BOEU vs SPY

BOEU vs SPY

Which is better, BOEU or SPY?

Trading-Leveraged Equity against Large Cap Blend.

SPY has a lower expense ratio. SPY led over 1Y and the full window.

Lower Fees: SPYHigher Returns: SPY

MarketXLS is not an investment adviser. This comparison is generated automatically from market data and is for information only. A Best mark means the better reading on that one measure, not a recommendation to buy.

Side-by-Side Comparison

MetricBOEUSPY
Expense Ratio1.06%0.09%Best
AUM$20M$804.7B
Dividend Yield1.90%0.98%
Holdings10505
YTD Return-29.55%+11.52%Best
1Y Return-34.74%+17.48%Best
3Y Return (annualized)-+20.62%
5Y Return (annualized)-+12.73%
Volatility (annualized)57.8%12.3%Best
Max Drawdown-46.0%-8.9%Best
$10,000 over 1.4 years$10,638$14,418Best
Fund FamilyDirexion Shares ETF TrustState Street Investment Management
CategoryAlternativeEquity
StyleTrading-Leveraged EquityLarge Cap Blend
InceptionApr 23, 2025Jan 22, 1993

Not shown on this pair: Top 10 Weight.

Volatility and max drawdown, and the $10,000 over 1.4 years row, are measured over the window both funds cover: Apr 23, 2025 to Sep 10, 2026 (1.4 years).

BOEU vs SPY growth

Month-end closes. Both lines start at 0% in the first month shown, so the gap between them is the difference in growth across that window. The full view covers the 1.4 years both funds cover.

BOEU vs SPY Performance

Direxion Daily BA Bull 2X ETF (BOEU) is an ETF from Direxion Shares ETF Trust and State Street SPDR S&P 500 ETF Trust (SPY) is an ETF from State Street Investment Management. Over the past year BOEU returned -34.74% while SPY returned +17.48%. Year to date, BOEU is down 29.55% versus a gain of 11.52% for SPY.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

BOEU has been the more volatile fund, with annualized monthly volatility of 57.8% compared with 12.3% for SPY. Lower volatility generally means a smoother ride, though it often comes with lower long-run returns.

The deepest peak-to-trough decline in our data was -46.0% for BOEU and -8.9% for SPY. Drawdown depth is what each fund did in the worst stretch of the window measured above.

The two funds' monthly returns correlate at 0.58. They move together some of the time, and apart the rest.

Fees and Cost Over Time

BOEU charges 1.06% per year while SPY charges 0.09%. On a $10,000 position that is $106 vs $9 annually, a gap of $97 per year that compounds over a long holding period. On income, BOEU currently yields 1.90% against 0.98% for SPY.

Holdings Overlap

SPY already in BOEU0.3%

At least 0.3% of SPY's money is in holdings BOEU also owns.

Stated as a floor: for BOEU, our book for it covers 91.5% of that fund, so a holding it does not list is one we cannot count as shared. The real figure is this or higher.

We cannot see either book well enough to say how much of this pair is duplicated.

1 positions in common, counted across the 4 positions we hold weights for in BOEU and 504 in SPY, against full books of 10 and 505.

Top Shared Holdings

StockWeight in BOEUWeight in SPYDifference
BABoeing Co15.31%0.28%15.03%

You are not choosing between two funds in isolation.

Whichever of BOEU and SPY you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.

BOEUSPY

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, BOEU or SPY?

BOEU has an expense ratio of 1.06% while SPY charges 0.09%. SPY is the cheaper option, by $97 a year on a $10,000 investment.

Which performed better, BOEU or SPY?

Over the past year BOEU returned -34.74% vs +17.48% for SPY, so SPY leads on 1-year performance. Over the longest common window we track (1 years), BOEU annualized +4.52% vs +29.87% for SPY. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, BOEU or SPY?

BOEU has been the more volatile fund at 57.8% annualized versus 12.3% for SPY. Worst drawdown: BOEU -46.0% vs SPY -8.9%.

Should I hold both BOEU and SPY?

BOEU and SPY have a monthly-return correlation of 0.58, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.

Which pays a higher dividend, BOEU or SPY?

BOEU yields 1.90% while SPY yields 0.98%, so BOEU currently pays the higher dividend yield.

Is SPY better than BOEU?

SPY has a lower expense ratio. SPY led over 1Y and the full window. Which one suits a particular account depends on what it is for. This is information, not a recommendation.