TMF vs SPY

ATMF

BSPY

Measures won1–5SPY wins · of 6 · 5Y

$10,000 · 5Y$17,118SPY · TMF $1,234

Lowest cost0.09%SPY · $9 on $10k

Most income4.63%TMF · $463 on $10k

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

Held in common0.0%TMF and SPY

TMF

SPY

Direxion Daily 20+ Year Treasury Bull 3X ETF · $2.0BState Street SPDR S&P 500 ETF · $819B

−7.2%3 years · per year$7,982 · $18,039+21.7%

−34.2%5 years · per year$1,234 · $17,118+11.3%

1.01%Expense ratio$101 · $9 on $10k · lower wins0.09%

4.63%12-mo yield$463 · $103 on $10k1.03%

−38.0%Worst dropSmaller wins−8.9%

28.1%VolatilityLower wins13.6%

1–5SPY wins

$10,000 · 5 yearsOne scale

Shared top holdingsTMF · SPY

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

Held in common0.0%

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	BSPY	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	ATMF	Direxion Daily 20+ Year Treasury Bull 3X ETFRead Desk		1.01%	4.63%	−0.2%	−16.7%	−21.3%	−7.2%	−34.2%	−38.0%	$2.0B

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	BSPY	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	ATMF	Direxion Daily 20+ Year Treasury Bull 3X ETFRead Desk		1.01%	4.63%	−0.2%	−16.7%	−21.3%	−7.2%	−34.2%	−38.0%	$2.0B

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

TMF vs SPY

TMF

Direxion Daily 20+ Year Treasury Bull 3X

$1,234

SPY

SPDR S&P 500

$17,118

MeasureTMFSPY

Fee1.01%0.09%

Cost on $10k a year$101$9

Yield4.63%1.03%

5 years, per year−34.2%+11.3%

3 years, per year−7.2%+21.7%

Worst drop · 1Y−38.0%−8.9%

Volatility · 1Y28.1%13.6%

5–1measures won
SPY first

0.0%

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: TMF, SPY

Today

0.0%most shared, TMF and SPY

TMFSPY

TMF—0.0%

SPY0.0%—

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

Income After Fees on $10,000

$362most kept, TMF

TMF$463 − $101 = $362

SPY$103 − $9 = $94

KeptFee

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