Compare · 3 funds side by side · dividends reinvested

UTSL, SPY and IVV

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,151IVV · best of the three

02 / 04

UTSL, SPY and IVV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Core S&P 500 ETFLow-Cost Core · S&P 5000.03%1.14%+8.4%+9.7%+22.1%+11.4%−8.9%13.6%$850B1.5

State Street SPDR S&P 500 ETFLow-Cost Core · S&P 5000.09%1.03%+8.3%+9.7%+22.0%+11.3%−8.9%13.6%$819B2.0

Direxion Daily Utilities Bull 3X ETFLeveraged · 3x0.98%2.44%−4.8%−15.6%+31.0%+4.9%−46.7%47.0%$66M2.5

Rank among the three1st → 3rdFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 5, 2026 · returns include dividends · since: UTSL 2017 · SPY 1993 · IVV 2000

Head to Head

Swap sides Versus in desk

Head to Head

Direxion Daily Utilities Bull 3X ETF · $66M$12,718

UTSL

SPY

State Street SPDR S&P 500 ETF · $819B$17,099

$10,000 five years ago, dividends reinvested · they hold 2.1% in common

UTSLMeasureSPY

−4.8%Year to dateJan 1 → Nov 5+8.3%

−15.6%1 yearTotal return+9.7%

+31.0%3 years · per year$10,000 became $22,493 · $18,174+22.0%

+4.9%5 years · per year$10,000 became $12,718 · $17,099+11.3%

0.98%Expense ratio$98 · $9 a year on $10k · lower is better0.09%

2.44%Trailing 12-mo yield$244 · $103 a year on $10k1.03%

−46.7%Worst dropSmaller is better−8.9%

47.0%VolatilityLower is calmer13.6%

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

2–6SPY wins

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

More Ways to See the Pairs

UTSL vs SPY: Top 5 Holdings

Today

UTSL

8.8%in top 5

SPY

in top 527.7%

UTSLStockSPY

not top 5AAPL7.7%

not top 5NVDA7.3%

not top 5MSFT6.2%

not top 5AMZN3.9%

3.0%NEEnot top 5

not top 5GOOGL2.6%

1.7%SOnot top 5

1.6%DUKnot top 5

1.3%CEGnot top 5

1.1%AEPnot top 5

Held in common2.1%

End-of-day Nov 5, 2026 · share of each fund

UTSL vs SPY Returns, Every Period

DirexionUTSL

+4.9%

5 years, per year

SPYSPDR

+11.3%

5 years, per year

UTSLSPYFaded: behind in that period

1–3SPY wins

End-of-day Nov 5, 2026 · dividends in · faded = behind in that period

Leveraged vs Core: UTSL vs IVV

YTD

DirexionUTSL

−4.8%

IVViShares

+8.4%

−4.8%Year to date+8.4%

−46.7%Worst drop · 1Y−8.9%

47.0%Volatility · 1Y13.6%

2.4%Yield1.1%

$65.7MAssets$850B

3–1IVV wins

End-of-day Nov 5, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: UTSL, SPY, IVV

Today

0.03%lowest, IVV

FundExpense ratioFee$10k

IVV0.03%$3

SPY0.09%$9

UTSL0.98%$98

End-of-day Nov 5, 2026 · fee on $10,000 a year

Yields: UTSL, SPY, IVV

2.44%highest, UTSL

FundTrailing yieldYield$10k

UTSL2.44%$244

IVV1.14%$114

SPY1.03%$103

End-of-day Nov 5, 2026 · trailing 12-month yield

Income After Fees on $10,000

$146most kept, UTSL

UTSL$244 − $98 = $146

IVV$114 − $3 = $111

SPY$103 − $9 = $94

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee

Overlap: UTSL, SPY, IVV

Today

99.9%most shared, SPY and IVV

UTSLSPYIVV

UTSL—2.1%2.1%

SPY2.1%—99.9%

IVV2.1%99.9%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+9.7%IVV, at 13.6% volatility

SPYWorst drop−8.9%13.6% vol

IVVWorst drop−8.9%13.6% vol

UTSLWorst drop−46.7%47.0% vol

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

UTSLIVV

−4.8%Year to date+8.4%

2.4%Yield1.1%

−15.6%Past year+9.7%

0.98%Fee0.03%

3–1IVV wins

End-of-day Nov 5, 2026

Popular Pairs Near These Three

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 5, 2026

VOO vs IVV

YTD

VanguardVOO

+8.4%

IVViShares

+8.4%

+8.4%Year to date+8.4%

1.1%Yield1.1%

$1.00TAssets$850B

0–0level

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026