SEF vs SOXS

ASEF

BSOXS

Measures won4–2SEF wins · of 6 · 5Y

$10,000 · 5Y$7,070SEF · SOXS $5

Lowest cost1.00%SOXS · $100 on $10k

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

Smallest drop−17.5%SEF · worst fall in 1Y

Held in common[…]SEF and SOXS

SEF

SOXS

ProShares - Short Financials · $14MDirexion Daily Semiconductor Bear 3X ETF · $6.1B

−15.6%3 years · per year$6,012 · $24−86.7%

−6.7%5 years · per year$7,070 · $5−77.7%

1.58%Expense ratio$158 · $100 on $10k · lower wins1.00%

3.18%12-mo yield$318 · $2,032 on $10k20.32%

−17.5%Worst dropSmaller wins−96.7%

14.9%VolatilityLower wins143.0%

4–2SEF wins

$10,000 · 5 yearsOne scale

Shared top holdingsSEF · 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	ASEF	ProShares - Short FinancialsRead Desk		1.58%	3.18%	−3.5%	−5.2%	−9.4%	−15.6%	−6.7%	−17.5%	$14M
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	ASEF	ProShares - Short FinancialsRead Desk		1.58%	3.18%	−3.5%	−5.2%	−9.4%	−15.6%	−6.7%	−17.5%	$14M
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

SEF vs SOXS

SEF

ProShares - Short Financials

$7,070

SOXS

Direxion Daily Semiconductor Bear 3X

MeasureSEFSOXS

Fee1.58%1.00%

Cost on $10k a year$158$100

Yield3.18%20.32%

5 years, per year−6.7%−77.7%

3 years, per year−15.6%−86.7%

Worst drop · 1Y−17.5%−96.7%

Volatility · 1Y14.9%143.0%

4–2measures won
SEF 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: SEF, SOXS

Today

[…]holdings […]

SEFSOXS

SEF—[…]

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

SEF$318 − $158 = $160

KeptFee

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