Compare · 3 funds side by side · dividends reinvested

UGE, SPYM and SPY

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,164SPYM · best of the three

02 / 04

UGE, SPYM and SPY, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

State Street SPDR Portfolio S&P 500 ETFLow-Cost Core · S&P 5000.02%1.06%+8.4%+9.8%+22.1%+11.4%−8.9%13.6%$182B1.5

ProShares - Ultra Consumer StaplesLeveraged · 2x2.02%1.86%+33.0%+39.2%+18.2%−3.1%−21.4%31.4%$12M2.3

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%$805B2.3

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

End-of-day Nov 5, 2026 · returns include dividends · since: UGE 2007 · SPYM 2005 · SPY 1993

Head to Head

Swap sides Versus in desk

Head to Head

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

UGE

SPYM

State Street SPDR Portfolio S&P 500 ETF · $182B$17,164

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

UGEMeasureSPYM

+33.0%Year to dateJan 1 → Nov 5+8.4%

+39.2%1 yearTotal return+9.8%

+18.2%3 years · per year$10,000 became $16,523 · $18,222+22.1%

−3.1%5 years · per year$10,000 became $8,555 · $17,164+11.4%

2.02%Expense ratio$202 · $2 a year on $10k · lower is better0.02%

1.86%Trailing 12-mo yield$186 · $106 a year on $10k1.06%

−21.4%Worst dropSmaller is better−8.9%

31.4%VolatilityLower is calmer13.6%

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

3–5SPYM 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 SPYM: Top 5 Holdings

Today

UGE

26.4%in top 5

SPYM

in top 527.7%

UGEStockSPYM

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 SPYM Returns, Every Period

ProSharesUGE

−3.1%

5 years, per year

SPYMSPDR

+11.4%

5 years, per year

UGESPYMFaded: behind in that period

2–2Level

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

Leveraged vs Core: UGE vs SPYM

YTD

ProSharesUGE

+33.0%

SPYMSPDR

+8.4%

+33.0%Year to date+8.4%

−21.4%Worst drop · 1Y−8.9%

31.4%Volatility · 1Y13.6%

1.9%Yield1.1%

$12.0MAssets$182B

2–2level

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

Cost, Income and Risk

Fees: UGE, SPYM, SPY

Today

0.02%lowest, SPYM

FundExpense ratioFee$10k

SPYM0.02%$2

SPY0.09%$9

UGE2.02%$202

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

Yields: UGE, SPYM, SPY

1.86%highest, UGE

FundTrailing yieldYield$10k

UGE1.86%$186

SPYM1.06%$106

SPY1.03%$103

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

Income After Fees on $10,000

$104most kept, SPYM

SPYM$106 − $2 = $104

SPY$103 − $9 = $94

UGE$186 − $202 = −$16

KeptFee

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

Overlap: UGE, SPYM, SPY

Today

99.9%most shared, SPYM and SPY

UGESPYMSPY

UGE—5.0%5.0%

SPYM5.0%—99.9%

SPY5.0%99.9%—

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

Return vs Bumpiness: 3 ETFs

+39.2%UGE, at 31.4% volatility

SPYMWorst drop−8.9%13.6% vol

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

UGESPYM

+33.0%Year to date+8.4%

1.9%Yield1.1%

+39.2%Past year+9.8%

2.02%Fee0.02%

3–1UGE wins

End-of-day Nov 5, 2026

Popular Pairs Near These Three

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