LQDU vs UPRO

ALQDU

BUPRO

Measures won0–2UPRO wins · of 6 · 5Y

$10,000 · 5Y$21,525UPRO

Lowest cost0.88%UPRO · $88 on $10k

Most income0.81%UPRO · $81 on $10k

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

Held in common[…]LQDU and UPRO

LQDU

UPRO

Bank of Montreal-MicroSectors 3x Long Investment Grade Corporate Bond (LQD) ETNs · $5MProShares - UltraPro S&P500 · $5.2B

[…]3 years · per year[…] · $40,152+58.9%

[…]5 years · per year[…] · $21,525+16.6%

0.95%Expense ratio$95 · $88 on $10k · lower wins0.88%

0.00%12-mo yield$0 · $81 on $10k0.81%

[…]Worst dropSmaller wins−26.8%

[…]VolatilityLower wins38.2%

0–2UPRO wins

$10,000 · 5 yearsOne scale

Shared top holdingsLQDU · UPRO

They share no top holdings, or holdings aren’t on file […]

Held in common[…]

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	BUPRO	ProShares - UltraPro S&P500Read Desk		0.88%	0.81%	+0.9%	+22.1%	+20.1%	+58.9%	+16.6%	−26.8%	$5.2B
2	ALQDU	Bank of Montreal-MicroSectors 3x Long Investment Grade Corporate Bond (LQD) ETNsRead Desk		0.95%	0.00%	−0.7%	new	new	new	new	[…]	$5M

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	BUPRO	ProShares - UltraPro S&P500Read Desk		0.88%	0.81%	+0.9%	+22.1%	+20.1%	+58.9%	+16.6%	−26.8%	$5.2B
2	ALQDU	Bank of Montreal-MicroSectors 3x Long Investment Grade Corporate Bond (LQD) ETNsRead Desk		0.95%	0.00%	−0.7%	new	new	new	new	[…]	$5M

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

LQDU vs UPRO

LQDU

Bank of Montreal-MicroSectors 3x Long Investment Grade Corporate Bond (LQD) ETNs

[…]

UPRO

ProShares - UltraPro S&P500

$21,525

MeasureLQDUUPRO

Fee0.95%0.88%

Cost on $10k a year$95$88

Yield0.00%0.81%

5 years, per year[…]+16.6%

3 years, per year[…]+58.9%

Worst drop · 1Y[…]−26.8%

Volatility · 1Y[…]38.2%

2–0measures won
UPRO first

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: LQDU, UPRO

Today

[…]holdings […]

LQDUUPRO

LQDU—[…]

UPRO[…]—

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

Income After Fees on $10,000

−$7most kept, UPRO

UPRO$81 − $88 = −$7

LQDU$0 − $95 = −$95

KeptFee

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