Compare · 2 funds side by side · dividends reinvested

UBT and SPY

UBTProShares×SPYSPDR×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$17,099SPY · best of the two

02 / 04

UBT and SPY, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

State Street SPDR S&P 500 ETFLow-Cost Core · S&P 5000.09%0.99%+13.3%+13.4%+24.1%+12.6%−8.9%12.9%$805B1.1

ProShares - Ultra 20+ Year TreasuryLeveraged · 2x0.98%3.25%−9.1%−13.9%+0.2%−20.8%−25.7%19.4%$68M1.9

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: UBT 2010 · SPY 1993

Head to Head

Swap sides Versus in desk

Head to Head

ProShares - Ultra 20+ Year Treasury · $68M$3,146

UBT

SPY

State Street SPDR S&P 500 ETF · $805B$17,099

$10,000 five years ago, dividends reinvested · they hold 0.0% in common

UBTMeasureSPY

−9.1%Year to dateJan 1 → Nov 5+13.3%

−13.9%1 yearTotal return+13.4%

+0.2%3 years · per year$10,000 became $10,055 · $19,132+24.1%

−20.8%5 years · per year$10,000 became $3,107 · $18,060+12.6%

0.98%Expense ratio$98 · $9 a year on $10k · lower is better0.09%

3.25%Trailing 12-mo yield$325 · $99 a year on $10k0.99%

−25.7%Worst dropSmaller is better−8.9%

19.4%VolatilityLower is calmer12.9%

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

1–7SPY wins

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

More Ways to See the Pairs

UBT vs SPY: Top 5 Holdings

Today

UBT

94.5%in top 5

SPY

in top 527.7%

UBTStockSPY

94.5%IQMMnot top 5

not top 5AAPL7.7%

not top 5NVDA7.3%

not top 5MSFT6.2%

not top 5AMZN3.9%

not top 5GOOGL2.6%

Held in common0.0%

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

UBT vs SPY Returns, Every Period

ProSharesUBT

−20.8%

5 years, per year

SPYSPDR

+12.6%

5 years, per year

UBTSPYFaded: behind in that period

0–4SPY wins

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

Leveraged vs Core: UBT vs SPY

YTD

ProSharesUBT

−9.1%

SPYSPDR

+13.3%

−9.1%Year to date+13.3%

−25.7%Worst drop · 1Y−8.9%

19.4%Volatility · 1Y12.9%

3.3%Yield1.0%

$68.3MAssets$805B

3–1SPY wins

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

Cost, Income and Risk

Fees: UBT, SPY

Today

0.09%lowest, SPY

FundExpense ratioFee$10k

SPY0.09%$9

UBT0.98%$98

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

Yields: UBT, SPY

3.25%highest, UBT

FundTrailing yieldYield$10k

UBT3.25%$325

SPY0.99%$99

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

Income After Fees on $10,000

$227most kept, UBT

UBT$325 − $98 = $227

SPY$99 − $9 = $90

KeptFee

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

Overlap: UBT, SPY

Today

0.0%most shared, UBT and SPY

UBTSPY

UBT—0.0%

SPY0.0%—

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

Return vs Bumpiness: 2 ETFs

+13.4%SPY, at 12.9% volatility

SPYWorst drop−8.9%12.9% vol

UBTWorst drop−25.7%19.4% vol

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

Paid More vs Made More

YTD

UBTSPY

−9.1%Year to date+13.3%

3.3%Yield1.0%

−13.9%Past year+13.4%

0.98%Fee0.09%

3–1SPY wins

End-of-day Nov 5, 2026

Popular Pairs Near These Two

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 5, 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 5, 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 5, 2026