MSFD vs SPY

AMSFD

BSPY

Measures won1–4SPY wins · of 6 · 5Y

$10,000 · 5Y$17,543VOO · SPY $17,493

Lowest cost0.03%VOO · $3 on $10k

Most income4.45%MSFD · $445 on $10k

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

Held in common[…]MSFD and SPY

MSFD

SPY

Direxion Daily MSFT Bear 1X ETF · $10MState Street SPDR S&P 500 ETF · $778B

−14.8%3 years · per year$6,190 · $18,118+21.9%

[…]5 years · per year[…] · $17,493+11.8%

1.16%Expense ratio$116 · $9 on $10k · lower wins0.09%

4.45%12-mo yield$445 · $101 on $10k1.01%

−38.9%Worst dropSmaller wins−8.9%

34.4%VolatilityLower wins13.7%

1–4SPY wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsMSFD · SPY

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

Held in common[…]

End-of-day Nov 9, 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	VOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.07%	+2.3%	+11.3%	+13.6%	+22.0%	+11.9%	−8.9%	$1.00T
2	BSPY	State Street SPDR S&P 500 ETFRead Desk	0.09%	1.01%	+2.4%	+11.2%	+13.5%	+21.9%	+11.8%	−8.9%	$777.9B
3	AMSFD	Direxion Daily MSFT Bear 1X ETFRead Desk	1.16%	4.45%	−2.8%	−16.8%	−14.4%	−14.8%	new	−38.9%	$10M

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	VOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.07%	+2.3%	+11.3%	+13.6%	+22.0%	+11.9%	−8.9%	$1.00T
2	BSPY	State Street SPDR S&P 500 ETFRead Desk	0.09%	1.01%	+2.4%	+11.2%	+13.5%	+21.9%	+11.8%	−8.9%	$777.9B
3	AMSFD	Direxion Daily MSFT Bear 1X ETFRead Desk	1.16%	4.45%	−2.8%	−16.8%	−14.4%	−14.8%	new	−38.9%	$10M

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

MSFD vs SPY

MSFD

Direxion Daily MSFT Bear 1X

[…]

SPY

SPDR S&P 500

$17,493

MeasureMSFDSPY

Fee1.16%0.09%

Cost on $10k a year$116$9

Yield4.45%1.01%

5 years, per year[…]+11.8%

3 years, per year−14.8%+21.9%

Worst drop · 1Y−38.9%−8.9%

Volatility · 1Y34.4%13.7%

4–1measures won
SPY first

Nov 9, 2026 · $10,000 five years ago, dividends reinvested

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 2026

VOO vs IVV

YTD

VanguardVOO

+11.3%

IVViShares

+11.3%

+11.3%Year to date+11.3%

1.1%Yield1.1%

$1.00TAssets$853B

0–0level

End-of-day Nov 9, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

Overlap: MSFD, SPY, VOO

Today

92.7%most shared, SPY and VOO

MSFDSPYVOO

MSFD—[…][…]

SPY[…]—92.7%

VOO[…]92.7%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$329most kept, MSFD

MSFD$445 − $116 = $329

VOO$107 − $3 = $104

SPY$101 − $9 = $92

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee