Compare · 3 funds side by side · dividends reinvested

UGE, SPY and IVV

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,177IVV · best of the three

02 / 04

UGE, SPY and IVV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Core S&P 500 ETFLow-Cost Core · S&P 5000.03%1.14%+8.7%+9.8%+21.8%+11.4%−8.9%13.6%$853B1.6

State Street SPDR S&P 500 ETFLow-Cost Core · S&P 5000.09%1.03%+8.7%+9.7%+21.7%+11.3%−8.9%13.6%$778B2.1

ProShares - Ultra Consumer StaplesLeveraged · 2x2.02%1.90%+29.9%+36.7%+17.3%−3.9%−21.4%31.5%$12M2.3

Rank among the three1st → 3rdFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 6, 2026 · returns include dividends · since: UGE 2007 · SPY 1993 · IVV 2000

Head to Head

Swap sides Versus in desk

Head to Head

ProShares - Ultra Consumer Staples · $12M$8,206

UGE

SPY

State Street SPDR S&P 500 ETF · $778B$17,118

$10,000 five years ago, dividends reinvested · they hold 5.2% in common

UGEMeasureSPY

+29.9%Year to dateJan 1 → Nov 6+8.7%

+36.7%1 yearTotal return+9.7%

+17.3%3 years · per year$10,000 became $16,127 · $18,039+21.7%

−3.9%5 years · per year$10,000 became $8,206 · $17,118+11.3%

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

1.90%Trailing 12-mo yield$190 · $103 a year on $10k1.03%

−21.4%Worst dropSmaller is better−8.9%

31.5%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 6, 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

26.1%in top 5

SPY

in top 527.8%

UGEStockSPY

not top 5AAPL7.9%

7.0%WMTnot top 5

not top 5NVDA6.9%

not top 5MSFT6.3%

5.8%COSTnot top 5

4.8%PGnot top 5

4.6%KOnot top 5

not top 5AMZN4.0%

3.9%PMnot top 5

not top 5GOOGL2.6%

Held in common5.2%

End-of-day Nov 6, 2026 · share of each fund

UGE vs SPY Returns, Every Period

ProSharesUGE

−3.9%

5 years, per year

SPYSPDR

+11.3%

5 years, per year

UGESPYFaded: behind in that period

2–2Level

End-of-day Nov 6, 2026 · dividends in · faded = behind in that period

Leveraged vs Core: UGE vs IVV

YTD

ProSharesUGE

+29.9%

IVViShares

+8.7%

+29.9%Year to date+8.7%

−21.4%Worst drop · 1Y−8.9%

31.5%Volatility · 1Y13.6%

1.9%Yield1.1%

$11.6MAssets$853B

2–2level

End-of-day Nov 6, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: UGE, SPY, IVV

Today

0.03%lowest, IVV

FundExpense ratioFee$10k

IVV0.03%$3

SPY0.09%$9

UGE2.02%$202

End-of-day Nov 6, 2026 · fee on $10,000 a year

Yields: UGE, SPY, IVV

1.90%highest, UGE

FundTrailing yieldYield$10k

UGE1.90%$190

IVV1.14%$114

SPY1.03%$103

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

$111most kept, IVV

IVV$114 − $3 = $111

SPY$103 − $9 = $94

UGE$190 − $202 = −$12

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee

Overlap: UGE, SPY, IVV

Today

99.9%most shared, SPY and IVV

UGESPYIVV

UGE—5.2%5.2%

SPY5.2%—99.9%

IVV5.2%99.9%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+36.7%UGE, at 31.5% volatility

SPYWorst drop−8.9%13.6% vol

IVVWorst drop−8.9%13.6% vol

UGEWorst drop−21.4%31.5% vol

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

UGEIVV

+29.9%Year to date+8.7%

1.9%Yield1.1%

+36.7%Past year+9.8%

2.02%Fee0.03%

3–1UGE wins

End-of-day Nov 6, 2026

Popular Pairs Near These Three

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$178BAssets$778B

2–0SPYM wins

End-of-day Nov 6, 2026

VOO vs IVV

YTD

VanguardVOO

+8.7%

IVViShares

+8.7%

+8.7%Year to date+8.7%

1.1%Yield1.1%

$1.00TAssets$853B

0–0level

End-of-day Nov 6, 2026

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026