RETL vs SPXL

ARETL

BSPXL

Measures won1–5SPXL wins · of 6 · 5Y

$10,000 · 5Y$19,697SPXL · RETL $2,228

Lowest cost0.95%SPXL · $95 on $10k

Most income0.83%RETL · $83 on $10k

Smallest drop−26.8%SPXL · worst fall in 1Y

Held in common0.9%RETL and SPXL

RETL

SPXL

Direxion Daily Retail Bull 3X Shares · $36MDirexion Daily S&P 500 Bull 3X Shares · $6.6B

+21.6%3 years · per year$17,972 · $34,058+50.5%

−25.9%5 years · per year$2,228 · $19,697+14.5%

0.96%Expense ratio$96 · $95 on $10k · lower wins0.95%

0.83%12-mo yield$83 · $59 on $10k0.59%

−38.0%Worst dropSmaller wins−26.8%

62.8%VolatilityLower wins40.9%

1–5SPXL wins

$10,000 · 5 yearsOne scale

Shared top holdingsRETL · SPXL

0.3%AMZN0.9%

0.4%WMT0.2%

0.4%COST0.2%

0.3%TJX0.1%

Held in common0.9%

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

Both

5Y2 funds

#			Trend
1	BSPXL	Direxion Daily S&P 500 Bull 3X SharesRead Desk		0.95%	0.59%	+0.7%	+12.5%	+13.1%	+50.5%	+14.5%	−26.8%	$6.6B
2	ARETL	Direxion Daily Retail Bull 3X SharesRead Desk		0.96%	0.83%	−5.1%	−3.0%	+9.1%	+21.6%	−25.9%	−38.0%	$36M

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	BSPXL	Direxion Daily S&P 500 Bull 3X SharesRead Desk		0.95%	0.59%	+0.7%	+12.5%	+13.1%	+50.5%	+14.5%	−26.8%	$6.6B
2	ARETL	Direxion Daily Retail Bull 3X SharesRead Desk		0.96%	0.83%	−5.1%	−3.0%	+9.1%	+21.6%	−25.9%	−38.0%	$36M

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 SPXL

RETL

Direxion Daily Retail Bull 3X Shares

$2,228

SPXL

Direxion Daily S&P 500 Bull 3X Shares

$19,698

MeasureRETLSPXL

Fee0.96%0.95%

Cost on $10k a year$96$95

Yield0.83%0.59%

5 years, per year−25.9%+14.5%

3 years, per year+21.6%+50.5%

Worst drop · 1Y−38.0%−26.8%

Volatility · 1Y62.8%40.9%

5–1measures won
SPXL first

0.9%

holdings shared

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

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

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

Overlap: RETL, SPXL

Today

0.9%most shared, RETL and SPXL

RETLSPXL

RETL—0.9%

SPXL0.9%—

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

Income After Fees on $10,000

−$13most kept, RETL

RETL$83 − $96 = −$13

SPXL$59 − $95 = −$36

KeptFee

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