Compare · 3 funds side by side · dividends reinvested

UPW, VOO and IVV

UPWProShares×VOOVanguard×IVViShares×

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

02 / 04

UPW, VOO 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

Vanguard S&P 500 ETFLow-Cost Core · S&P 5000.03%1.10%+8.7%+9.8%+21.8%+11.4%−8.9%13.5%$1.00T1.8

ProShares Ultra UtilitiesLeveraged · 2x1.55%1.80%−1.3%−8.6%+24.0%+10.6%−32.9%31.9%$12M2.5

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: UPW 2007 · VOO 2010 · IVV 2000

Head to Head

Swap sides Versus in desk

Head to Head

ProShares Ultra Utilities · $12M$16,523

UPW

VOO

Vanguard S&P 500 ETF · $1.00T$17,177

$10,000 five years ago, dividends reinvested · they hold 1.9% in common

UPWMeasureVOO

−1.3%Year to dateJan 1 → Nov 6+8.7%

−8.6%1 yearTotal return+9.8%

+24.0%3 years · per year$10,000 became $19,088 · $18,079+21.8%

+10.6%5 years · per year$10,000 became $16,523 · $17,177+11.4%

1.55%Expense ratio$155 · $3 a year on $10k · lower is better0.03%

1.80%Trailing 12-mo yield$180 · $110 a year on $10k1.10%

−32.9%Worst dropSmaller is better−8.9%

31.9%VolatilityLower is calmer13.5%

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

2–6VOO 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 VOO: Top 5 Holdings

Today

UPW

24.4%in top 5

VOO

in top 528.3%

UPWStockVOO

not top 5NVDA8.4%

8.3%NEEnot top 5

not top 5AAPL7.4%

not top 5MSFT5.8%

4.9%SOnot top 5

4.6%DUKnot top 5

not top 5AMZN3.7%

3.6%CEGnot top 5

3.1%AEPnot top 5

not top 5GOOGL3.1%

Held in common1.9%

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

UPW vs VOO Returns, Every Period

ProSharesUPW

+10.6%

5 years, per year

VOOVanguard

+11.4%

5 years, per year

UPWVOOFaded: behind in that period

1–3VOO wins

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

Leveraged vs Core: UPW vs IVV

YTD

ProSharesUPW

−1.3%

IVViShares

+8.7%

−1.3%Year to date+8.7%

−32.9%Worst drop · 1Y−8.9%

31.9%Volatility · 1Y13.6%

1.8%Yield1.1%

$12.5MAssets$853B

3–1IVV wins

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

Cost, Income and Risk

Fees: UPW, VOO, IVV

Today

0.03%lowest, VOO

FundExpense ratioFee$10k

VOO0.03%$3

IVV0.03%$3

UPW1.55%$155

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

Yields: UPW, VOO, IVV

1.80%highest, UPW

FundTrailing yieldYield$10k

UPW1.80%$180

IVV1.14%$114

VOO1.10%$110

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

Income After Fees on $10,000

$111most kept, IVV

IVV$114 − $3 = $111

VOO$110 − $3 = $107

UPW$180 − $155 = $25

KeptFee

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

Overlap: UPW, VOO, IVV

Today

92.2%most shared, VOO and IVV

UPWVOOIVV

UPW—1.9%2.1%

VOO1.9%—92.2%

IVV2.1%92.2%—

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

Return vs Bumpiness: 3 ETFs

+9.8%VOO, at 13.5% volatility

VOOWorst drop−8.9%13.5% vol

IVVWorst 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

UPWIVV

−1.3%Year to date+8.7%

1.8%Yield1.1%

−8.6%Past year+9.8%

1.55%Fee0.03%

3–1IVV 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

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%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 6, 2026