SOXL vs UPRO

ASOXL

BUPRO

Measures won1–5UPRO wins · of 6 · 5Y

$10,000 · 5Y$22,884UPRO · SOXL $15,583

Lowest cost0.88%UPRO · $88 on $10k

Most income0.77%UPRO · $77 on $10k

Smallest drop−26.8%UPRO · worst fall in 1Y

Held in common5.9%SOXL and UPRO

SOXL

UPRO

Direxion Daily Semiconductor Bull 3X ETF · $19.9BProShares - UltraPro S&P500 · $5.4B

+67.1%3 years · per year$46,695 · $40,668+59.6%

+9.3%5 years · per year$15,583 · $22,884+18.0%

0.91%Expense ratio$91 · $88 on $10k · lower wins0.88%

0.14%12-mo yield$14 · $77 on $10k0.77%

−77.8%Worst dropSmaller wins−26.8%

143.0%VolatilityLower wins38.5%

1–5UPRO wins

$10,000 · 5 yearsOne scale

Shared top holdingsSOXL · UPRO

1.5%NVDA4.0%

1.4%AVGO1.3%

1.4%MU0.8%

1.6%AMD0.6%

Held in common5.9%

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	BUPRO	ProShares - UltraPro S&P500Read Desk		0.88%	0.77%	+4.9%	+28.0%	+25.2%	+59.6%	+18.0%	−26.8%	$5.4B
2	ASOXL	Direxion Daily Semiconductor Bull 3X ETFRead Desk		0.91%	0.14%	−8.8%	+58.8%	+37.3%	+67.1%	+9.3%	−77.8%	$19.9B

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	BUPRO	ProShares - UltraPro S&P500Read Desk		0.88%	0.77%	+4.9%	+28.0%	+25.2%	+59.6%	+18.0%	−26.8%	$5.4B
2	ASOXL	Direxion Daily Semiconductor Bull 3X ETFRead Desk		0.91%	0.14%	−8.8%	+58.8%	+37.3%	+67.1%	+9.3%	−77.8%	$19.9B

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

SOXL vs UPRO

SOXL

Direxion Daily Semiconductor Bull 3X

$15,583

UPRO

ProShares - UltraPro S&P500

$22,884

MeasureSOXLUPRO

Fee0.91%0.88%

Cost on $10k a year$91$88

Yield0.14%0.77%

5 years, per year+9.3%+18.0%

3 years, per year+67.1%+59.6%

Worst drop · 1Y−77.8%−26.8%

Volatility · 1Y143.0%38.5%

5–1measures won
UPRO first

5.9%

holdings shared

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

SOXX vs SMH

YTD

iSharesSOXX

+49.8%

SMHVanEck

+40.0%

+49.8%Year to date+40.0%

0.33% · $33Fee · on $10k a year0.35% · $35

$42.6BAssets$65.4B

2–0SOXX 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: SOXL, UPRO

Today

5.9%most shared, SOXL and UPRO

SOXLUPRO

SOXL—5.9%

UPRO5.9%—

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

Income After Fees on $10,000

−$11most kept, UPRO

UPRO$77 − $88 = −$11

SOXL$14 − $91 = −$77

KeptFee

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