TZA vs SOXS

ATZA

BSOXS

Measures won5–1TZA wins · of 6 · 5Y

$10,000 · 5Y$2,171TZA · SOXS $8

Lowest cost0.99%TZA · $99 on $10k

Most income14.59%SOXS · $1,459 on $10k

Smallest drop−60.8%TZA · worst fall in 1Y

Held in common[…]TZA and SOXS

TZA

SOXS

Direxion Daily Small Cap Bear 3X ETF · $209MDirexion Daily Semiconductor Bear 3X ETF · $5.5B

−47.1%3 years · per year$1,482 · $34−85.0%

−26.3%5 years · per year$2,171 · $8−75.8%

0.99%Expense ratio$99 · $100 on $10k · lower wins1.00%

3.75%12-mo yield$375 · $1,459 on $10k14.59%

−60.8%Worst dropSmaller wins−96.7%

55.6%VolatilityLower wins146.5%

5–1TZA wins

$10,000 · 5 yearsOne scale

Shared top holdingsTZA · SOXS

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	ATZA	Direxion Daily Small Cap Bear 3X ETFRead Desk		0.99%	3.75%	+13.7%	−30.5%	−36.1%	−47.1%	−26.3%	−60.8%	$209M
2	BSOXS	Direxion Daily Semiconductor Bear 3X ETFRead Desk		1.00%	14.59%	+39.2%	−86.6%	−88.4%	−85.0%	−75.8%	−96.7%	$5.5B

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	ATZA	Direxion Daily Small Cap Bear 3X ETFRead Desk		0.99%	3.75%	+13.7%	−30.5%	−36.1%	−47.1%	−26.3%	−60.8%	$209M
2	BSOXS	Direxion Daily Semiconductor Bear 3X ETFRead Desk		1.00%	14.59%	+39.2%	−86.6%	−88.4%	−85.0%	−75.8%	−96.7%	$5.5B

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

TZA vs SOXS

TZA

Direxion Daily Small Cap Bear 3X

$2,171

SOXS

Direxion Daily Semiconductor Bear 3X

MeasureTZASOXS

Fee0.99%1.00%

Cost on $10k a year$99$100

Yield3.75%14.59%

5 years, per year−26.3%−75.8%

3 years, per year−47.1%−85.0%

Worst drop · 1Y−60.8%−96.7%

Volatility · 1Y55.6%146.5%

5–1measures won
TZA first

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

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

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

Overlap: TZA, SOXS

Today

[…]holdings […]

TZASOXS

TZA—[…]

SOXS[…]—

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

Income After Fees on $10,000

$1,359most kept, SOXS

SOXS$1,459 − $100 = $1,359

TZA$375 − $99 = $276

KeptFee

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