Compare · 2 funds side by side · dividends reinvested

UPW and SPYM

UPWProShares×SPYMSPDR×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$17,192SPYM · best of the two

02 / 04

UPW and SPYM, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

State Street SPDR Portfolio S&P 500 ETFLow-Cost Core · S&P 5000.02%1.05%+8.8%+9.8%+21.8%+11.4%−8.9%13.6%$182B1.3

ProShares Ultra UtilitiesLeveraged · 2x1.55%1.80%−1.3%−8.6%+24.0%+10.6%−32.9%31.9%$13M1.8

Rank among the two1st → 2ndFee, 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: UPW 2007 · SPYM 2005

Head to Head

Swap sides Versus in desk

Head to Head

ProShares Ultra Utilities · $13M$16,523

UPW

SPYM

State Street SPDR Portfolio S&P 500 ETF · $182B$17,192

$10,000 five years ago, dividends reinvested · they hold 2.1% in common

UPWMeasureSPYM

−1.3%Year to dateJan 1 → Nov 6+8.8%

−8.6%1 yearTotal return+9.8%

+24.0%3 years · per year$10,000 became $19,088 · $18,082+21.8%

+10.6%5 years · per year$10,000 became $16,523 · $17,192+11.4%

1.55%Expense ratio$155 · $2 a year on $10k · lower is better0.02%

1.80%Trailing 12-mo yield$180 · $105 a year on $10k1.05%

−32.9%Worst dropSmaller is better−8.9%

31.9%VolatilityLower is calmer13.6%

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

2–6SPYM wins

End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

UPW vs SPYM: Top 5 Holdings

Today

UPW

24.4%in top 5

SPYM

in top 527.8%

UPWStockSPYM

8.3%NEEnot top 5

not top 5AAPL7.9%

not top 5NVDA6.9%

not top 5MSFT6.3%

4.9%SOnot top 5

4.6%DUKnot top 5

not top 5AMZN4.0%

3.6%CEGnot top 5

3.1%AEPnot top 5

not top 5GOOGL2.6%

Held in common2.1%

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

UPW vs SPYM Returns, Every Period

ProSharesUPW

+10.6%

5 years, per year

SPYMSPDR

+11.4%

5 years, per year

UPWSPYMFaded: behind in that period

1–3SPYM wins

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

Leveraged vs Core: UPW vs SPYM

YTD

ProSharesUPW

−1.3%

SPYMSPDR

+8.8%

−1.3%Year to date+8.8%

−32.9%Worst drop · 1Y−8.9%

31.9%Volatility · 1Y13.6%

1.8%Yield1.1%

$12.8MAssets$182B

3–1SPYM wins

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

Cost, Income and Risk

Fees: UPW, SPYM

Today

0.02%lowest, SPYM

FundExpense ratioFee$10k

SPYM0.02%$2

UPW1.55%$155

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

Yields: UPW, SPYM

1.80%highest, UPW

FundTrailing yieldYield$10k

UPW1.80%$180

SPYM1.05%$105

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

Income After Fees on $10,000

$103most kept, SPYM

SPYM$105 − $2 = $103

UPW$180 − $155 = $25

KeptFee

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

Overlap: UPW, SPYM

Today

2.1%most shared, UPW and SPYM

UPWSPYM

UPW—2.1%

SPYM2.1%—

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

Return vs Bumpiness: 2 ETFs

+9.8%SPYM, at 13.6% volatility

SPYMWorst drop−8.9%13.6% vol

UPWWorst drop−32.9%31.9% vol

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

Paid More vs Made More

YTD

UPWSPYM

−1.3%Year to date+8.8%

1.8%Yield1.1%

−8.6%Past year+9.8%

1.55%Fee0.02%

3–1SPYM wins

End-of-day Nov 6, 2026

Popular Pairs Near These Two

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

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

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026