LTL vs SPY

ALTL

BSPY

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$20,898LTL · SPY $17,099

Lowest cost0.09%SPY · $9 on $10k

Most income1.33%LTL · $133 on $10k

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

Held in common8.6%LTL and SPY

LTL

SPY

ProShares Ultra Communication Services · $4MState Street SPDR S&P 500 ETF · $805B

+28.2%3 years · per year$21,066 · $18,174+22.0%

+15.9%5 years · per year$20,898 · $17,099+11.3%

1.83%Expense ratio$183 · $9 on $10k · lower wins0.09%

1.33%12-mo yield$133 · $103 on $10k1.03%

−33.9%Worst dropSmaller wins−8.9%

33.7%VolatilityLower wins13.6%

3–3Level

$10,000 · 5 yearsOne scale

Shared top holdingsLTL · SPY

6.2%GOOGL2.6%

12.1%META2.1%

5.0%GOOG2.1%

2.5%NFLX0.4%

Held in common8.6%

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	ALTL	ProShares Ultra Communication ServicesRead Desk		1.83%	1.33%	−1.0%	−25.7%	−19.3%	+28.2%	+15.9%	−33.9%	$4M
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%	$804.8B

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	ALTL	ProShares Ultra Communication ServicesRead Desk		1.83%	1.33%	−1.0%	−25.7%	−19.3%	+28.2%	+15.9%	−33.9%	$4M
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%	$804.8B

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

LTL vs SPY

LTL

ProShares Ultra Communication Services

$20,898

SPY

SPDR S&P 500

$17,099

MeasureLTLSPY

Fee1.83%0.09%

Cost on $10k a year$183$9

Yield1.33%1.03%

5 years, per year+15.9%+11.3%

3 years, per year+28.2%+22.0%

Worst drop · 1Y−33.9%−8.9%

Volatility · 1Y33.7%13.6%

3–3measures won
level

8.6%

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$805B

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%

$123BAssets$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%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026

Overlap: LTL, SPY

Today

8.6%most shared, LTL and SPY

LTLSPY

LTL—8.6%

SPY8.6%—

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

LTL$133 − $183 = −$50

KeptFee

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