DIG vs SPY

ADIG

BSPY

Measures won2–4SPY wins · of 6 · 5Y

$10,000 · 5Y$33,517DIG · SPY $17,099

Lowest cost0.09%SPY · $9 on $10k

Most income1.35%DIG · $135 on $10k

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

Held in common3.5%DIG and SPY

DIG

SPY

ProShares - Ultra Energy · $77MState Street SPDR S&P 500 ETF · $819B

+21.6%3 years · per year$17,984 · $18,174+22.0%

+27.4%5 years · per year$33,517 · $17,099+11.3%

1.06%Expense ratio$106 · $9 on $10k · lower wins0.09%

1.35%12-mo yield$135 · $103 on $10k1.03%

−29.8%Worst dropSmaller wins−8.9%

46.8%VolatilityLower wins13.6%

2–4SPY wins

$10,000 · 5 yearsOne scale

Shared top holdingsDIG · SPY

14.8%XOM1.0%

11.3%CVX0.6%

4.4%COP0.2%

2.8%MPC0.2%

Held in common3.5%

End-of-day Nov 5, 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	ADIG	ProShares - Ultra EnergyRead Desk		1.06%	1.35%	−5.8%	+79.1%	+89.1%	+21.6%	+27.4%	−29.8%	$77M
2	BSPY	State Street SPDR S&P 500 ETFRead Desk		0.09%	1.03%	−4.4%	+8.3%	+9.7%	+22.0%	+11.3%	−8.9%	$818.5B

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

Both

5Y2 funds

#			Trend
1	ADIG	ProShares - Ultra EnergyRead Desk		1.06%	1.35%	−5.8%	+79.1%	+89.1%	+21.6%	+27.4%	−29.8%	$77M
2	BSPY	State Street SPDR S&P 500 ETFRead Desk		0.09%	1.03%	−4.4%	+8.3%	+9.7%	+22.0%	+11.3%	−8.9%	$818.5B

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

Cards for this view

DIG vs SPY

DIG

ProShares - Ultra Energy

$33,517

SPY

SPDR S&P 500

$17,099

MeasureDIGSPY

Fee1.06%0.09%

Cost on $10k a year$106$9

Yield1.35%1.03%

5 years, per year+27.4%+11.3%

3 years, per year+21.6%+22.0%

Worst drop · 1Y−29.8%−8.9%

Volatility · 1Y46.8%13.6%

4–2measures won
SPY first

3.5%

holdings shared

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$120BAssets$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%

$42.6BAssets$46.8B

2–0JEPQ wins

End-of-day Nov 5, 2026

Overlap: DIG, SPY

Today

3.5%most shared, DIG and SPY

DIGSPY

DIG—3.5%

SPY3.5%—

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

Income After Fees on $10,000

$94most kept, SPY

SPY$103 − $9 = $94

DIG$135 − $106 = $29

KeptFee

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