SPY vs FAS

ASPY

BFAS

Measures won4–2SPY wins · of 6 · 5Y

$10,000 · 5Y$17,177IVV · SPY $17,118

Lowest cost0.03%IVV · $3 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 yearsAll three, one 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

All Three

5Y3 funds

#
1	IVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.14%	+0.3%	+8.7%	+9.8%	+21.8%	+11.4%	−8.9%	$852.9B
2	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
3	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

All Three

5Y3 funds

#
1	IVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.14%	+0.3%	+8.7%	+9.8%	+21.8%	+11.4%	−8.9%	$852.9B
2	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
3	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

VOO vs IVV

YTD

VanguardVOO

+8.7%

IVViShares

+8.7%

+8.7%Year to date+8.7%

1.1%Yield1.1%

$1.00TAssets$853B

0–0level

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

Overlap: SPY, FAS, IVV

Today

99.9%most shared, SPY and IVV

SPYFASIVV

SPY—12.8%99.9%

FAS12.8%—12.8%

IVV99.9%12.8%—

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

IVV$114 − $3 = $111

SPY$103 − $9 = $94

KeptFee

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