ROM vs SPY

AROM

BSPY

Measures won2–4SPY wins · of 6 · 5Y

$10,000 · 5Y$18,618ROM · VOO $17,156

Lowest cost0.03%VOO · $3 on $10k

Most income1.14%IVV · $114 on $10k

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

Held in common36.6%ROM and SPY

ROM

SPY

ProShares - Ultra Technology · $930MState Street SPDR S&P 500 ETF · $819B

+40.5%3 years · per year$27,720 · $18,174+22.0%

+13.2%5 years · per year$18,618 · $17,099+11.3%

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

0.04%12-mo yield$4 · $103 on $10k1.03%

−37.3%Worst dropSmaller wins−8.9%

57.2%VolatilityLower wins13.6%

2–4SPY wins

$10,000 · 5 yearsAll four, one scale

Shared top holdingsROM · SPY

10.0%AAPL7.7%

9.5%NVDA7.3%

8.1%MSFT6.2%

3.0%AVGO2.3%

Held in common36.6%

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

All Four

5Y4 funds

#
1	AROM	ProShares - Ultra TechnologyRead Desk	0.93%	0.04%	−15.9%	+13.7%	+7.5%	+40.5%	+13.2%	−37.3%	$930M
2	VOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.10%	−4.4%	+8.4%	+9.8%	+22.1%	+11.4%	−8.9%	$1.00T
3	IVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.14%	−4.4%	+8.4%	+9.7%	+22.1%	+11.4%	−8.9%	$850.0B
4	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%	$818.5B

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

All Four

5Y4 funds

#
1	AROM	ProShares - Ultra TechnologyRead Desk	0.93%	0.04%	−15.9%	+13.7%	+7.5%	+40.5%	+13.2%	−37.3%	$930M
2	VOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.10%	−4.4%	+8.4%	+9.8%	+22.1%	+11.4%	−8.9%	$1.00T
3	IVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.14%	−4.4%	+8.4%	+9.7%	+22.1%	+11.4%	−8.9%	$850.0B
4	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%	$818.5B

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

ROM vs SPY

ROM

ProShares - Ultra Technology

$18,618

SPY

SPDR S&P 500

$17,099

MeasureROMSPY

Fee0.93%0.09%

Cost on $10k a year$93$9

Yield0.04%1.03%

5 years, per year+13.2%+11.3%

3 years, per year+40.5%+22.0%

Worst drop · 1Y−37.3%−8.9%

Volatility · 1Y57.2%13.6%

4–2measures won
SPY first

36.6%

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$819B

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%

$120BAssets$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%

$42.6BAssets$46.8B

2–0JEPQ wins

End-of-day Nov 5, 2026

Overlap: ROM, SPY, VOO, IVV

Today

99.9%most shared, SPY and IVV

ROMSPYVOOIVV

ROM—36.6%39.7%36.6%

SPY36.6%—93.5%99.9%

VOO39.7%93.5%—93.5%

IVV36.6%99.9%93.5%—

End-of-day Nov 5, 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

SPY$103 − $9 = $94

ROM$4 − $93 = −$89

KeptFee

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