RETL vs SPY

ARETL

BSPY

Measures won1–5SPY wins · of 6 · 5Y

$10,000 · 5Y$17,099SPY · RETL $2,402

Lowest cost0.09%SPY · $9 on $10k

Most income1.03%SPY · $103 on $10k

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

Held in common2.1%RETL and SPY

RETL

SPY

Direxion Daily Retail Bull 3X Shares · $32MState Street SPDR S&P 500 ETF · $805B

+23.4%3 years · per year$18,793 · $18,174+22.0%

−24.8%5 years · per year$2,402 · $17,099+11.3%

0.96%Expense ratio$96 · $9 on $10k · lower wins0.09%

0.79%12-mo yield$79 · $103 on $10k1.03%

−38.0%Worst dropSmaller wins−8.9%

62.8%VolatilityLower wins13.6%

1–5SPY wins

$10,000 · 5 yearsOne scale

Shared top holdingsRETL · SPY

0.3%WMT0.9%

0.3%COST0.7%

0.3%AMZN3.9%

0.3%TJX0.2%

Held in common2.1%

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

Both

5Y2 funds

#			Trend
1	BSPY	State Street SPDR S&P 500 ETFRead Desk		0.09%	1.03%	−4.4%	+8.3%	+9.7%	+22.0%	+11.3%	−8.9%	$804.8B
2	ARETL	Direxion Daily Retail Bull 3X SharesRead Desk		0.96%	0.79%	−8.4%	+2.3%	+21.0%	+23.4%	−24.8%	−38.0%	$32M

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

Both

5Y2 funds

#			Trend
1	BSPY	State Street SPDR S&P 500 ETFRead Desk		0.09%	1.03%	−4.4%	+8.3%	+9.7%	+22.0%	+11.3%	−8.9%	$804.8B
2	ARETL	Direxion Daily Retail Bull 3X SharesRead Desk		0.96%	0.79%	−8.4%	+2.3%	+21.0%	+23.4%	−24.8%	−38.0%	$32M

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

RETL vs SPY

RETL

Direxion Daily Retail Bull 3X Shares

$2,402

SPY

SPDR S&P 500

$17,099

MeasureRETLSPY

Fee0.96%0.09%

Cost on $10k a year$96$9

Yield0.79%1.03%

5 years, per year−24.8%+11.3%

3 years, per year+23.4%+22.0%

Worst drop · 1Y−38.0%−8.9%

Volatility · 1Y62.8%13.6%

5–1measures won
SPY first

2.1%

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: RETL, SPY

Today

2.1%most shared, RETL and SPY

RETLSPY

RETL—2.1%

SPY2.1%—

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

Income After Fees on $10,000

$94most kept, SPY

SPY$103 − $9 = $94

RETL$79 − $96 = −$17

KeptFee

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