL 2010

Head to Head

Swap sides Versus in desk

Head to Head

ProShares - UltraPro MidCap 400 · $28M$9,714

UMDD

SOXL

Direxion Daily Semiconductor Bull 3X ETF · $18.0B$16,759

$10,000 five years ago, dividends reinvested · they hold 0.5% in common

UMDDMeasureSOXL

+25.4%Year to dateJan 1 → Nov 3+74.1%

+30.0%1 yearTotal return+53.1%

+34.4%3 years · per year$10,000 became $24,260 · $49,272+70.2%

−0.6%5 years · per year$10,000 became $9,714 · $16,759+10.9%

1.39%Expense ratio$139 · $91 a year on $10k · lower is better0.91%

0.59%Trailing 12-mo yield$59 · $13 a year on $10k0.13%

−26.1%Worst dropSmaller is better−77.3%

44.9%VolatilityLower is calmer142.7%

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

3–5SOXL wins

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

More Ways to See the Pairs

UMDD vs SOXL: Top 5 Holdings

Today

UMDD

2.4%in top 5

SOXL

in top 57.6%

UMDDStockSOXL

not top 5AMD1.7%

not top 5NVDA1.6%

not top 5AVGO1.5%

not top 5MU1.5%

not top 5INTC1.2%

0.6%OKTAnot top 5

0.5%FTInot top 5

0.5%UTHRnot top 5

0.4%ATInot top 5

0.4%ENTGnot top 5

Held in common0.5%

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

UMDD vs SOXL Returns, Every Period

ProSharesUMDD

−0.6%

5 years, per year

SOXLDirexion

+10.9%

5 years, per year

UMDDSOXLFaded: behind in that period

0–4SOXL wins

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

UMDD vs SOXL

YTD

ProSharesUMDD

+25.4%

SOXLDirexion

+74.1%

+25.4%Year to date+74.1%

−26.1%Worst drop · 1Y−77.3%

44.9%Volatility · 1Y142.7%

0.6%Yield0.1%

$27.8MAssets$18.0B

3–1UMDD wins

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

Cost, Income and Risk

Fees: UMDD, SOXL

Today

0.91%lowest, SOXL

FundExpense ratioFee$10k

SOXL0.91%$91

UMDD1.39%$139

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

Yields: UMDD, SOXL

0.59%highest, UMDD

FundTrailing yieldYield$10k

UMDD0.59%$59

SOXL0.13%$13

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

Income After Fees on $10,000

−$78most kept, SOXL

SOXL$13 − $91 = −$78

UMDD$59 − $139 = −$80

KeptFee

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

Overlap: UMDD, SOXL

Today

0.5%most shared, UMDD and SOXL

UMDDSOXL

UMDD—0.5%

SOXL0.5%—

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

Return vs Bumpiness: 2 ETFs

+53.1%SOXL, at 142.7% volatility

UMDDWorst drop−26.1%44.9% vol

SOXLWorst drop−77.3%142.7% vol

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

Paid More vs Made More

YTD

UMDDSOXL

+25.4%Year to date+74.1%

0.6%Yield0.1%

+30.0%Past year+53.1%

1.39%Fee0.91%

3–1SOXL wins

End-of-day Nov 3, 2026

Popular Pairs Near These Two

SOXX vs SMH

YTD

iSharesSOXX

+54.7%

SMHVanEck

+44.0%

+54.7%Year to date+44.0%

0.33% · $33Fee · on $10k a year0.35% · $35

$44.3BAssets$65.8B

2–0SOXX wins

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