SEF vs SQQQ

ASEF

BSQQQ

Measures won4–2SEF wins · of 6 · 5Y

$10,000 · 5Y$7,070SEF · SQQQ $596

Lowest cost0.94%SQQQ · $94 on $10k

Most income7.83%SQQQ · $783 on $10k

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

Held in common48.7%SEF and SQQQ

SEF

SQQQ

ProShares - Short Financials · $13MProShares - UltraPro Short QQQ · $1.8B

−15.6%3 years · per year$6,012 · $926−54.8%

−6.7%5 years · per year$7,070 · $596−43.1%

1.58%Expense ratio$158 · $94 on $10k · lower wins0.94%

3.18%12-mo yield$318 · $783 on $10k7.83%

−17.5%Worst dropSmaller wins−63.3%

14.9%VolatilityLower wins60.7%

4–2SEF wins

$10,000 · 5 yearsOne scale

Shared top holdingsSEF · SQQQ

101.4%IQMM48.7%

Held in common48.7%

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%	$13M
2	BSQQQ	ProShares - UltraPro Short QQQRead Desk		0.94%	7.83%	−2.8%	−37.0%	−32.0%	−54.8%	−43.1%	−63.3%	$1.8B

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%	$13M
2	BSQQQ	ProShares - UltraPro Short QQQRead Desk		0.94%	7.83%	−2.8%	−37.0%	−32.0%	−54.8%	−43.1%	−63.3%	$1.8B

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 SQQQ

SEF

ProShares - Short Financials

$7,070

SQQQ

ProShares - UltraPro Short QQQ

$596

MeasureSEFSQQQ

Fee1.58%0.94%

Cost on $10k a year$158$94

Yield3.18%7.83%

5 years, per year−6.7%−43.1%

3 years, per year−15.6%−54.8%

Worst drop · 1Y−17.5%−63.3%

Volatility · 1Y14.9%60.7%

4–2measures won
SEF first

48.7%

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%

$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

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

Overlap: SEF, SQQQ

Today

48.7%most shared, SEF and SQQQ

SEFSQQQ

SEF—48.7%

SQQQ48.7%—

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

Income After Fees on $10,000

$689most kept, SQQQ

SQQQ$783 − $94 = $689

SEF$318 − $158 = $160

KeptFee

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