DRIP vs SPY

ADRIP

BSPY

Measures won1–5SPY wins · of 6 · 5Y

$10,000 · 5Y$18,060SPY · DRIP $852

Lowest cost0.09%SPY · $9 on $10k

Most income3.37%DRIP · $337 on $10k

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

Held in common[…]DRIP and SPY

DRIP

SPY

Direxion Daily S&P Oil & Gas Exp. & Prod. Bear 2X ETF · $151MState Street SPDR S&P 500 ETF · $798B

−27.4%3 years · per year$3,821 · $19,132+24.1%

−38.9%5 years · per year$852 · $18,060+12.6%

1.03%Expense ratio$103 · $9 on $10k · lower wins0.09%

3.37%12-mo yield$337 · $99 on $10k0.99%

−69.1%Worst dropSmaller wins−8.9%

59.7%VolatilityLower wins12.9%

1–5SPY wins

$10,000 · 5 yearsOne scale

Shared top holdingsDRIP · SPY

They share no top holdings, or holdings aren’t on file […]

Held in common[…]

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	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%	$798.0B
2	ADRIP	Direxion Daily S&P Oil & Gas Exp. & Prod. Bear 2X ETFRead Desk		1.03%	3.37%	+12.7%	−58.7%	−58.7%	−27.4%	−38.9%	−69.1%	$151M

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	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%	$798.0B
2	ADRIP	Direxion Daily S&P Oil & Gas Exp. & Prod. Bear 2X ETFRead Desk		1.03%	3.37%	+12.7%	−58.7%	−58.7%	−27.4%	−38.9%	−69.1%	$151M

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

DRIP vs SPY

DRIP

Direxion Daily S&P Oil & Gas Exp. & Prod. Bear 2X

$852

SPY

SPDR S&P 500

$18,060

MeasureDRIPSPY

Fee1.03%0.09%

Cost on $10k a year$103$9

Yield3.37%0.99%

5 years, per year−38.9%+12.6%

3 years, per year−27.4%+24.1%

Worst drop · 1Y−69.1%−8.9%

Volatility · 1Y59.7%12.9%

5–1measures won
SPY first

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%

$185BAssets$798B

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%

$121BAssets$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%

$41.8BAssets$46.0B

1–1level

End-of-day Nov 4, 2026

Overlap: DRIP, SPY

Today

[…]holdings […]

DRIPSPY

DRIP—[…]

SPY[…]—

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

Income After Fees on $10,000

$234most kept, DRIP

DRIP$337 − $103 = $234

SPY$99 − $9 = $90

KeptFee

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