DDM vs SPY

ADDM

BSPY

Measures won1–5SPY wins · of 6 · 5Y

$10,000 · 5Y$17,118SPY · DDM $16,516

Lowest cost0.09%SPY · $9 on $10k

Most income1.03%SPY · $103 on $10k

Smallest drop−8.9%SPY · worst fall in 1Y

Held in common23.9%DDM and SPY

DDM

SPY

ProShares - Ultra Dow30 · $520MState Street SPDR S&P 500 ETF · $819B

+26.9%3 years · per year$20,442 · $18,039+21.7%

+10.6%5 years · per year$16,516 · $17,118+11.3%

0.95%Expense ratio$95 · $9 on $10k · lower wins0.09%

1.00%12-mo yield$100 · $103 on $10k1.03%

−19.3%Worst dropSmaller wins−8.9%

27.0%VolatilityLower wins13.6%

1–5SPY wins

$10,000 · 5 yearsOne scale

Shared top holdingsDDM · SPY

3.9%MSFT6.3%

2.5%AAPL7.9%

2.1%GOOGL2.6%

1.9%AMZN4.0%

Held in common23.9%

End-of-day Nov 6, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

Both

5Y2 funds

#			Trend
1	BSPY	State Street SPDR S&P 500 ETFRead Desk		0.09%	1.03%	+0.3%	+8.7%	+9.7%	+21.7%	+11.3%	−8.9%	$818.5B
2	ADDM	ProShares - Ultra Dow30Read Desk		0.95%	1.00%	−0.9%	+9.1%	+12.2%	+26.9%	+10.6%	−19.3%	$520M

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	BSPY	State Street SPDR S&P 500 ETFRead Desk		0.09%	1.03%	+0.3%	+8.7%	+9.7%	+21.7%	+11.3%	−8.9%	$818.5B
2	ADDM	ProShares - Ultra Dow30Read Desk		0.95%	1.00%	−0.9%	+9.1%	+12.2%	+26.9%	+10.6%	−19.3%	$520M

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

DDM vs SPY

DDM

ProShares - Ultra Dow30

$16,516

SPY

SPDR S&P 500

$17,118

MeasureDDMSPY

Fee0.95%0.09%

Cost on $10k a year$95$9

Yield1.00%1.03%

5 years, per year+10.6%+11.3%

3 years, per year+26.9%+21.7%

Worst drop · 1Y−19.3%−8.9%

Volatility · 1Y27.0%13.6%

4–1measures won
SPY first

23.9%

holdings shared

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

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

Overlap: DDM, SPY

Today

23.9%most shared, DDM and SPY

DDMSPY

DDM—23.9%

SPY23.9%—

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

Income After Fees on $10,000

$94most kept, SPY

SPY$103 − $9 = $94

DDM$100 − $95 = $5

KeptFee

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