SSO vs UBT

ASSO

BUBT

Measures won4–2SSO wins · of 6 · 5Y

$10,000 · 5Y$20,105SSO · UBT $3,176

Lowest cost0.88%SSO · $88 on $10k

Most income3.23%UBT · $323 on $10k

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

Held in common18.9%SSO and UBT

SSO

UBT

ProShares - Ultra S&P500 · $7.3BProShares - Ultra 20+ Year Treasury · $69M

+36.7%3 years · per year$25,545 · $9,447−1.9%

+15.0%5 years · per year$20,105 · $3,176−20.5%

0.88%Expense ratio$88 · $98 on $10k · lower wins0.98%

0.71%12-mo yield$71 · $323 on $10k3.23%

−18.2%Worst dropSmaller wins−25.7%

27.4%VolatilityLower wins19.1%

4–2SSO wins

$10,000 · 5 yearsOne scale

Shared top holdingsSSO · UBT

18.9%IQMM85.5%

Held in common18.9%

End-of-day Nov 9, 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%	0.71%	+4.7%	+16.1%	+19.6%	+36.7%	+15.0%	−18.2%	$7.3B
2	BUBT	ProShares - Ultra 20+ Year TreasuryRead Desk		0.98%	3.23%	+0.1%	−8.4%	−13.1%	−1.9%	−20.5%	−25.7%	$69M

End-of-day Nov 9, 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%	0.71%	+4.7%	+16.1%	+19.6%	+36.7%	+15.0%	−18.2%	$7.3B
2	BUBT	ProShares - Ultra 20+ Year TreasuryRead Desk		0.98%	3.23%	+0.1%	−8.4%	−13.1%	−1.9%	−20.5%	−25.7%	$69M

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

SSO vs UBT

SSO

ProShares - Ultra S&P500

$20,105

UBT

ProShares - Ultra 20+ Year Treasury

$3,176

MeasureSSOUBT

Fee0.88%0.98%

Cost on $10k a year$88$98

Yield0.71%3.23%

5 years, per year+15.0%−20.5%

3 years, per year+36.7%−1.9%

Worst drop · 1Y−18.2%−25.7%

Volatility · 1Y27.4%19.1%

4–2measures won
SSO first

18.9%

holdings shared

Nov 9, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 2026

Overlap: SSO, UBT

Today

18.9%most shared, SSO and UBT

SSOUBT

SSO—18.9%

UBT18.9%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$225most kept, UBT

UBT$323 − $98 = $225

SSO$71 − $88 = −$17

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee