UTSL vs IVV

AUTSL

BIVV

Measures won2–4IVV wins · of 6 · 5Y

$10,000 · 5Y$17,151IVV · UTSL $12,718

Lowest cost0.03%IVV · $3 on $10k

Most income2.44%UTSL · $244 on $10k

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

Held in common2.1%UTSL and IVV

UTSL

IVV

Direxion Daily Utilities Bull 3X ETF · $67MiShares Core S&P 500 ETF · $887B

+31.0%3 years · per year$22,493 · $18,221+22.1%

+4.9%5 years · per year$12,718 · $17,151+11.4%

0.98%Expense ratio$98 · $3 on $10k · lower wins0.03%

2.44%12-mo yield$244 · $114 on $10k1.14%

−46.7%Worst dropSmaller wins−8.9%

47.0%VolatilityLower wins13.6%

2–4IVV wins

$10,000 · 5 yearsOne scale

Shared top holdingsUTSL · IVV

3.0%NEE0.3%

1.7%SO0.2%

1.6%DUK0.2%

1.3%CEG0.1%

Held in common2.1%

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	BIVV	iShares Core S&P 500 ETFRead Desk		0.03%	1.14%	−4.4%	+8.4%	+9.7%	+22.1%	+11.4%	−8.9%	$886.8B
2	AUTSL	Direxion Daily Utilities Bull 3X ETFRead Desk		0.98%	2.44%	−2.3%	−4.8%	−15.6%	+31.0%	+4.9%	−46.7%	$67M

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	BIVV	iShares Core S&P 500 ETFRead Desk		0.03%	1.14%	−4.4%	+8.4%	+9.7%	+22.1%	+11.4%	−8.9%	$886.8B
2	AUTSL	Direxion Daily Utilities Bull 3X ETFRead Desk		0.98%	2.44%	−2.3%	−4.8%	−15.6%	+31.0%	+4.9%	−46.7%	$67M

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

UTSL vs IVV

UTSL

Direxion Daily Utilities Bull 3X

$12,718

IVV

iShares Core S&P 500

$17,152

MeasureUTSLIVV

Fee0.98%0.03%

Cost on $10k a year$98$3

Yield2.44%1.14%

5 years, per year+4.9%+11.4%

3 years, per year+31.0%+22.1%

Worst drop · 1Y−46.7%−8.9%

Volatility · 1Y47.0%13.6%

4–2measures won
IVV first

2.1%

holdings shared

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

VOO vs IVV

YTD

VanguardVOO

+8.4%

IVViShares

+8.4%

+8.4%Year to date+8.4%

1.1%Yield1.1%

$1.00TAssets$887B

0–0level

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

Overlap: UTSL, IVV

Today

2.1%most shared, UTSL and IVV

UTSLIVV

UTSL—2.1%

IVV2.1%—

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

Income After Fees on $10,000

$146most kept, UTSL

UTSL$244 − $98 = $146

IVV$114 − $3 = $111

KeptFee

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