AIBU vs SPY

AAIBU

BSPY

Measures won1–3SPY wins · of 6 · 5Y

$10,000 · 5Y$17,118SPY

Lowest cost0.09%SPY · $9 on $10k

Most income2.07%AIBU · $207 on $10k

Smallest drop−8.9%SPY · worst fall in 1Y

Held in common21.0%AIBU and SPY

AIBU

SPY

Direxion Daily AI and Big Data Bull 2X ETF · $17MState Street SPDR S&P 500 ETF · $778B

[…]3 years · per year[…] · $18,039+21.7%

[…]5 years · per year[…] · $17,118+11.3%

1.05%Expense ratio$105 · $9 on $10k · lower wins0.09%

2.07%12-mo yield$207 · $103 on $10k1.03%

−43.3%Worst dropSmaller wins−8.9%

57.4%VolatilityLower wins13.6%

1–3SPY wins

$10,000 · 5 yearsOne scale

Shared top holdingsAIBU · SPY

3.2%AMZN4.0%

3.2%MSFT6.3%

3.1%AAPL7.9%

2.6%NVDA6.9%

Held in common21.0%

End-of-day Nov 6, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

Both

5Y2 funds

#			Trend
1	BSPY	State Street SPDR S&P 500 ETFRead Desk		0.09%	1.03%	+0.3%	+8.7%	+9.7%	+21.7%	+11.3%	−8.9%	$777.7B
2	AAIBU	Direxion Daily AI and Big Data Bull 2X ETFRead Desk		1.05%	2.07%	+2.9%	+4.1%	−11.5%	new	new	−43.3%	$17M

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	BSPY	State Street SPDR S&P 500 ETFRead Desk		0.09%	1.03%	+0.3%	+8.7%	+9.7%	+21.7%	+11.3%	−8.9%	$777.7B
2	AAIBU	Direxion Daily AI and Big Data Bull 2X ETFRead Desk		1.05%	2.07%	+2.9%	+4.1%	−11.5%	new	new	−43.3%	$17M

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

AIBU vs SPY

AIBU

Direxion Daily AI and Big Data Bull 2X

[…]

SPY

SPDR S&P 500

$17,118

MeasureAIBUSPY

Fee1.05%0.09%

Cost on $10k a year$105$9

Yield2.07%1.03%

5 years, per year[…]+11.3%

3 years, per year[…]+21.7%

Worst drop · 1Y−43.3%−8.9%

Volatility · 1Y57.4%13.6%

3–1measures won
SPY first

21.0%

holdings shared

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$178BAssets$778B

2–0SPYM wins

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

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 6, 2026

Overlap: AIBU, SPY

Today

21.0%most shared, AIBU and SPY

AIBUSPY

AIBU—21.0%

SPY21.0%—

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

Income After Fees on $10,000

$102most kept, AIBU

AIBU$207 − $105 = $102

SPY$103 − $9 = $94

KeptFee

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