TPOR vs SPY

ATPOR

BSPY

Measures won1–5SPY wins · of 6 · 5Y

$10,000 · 5Y$18,060SPY · TPOR $8,350

Lowest cost0.09%SPY · $9 on $10k

Most income0.99%SPY · $99 on $10k

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

Held in common1.3%TPOR and SPY

TPOR

SPY

Direxion Daily Transportation Bull 3X ETF · $17MState Street SPDR S&P 500 ETF · $798B

+26.6%3 years · per year$20,305 · $19,132+24.1%

−3.5%5 years · per year$8,350 · $18,060+12.6%

1.12%Expense ratio$112 · $9 on $10k · lower wins0.09%

0.77%12-mo yield$77 · $99 on $10k0.99%

−35.3%Worst dropSmaller wins−8.9%

59.1%VolatilityLower wins12.9%

1–5SPY wins

$10,000 · 5 yearsOne scale

Shared top holdingsTPOR · SPY

4.2%UNP0.3%

3.2%UBER0.2%

2.2%CSX0.1%

1.1%UPS0.1%

Held in common1.3%

End-of-day Nov 4, 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%	0.99%	+1.7%	+13.3%	+13.4%	+24.1%	+12.6%	−8.9%	$798.0B
2	ATPOR	Direxion Daily Transportation Bull 3X ETFRead Desk		1.12%	0.77%	+8.0%	+25.1%	+33.2%	+26.6%	−3.5%	−35.3%	$17M

End-of-day Nov 4, 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%	0.99%	+1.7%	+13.3%	+13.4%	+24.1%	+12.6%	−8.9%	$798.0B
2	ATPOR	Direxion Daily Transportation Bull 3X ETFRead Desk		1.12%	0.77%	+8.0%	+25.1%	+33.2%	+26.6%	−3.5%	−35.3%	$17M

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

TPOR vs SPY

TPOR

Direxion Daily Transportation Bull 3X

$8,350

SPY

SPDR S&P 500

$18,060

MeasureTPORSPY

Fee1.12%0.09%

Cost on $10k a year$112$9

Yield0.77%0.99%

5 years, per year−3.5%+12.6%

3 years, per year+26.6%+24.1%

Worst drop · 1Y−35.3%−8.9%

Volatility · 1Y59.1%12.9%

5–1measures won
SPY first

1.3%

holdings shared

Nov 4, 2026 · $10,000 five years ago, dividends reinvested

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$185BAssets$798B

1–0SPYM wins

End-of-day Nov 4, 2026

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$41.8BAssets$46.0B

1–1level

End-of-day Nov 4, 2026

Overlap: TPOR, SPY

Today

1.3%most shared, TPOR and SPY

TPORSPY

TPOR—1.3%

SPY1.3%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$90most kept, SPY

SPY$99 − $9 = $90

TPOR$77 − $112 = −$35

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee