Compare · 3 funds side by side · dividends reinvested

UTSL, VOO and IVV

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,156VOO · best of the three

02 / 04

UTSL, VOO and IVV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard S&P 500 ETFLow-Cost Core · S&P 5000.03%1.10%+8.4%+9.8%+22.1%+11.4%−8.9%13.5%$1.00T1.5

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%$887B1.9

Direxion Daily Utilities Bull 3X ETFLeveraged · 3x0.98%2.44%−4.8%−15.6%+31.0%+4.9%−46.7%47.0%$67M2.5

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 · VOO 2010 · IVV 2000

Head to Head

Swap sides Versus in desk

Head to Head

Direxion Daily Utilities Bull 3X ETF · $67M$12,718

UTSL

VOO

Vanguard S&P 500 ETF · $1.00T$17,156

$10,000 five years ago, dividends reinvested · they hold 1.9% in common

UTSLMeasureVOO

−4.8%Year to dateJan 1 → Nov 5+8.4%

−15.6%1 yearTotal return+9.8%

+31.0%3 years · per year$10,000 became $22,493 · $18,224+22.1%

+4.9%5 years · per year$10,000 became $12,718 · $17,156+11.4%

0.98%Expense ratio$98 · $3 a year on $10k · lower is better0.03%

2.44%Trailing 12-mo yield$244 · $110 a year on $10k1.10%

−46.7%Worst dropSmaller is better−8.9%

47.0%VolatilityLower is calmer13.5%

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

2–6VOO 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 VOO: Top 5 Holdings

Today

UTSL

8.8%in top 5

VOO

in top 528.3%

UTSLStockVOO

not top 5NVDA8.4%

not top 5AAPL7.4%

not top 5MSFT5.8%

not top 5AMZN3.7%

not top 5GOOGL3.1%

3.0%NEEnot top 5

1.7%SOnot top 5

1.6%DUKnot top 5

1.3%CEGnot top 5

1.1%AEPnot top 5

Held in common1.9%

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

UTSL vs VOO Returns, Every Period

DirexionUTSL

+4.9%

5 years, per year

VOOVanguard

+11.4%

5 years, per year

UTSLVOOFaded: behind in that period

1–3VOO 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%

$66.9MAssets$887B

3–1IVV wins

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

Cost, Income and Risk

Fees: UTSL, VOO, IVV

Today

0.03%lowest, VOO

FundExpense ratioFee$10k

VOO0.03%$3

IVV0.03%$3

UTSL0.98%$98

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

Yields: UTSL, VOO, IVV

2.44%highest, UTSL

FundTrailing yieldYield$10k

UTSL2.44%$244

IVV1.14%$114

VOO1.10%$110

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

VOO$110 − $3 = $107

KeptFee

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

Overlap: UTSL, VOO, IVV

Today

93.5%most shared, VOO and IVV

UTSLVOOIVV

UTSL—1.9%2.1%

VOO1.9%—93.5%

IVV2.1%93.5%—

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

Return vs Bumpiness: 3 ETFs

+9.8%VOO, at 13.5% volatility

VOOWorst drop−8.9%13.5% 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

UTSLVOO

−4.8%Year to date+8.4%

2.4%Yield1.1%

−15.6%Past year+9.8%

0.98%Fee0.03%

3–1VOO 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$805B

2–0SPYM wins

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%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026