RETL vs IVV

ARETL

BIVV

Measures won0–6IVV wins · of 6 · 5Y

$10,000 · 5Y$17,177VOO · IVV $17,177

Lowest cost0.03%IVV · $3 on $10k

Most income1.14%IVV · $114 on $10k

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

Held in common2.2%RETL and IVV

RETL

IVV

Direxion Daily Retail Bull 3X Shares · $32MiShares Core S&P 500 ETF · $853B

+21.6%3 years · per year$17,972 · $18,084+21.8%

−25.9%5 years · per year$2,228 · $17,177+11.4%

0.96%Expense ratio$96 · $3 on $10k · lower wins0.03%

0.83%12-mo yield$83 · $114 on $10k1.14%

−38.0%Worst dropSmaller wins−8.9%

62.8%VolatilityLower wins13.6%

0–6IVV wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsRETL · IVV

0.4%WMT0.9%

0.4%COST0.7%

0.3%AMZN4.0%

0.3%TJX0.2%

Held in common2.2%

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	VOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.10%	+0.3%	+8.7%	+9.8%	+21.8%	+11.4%	−8.9%	$1.00T
2	BIVV	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	ARETL	Direxion Daily Retail Bull 3X SharesRead Desk	0.96%	0.83%	−5.1%	−3.0%	+9.1%	+21.6%	−25.9%	−38.0%	$32M

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	VOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.10%	+0.3%	+8.7%	+9.8%	+21.8%	+11.4%	−8.9%	$1.00T
2	BIVV	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	ARETL	Direxion Daily Retail Bull 3X SharesRead Desk	0.96%	0.83%	−5.1%	−3.0%	+9.1%	+21.6%	−25.9%	−38.0%	$32M

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

RETL vs IVV

RETL

Direxion Daily Retail Bull 3X Shares

$2,228

IVV

iShares Core S&P 500

$17,177

MeasureRETLIVV

Fee0.96%0.03%

Cost on $10k a year$96$3

Yield0.83%1.14%

5 years, per year−25.9%+11.4%

3 years, per year+21.6%+21.8%

Worst drop · 1Y−38.0%−8.9%

Volatility · 1Y62.8%13.6%

6–0measures won
IVV first

2.2%

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

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

Overlap: RETL, IVV, VOO

Today

92.2%most shared, IVV and VOO

RETLIVVVOO

RETL—2.2%2.0%

IVV2.2%—92.2%

VOO2.0%92.2%—

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

Income After Fees on $10,000

$111most kept, IVV

IVV$114 − $3 = $111

VOO$110 − $3 = $107

RETL$83 − $96 = −$13

KeptFee

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