Compare · 2 funds side by side · dividends reinvested

UGE and SPY

UGEProShares×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

UGE 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%1.03%+8.3%+9.7%+22.0%+11.3%−8.9%13.6%$805B1.4

ProShares - Ultra Consumer StaplesLeveraged · 2x2.02%1.86%+33.0%+39.2%+18.2%−3.1%−21.4%31.4%$12M1.6

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: UGE 2007 · SPY 1993

Head to Head

Swap sides Versus in desk

Head to Head

ProShares - Ultra Consumer Staples · $12M$8,555

UGE

SPY

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

$10,000 five years ago, dividends reinvested · they hold 5.0% in common

UGEMeasureSPY

+33.0%Year to dateJan 1 → Nov 5+8.3%

+39.2%1 yearTotal return+9.7%

+18.2%3 years · per year$10,000 became $16,523 · $18,174+22.0%

−3.1%5 years · per year$10,000 became $8,555 · $17,099+11.3%

2.02%Expense ratio$202 · $9 a year on $10k · lower is better0.09%

1.86%Trailing 12-mo yield$186 · $103 a year on $10k1.03%

−21.4%Worst dropSmaller is better−8.9%

31.4%VolatilityLower is calmer13.6%

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

3–5SPY wins

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

More Ways to See the Pairs

UGE vs SPY: Top 5 Holdings

Today

UGE

26.4%in top 5

SPY

in top 527.7%

UGEStockSPY

not top 5AAPL7.7%

not top 5NVDA7.3%

7.1%WMTnot top 5

not top 5MSFT6.2%

5.7%COSTnot top 5

4.8%PGnot top 5

4.6%KOnot top 5

4.1%PMnot top 5

not top 5AMZN3.9%

not top 5GOOGL2.6%

Held in common5.0%

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

UGE vs SPY Returns, Every Period

ProSharesUGE

−3.1%

5 years, per year

SPYSPDR

+11.3%

5 years, per year

UGESPYFaded: behind in that period

2–2Level

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

Leveraged vs Core: UGE vs SPY

YTD

ProSharesUGE

+33.0%

SPYSPDR

+8.3%

+33.0%Year to date+8.3%

−21.4%Worst drop · 1Y−8.9%

31.4%Volatility · 1Y13.6%

1.9%Yield1.0%

$12.0MAssets$805B

2–2level

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

Cost, Income and Risk

Fees: UGE, SPY

Today

0.09%lowest, SPY

FundExpense ratioFee$10k

SPY0.09%$9

UGE2.02%$202

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

Yields: UGE, SPY

1.86%highest, UGE

FundTrailing yieldYield$10k

UGE1.86%$186

SPY1.03%$103

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

Income After Fees on $10,000

$94most kept, SPY

SPY$103 − $9 = $94

UGE$186 − $202 = −$16

KeptFee

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

Overlap: UGE, SPY

Today

5.0%most shared, UGE and SPY

UGESPY

UGE—5.0%

SPY5.0%—

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

Return vs Bumpiness: 2 ETFs

+39.2%UGE, at 31.4% volatility

SPYWorst drop−8.9%13.6% vol

UGEWorst drop−21.4%31.4% vol

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

Paid More vs Made More

YTD

UGESPY

+33.0%Year to date+8.3%

1.9%Yield1.0%

+39.2%Past year+9.7%

2.02%Fee0.09%

3–1UGE wins

End-of-day Nov 5, 2026

Popular Pairs Near These Two

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