SDP vs SPY

ASDP

BSPY

Measures won1–5SPY wins · of 6 · 5Y

$10,000 · 5Y$17,177IVV · SPY $17,118

Lowest cost0.03%IVV · $3 on $10k

Most income3.80%SDP · $380 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 · $819B

−22.4%3 years · per year$4,666 · $18,039+21.7%

−14.4%5 years · per year$4,602 · $17,118+11.3%

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

3.80%12-mo yield$380 · $103 on $10k1.03%

−22.8%Worst dropSmaller wins−8.9%

31.6%VolatilityLower wins13.6%

1–5SPY wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsSDP · SPY

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

Held in common[…]

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 Three

5Y3 funds

#
1	IVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.14%	+0.3%	+8.7%	+9.8%	+21.8%	+11.4%	−8.9%	$850.0B
2	BSPY	State Street SPDR S&P 500 ETFRead Desk	0.09%	1.03%	+0.3%	+8.7%	+9.7%	+21.7%	+11.3%	−8.9%	$818.5B
3	ASDP	ProShares - UltraShort UtilitiesRead Desk	3.02%	3.80%	+1.1%	−4.2%	+3.2%	−22.4%	−14.4%	−22.8%	$2M

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	IVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.14%	+0.3%	+8.7%	+9.8%	+21.8%	+11.4%	−8.9%	$850.0B
2	BSPY	State Street SPDR S&P 500 ETFRead Desk	0.09%	1.03%	+0.3%	+8.7%	+9.7%	+21.7%	+11.3%	−8.9%	$818.5B
3	ASDP	ProShares - UltraShort UtilitiesRead Desk	3.02%	3.80%	+1.1%	−4.2%	+3.2%	−22.4%	−14.4%	−22.8%	$2M

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

SDP vs SPY

SDP

ProShares - UltraShort Utilities

$4,602

SPY

SPDR S&P 500

$17,118

MeasureSDPSPY

Fee3.02%0.09%

Cost on $10k a year$302$9

Yield3.80%1.03%

5 years, per year−14.4%+11.3%

3 years, per year−22.4%+21.7%

Worst drop · 1Y−22.8%−8.9%

Volatility · 1Y31.6%13.6%

5–1measures won
SPY first

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

VOO vs IVV

YTD

VanguardVOO

+8.7%

IVViShares

+8.7%

+8.7%Year to date+8.7%

1.1%Yield1.1%

$1.00TAssets$850B

0–0level

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

Overlap: SDP, SPY, IVV

Today

99.9%most shared, SPY and IVV

SDPSPYIVV

SDP—[…][…]

SPY[…]—99.9%

IVV[…]99.9%—

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

SPY$103 − $9 = $94

SDP$380 − $302 = $78

KeptFee

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