DFEN vs SPXL

ADFEN

BSPXL

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$31,949DFEN · SPXL $21,895

Lowest cost0.95%SPXL · $95 on $10k

Most income10.71%DFEN · $1,071 on $10k

Smallest drop−26.8%SPXL · worst fall in 1Y

Held in common0.4%DFEN and SPXL

DFEN

SPXL

Direxion Daily Aerospace & Defense Bull 3X Shares · $313MDirexion Daily S&P 500 Bull 3X Shares · $6.5B

+63.0%3 years · per year$43,284 · $40,354+59.2%

+26.2%5 years · per year$31,949 · $21,895+17.0%

0.96%Expense ratio$96 · $95 on $10k · lower wins0.95%

10.71%12-mo yield$1,071 · $54 on $10k0.54%

−55.5%Worst dropSmaller wins−26.8%

70.4%VolatilityLower wins38.3%

3–3Level

$10,000 · 5 yearsOne scale

Shared top holdingsDFEN · SPXL

4.2%GE0.1%

3.5%RTX0.1%

1.4%BA0.0%

1.2%LMT0.0%

Held in common0.4%

End-of-day Nov 3, 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	ADFEN	Direxion Daily Aerospace & Defense Bull 3X SharesRead Desk		0.96%	10.71%	+2.2%	−17.8%	−21.7%	+63.0%	+26.2%	−55.5%	$313M
2	BSPXL	Direxion Daily S&P 500 Bull 3X SharesRead Desk		0.95%	0.54%	+0.9%	+22.5%	+20.6%	+59.2%	+17.0%	−26.8%	$6.5B

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

Both

5Y2 funds

#			Trend
1	ADFEN	Direxion Daily Aerospace & Defense Bull 3X SharesRead Desk		0.96%	10.71%	+2.2%	−17.8%	−21.7%	+63.0%	+26.2%	−55.5%	$313M
2	BSPXL	Direxion Daily S&P 500 Bull 3X SharesRead Desk		0.95%	0.54%	+0.9%	+22.5%	+20.6%	+59.2%	+17.0%	−26.8%	$6.5B

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

Cards for this view

DFEN vs SPXL

DFEN

Direxion Daily Aerospace & Defense Bull 3X Shares

$31,949

SPXL

Direxion Daily S&P 500 Bull 3X Shares

$21,895

MeasureDFENSPXL

Fee0.96%0.95%

Cost on $10k a year$96$95

Yield10.71%0.54%

5 years, per year+26.2%+17.0%

3 years, per year+63.0%+59.2%

Worst drop · 1Y−55.5%−26.8%

Volatility · 1Y70.4%38.3%

3–3measures won
level

0.4%

holdings shared

Nov 3, 2026 · $10,000 five years ago, dividends reinvested

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

Overlap: DFEN, SPXL

Today

0.4%most shared, DFEN and SPXL

DFENSPXL

DFEN—0.4%

SPXL0.4%—

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

Income After Fees on $10,000

$975most kept, DFEN

DFEN$1,071 − $96 = $975

SPXL$54 − $95 = −$41

KeptFee

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