SSO vs SPY

ASSO

BSPY

Measures won2–4SPY wins · of 6 · 5Y

$10,000 · 5Y$19,267SSO · SPY $17,118

Lowest cost0.09%SPY · $9 on $10k

Most income1.03%SPY · $103 on $10k

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

Held in common67.6%SSO and SPY

SSO

SPY

ProShares - Ultra S&P500 · $6.9BState Street SPDR S&P 500 ETF · $819B

+36.3%3 years · per year$25,327 · $18,039+21.7%

+14.0%5 years · per year$19,267 · $17,118+11.3%

0.88%Expense ratio$88 · $9 on $10k · lower wins0.09%

0.75%12-mo yield$75 · $103 on $10k1.03%

−18.2%Worst dropSmaller wins−8.9%

27.1%VolatilityLower wins13.6%

2–4SPY wins

$10,000 · 5 yearsOne scale

Shared top holdingsSSO · SPY

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	BSPY	State Street SPDR S&P 500 ETFRead Desk		0.09%	1.03%	+0.3%	+8.7%	+9.7%	+21.7%	+11.3%	−8.9%	$818.5B

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	BSPY	State Street SPDR S&P 500 ETFRead Desk		0.09%	1.03%	+0.3%	+8.7%	+9.7%	+21.7%	+11.3%	−8.9%	$818.5B

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 SPY

SSO

ProShares - Ultra S&P500

$19,267

SPY

SPDR S&P 500

$17,118

MeasureSSOSPY

Fee0.88%0.09%

Cost on $10k a year$88$9

Yield0.75%1.03%

5 years, per year+14.0%+11.3%

3 years, per year+36.3%+21.7%

Worst drop · 1Y−18.2%−8.9%

Volatility · 1Y27.1%13.6%

4–2measures won
SPY 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

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

Overlap: SSO, SPY

Today

67.6%most shared, SSO and SPY

SSOSPY

SSO—67.6%

SPY67.6%—

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

Income After Fees on $10,000

$94most kept, SPY

SPY$103 − $9 = $94

SSO$75 − $88 = −$13

KeptFee

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