ERY vs SPYM

AERY

BSPYM

Measures won1–5SPYM wins · of 6 · 5Y

$10,000 · 5Y$17,164SPYM · IVV $17,151

Lowest cost0.02%SPYM · $2 on $10k

Most income3.31%ERY · $331 on $10k

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

Held in common[…]ERY and SPYM

ERY

SPYM

Direxion Daily Energy Bear 2X ETF · $55MState Street SPDR Portfolio S&P 500 ETF · $182B

−27.9%3 years · per year$3,750 · $18,222+22.1%

−37.1%5 years · per year$982 · $17,164+11.4%

1.04%Expense ratio$104 · $2 on $10k · lower wins0.02%

3.31%12-mo yield$331 · $106 on $10k1.06%

−65.0%Worst dropSmaller wins−8.9%

46.4%VolatilityLower wins13.6%

1–5SPYM wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsERY · SPYM

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

Held in common[…]

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

All Three

5Y3 funds

#
1	BSPYM	State Street SPDR Portfolio S&P 500 ETFRead Desk	0.02%	1.06%	−4.4%	+8.4%	+9.8%	+22.1%	+11.4%	−8.9%	$181.7B
2	IVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.14%	−4.4%	+8.4%	+9.7%	+22.1%	+11.4%	−8.9%	$850.0B
3	AERY	Direxion Daily Energy Bear 2X ETFRead Desk	1.04%	3.31%	+5.7%	−52.4%	−55.5%	−27.9%	−37.1%	−65.0%	$55M

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

All Three

5Y3 funds

#
1	BSPYM	State Street SPDR Portfolio S&P 500 ETFRead Desk	0.02%	1.06%	−4.4%	+8.4%	+9.8%	+22.1%	+11.4%	−8.9%	$181.7B
2	IVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.14%	−4.4%	+8.4%	+9.7%	+22.1%	+11.4%	−8.9%	$850.0B
3	AERY	Direxion Daily Energy Bear 2X ETFRead Desk	1.04%	3.31%	+5.7%	−52.4%	−55.5%	−27.9%	−37.1%	−65.0%	$55M

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

Cards for this view

ERY vs SPYM

ERY

Direxion Daily Energy Bear 2X

$982

SPYM

SPDR Portfolio S&P 500

$17,164

MeasureERYSPYM

Fee1.04%0.02%

Cost on $10k a year$104$2

Yield3.31%1.06%

5 years, per year−37.1%+11.4%

3 years, per year−27.9%+22.1%

Worst drop · 1Y−65.0%−8.9%

Volatility · 1Y46.4%13.6%

5–1measures won
SPYM first

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 5, 2026

VOO vs IVV

YTD

VanguardVOO

+8.4%

IVViShares

+8.4%

+8.4%Year to date+8.4%

1.1%Yield1.1%

$1.00TAssets$850B

0–0level

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%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

Overlap: ERY, SPYM, IVV

Today

99.9%most shared, SPYM and IVV

ERYSPYMIVV

ERY—[…][…]

SPYM[…]—99.9%

IVV[…]99.9%—

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

Income After Fees on $10,000

$227most kept, ERY

ERY$331 − $104 = $227

IVV$114 − $3 = $111

SPYM$106 − $2 = $104

KeptFee

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