SHRT vs SOXS

ASHRT

BSOXS

Measures won2–2level · of 6 · 5Y

$10,000 · 5Y$596SQQQ · SOXS $5

Lowest cost0.94%SQQQ · $94 on $10k

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

Smallest drop−19.6%SHRT · worst fall in 1Y

Held in common[…]SHRT and SOXS

SHRT

SOXS

Gotham Short Strategies ETF · $13MDirexion Daily Semiconductor Bear 3X ETF · $5.5B

[…]3 years · per year[…] · $24−86.7%

[…]5 years · per year[…] · $5−77.7%

1.35%Expense ratio$135 · $100 on $10k · lower wins1.00%

0.07%12-mo yield$7 · $2,032 on $10k20.32%

−19.6%Worst dropSmaller wins−96.7%

14.2%VolatilityLower wins143.0%

2–2Level

$10,000 · 5 yearsAll three, one scale

Shared top holdingsSHRT · 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

All Three

5Y3 funds

#
1	SQQQ	ProShares - UltraPro Short QQQRead Desk	0.94%	7.83%	−2.8%	−37.0%	−32.0%	−54.8%	−43.1%	−63.3%	$1.8B
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%	$5.5B
3	ASHRT	Gotham Short Strategies ETFRead Desk	1.35%	0.07%	−0.4%	−8.0%	−4.2%	new	new	−19.6%	$13M

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

All Three

5Y3 funds

#
1	SQQQ	ProShares - UltraPro Short QQQRead Desk	0.94%	7.83%	−2.8%	−37.0%	−32.0%	−54.8%	−43.1%	−63.3%	$1.8B
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%	$5.5B
3	ASHRT	Gotham Short Strategies ETFRead Desk	1.35%	0.07%	−0.4%	−8.0%	−4.2%	new	new	−19.6%	$13M

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

SHRT vs SOXS

SHRT

Gotham Short Strategies

[…]

SOXS

Direxion Daily Semiconductor Bear 3X

MeasureSHRTSOXS

Fee1.35%1.00%

Cost on $10k a year$135$100

Yield0.07%20.32%

5 years, per year[…]−77.7%

3 years, per year[…]−86.7%

Worst drop · 1Y−19.6%−96.7%

Volatility · 1Y14.2%143.0%

2–2measures won
level

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%

$123BAssets$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%

$42.1BAssets$46.1B

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%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 4, 2026

Overlap: SHRT, SOXS, SQQQ

Today

0.0%most shared, SHRT and SQQQ

SHRTSOXSSQQQ

SHRT—[…]0.0%

SOXS[…]—[…]

SQQQ0.0%[…]—

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

SQQQ$783 − $94 = $689

SHRT$7 − $135 = −$128

KeptFee

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