DFEN vs SPY

ADFEN

BSPY

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$31,393DFEN · SPY $18,060

Lowest cost0.09%SPY · $9 on $10k

Most income11.28%DFEN · $1,128 on $10k

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

Held in common2.1%DFEN and SPY

DFEN

SPY

Direxion Daily Aerospace & Defense Bull 3X Shares · $282MState Street SPDR S&P 500 ETF · $805B

+59.5%3 years · per year$40,603 · $19,132+24.1%

+25.7%5 years · per year$31,393 · $18,060+12.6%

0.96%Expense ratio$96 · $9 on $10k · lower wins0.09%

11.28%12-mo yield$1,128 · $99 on $10k0.99%

−55.5%Worst dropSmaller wins−8.9%

70.6%VolatilityLower wins12.9%

3–3Level

$10,000 · 5 yearsOne scale

Shared top holdingsDFEN · SPY

4.3%GE0.5%

3.5%RTX0.4%

1.4%BA0.2%

1.2%LMT0.2%

Held in common2.1%

End-of-day Nov 4, 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%	11.28%	−5.0%	−21.9%	−24.8%	+59.5%	+25.7%	−55.5%	$282M
2	BSPY	State Street SPDR S&P 500 ETFRead Desk		0.09%	0.99%	+1.7%	+13.3%	+13.4%	+24.1%	+12.6%	−8.9%	$804.8B

End-of-day Nov 4, 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%	11.28%	−5.0%	−21.9%	−24.8%	+59.5%	+25.7%	−55.5%	$282M
2	BSPY	State Street SPDR S&P 500 ETFRead Desk		0.09%	0.99%	+1.7%	+13.3%	+13.4%	+24.1%	+12.6%	−8.9%	$804.8B

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

DFEN vs SPY

DFEN

Direxion Daily Aerospace & Defense Bull 3X Shares

$31,393

SPY

SPDR S&P 500

$18,060

MeasureDFENSPY

Fee0.96%0.09%

Cost on $10k a year$96$9

Yield11.28%0.99%

5 years, per year+25.7%+12.6%

3 years, per year+59.5%+24.1%

Worst drop · 1Y−55.5%−8.9%

Volatility · 1Y70.6%12.9%

3–3measures won
level

2.1%

holdings shared

Nov 4, 2026 · $10,000 five years ago, dividends reinvested

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 4, 2026

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026

Overlap: DFEN, SPY

Today

2.1%most shared, DFEN and SPY

DFENSPY

DFEN—2.1%

SPY2.1%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$1,032most kept, DFEN

DFEN$1,128 − $96 = $1,032

SPY$99 − $9 = $90

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee