UTSL vs SPY

AUTSL

BSPY

Measures won2–4SPY wins · of 6 · 5Y

$10,000 · 5Y$18,060SPY · UTSL $13,273

Lowest cost0.09%SPY · $9 on $10k

Most income2.38%UTSL · $238 on $10k

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

Held in common2.1%UTSL and SPY

UTSL

SPY

Direxion Daily Utilities Bull 3X ETF · $67MState Street SPDR S&P 500 ETF · $805B

+33.1%3 years · per year$23,577 · $19,132+24.1%

+5.8%5 years · per year$13,273 · $18,060+12.6%

0.98%Expense ratio$98 · $9 on $10k · lower wins0.09%

2.38%12-mo yield$238 · $99 on $10k0.99%

−46.7%Worst dropSmaller wins−8.9%

47.0%VolatilityLower wins12.9%

2–4SPY wins

$10,000 · 5 yearsOne scale

Shared top holdingsUTSL · SPY

2.8%NEE0.3%

1.7%SO0.2%

1.6%DUK0.2%

1.4%CEG0.1%

Held in common2.1%

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%	$804.8B
2	AUTSL	Direxion Daily Utilities Bull 3X ETFRead Desk		0.98%	2.38%	+1.5%	−2.5%	−14.7%	+33.1%	+5.8%	−46.7%	$67M

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%	$804.8B
2	AUTSL	Direxion Daily Utilities Bull 3X ETFRead Desk		0.98%	2.38%	+1.5%	−2.5%	−14.7%	+33.1%	+5.8%	−46.7%	$67M

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

UTSL vs SPY

UTSL

Direxion Daily Utilities Bull 3X

$13,273

SPY

SPDR S&P 500

$18,060

MeasureUTSLSPY

Fee0.98%0.09%

Cost on $10k a year$98$9

Yield2.38%0.99%

5 years, per year+5.8%+12.6%

3 years, per year+33.1%+24.1%

Worst drop · 1Y−46.7%−8.9%

Volatility · 1Y47.0%12.9%

4–2measures won
SPY first

2.1%

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%

$182BAssets$805B

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%

$123BAssets$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%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026

Overlap: UTSL, SPY

Today

2.1%most shared, UTSL and SPY

UTSLSPY

UTSL—2.1%

SPY2.1%—

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

Income After Fees on $10,000

$140most kept, UTSL

UTSL$238 − $98 = $140

SPY$99 − $9 = $90

KeptFee

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