SSO vs IVV

ASSO

BIVV

Measures won2–4IVV wins · of 6 · 5Y

$10,000 · 5Y$19,267SSO · IVV $17,177

Lowest cost0.03%IVV · $3 on $10k

Most income1.14%IVV · $114 on $10k

Smallest drop−8.9%IVV · worst fall in 1Y

Held in common67.6%SSO and IVV

SSO

IVV

ProShares - Ultra S&P500 · $6.9BiShares Core S&P 500 ETF · $850B

+36.3%3 years · per year$25,327 · $18,084+21.8%

+14.0%5 years · per year$19,267 · $17,177+11.4%

0.88%Expense ratio$88 · $3 on $10k · lower wins0.03%

0.75%12-mo yield$75 · $114 on $10k1.14%

−18.2%Worst dropSmaller wins−8.9%

27.1%VolatilityLower wins13.6%

2–4IVV wins

$10,000 · 5 yearsOne scale

Shared top holdingsSSO · IVV

5.4%AAPL7.9%

4.7%NVDA6.9%

4.2%MSFT6.3%

2.7%AMZN4.0%

Held in common67.6%

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	ASSO	ProShares - Ultra S&P500Read Desk		0.88%	0.75%	+0.5%	+10.9%	+11.8%	+36.3%	+14.0%	−18.2%	$6.9B
2	BIVV	iShares Core S&P 500 ETFRead Desk		0.03%	1.14%	+0.3%	+8.7%	+9.8%	+21.8%	+11.4%	−8.9%	$850.0B

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	ASSO	ProShares - Ultra S&P500Read Desk		0.88%	0.75%	+0.5%	+10.9%	+11.8%	+36.3%	+14.0%	−18.2%	$6.9B
2	BIVV	iShares Core S&P 500 ETFRead Desk		0.03%	1.14%	+0.3%	+8.7%	+9.8%	+21.8%	+11.4%	−8.9%	$850.0B

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

SSO vs IVV

SSO

ProShares - Ultra S&P500

$19,267

IVV

iShares Core S&P 500

$17,177

MeasureSSOIVV

Fee0.88%0.03%

Cost on $10k a year$88$3

Yield0.75%1.14%

5 years, per year+14.0%+11.4%

3 years, per year+36.3%+21.8%

Worst drop · 1Y−18.2%−8.9%

Volatility · 1Y27.1%13.6%

4–2measures won
IVV first

67.6%

holdings shared

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

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

VOO vs IVV

YTD

VanguardVOO

+8.7%

IVViShares

+8.7%

+8.7%Year to date+8.7%

1.1%Yield1.1%

$1.00TAssets$850B

0–0level

End-of-day Nov 6, 2026

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

Overlap: SSO, IVV

Today

67.6%most shared, SSO and IVV

SSOIVV

SSO—67.6%

IVV67.6%—

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

Income After Fees on $10,000

$111most kept, IVV

IVV$114 − $3 = $111

SSO$75 − $88 = −$13

KeptFee

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