VOO vs FAS

AVOO

BFAS

Measures won4–2VOO wins · of 6 · 5Y

$10,000 · 5Y$17,156VOO · IVV $17,151

Lowest cost0.03%VOO · $3 on $10k

Most income8.50%FAS · $850 on $10k

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

Held in common11.3%VOO and FAS

VOO

FAS

Vanguard S&P 500 ETF · $1.00TDirexion Daily Financial Bull 3X ETF · $2.1B

+22.1%3 years · per year$18,224 · $36,089+53.4%

+11.4%5 years · per year$17,156 · $13,574+6.3%

0.03%Expense ratio$3 · $92 on $10k · lower wins0.92%

1.10%12-mo yield$110 · $850 on $10k8.50%

−8.9%Worst dropSmaller wins−40.9%

13.5%VolatilityLower wins45.2%

4–2VOO wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsVOO · FAS

1.4%BRK-B2.8%

1.3%JPM2.4%

0.9%V1.9%

0.7%MA1.4%

Held in common11.3%

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

All Three

5Y3 funds

#
1	AVOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.10%	−4.4%	+8.4%	+9.8%	+22.1%	+11.4%	−8.9%	$1.00T
2	IVV	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
3	BFAS	Direxion Daily Financial Bull 3X ETFRead Desk	0.92%	8.50%	−8.3%	+3.6%	+17.1%	+53.4%	+6.3%	−40.9%	$2.1B

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

All Three

5Y3 funds

#
1	AVOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.10%	−4.4%	+8.4%	+9.8%	+22.1%	+11.4%	−8.9%	$1.00T
2	IVV	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
3	BFAS	Direxion Daily Financial Bull 3X ETFRead Desk	0.92%	8.50%	−8.3%	+3.6%	+17.1%	+53.4%	+6.3%	−40.9%	$2.1B

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

VOO vs FAS

VOO

Vanguard S&P 500

$17,156

FAS

Direxion Daily Financial Bull 3X

$13,574

MeasureVOOFAS

Fee0.03%0.92%

Cost on $10k a year$3$92

Yield1.10%8.50%

5 years, per year+11.4%+6.3%

3 years, per year+22.1%+53.4%

Worst drop · 1Y−8.9%−40.9%

Volatility · 1Y13.5%45.2%

4–2measures won
VOO first

11.3%

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

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

Overlap: VOO, FAS, IVV

Today

93.5%most shared, VOO and IVV

VOOFASIVV

VOO—11.3%93.5%

FAS11.3%—12.5%

IVV93.5%12.5%—

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

Income After Fees on $10,000

$758most kept, FAS

FAS$850 − $92 = $758

IVV$114 − $3 = $111

VOO$110 − $3 = $107

KeptFee

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