SSO vs DIG

ASSO

BDIG

Measures won4–2SSO wins · of 6 · 5Y

$10,000 · 5Y$33,517DIG · SSO $19,240

Lowest cost0.88%SSO · $88 on $10k

Most income1.35%DIG · $135 on $10k

Smallest drop−18.2%SSO · worst fall in 1Y

Held in common19.7%SSO and DIG

SSO

DIG

ProShares - Ultra S&P500 · $6.9BProShares - Ultra Energy · $77M

+37.0%3 years · per year$25,723 · $17,984+21.6%

+14.0%5 years · per year$19,240 · $33,517+27.4%

0.88%Expense ratio$88 · $106 on $10k · lower wins1.06%

0.75%12-mo yield$75 · $135 on $10k1.35%

−18.2%Worst dropSmaller wins−29.8%

27.1%VolatilityLower wins46.8%

4–2SSO wins

$10,000 · 5 yearsOne scale

Shared top holdingsSSO · DIG

17.4%IQMM19.6%

0.7%XOM14.8%

0.4%CVX11.3%

0.2%COP4.4%

Held in common19.7%

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	BDIG	ProShares - Ultra EnergyRead Desk		1.06%	1.35%	−5.8%	+79.1%	+89.1%	+21.6%	+27.4%	−29.8%	$77M
2	ASSO	ProShares - Ultra S&P500Read Desk		0.88%	0.75%	−8.8%	+10.3%	+11.9%	+37.0%	+14.0%	−18.2%	$6.9B

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	BDIG	ProShares - Ultra EnergyRead Desk		1.06%	1.35%	−5.8%	+79.1%	+89.1%	+21.6%	+27.4%	−29.8%	$77M
2	ASSO	ProShares - Ultra S&P500Read Desk		0.88%	0.75%	−8.8%	+10.3%	+11.9%	+37.0%	+14.0%	−18.2%	$6.9B

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

SSO vs DIG

SSO

ProShares - Ultra S&P500

$19,240

DIG

ProShares - Ultra Energy

$33,517

MeasureSSODIG

Fee0.88%1.06%

Cost on $10k a year$88$106

Yield0.75%1.35%

5 years, per year+14.0%+27.4%

3 years, per year+37.0%+21.6%

Worst drop · 1Y−18.2%−29.8%

Volatility · 1Y27.1%46.8%

4–2measures won
SSO first

19.7%

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: SSO, DIG

Today

19.7%most shared, SSO and DIG

SSODIG

SSO—19.7%

DIG19.7%—

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

Income After Fees on $10,000

$29most kept, DIG

DIG$135 − $106 = $29

SSO$75 − $88 = −$13

KeptFee

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