Compare · 3 funds side by side · dividends reinvested

UTSL, SPYM and IVV

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,192SPYM · best of the three

02 / 04

UTSL, SPYM and IVV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

State Street SPDR Portfolio S&P 500 ETFLow-Cost Core · S&P 5000.02%1.05%+8.8%+9.8%+21.8%+11.4%−8.9%13.6%$182B1.6

iShares Core S&P 500 ETFLow-Cost Core · S&P 5000.03%1.14%+8.7%+9.8%+21.8%+11.4%−8.9%13.6%$850B1.9

Direxion Daily Utilities Bull 3X ETFLeveraged · 3x0.98%2.47%−5.8%−16.5%+29.1%+5.1%−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 6, 2026 · returns include dividends · since: UTSL 2017 · SPYM 2005 · IVV 2000

Head to Head

Swap sides Versus in desk

Head to Head

Direxion Daily Utilities Bull 3X ETF · $66M$12,815

UTSL

SPYM

State Street SPDR Portfolio S&P 500 ETF · $182B$17,192

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

UTSLMeasureSPYM

−5.8%Year to dateJan 1 → Nov 6+8.8%

−16.5%1 yearTotal return+9.8%

+29.1%3 years · per year$10,000 became $21,508 · $18,082+21.8%

+5.1%5 years · per year$10,000 became $12,815 · $17,192+11.4%

0.98%Expense ratio$98 · $2 a year on $10k · lower is better0.02%

2.47%Trailing 12-mo yield$247 · $105 a year on $10k1.05%

−46.7%Worst dropSmaller is better−8.9%

47.0%VolatilityLower is calmer13.6%

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

2–6SPYM wins

End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

UTSL vs SPYM: Top 5 Holdings

Today

UTSL

9.2%in top 5

SPYM

in top 527.8%

UTSLStockSPYM

not top 5AAPL7.9%

not top 5NVDA6.9%

not top 5MSFT6.3%

not top 5AMZN4.0%

3.1%NEEnot top 5

not top 5GOOGL2.6%

1.8%SOnot top 5

1.7%DUKnot top 5

1.3%CEGnot top 5

1.2%AEPnot top 5

Held in common2.1%

End-of-day Nov 6, 2026 · share of each fund

UTSL vs SPYM Returns, Every Period

DirexionUTSL

+5.1%

5 years, per year

SPYMSPDR

+11.4%

5 years, per year

UTSLSPYMFaded: behind in that period

1–3SPYM wins

End-of-day Nov 6, 2026 · dividends in · faded = behind in that period

Leveraged vs Core: UTSL vs IVV

YTD

DirexionUTSL

−5.8%

IVViShares

+8.7%

−5.8%Year to date+8.7%

−46.7%Worst drop · 1Y−8.9%

47.0%Volatility · 1Y13.6%

2.5%Yield1.1%

$65.7MAssets$850B

3–1IVV wins

End-of-day Nov 6, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: UTSL, SPYM, IVV

Today

0.02%lowest, SPYM

FundExpense ratioFee$10k

SPYM0.02%$2

IVV0.03%$3

UTSL0.98%$98

End-of-day Nov 6, 2026 · fee on $10,000 a year

Yields: UTSL, SPYM, IVV

2.47%highest, UTSL

FundTrailing yieldYield$10k

UTSL2.47%$247

IVV1.14%$114

SPYM1.05%$105

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

$149most kept, UTSL

UTSL$247 − $98 = $149

IVV$114 − $3 = $111

SPYM$105 − $2 = $103

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee

Overlap: UTSL, SPYM, IVV

Today

99.9%most shared, SPYM and IVV

UTSLSPYMIVV

UTSL—2.1%2.1%

SPYM2.1%—99.9%

IVV2.1%99.9%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+9.8%SPYM, at 13.6% volatility

SPYMWorst drop−8.9%13.6% vol

IVVWorst drop−8.9%13.6% vol

UTSLWorst drop−46.7%47.0% vol

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

UTSLSPYM

−5.8%Year to date+8.8%

2.5%Yield1.1%

−16.5%Past year+9.8%

0.98%Fee0.02%

3–1SPYM wins

End-of-day Nov 6, 2026

Popular Pairs Near These Three

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026

VOO vs IVV

YTD

VanguardVOO

+8.7%

IVViShares

+8.7%

+8.7%Year to date+8.7%

1.1%Yield1.1%

$1.00TAssets$850B

0–0level

End-of-day Nov 6, 2026

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026