Compare · 2 funds side by side · dividends reinvested

UMDD and SPXL

UMDDProShares×SPXLDirexion×

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

UMDD and SPXL, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

ProShares - UltraPro MidCap 400Leveraged · 3x1.39%0.59%+25.4%+30.0%+34.4%−0.6%−26.1%44.9%$28M1.5

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

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 · SPXL 2008

Head to Head

Swap sides Versus in desk

Head to Head

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

UMDD

SPXL

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

$10,000 five years ago, dividends reinvested · they hold 0.0% in common

UMDDMeasureSPXL

+25.4%Year to dateJan 1 → Nov 3+22.5%

+30.0%1 yearTotal return+20.6%

+34.4%3 years · per year$10,000 became $24,260 · $40,354+59.2%

−0.6%5 years · per year$10,000 became $9,714 · $21,895+17.0%

1.39%Expense ratio$139 · $95 a year on $10k · lower is better0.95%

0.59%Trailing 12-mo yield$59 · $54 a year on $10k0.54%

−26.1%Worst dropSmaller is better−26.8%

44.9%VolatilityLower is calmer38.3%

UMDDSPXL 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

UMDD vs SPXL: Top 5 Holdings

Today

UMDD

2.4%in top 5

SPXL

in top 55.8%

UMDDStockSPXL

not top 5AAPL1.6%

not top 5NVDA1.6%

not top 5MSFT1.2%

not top 5AMZN0.8%

0.6%OKTAnot top 5

not top 5GOOGL0.5%

0.5%FTInot top 5

0.5%UTHRnot top 5

0.4%ATInot top 5

0.4%ENTGnot top 5

Held in common0.0%

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

UMDD vs SPXL Returns, Every Period

ProSharesUMDD

−0.6%

5 years, per year

SPXLDirexion

+17.0%

5 years, per year

UMDDSPXLFaded: behind in that period

2–2Level

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

UMDD vs SPXL

YTD

ProSharesUMDD

+25.4%

SPXLDirexion

+22.5%

+25.4%Year to date+22.5%

−26.1%Worst drop · 1Y−26.8%

44.9%Volatility · 1Y38.3%

0.6%Yield0.5%

$27.8MAssets$6.5B

3–1UMDD wins

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

Cost, Income and Risk

Fees: UMDD, SPXL

Today

0.95%lowest, SPXL

FundExpense ratioFee$10k

SPXL0.95%$95

UMDD1.39%$139

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

Yields: UMDD, SPXL

0.59%highest, UMDD

FundTrailing yieldYield$10k

UMDD0.59%$59

SPXL0.54%$54

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

Income After Fees on $10,000

−$41most kept, SPXL

SPXL$54 − $95 = −$41

UMDD$59 − $139 = −$80

KeptFee

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

Overlap: UMDD, SPXL

Today

0.0%most shared, UMDD and SPXL

UMDDSPXL

UMDD—0.0%

SPXL0.0%—

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

Return vs Bumpiness: 2 ETFs

+30.0%UMDD, at 44.9% volatility

SPXLWorst drop−26.8%38.3% vol

UMDDWorst drop−26.1%44.9% vol

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

Paid More vs Made More

YTD

UMDDSPXL

+25.4%Year to date+22.5%

0.6%Yield0.5%

+30.0%Past year+20.6%

1.39%Fee0.95%

3–1UMDD 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