ROM vs SPYM

AROM

BSPYM

Measures won2–4SPYM wins · of 6 · 5Y

$10,000 · 5Y$18,868ROM · 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 common35.5%ROM and SPYM

ROM

SPYM

ProShares - Ultra Technology · $962MState Street SPDR Portfolio S&P 500 ETF · $182B

+39.9%3 years · per year$27,382 · $18,082+21.8%

+13.5%5 years · per year$18,868 · $17,192+11.4%

0.93%Expense ratio$93 · $2 on $10k · lower wins0.02%

0.04%12-mo yield$4 · $105 on $10k1.05%

−37.3%Worst dropSmaller wins−8.9%

57.3%VolatilityLower wins13.6%

2–4SPYM wins

$10,000 · 5 yearsAll four, one scale

Shared top holdingsROM · SPYM

11.8%AAPL7.9%

10.3%NVDA6.9%

9.3%MSFT6.3%

3.3%AVGO2.2%

Held in common35.5%

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	AROM	ProShares - Ultra TechnologyRead Desk	0.93%	0.04%	+2.7%	+16.8%	+9.7%	+39.9%	+13.5%	−37.3%	$962M
2	BSPYM	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	IVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.14%	+0.3%	+8.7%	+9.8%	+21.8%	+11.4%	−8.9%	$852.9B

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	AROM	ProShares - Ultra TechnologyRead Desk	0.93%	0.04%	+2.7%	+16.8%	+9.7%	+39.9%	+13.5%	−37.3%	$962M
2	BSPYM	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	IVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.14%	+0.3%	+8.7%	+9.8%	+21.8%	+11.4%	−8.9%	$852.9B

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

ROM vs SPYM

ROM

ProShares - Ultra Technology

$18,868

SPYM

SPDR Portfolio S&P 500

$17,192

MeasureROMSPYM

Fee0.93%0.02%

Cost on $10k a year$93$2

Yield0.04%1.05%

5 years, per year+13.5%+11.4%

3 years, per year+39.9%+21.8%

Worst drop · 1Y−37.3%−8.9%

Volatility · 1Y57.3%13.6%

4–2measures won
SPYM first

35.5%

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: ROM, SPYM, IVV, VOO

Today

99.9%most shared, SPYM and IVV

ROMSPYMIVVVOO

ROM—35.5%35.5%39.7%

SPYM35.5%—99.9%92.2%

IVV35.5%99.9%—92.2%

VOO39.7%92.2%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

ROM$4 − $93 = −$89

KeptFee

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