SH vs SPXU

ASH

BSPXU

Measures won5–1SH wins · of 6 · 5Y

$10,000 · 5Y$7,146SH · SPXU $1,608

Lowest cost0.88%SH · $88 on $10k

Most income5.58%SPXU · $558 on $10k

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

Held in common88.1%SH and SPXU

SPXU

ProShares - Short S&P500 · $981MProShares - UltraPro Short S&P500 · $458M

−13.2%3 years · per year$6,549 · $1,775−43.8%

−6.5%5 years · per year$7,146 · $1,608−30.6%

0.88%Expense ratio$88 · $90 on $10k · lower wins0.90%

3.76%12-mo yield$376 · $558 on $10k5.58%

−17.5%Worst dropSmaller wins−46.3%

13.5%VolatilityLower wins40.3%

5–1SH wins

$10,000 · 5 yearsOne scale

Shared top holdingsSH · SPXU

98.2%IQMM88.1%

Held in common88.1%

End-of-day Nov 5, 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	ASH	ProShares - Short S&P500Read Desk		0.88%	3.76%	+4.4%	−3.9%	−4.2%	−13.2%	−6.5%	−17.5%	$981M
2	BSPXU	ProShares - UltraPro Short S&P500Read Desk		0.90%	5.58%	+13.2%	−19.2%	−21.4%	−43.8%	−30.6%	−46.3%	$458M

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

Both

5Y2 funds

#			Trend
1	ASH	ProShares - Short S&P500Read Desk		0.88%	3.76%	+4.4%	−3.9%	−4.2%	−13.2%	−6.5%	−17.5%	$981M
2	BSPXU	ProShares - UltraPro Short S&P500Read Desk		0.90%	5.58%	+13.2%	−19.2%	−21.4%	−43.8%	−30.6%	−46.3%	$458M

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

Cards for this view

SH vs SPXU

ProShares - Short S&P500

$7,146

SPXU

ProShares - UltraPro Short S&P500

$1,608

MeasureSHSPXU

Fee0.88%0.90%

Cost on $10k a year$88$90

Yield3.76%5.58%

5 years, per year−6.5%−30.6%

3 years, per year−13.2%−43.8%

Worst drop · 1Y−17.5%−46.3%

Volatility · 1Y13.5%40.3%

5–1measures won
SH first

88.1%

holdings shared

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.6BAssets$46.8B

2–0JEPQ wins

End-of-day Nov 5, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 5, 2026

Overlap: SH, SPXU

Today

88.1%most shared, SH and SPXU

SHSPXU

SH—88.1%

SPXU88.1%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$468most kept, SPXU

SPXU$558 − $90 = $468

SH$376 − $88 = $288

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee