TMV vs SPYM

ATMV

BSPYM

Measures won2–4SPYM wins · of 6 · 5Y

$10,000 · 5Y$33,137TMV · SPYM $17,164

Lowest cost0.02%SPYM · $2 on $10k

Most income2.28%TMV · $228 on $10k

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

Held in common[…]TMV and SPYM

TMV

SPYM

Direxion Daily 20+ Year Treasury Bear 3X ETF · $190MState Street SPDR Portfolio S&P 500 ETF · $182B

−3.2%3 years · per year$9,061 · $18,222+22.1%

+27.1%5 years · per year$33,137 · $17,164+11.4%

0.97%Expense ratio$97 · $2 on $10k · lower wins0.02%

2.28%12-mo yield$228 · $106 on $10k1.06%

−17.1%Worst dropSmaller wins−8.9%

28.5%VolatilityLower wins13.6%

2–4SPYM wins

$10,000 · 5 yearsOne scale

Shared top holdingsTMV · SPYM

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

Held in common[…]

End-of-day Nov 5, 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	ATMV	Direxion Daily 20+ Year Treasury Bear 3X ETFRead Desk		0.97%	2.28%	−0.5%	+15.9%	+26.9%	−3.2%	+27.1%	−17.1%	$190M
2	BSPYM	State Street SPDR Portfolio S&P 500 ETFRead Desk		0.02%	1.06%	−4.4%	+8.4%	+9.8%	+22.1%	+11.4%	−8.9%	$181.7B

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

Both

5Y2 funds

#			Trend
1	ATMV	Direxion Daily 20+ Year Treasury Bear 3X ETFRead Desk		0.97%	2.28%	−0.5%	+15.9%	+26.9%	−3.2%	+27.1%	−17.1%	$190M
2	BSPYM	State Street SPDR Portfolio S&P 500 ETFRead Desk		0.02%	1.06%	−4.4%	+8.4%	+9.8%	+22.1%	+11.4%	−8.9%	$181.7B

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

Cards for this view

TMV vs SPYM

TMV

Direxion Daily 20+ Year Treasury Bear 3X

$33,137

SPYM

SPDR Portfolio S&P 500

$17,164

MeasureTMVSPYM

Fee0.97%0.02%

Cost on $10k a year$97$2

Yield2.28%1.06%

5 years, per year+27.1%+11.4%

3 years, per year−3.2%+22.1%

Worst drop · 1Y−17.1%−8.9%

Volatility · 1Y28.5%13.6%

4–2measures won
SPYM first

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$805B

2–0SPYM wins

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026

Overlap: TMV, SPYM

Today

[…]holdings […]

TMVSPYM

TMV—[…]

SPYM[…]—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$131most kept, TMV

TMV$228 − $97 = $131

SPYM$106 − $2 = $104

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee