IVV vs DFEN

AIVV

BDFEN

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$28,738DFEN · IVV $17,177

Lowest cost0.03%IVV · $3 on $10k

Most income12.34%DFEN · $1,234 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 · $853BDirexion Daily Aerospace & Defense Bull 3X Shares · $254M

+21.8%3 years · per year$18,084 · $34,403+51.0%

+11.4%5 years · per year$17,177 · $28,738+23.5%

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

1.14%12-mo yield$114 · $1,234 on $10k12.34%

−8.9%Worst dropSmaller wins−55.5%

13.6%VolatilityLower wins71.7%

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 6, 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%	12.34%	+4.0%	−28.6%	−25.7%	+51.0%	+23.5%	−55.5%	$254M
2	AIVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.14%	+0.3%	+8.7%	+9.8%	+21.8%	+11.4%	−8.9%	$852.9B
3	VTI	Vanguard Morningstar Total Stock Market ETFRead Desk	0.03%	1.09%	+0.4%	+8.9%	+9.9%	+21.7%	+10.4%	−8.9%	$689.2B

End-of-day Nov 6, 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%	12.34%	+4.0%	−28.6%	−25.7%	+51.0%	+23.5%	−55.5%	$254M
2	AIVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.14%	+0.3%	+8.7%	+9.8%	+21.8%	+11.4%	−8.9%	$852.9B
3	VTI	Vanguard Morningstar Total Stock Market ETFRead Desk	0.03%	1.09%	+0.4%	+8.9%	+9.9%	+21.7%	+10.4%	−8.9%	$689.2B

End-of-day Nov 6, 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

$17,177

DFEN

Direxion Daily Aerospace & Defense Bull 3X Shares

$28,738

MeasureIVVDFEN

Fee0.03%0.96%

Cost on $10k a year$3$96

Yield1.14%12.34%

5 years, per year+11.4%+23.5%

3 years, per year+21.8%+51.0%

Worst drop · 1Y−8.9%−55.5%

Volatility · 1Y13.6%71.7%

3–3measures won
level

2.0%

holdings shared

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026

VTI vs ITOT

YTD

VanguardVTI

+8.9%

ITOTiShares

+8.8%

+8.9%Year to date+8.8%

1.1%Yield1.0%

$689BAssets$93.2B

2–0VTI wins

End-of-day Nov 6, 2026

VOO vs IVV

YTD

VanguardVOO

+8.7%

IVViShares

+8.7%

+8.7%Year to date+8.7%

1.1%Yield1.1%

$1.00TAssets$853B

0–0level

End-of-day Nov 6, 2026

Overlap: IVV, DFEN, VTI

Today

85.5%most shared, IVV and VTI

IVVDFENVTI

IVV—2.0%85.5%

DFEN2.0%—2.1%

VTI85.5%2.1%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$1,138most kept, DFEN

DFEN$1,234 − $96 = $1,138

IVV$114 − $3 = $111

VTI$109 − $3 = $106

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee