SSO vs ERX

ASSO

BERX

Measures won4–2SSO wins · of 6 · 5Y

$10,000 · 5Y$39,492ERX · SSO $20,633

Lowest cost0.88%SSO · $88 on $10k

Most income1.19%ERX · $119 on $10k

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

Held in common2.6%SSO and ERX

SSO

ERX

ProShares - Ultra S&P500 · $8.4BDirexion Daily Energy Bull 2X ETF · $269M

+41.5%3 years · per year$28,308 · $21,522+29.1%

+15.6%5 years · per year$20,633 · $39,492+31.6%

0.88%Expense ratio$88 · $91 on $10k · lower wins0.91%

0.71%12-mo yield$71 · $119 on $10k1.19%

−18.2%Worst dropSmaller wins−30.0%

25.4%VolatilityLower wins45.4%

4–2SSO wins

$10,000 · 5 yearsOne scale

Shared top holdingsSSO · ERX

0.8%XOM7.2%

0.5%CVX5.4%

0.2%COP2.1%

0.1%MPC1.4%

Held in common2.6%

End-of-day Nov 3, 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	BERX	Direxion Daily Energy Bull 2X ETFRead Desk		0.91%	1.19%	−1.6%	+111.1%	+118.0%	+29.1%	+31.6%	−30.0%	$269M
2	ASSO	ProShares - Ultra S&P500Read Desk		0.88%	0.71%	+0.6%	+17.1%	+16.4%	+41.5%	+15.6%	−18.2%	$8.4B

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

Both

5Y2 funds

#			Trend
1	BERX	Direxion Daily Energy Bull 2X ETFRead Desk		0.91%	1.19%	−1.6%	+111.1%	+118.0%	+29.1%	+31.6%	−30.0%	$269M
2	ASSO	ProShares - Ultra S&P500Read Desk		0.88%	0.71%	+0.6%	+17.1%	+16.4%	+41.5%	+15.6%	−18.2%	$8.4B

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

Cards for this view

SSO vs ERX

SSO

ProShares - Ultra S&P500

$20,633

ERX

Direxion Daily Energy Bull 2X

$39,492

MeasureSSOERX

Fee0.88%0.91%

Cost on $10k a year$88$91

Yield0.71%1.19%

5 years, per year+15.6%+31.6%

3 years, per year+41.5%+29.1%

Worst drop · 1Y−18.2%−30.0%

Volatility · 1Y25.4%45.4%

4–2measures won
SSO first

2.6%

holdings shared

Nov 3, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 3, 2026

Overlap: SSO, ERX

Today

2.6%most shared, SSO and ERX

SSOERX

SSO—2.6%

ERX2.6%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$28most kept, ERX

ERX$119 − $91 = $28

SSO$71 − $88 = −$17

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee