Compare · 3 funds side by side · dividends reinvested

UGE, SPY and VOO

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,543VOO · best of the three

02 / 04

UGE, SPY and VOO, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard S&P 500 ETFLow-Cost Core · S&P 5000.03%1.07%+11.3%+13.6%+22.0%+11.9%−8.9%13.7%$1.00T1.5

ProShares - Ultra Consumer StaplesLeveraged · 2x2.02%1.86%+32.9%+41.0%+17.3%−4.3%−21.4%31.5%$12M2.3

State Street SPDR S&P 500 ETFLow-Cost Core · S&P 5000.09%1.01%+11.2%+13.5%+21.9%+11.8%−8.9%13.7%$778B2.3

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

End-of-day Nov 9, 2026 · returns include dividends · since: UGE 2007 · SPY 1993 · VOO 2010

Head to Head

Swap sides Versus in desk

Head to Head

ProShares - Ultra Consumer Staples · $12M$8,018

UGE

SPY

State Street SPDR S&P 500 ETF · $778B$17,493

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

UGEMeasureSPY

+32.9%Year to dateJan 1 → Nov 9+11.2%

+41.0%1 yearTotal return+13.5%

+17.3%3 years · per year$10,000 became $16,119 · $18,118+21.9%

−4.3%5 years · per year$10,000 became $8,018 · $17,493+11.8%

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

1.86%Trailing 12-mo yield$186 · $101 a year on $10k1.01%

−21.4%Worst dropSmaller is better−8.9%

31.5%VolatilityLower is calmer13.7%

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

3–5SPY wins

End-of-day Nov 9, 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

26.5%in top 5

SPY

in top 527.8%

UGEStockSPY

not top 5AAPL7.9%

not top 5NVDA7.1%

7.1%WMTnot top 5

not top 5MSFT6.2%

5.9%COSTnot top 5

4.9%PGnot top 5

4.7%KOnot top 5

not top 5AMZN4.0%

3.9%PMnot top 5

not top 5GOOGL2.6%

Held in common5.2%

End-of-day Nov 9, 2026 · share of each fund

UGE vs SPY Returns, Every Period

ProSharesUGE

−4.3%

5 years, per year

SPYSPDR

+11.8%

5 years, per year

UGESPYFaded: behind in that period

2–2Level

End-of-day Nov 9, 2026 · dividends in · faded = behind in that period

Leveraged vs Core: UGE vs VOO

YTD

ProSharesUGE

+32.9%

VOOVanguard

+11.3%

+32.9%Year to date+11.3%

−21.4%Worst drop · 1Y−8.9%

31.5%Volatility · 1Y13.7%

1.9%Yield1.1%

$11.8MAssets$1.00T

2–2level

End-of-day Nov 9, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: UGE, SPY, VOO

Today

0.03%lowest, VOO

FundExpense ratioFee$10k

VOO0.03%$3

SPY0.09%$9

UGE2.02%$202

End-of-day Nov 9, 2026 · fee on $10,000 a year

Yields: UGE, SPY, VOO

1.86%highest, UGE

FundTrailing yieldYield$10k

UGE1.86%$186

VOO1.07%$107

SPY1.01%$101

End-of-day Nov 9, 2026 · trailing 12-month yield

Income After Fees on $10,000

$104most kept, VOO

VOO$107 − $3 = $104

SPY$101 − $9 = $92

UGE$186 − $202 = −$16

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee

Overlap: UGE, SPY, VOO

Today

92.7%most shared, SPY and VOO

UGESPYVOO

UGE—5.2%4.3%

SPY5.2%—92.7%

VOO4.3%92.7%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+41.0%UGE, at 31.5% volatility

VOOWorst drop−8.9%13.7% vol

SPYWorst drop−8.9%13.7% vol

UGEWorst drop−21.4%31.5% vol

End-of-day Nov 9, 2026 · up and left is better

Paid More vs Made More

YTD

UGEVOO

+32.9%Year to date+11.3%

1.9%Yield1.1%

+41.0%Past year+13.6%

2.02%Fee0.03%

3–1UGE wins

End-of-day Nov 9, 2026

Popular Pairs Near These Three

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 2026

VOO vs IVV

YTD

VanguardVOO

+11.3%

IVViShares

+11.3%

+11.3%Year to date+11.3%

1.1%Yield1.1%

$1.00TAssets$875B

0–0level

End-of-day Nov 9, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026