ERX vs SSO

AERX

BSSO

Measures won2–4SSO wins · of 6 · 5Y

$10,000 · 5Y$39,492ERX · SSO $20,633

Lowest cost0.88%SSO · $88 on $10k

Most income1.19%ERX · $119 on $10k

Smallest drop−18.2%SSO · worst fall in 1Y

Held in common2.6%ERX and SSO

ERX

SSO

Direxion Daily Energy Bull 2X ETF · $269MProShares - Ultra S&P500 · $8.4B

+29.1%3 years · per year$21,522 · $28,308+41.5%

+31.6%5 years · per year$39,492 · $20,633+15.6%

0.91%Expense ratio$91 · $88 on $10k · lower wins0.88%

1.19%12-mo yield$119 · $71 on $10k0.71%

−30.0%Worst dropSmaller wins−18.2%

45.4%VolatilityLower wins25.4%

2–4SSO wins

$10,000 · 5 yearsOne scale

Shared top holdingsERX · SSO

7.2%XOM0.8%

5.4%CVX0.5%

2.1%COP0.2%

1.4%MPC0.1%

Held in common2.6%

End-of-day Nov 3, 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	AERX	Direxion Daily Energy Bull 2X ETFRead Desk		0.91%	1.19%	−1.6%	+111.1%	+118.0%	+29.1%	+31.6%	−30.0%	$269M
2	BSSO	ProShares - Ultra S&P500Read Desk		0.88%	0.71%	+0.6%	+17.1%	+16.4%	+41.5%	+15.6%	−18.2%	$8.4B

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

Both

5Y2 funds

#			Trend
1	AERX	Direxion Daily Energy Bull 2X ETFRead Desk		0.91%	1.19%	−1.6%	+111.1%	+118.0%	+29.1%	+31.6%	−30.0%	$269M
2	BSSO	ProShares - Ultra S&P500Read Desk		0.88%	0.71%	+0.6%	+17.1%	+16.4%	+41.5%	+15.6%	−18.2%	$8.4B

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

Cards for this view

ERX vs SSO

ERX

Direxion Daily Energy Bull 2X

$39,492

SSO

ProShares - Ultra S&P500

$20,633

MeasureERXSSO

Fee0.91%0.88%

Cost on $10k a year$91$88

Yield1.19%0.71%

5 years, per year+31.6%+15.6%

3 years, per year+29.1%+41.5%

Worst drop · 1Y−30.0%−18.2%

Volatility · 1Y45.4%25.4%

4–2measures won
SSO first

2.6%

holdings shared

Nov 3, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 3, 2026

Overlap: ERX, SSO

Today

2.6%most shared, ERX and SSO

ERXSSO

ERX—2.6%

SSO2.6%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$28most kept, ERX

ERX$119 − $91 = $28

SSO$71 − $88 = −$17

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee