RWM vs SOXS

ARWM

BSOXS

Measures won4–2RWM wins · of 6 · 5Y

$10,000 · 5Y$7,886RWM · SOXS $5

Lowest cost1.00%SOXS · $100 on $10k

Most income20.32%SOXS · $2,032 on $10k

Smallest drop−24.0%RWM · worst fall in 1Y

Held in common[…]RWM and SOXS

RWM

SOXS

ProShares - Short Russell2000 · $161MDirexion Daily Semiconductor Bear 3X ETF · $6.1B

−15.1%3 years · per year$6,121 · $24−86.7%

−4.6%5 years · per year$7,886 · $5−77.7%

1.05%Expense ratio$105 · $100 on $10k · lower wins1.00%

3.37%12-mo yield$337 · $2,032 on $10k20.32%

−24.0%Worst dropSmaller wins−96.7%

18.1%VolatilityLower wins143.0%

4–2RWM wins

$10,000 · 5 yearsOne scale

Shared top holdingsRWM · SOXS

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

Held in common[…]

End-of-day Nov 4, 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	ARWM	ProShares - Short Russell2000Read Desk		1.05%	3.37%	−1.5%	−11.8%	−12.1%	−15.1%	−4.6%	−24.0%	$161M
2	BSOXS	Direxion Daily Semiconductor Bear 3X ETFRead Desk		1.00%	20.32%	+8.8%	−90.4%	−90.7%	−86.7%	−77.7%	−96.7%	$6.1B

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	ARWM	ProShares - Short Russell2000Read Desk		1.05%	3.37%	−1.5%	−11.8%	−12.1%	−15.1%	−4.6%	−24.0%	$161M
2	BSOXS	Direxion Daily Semiconductor Bear 3X ETFRead Desk		1.00%	20.32%	+8.8%	−90.4%	−90.7%	−86.7%	−77.7%	−96.7%	$6.1B

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

RWM vs SOXS

RWM

ProShares - Short Russell2000

$7,886

SOXS

Direxion Daily Semiconductor Bear 3X

MeasureRWMSOXS

Fee1.05%1.00%

Cost on $10k a year$105$100

Yield3.37%20.32%

5 years, per year−4.6%−77.7%

3 years, per year−15.1%−86.7%

Worst drop · 1Y−24.0%−96.7%

Volatility · 1Y18.1%143.0%

4–2measures won
RWM first

Nov 4, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$41.8BAssets$46.0B

1–1level

End-of-day Nov 4, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$185BAssets$798B

1–0SPYM wins

End-of-day Nov 4, 2026

Overlap: RWM, SOXS

Today

[…]holdings […]

RWMSOXS

RWM—[…]

SOXS[…]—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$1,932most kept, SOXS

SOXS$2,032 − $100 = $1,932

RWM$337 − $105 = $232

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee