IVV vs DFEN

AIVV

BDFEN

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$27,728DFEN · VOO $17,156

Lowest cost0.03%IVV · $3 on $10k

Most income12.83%DFEN · $1,283 on $10k

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

Held in common2.0%IVV and DFEN

IVV

DFEN

iShares Core S&P 500 ETF · $887BDirexion Daily Aerospace & Defense Bull 3X Shares · $282M

+22.1%3 years · per year$18,221 · $33,700+49.9%

+11.4%5 years · per year$17,151 · $27,728+22.6%

0.03%Expense ratio$3 · $96 on $10k · lower wins0.96%

1.14%12-mo yield$114 · $1,283 on $10k12.83%

−8.9%Worst dropSmaller wins−55.5%

13.6%VolatilityLower wins71.6%

3–3Level

$10,000 · 5 yearsAll three, one scale

Shared top holdingsIVV · DFEN

0.5%GE4.6%

0.4%RTX3.6%

0.2%BA1.5%

0.2%LMT1.1%

Held in common2.0%

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	BDFEN	Direxion Daily Aerospace & Defense Bull 3X SharesRead Desk	0.96%	12.83%	−12.1%	−31.3%	−30.7%	+49.9%	+22.6%	−55.5%	$282M
2	VOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.10%	−4.4%	+8.4%	+9.8%	+22.1%	+11.4%	−8.9%	$1.00T
3	AIVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.14%	−4.4%	+8.4%	+9.7%	+22.1%	+11.4%	−8.9%	$886.8B

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	BDFEN	Direxion Daily Aerospace & Defense Bull 3X SharesRead Desk	0.96%	12.83%	−12.1%	−31.3%	−30.7%	+49.9%	+22.6%	−55.5%	$282M
2	VOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.10%	−4.4%	+8.4%	+9.8%	+22.1%	+11.4%	−8.9%	$1.00T
3	AIVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.14%	−4.4%	+8.4%	+9.7%	+22.1%	+11.4%	−8.9%	$886.8B

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

IVV vs DFEN

IVV

iShares Core S&P 500

$17,152

DFEN

Direxion Daily Aerospace & Defense Bull 3X Shares

$27,728

MeasureIVVDFEN

Fee0.03%0.96%

Cost on $10k a year$3$96

Yield1.14%12.83%

5 years, per year+11.4%+22.6%

3 years, per year+22.1%+49.9%

Worst drop · 1Y−8.9%−55.5%

Volatility · 1Y13.6%71.6%

3–3measures won
level

2.0%

holdings shared

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$805B

2–0SPYM wins

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%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026

Overlap: IVV, DFEN, VOO

Today

93.5%most shared, IVV and VOO

IVVDFENVOO

IVV—2.0%93.5%

DFEN2.0%—1.9%

VOO93.5%1.9%—

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

Income After Fees on $10,000

$1,187most kept, DFEN

DFEN$1,283 − $96 = $1,187

IVV$114 − $3 = $111

VOO$110 − $3 = $107

KeptFee

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