SDP vs SPY

ASDP

BSPY

Measures won1–5SPY wins · of 6 · 5Y

$10,000 · 5Y$18,060SPY · SDP $4,483

Lowest cost0.09%SPY · $9 on $10k

Most income3.88%SDP · $388 on $10k

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

Held in common[…]SDP and SPY

SDP

SPY

ProShares - UltraShort Utilities · $2MState Street SPDR S&P 500 ETF · $805B

−24.0%3 years · per year$4,382 · $19,132+24.1%

−14.8%5 years · per year$4,483 · $18,060+12.6%

3.02%Expense ratio$302 · $9 on $10k · lower wins0.09%

3.88%12-mo yield$388 · $99 on $10k0.99%

−22.8%Worst dropSmaller wins−8.9%

31.6%VolatilityLower wins12.9%

1–5SPY wins

$10,000 · 5 yearsOne scale

Shared top holdingsSDP · SPY

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

Held in common[…]

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	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%	$804.8B
2	ASDP	ProShares - UltraShort UtilitiesRead Desk		3.02%	3.88%	−1.1%	−6.2%	+1.8%	−24.0%	−14.8%	−22.8%	$2M

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	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%	$804.8B
2	ASDP	ProShares - UltraShort UtilitiesRead Desk		3.02%	3.88%	−1.1%	−6.2%	+1.8%	−24.0%	−14.8%	−22.8%	$2M

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

SDP vs SPY

SDP

ProShares - UltraShort Utilities

$4,483

SPY

SPDR S&P 500

$18,060

MeasureSDPSPY

Fee3.02%0.09%

Cost on $10k a year$302$9

Yield3.88%0.99%

5 years, per year−14.8%+12.6%

3 years, per year−24.0%+24.1%

Worst drop · 1Y−22.8%−8.9%

Volatility · 1Y31.6%12.9%

5–1measures won
SPY first

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%

$182BAssets$805B

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%

$123BAssets$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%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026

Overlap: SDP, SPY

Today

[…]holdings […]

SDPSPY

SDP—[…]

SPY[…]—

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

SDP$388 − $302 = $86

KeptFee

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