SPY vs FAS

ASPY

BFAS

Measures won4–2SPY wins · of 6 · 5Y

$10,000 · 5Y$17,118SPY · FAS $13,483

Lowest cost0.09%SPY · $9 on $10k

Most income8.67%FAS · $867 on $10k

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

Held in common12.8%SPY and FAS

SPY

FAS

State Street SPDR S&P 500 ETF · $819BDirexion Daily Financial Bull 3X ETF · $2.1B

+21.7%3 years · per year$18,039 · $34,756+51.5%

+11.3%5 years · per year$17,118 · $13,483+6.2%

0.09%Expense ratio$9 · $92 on $10k · lower wins0.92%

1.03%12-mo yield$103 · $867 on $10k8.67%

−8.9%Worst dropSmaller wins−40.9%

13.6%VolatilityLower wins45.2%

4–2SPY wins

$10,000 · 5 yearsOne scale

Shared top holdingsSPY · FAS

1.7%BRK-B2.8%

1.4%JPM2.4%

1.1%V1.9%

0.8%MA1.4%

Held in common12.8%

End-of-day Nov 6, 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	ASPY	State Street SPDR S&P 500 ETFRead Desk		0.09%	1.03%	+0.3%	+8.7%	+9.7%	+21.7%	+11.3%	−8.9%	$818.5B
2	BFAS	Direxion Daily Financial Bull 3X ETFRead Desk		0.92%	8.67%	−1.9%	+1.7%	+13.8%	+51.5%	+6.2%	−40.9%	$2.1B

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	ASPY	State Street SPDR S&P 500 ETFRead Desk		0.09%	1.03%	+0.3%	+8.7%	+9.7%	+21.7%	+11.3%	−8.9%	$818.5B
2	BFAS	Direxion Daily Financial Bull 3X ETFRead Desk		0.92%	8.67%	−1.9%	+1.7%	+13.8%	+51.5%	+6.2%	−40.9%	$2.1B

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

SPY vs FAS

SPY

SPDR S&P 500

$17,118

FAS

Direxion Daily Financial Bull 3X

$13,483

MeasureSPYFAS

Fee0.09%0.92%

Cost on $10k a year$9$92

Yield1.03%8.67%

5 years, per year+11.3%+6.2%

3 years, per year+21.7%+51.5%

Worst drop · 1Y−8.9%−40.9%

Volatility · 1Y13.6%45.2%

4–2measures won
SPY first

12.8%

holdings shared

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

Overlap: SPY, FAS

Today

12.8%most shared, SPY and FAS

SPYFAS

SPY—12.8%

FAS12.8%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$775most kept, FAS

FAS$867 − $92 = $775

SPY$103 − $9 = $94

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee