TZA vs SPXU

ATZA

BSPXU

Measures won1–5SPXU wins · of 6 · 5Y

$10,000 · 5Y$1,984TZA · SPXU $1,467

Lowest cost0.90%SPXU · $90 on $10k

Most income6.01%SPXU · $601 on $10k

Smallest drop−46.3%SPXU · worst fall in 1Y

Held in common[…]TZA and SPXU

TZA

SPXU

Direxion Daily Small Cap Bear 3X ETF · $218MProShares - UltraPro Short S&P500 · $418M

−49.3%3 years · per year$1,304 · $1,564−46.1%

−27.6%5 years · per year$1,984 · $1,467−31.9%

0.99%Expense ratio$99 · $90 on $10k · lower wins0.90%

4.08%12-mo yield$408 · $601 on $10k6.01%

−60.8%Worst dropSmaller wins−46.3%

54.1%VolatilityLower wins38.2%

1–5SPXU wins

$10,000 · 5 yearsOne scale

Shared top holdingsTZA · SPXU

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	ATZA	Direxion Daily Small Cap Bear 3X ETFRead Desk		0.99%	4.08%	−0.7%	−36.1%	−37.4%	−49.3%	−27.6%	−60.8%	$218M
2	BSPXU	ProShares - UltraPro Short S&P500Read Desk		0.90%	6.01%	−0.8%	−25.0%	−24.8%	−46.1%	−31.9%	−46.3%	$418M

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	ATZA	Direxion Daily Small Cap Bear 3X ETFRead Desk		0.99%	4.08%	−0.7%	−36.1%	−37.4%	−49.3%	−27.6%	−60.8%	$218M
2	BSPXU	ProShares - UltraPro Short S&P500Read Desk		0.90%	6.01%	−0.8%	−25.0%	−24.8%	−46.1%	−31.9%	−46.3%	$418M

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

TZA vs SPXU

TZA

Direxion Daily Small Cap Bear 3X

$1,984

SPXU

ProShares - UltraPro Short S&P500

$1,467

MeasureTZASPXU

Fee0.99%0.90%

Cost on $10k a year$99$90

Yield4.08%6.01%

5 years, per year−27.6%−31.9%

3 years, per year−49.3%−46.1%

Worst drop · 1Y−60.8%−46.3%

Volatility · 1Y54.1%38.2%

5–1measures won
SPXU 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: TZA, SPXU

Today

[…]holdings […]

TZASPXU

TZA—[…]

SPXU[…]—

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

Income After Fees on $10,000

$511most kept, SPXU

SPXU$601 − $90 = $511

TZA$408 − $99 = $309

KeptFee

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