ROM vs SPY

AROM

BSPY

Measures won2–4SPY wins · of 6 · 5Y

$10,000 · 5Y$22,582ROM · SPY $18,060

Lowest cost0.09%SPY · $9 on $10k

Most income0.99%SPY · $99 on $10k

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

Held in common37.0%ROM and SPY

ROM

SPY

ProShares - Ultra Technology · $1.1BState Street SPDR S&P 500 ETF · $798B

+49.5%3 years · per year$33,421 · $19,132+24.1%

+17.7%5 years · per year$22,582 · $18,060+12.6%

0.93%Expense ratio$93 · $9 on $10k · lower wins0.09%

0.03%12-mo yield$3 · $99 on $10k0.99%

−31.3%Worst dropSmaller wins−8.9%

54.8%VolatilityLower wins12.9%

2–4SPY wins

$10,000 · 5 yearsOne scale

Shared top holdingsROM · SPY

9.8%NVDA7.7%

9.5%AAPL7.4%

7.6%MSFT5.9%

3.1%AVGO2.4%

Held in common37.0%

End-of-day Nov 4, 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	AROM	ProShares - Ultra TechnologyRead Desk		0.93%	0.03%	−0.2%	+35.2%	+21.2%	+49.5%	+17.7%	−31.3%	$1.1B
2	BSPY	State Street SPDR S&P 500 ETFRead Desk		0.09%	0.99%	+1.7%	+13.3%	+13.4%	+24.1%	+12.6%	−8.9%	$798.0B

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	AROM	ProShares - Ultra TechnologyRead Desk		0.93%	0.03%	−0.2%	+35.2%	+21.2%	+49.5%	+17.7%	−31.3%	$1.1B
2	BSPY	State Street SPDR S&P 500 ETFRead Desk		0.09%	0.99%	+1.7%	+13.3%	+13.4%	+24.1%	+12.6%	−8.9%	$798.0B

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

ROM vs SPY

ROM

ProShares - Ultra Technology

$22,582

SPY

SPDR S&P 500

$18,060

MeasureROMSPY

Fee0.93%0.09%

Cost on $10k a year$93$9

Yield0.03%0.99%

5 years, per year+17.7%+12.6%

3 years, per year+49.5%+24.1%

Worst drop · 1Y−31.3%−8.9%

Volatility · 1Y54.8%12.9%

4–2measures won
SPY first

37.0%

holdings shared

Nov 4, 2026 · $10,000 five years ago, dividends reinvested

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$185BAssets$798B

1–0SPYM wins

End-of-day Nov 4, 2026

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$41.8BAssets$46.0B

1–1level

End-of-day Nov 4, 2026

Overlap: ROM, SPY

Today

37.0%most shared, ROM and SPY

ROMSPY

ROM—37.0%

SPY37.0%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$90most kept, SPY

SPY$99 − $9 = $90

ROM$3 − $93 = −$90

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee