SRTY vs SPXU

ASRTY

BSPXU

Measures won1–5SPXU wins · of 6 · 5Y

$10,000 · 5Y$1,925SRTY · SPXU $1,607

Lowest cost0.90%SPXU · $90 on $10k

Most income5.63%SPXU · $563 on $10k

Smallest drop−46.3%SPXU · worst fall in 1Y

Held in common55.9%SRTY and SPXU

SRTY

SPXU

ProShares - UltraPro Short Russell2000 · $81MProShares - UltraPro Short S&P500 · $458M

−48.1%3 years · per year$1,395 · $1,822−43.3%

−28.1%5 years · per year$1,925 · $1,607−30.6%

1.10%Expense ratio$110 · $90 on $10k · lower wins0.90%

5.57%12-mo yield$557 · $563 on $10k5.63%

−60.9%Worst dropSmaller wins−46.3%

55.6%VolatilityLower wins40.3%

1–5SPXU wins

$10,000 · 5 yearsOne scale

Shared top holdingsSRTY · SPXU

55.9%IQMM83.2%

Held in common55.9%

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

Both

5Y2 funds

#			Trend
1	ASRTY	ProShares - UltraPro Short Russell2000Read Desk		1.10%	5.57%	−2.6%	−32.5%	−35.2%	−48.1%	−28.1%	−60.9%	$81M
2	BSPXU	ProShares - UltraPro Short S&P500Read Desk		0.90%	5.63%	−0.7%	−19.8%	−21.3%	−43.3%	−30.6%	−46.3%	$458M

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

Both

5Y2 funds

#			Trend
1	ASRTY	ProShares - UltraPro Short Russell2000Read Desk		1.10%	5.57%	−2.6%	−32.5%	−35.2%	−48.1%	−28.1%	−60.9%	$81M
2	BSPXU	ProShares - UltraPro Short S&P500Read Desk		0.90%	5.63%	−0.7%	−19.8%	−21.3%	−43.3%	−30.6%	−46.3%	$458M

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

SRTY vs SPXU

SRTY

ProShares - UltraPro Short Russell2000

$1,925

SPXU

ProShares - UltraPro Short S&P500

$1,607

MeasureSRTYSPXU

Fee1.10%0.90%

Cost on $10k a year$110$90

Yield5.57%5.63%

5 years, per year−28.1%−30.6%

3 years, per year−48.1%−43.3%

Worst drop · 1Y−60.9%−46.3%

Volatility · 1Y55.6%40.3%

4–1measures won
SPXU first

55.9%

holdings shared

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

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

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

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

Overlap: SRTY, SPXU

Today

55.9%most shared, SRTY and SPXU

SRTYSPXU

SRTY—55.9%

SPXU55.9%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$473most kept, SPXU

SPXU$563 − $90 = $473

SRTY$557 − $110 = $447

KeptFee

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