SEF vs SH

ASEF

BSH

Measures won1–4SH wins · of 6 · 5Y

$10,000 · 5Y$7,070SEF · SH $6,776

Lowest cost0.88%SH · $88 on $10k

Most income3.92%SH · $392 on $10k

Smallest drop−17.5%SH · worst fall in 1Y

Held in common95.2%SEF and SH

SEF

ProShares - Short Financials · $14MProShares - Short S&P500 · $976M

−15.6%3 years · per year$6,012 · $6,231−14.6%

−6.7%5 years · per year$7,070 · $6,776−7.5%

1.58%Expense ratio$158 · $88 on $10k · lower wins0.88%

3.18%12-mo yield$318 · $392 on $10k3.92%

−17.5%Worst dropSmaller wins−17.5%

14.9%VolatilityLower wins12.8%

1–4SH wins

$10,000 · 5 yearsOne scale

Shared top holdingsSEF · SH

101.4%IQMM95.2%

Held in common95.2%

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	ASEF	ProShares - Short FinancialsRead Desk		1.58%	3.18%	−3.5%	−5.2%	−9.4%	−15.6%	−6.7%	−17.5%	$14M
2	BSH	ProShares - Short S&P500Read Desk		0.88%	3.92%	−1.6%	−7.9%	−7.2%	−14.6%	−7.5%	−17.5%	$976M

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	ASEF	ProShares - Short FinancialsRead Desk		1.58%	3.18%	−3.5%	−5.2%	−9.4%	−15.6%	−6.7%	−17.5%	$14M
2	BSH	ProShares - Short S&P500Read Desk		0.88%	3.92%	−1.6%	−7.9%	−7.2%	−14.6%	−7.5%	−17.5%	$976M

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

SEF vs SH

SEF

ProShares - Short Financials

$7,070

ProShares - Short S&P500

$6,776

MeasureSEFSH

Fee1.58%0.88%

Cost on $10k a year$158$88

Yield3.18%3.92%

5 years, per year−6.7%−7.5%

3 years, per year−15.6%−14.6%

Worst drop · 1Y−17.5%−17.5%

Volatility · 1Y14.9%12.8%

4–1measures won
SH first

95.2%

holdings shared

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

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

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

Overlap: SEF, SH

Today

95.2%most shared, SEF and SH

SEFSH

SEF—95.2%

SH95.2%—

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

Income After Fees on $10,000

$304most kept, SH

SH$392 − $88 = $304

SEF$318 − $158 = $160

KeptFee

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