DFEN vs UPRO

ADFEN

BUPRO

Measures won2–4UPRO wins · of 6 · 5Y

$10,000 · 5Y$31,393DFEN · UPRO $22,884

Lowest cost0.88%UPRO · $88 on $10k

Most income11.28%DFEN · $1,128 on $10k

Smallest drop−26.8%UPRO · worst fall in 1Y

Held in common1.1%DFEN and UPRO

DFEN

UPRO

Direxion Daily Aerospace & Defense Bull 3X Shares · $313MProShares - UltraPro S&P500 · $5.2B

+59.5%3 years · per year$40,603 · $40,668+59.6%

+25.7%5 years · per year$31,393 · $22,884+18.0%

0.96%Expense ratio$96 · $88 on $10k · lower wins0.88%

11.28%12-mo yield$1,128 · $77 on $10k0.77%

−55.5%Worst dropSmaller wins−26.8%

70.6%VolatilityLower wins38.5%

2–4UPRO wins

$10,000 · 5 yearsOne scale

Shared top holdingsDFEN · UPRO

4.3%GE0.3%

3.5%RTX0.2%

1.4%BA0.1%

1.2%LMT0.1%

Held in common1.1%

End-of-day Nov 4, 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	ADFEN	Direxion Daily Aerospace & Defense Bull 3X SharesRead Desk		0.96%	11.28%	−5.0%	−21.9%	−24.8%	+59.5%	+25.7%	−55.5%	$313M
2	BUPRO	ProShares - UltraPro S&P500Read Desk		0.88%	0.77%	+4.9%	+28.0%	+25.2%	+59.6%	+18.0%	−26.8%	$5.2B

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	ADFEN	Direxion Daily Aerospace & Defense Bull 3X SharesRead Desk		0.96%	11.28%	−5.0%	−21.9%	−24.8%	+59.5%	+25.7%	−55.5%	$313M
2	BUPRO	ProShares - UltraPro S&P500Read Desk		0.88%	0.77%	+4.9%	+28.0%	+25.2%	+59.6%	+18.0%	−26.8%	$5.2B

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

DFEN vs UPRO

DFEN

Direxion Daily Aerospace & Defense Bull 3X Shares

$31,393

UPRO

ProShares - UltraPro S&P500

$22,884

MeasureDFENUPRO

Fee0.96%0.88%

Cost on $10k a year$96$88

Yield11.28%0.77%

5 years, per year+25.7%+18.0%

3 years, per year+59.5%+59.6%

Worst drop · 1Y−55.5%−26.8%

Volatility · 1Y70.6%38.5%

4–2measures won
UPRO first

1.1%

holdings shared

Nov 4, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$41.8BAssets$46.0B

1–1level

End-of-day Nov 4, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$185BAssets$798B

1–0SPYM wins

End-of-day Nov 4, 2026

Overlap: DFEN, UPRO

Today

1.1%most shared, DFEN and UPRO

DFENUPRO

DFEN—1.1%

UPRO1.1%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$1,032most kept, DFEN

DFEN$1,128 − $96 = $1,032

UPRO$77 − $88 = −$11

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee