Compare · 2 funds side by side · dividends reinvested

UPW and SSO

UPWProShares×SSOProShares×

Versus in desk

Story of the two · Growth3Y$10,000 three years agoDividends reinvested · both on one scale$25,723SSO · best of the two

02 / 04

UPW and SSO, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

ProShares - Ultra S&P500Leveraged · 2x0.88%0.75%+10.3%+11.9%+37.0%+14.0%−18.2%27.1%$6.9B1.1

ProShares Ultra UtilitiesLeveraged · 2x1.55%1.78%−0.1%−7.3%+25.4%+10.6%−32.9%31.9%$13M1.9

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 5, 2026 · returns include dividends · since: UPW 2007 · SSO 2006

Head to Head

Swap sides Versus in desk

Head to Head

ProShares Ultra Utilities · $13M$16,517

UPW

SSO

ProShares - Ultra S&P500 · $6.9B$19,240

$10,000 five years ago, dividends reinvested · they hold 1.3% in common

UPWMeasureSSO

−0.1%Year to dateJan 1 → Nov 5+10.3%

−7.3%1 yearTotal return+11.9%

+25.4%3 years · per year$10,000 became $19,714 · $25,723+37.0%

+10.6%5 years · per year$10,000 became $16,517 · $19,240+14.0%

1.55%Expense ratio$155 · $88 a year on $10k · lower is better0.88%

1.78%Trailing 12-mo yield$178 · $75 a year on $10k0.75%

−32.9%Worst dropSmaller is better−18.2%

31.9%VolatilityLower is calmer27.1%

UPWSSO Winner of the row, in its colourEach row: the bigger of the two fills its side

1–7SSO wins

End-of-day Nov 5, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

UPW vs SSO: Top 5 Holdings

Today

UPW

24.5%in top 5

SSO

in top 533.6%

UPWStockSSO

not top 5IQMM17.4%

8.3%NEEnot top 5

not top 5AAPL4.9%

4.8%SOnot top 5

not top 5NVDA4.7%

4.5%DUKnot top 5

not top 5MSFT4.0%

3.6%CEGnot top 5

3.2%AEPnot top 5

not top 5AMZN2.5%

Held in common1.3%

End-of-day Nov 5, 2026 · share of each fund

UPW vs SSO Returns, Every Period

ProSharesUPW

+10.6%

5 years, per year

SSOProShares

+14.0%

5 years, per year

UPWSSOFaded: behind in that period

0–4SSO wins

End-of-day Nov 5, 2026 · dividends in · faded = behind in that period

UPW vs SSO

YTD

ProSharesUPW

−0.1%

SSOProShares

+10.3%

−0.1%Year to date+10.3%

−32.9%Worst drop · 1Y−18.2%

31.9%Volatility · 1Y27.1%

1.8%Yield0.7%

$12.8MAssets$6.9B

3–1SSO wins

End-of-day Nov 5, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: UPW, SSO

Today

0.88%lowest, SSO

FundExpense ratioFee$10k

SSO0.88%$88

UPW1.55%$155

End-of-day Nov 5, 2026 · fee on $10,000 a year

Yields: UPW, SSO

1.78%highest, UPW

FundTrailing yieldYield$10k

UPW1.78%$178

SSO0.75%$75

End-of-day Nov 5, 2026 · trailing 12-month yield

Income After Fees on $10,000

$23most kept, UPW

UPW$178 − $155 = $23

SSO$75 − $88 = −$13

KeptFee

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

Overlap: UPW, SSO

Today

1.3%most shared, UPW and SSO

UPWSSO

UPW—1.3%

SSO1.3%—

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

Return vs Bumpiness: 2 ETFs

+11.9%SSO, at 27.1% volatility

SSOWorst drop−18.2%27.1% vol

UPWWorst drop−32.9%31.9% vol

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

UPWSSO

−0.1%Year to date+10.3%

1.8%Yield0.7%

−7.3%Past year+11.9%

1.55%Fee0.88%

3–1SSO wins

End-of-day Nov 5, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$120BAssets$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%

$42.6BAssets$46.8B

2–0JEPQ wins

End-of-day Nov 5, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 5, 2026