SRTY vs SOXS

ASRTY

BSOXS

Measures won4–2SRTY wins · of 6 · 5Y

$10,000 · 5Y$1,805SRTY · SOXS $5

Lowest cost1.00%SOXS · $100 on $10k

Most income22.10%SOXS · $2,210 on $10k

Smallest drop−60.9%SRTY · worst fall in 1Y

Held in common[…]SRTY and SOXS

SRTY

SOXS

ProShares - UltraPro Short Russell2000 · $72MDirexion Daily Semiconductor Bear 3X ETF · $6.1B

−50.1%3 years · per year$1,244 · $23−86.8%

−29.0%5 years · per year$1,805 · $5−78.0%

1.10%Expense ratio$110 · $100 on $10k · lower wins1.00%

5.90%12-mo yield$590 · $2,210 on $10k22.10%

−60.9%Worst dropSmaller wins−96.7%

54.3%VolatilityLower wins142.7%

4–2SRTY wins

$10,000 · 5 yearsOne scale

Shared top holdingsSRTY · SOXS

They share no top holdings, or holdings aren’t on file […]

Held in common[…]

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	ASRTY	ProShares - UltraPro Short Russell2000Read Desk		1.10%	5.90%	−0.8%	−36.3%	−37.7%	−50.1%	−29.0%	−60.9%	$72M
2	BSOXS	Direxion Daily Semiconductor Bear 3X ETFRead Desk		1.00%	22.10%	−7.7%	−91.2%	−91.6%	−86.8%	−78.0%	−96.7%	$6.1B

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	ASRTY	ProShares - UltraPro Short Russell2000Read Desk		1.10%	5.90%	−0.8%	−36.3%	−37.7%	−50.1%	−29.0%	−60.9%	$72M
2	BSOXS	Direxion Daily Semiconductor Bear 3X ETFRead Desk		1.00%	22.10%	−7.7%	−91.2%	−91.6%	−86.8%	−78.0%	−96.7%	$6.1B

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

SRTY vs SOXS

SRTY

ProShares - UltraPro Short Russell2000

$1,805

SOXS

Direxion Daily Semiconductor Bear 3X

MeasureSRTYSOXS

Fee1.10%1.00%

Cost on $10k a year$110$100

Yield5.90%22.10%

5 years, per year−29.0%−78.0%

3 years, per year−50.1%−86.8%

Worst drop · 1Y−60.9%−96.7%

Volatility · 1Y54.3%142.7%

4–2measures won
SRTY first

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

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

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 3, 2026

Overlap: SRTY, SOXS

Today

[…]holdings […]

SRTYSOXS

SRTY—[…]

SOXS[…]—

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

Income After Fees on $10,000

$2,110most kept, SOXS

SOXS$2,210 − $100 = $2,110

SRTY$590 − $110 = $480

KeptFee

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