IVV vs SSO

AIVV

BSSO

Measures won4–2IVV wins · of 6 · 5Y

$10,000 · 5Y$19,267SSO · SPYM $17,192

Lowest cost0.02%SPYM · $2 on $10k

Most income1.14%IVV · $114 on $10k

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

Held in common67.6%IVV and SSO

IVV

SSO

iShares Core S&P 500 ETF · $850BProShares - Ultra S&P500 · $6.9B

+21.8%3 years · per year$18,084 · $25,327+36.3%

+11.4%5 years · per year$17,177 · $19,267+14.0%

0.03%Expense ratio$3 · $88 on $10k · lower wins0.88%

1.14%12-mo yield$114 · $75 on $10k0.75%

−8.9%Worst dropSmaller wins−18.2%

13.6%VolatilityLower wins27.1%

4–2IVV wins

$10,000 · 5 yearsAll four, one scale

Shared top holdingsIVV · SSO

7.9%AAPL5.4%

6.9%NVDA4.7%

6.3%MSFT4.2%

4.0%AMZN2.7%

Held in common67.6%

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

All Four

5Y4 funds

#
1	BSSO	ProShares - Ultra S&P500Read Desk	0.88%	0.75%	+0.5%	+10.9%	+11.8%	+36.3%	+14.0%	−18.2%	$6.9B
2	SPYM	State Street SPDR Portfolio S&P 500 ETFRead Desk	0.02%	1.05%	+0.3%	+8.8%	+9.8%	+21.8%	+11.4%	−8.9%	$181.7B
3	VOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.10%	+0.3%	+8.7%	+9.8%	+21.8%	+11.4%	−8.9%	$1.00T
4	AIVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.14%	+0.3%	+8.7%	+9.8%	+21.8%	+11.4%	−8.9%	$850.0B

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

All Four

5Y4 funds

#
1	BSSO	ProShares - Ultra S&P500Read Desk	0.88%	0.75%	+0.5%	+10.9%	+11.8%	+36.3%	+14.0%	−18.2%	$6.9B
2	SPYM	State Street SPDR Portfolio S&P 500 ETFRead Desk	0.02%	1.05%	+0.3%	+8.8%	+9.8%	+21.8%	+11.4%	−8.9%	$181.7B
3	VOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.10%	+0.3%	+8.7%	+9.8%	+21.8%	+11.4%	−8.9%	$1.00T
4	AIVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.14%	+0.3%	+8.7%	+9.8%	+21.8%	+11.4%	−8.9%	$850.0B

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

IVV vs SSO

IVV

iShares Core S&P 500

$17,177

SSO

ProShares - Ultra S&P500

$19,267

MeasureIVVSSO

Fee0.03%0.88%

Cost on $10k a year$3$88

Yield1.14%0.75%

5 years, per year+11.4%+14.0%

3 years, per year+21.8%+36.3%

Worst drop · 1Y−8.9%−18.2%

Volatility · 1Y13.6%27.1%

4–2measures won
IVV first

67.6%

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: IVV, SSO, SPYM, VOO

Today

99.9%most shared, IVV and SPYM

IVVSSOSPYMVOO

IVV—67.6%99.9%92.2%

SSO67.6%—67.6%67.4%

SPYM99.9%67.6%—92.2%

VOO92.2%67.4%92.2%—

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

Income After Fees on $10,000

$111most kept, IVV

IVV$114 − $3 = $111

VOO$110 − $3 = $107

SPYM$105 − $2 = $103

SSO$75 − $88 = −$13

KeptFee

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