SPY vs FAS

ASPY

BFAS

Measures won4–2SPY wins · of 6 · 5Y

$10,000 · 5Y$17,493SPY · VTI $16,697

Lowest cost0.03%VTI · $3 on $10k

Most income8.21%FAS · $821 on $10k

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

Held in common12.6%SPY and FAS

SPY

FAS

State Street SPDR S&P 500 ETF · $778BDirexion Daily Financial Bull 3X ETF · $2.1B

+21.9%3 years · per year$18,118 · $34,247+50.7%

+11.8%5 years · per year$17,493 · $14,212+7.3%

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

1.01%12-mo yield$101 · $821 on $10k8.21%

−8.9%Worst dropSmaller wins−40.9%

13.7%VolatilityLower wins45.5%

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 common12.6%

End-of-day Nov 9, 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	ASPY	State Street SPDR S&P 500 ETFRead Desk	0.09%	1.01%	+2.4%	+11.2%	+13.5%	+21.9%	+11.8%	−8.9%	$777.9B
2	VTI	Vanguard Morningstar Total Stock Market ETFRead Desk	0.03%	1.06%	+2.5%	+11.6%	+13.9%	+21.8%	+10.8%	−8.9%	$689.2B
3	BFAS	Direxion Daily Financial Bull 3X ETFRead Desk	0.92%	8.21%	+5.5%	+7.3%	+21.2%	+50.7%	+7.3%	−40.9%	$2.1B

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	ASPY	State Street SPDR S&P 500 ETFRead Desk	0.09%	1.01%	+2.4%	+11.2%	+13.5%	+21.9%	+11.8%	−8.9%	$777.9B
2	VTI	Vanguard Morningstar Total Stock Market ETFRead Desk	0.03%	1.06%	+2.5%	+11.6%	+13.9%	+21.8%	+10.8%	−8.9%	$689.2B
3	BFAS	Direxion Daily Financial Bull 3X ETFRead Desk	0.92%	8.21%	+5.5%	+7.3%	+21.2%	+50.7%	+7.3%	−40.9%	$2.1B

End-of-day Nov 9, 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

$17,493

FAS

Direxion Daily Financial Bull 3X

$14,212

MeasureSPYFAS

Fee0.09%0.92%

Cost on $10k a year$9$92

Yield1.01%8.21%

5 years, per year+11.8%+7.3%

3 years, per year+21.9%+50.7%

Worst drop · 1Y−8.9%−40.9%

Volatility · 1Y13.7%45.5%

4–2measures won
SPY first

12.6%

holdings shared

Nov 9, 2026 · $10,000 five years ago, dividends reinvested

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 2026

VTI vs ITOT

YTD

VanguardVTI

+11.6%

ITOTiShares

+11.5%

+11.6%Year to date+11.5%

1.1%Yield1.0%

$689BAssets$95.6B

2–0VTI wins

End-of-day Nov 9, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

Overlap: SPY, FAS, VTI

Today

86.0%most shared, SPY and VTI

SPYFASVTI

SPY—12.6%86.0%

FAS12.6%—10.1%

VTI86.0%10.1%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$729most kept, FAS

FAS$821 − $92 = $729

VTI$106 − $3 = $103

SPY$101 − $9 = $92

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee