SPXL vs TQQQ

ASPXL

BTQQQ

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$21,895SPXL · TQQQ $17,767

Lowest cost0.94%TQQQ · $94 on $10k

Most income0.80%TQQQ · $80 on $10k

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

Held in common11.2%SPXL and TQQQ

SPXL

TQQQ

Direxion Daily S&P 500 Bull 3X Shares · $6.5BProShares UltraPro QQQ · $32.5B

+59.2%3 years · per year$40,354 · $40,421+59.3%

+17.0%5 years · per year$21,895 · $17,767+12.2%

0.95%Expense ratio$95 · $94 on $10k · lower wins0.94%

0.54%12-mo yield$54 · $80 on $10k0.80%

−26.8%Worst dropSmaller wins−35.7%

38.3%VolatilityLower wins60.5%

3–3Level

$10,000 · 5 yearsOne scale

Shared top holdingsSPXL · TQQQ

1.6%AAPL4.0%

1.6%NVDA4.0%

1.2%MSFT3.1%

0.8%AMZN2.2%

Held in common11.2%

End-of-day Nov 3, 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	ASPXL	Direxion Daily S&P 500 Bull 3X SharesRead Desk		0.95%	0.54%	+0.9%	+22.5%	+20.6%	+59.2%	+17.0%	−26.8%	$6.5B
2	BTQQQ	ProShares UltraPro QQQRead Desk		0.94%	0.80%	+1.8%	+15.5%	+4.5%	+59.3%	+12.2%	−35.7%	$32.5B

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

Both

5Y2 funds

#			Trend
1	ASPXL	Direxion Daily S&P 500 Bull 3X SharesRead Desk		0.95%	0.54%	+0.9%	+22.5%	+20.6%	+59.2%	+17.0%	−26.8%	$6.5B
2	BTQQQ	ProShares UltraPro QQQRead Desk		0.94%	0.80%	+1.8%	+15.5%	+4.5%	+59.3%	+12.2%	−35.7%	$32.5B

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

Cards for this view

SPXL vs TQQQ

SPXL

Direxion Daily S&P 500 Bull 3X Shares

$21,895

TQQQ

ProShares UltraPro QQQ

$17,767

MeasureSPXLTQQQ

Fee0.95%0.94%

Cost on $10k a year$95$94

Yield0.54%0.80%

5 years, per year+17.0%+12.2%

3 years, per year+59.2%+59.3%

Worst drop · 1Y−26.8%−35.7%

Volatility · 1Y38.3%60.5%

3–3measures won
level

11.2%

holdings shared

Nov 3, 2026 · $10,000 five years ago, dividends reinvested

TQQQ vs QQQ

YTD

ProSharesTQQQ

+15.5%

QQQInvesco

+11.9%

+15.5%Year to date+11.9%

0.94% · $94Fee · on $10k a year0.18% · $18

$32.5BAssets$461B

1–1level

End-of-day Nov 3, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026

Overlap: SPXL, TQQQ

Today

11.2%most shared, SPXL and TQQQ

SPXLTQQQ

SPXL—11.2%

TQQQ11.2%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

−$14most kept, TQQQ

TQQQ$80 − $94 = −$14

SPXL$54 − $95 = −$41

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee