SSO vs UGE

ASSO

BUGE

Measures won5–1SSO wins · of 6 · 5Y

$10,000 · 5Y$19,240SSO · UGE $8,555

Lowest cost0.88%SSO · $88 on $10k

Most income1.86%UGE · $186 on $10k

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

Held in common3.2%SSO and UGE

SSO

UGE

ProShares - Ultra S&P500 · $6.9BProShares - Ultra Consumer Staples · $12M

+37.0%3 years · per year$25,723 · $16,523+18.2%

+14.0%5 years · per year$19,240 · $8,555−3.1%

0.88%Expense ratio$88 · $202 on $10k · lower wins2.02%

0.75%12-mo yield$75 · $186 on $10k1.86%

−18.2%Worst dropSmaller wins−21.4%

27.1%VolatilityLower wins31.4%

5–1SSO wins

$10,000 · 5 yearsOne scale

Shared top holdingsSSO · UGE

0.6%WMT7.1%

0.4%COST5.7%

0.4%PG4.8%

0.4%KO4.6%

Held in common3.2%

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	ASSO	ProShares - Ultra S&P500Read Desk		0.88%	0.75%	−8.8%	+10.3%	+11.9%	+37.0%	+14.0%	−18.2%	$6.9B
2	BUGE	ProShares - Ultra Consumer StaplesRead Desk		2.02%	1.86%	−2.0%	+33.0%	+39.2%	+18.2%	−3.1%	−21.4%	$12M

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	ASSO	ProShares - Ultra S&P500Read Desk		0.88%	0.75%	−8.8%	+10.3%	+11.9%	+37.0%	+14.0%	−18.2%	$6.9B
2	BUGE	ProShares - Ultra Consumer StaplesRead Desk		2.02%	1.86%	−2.0%	+33.0%	+39.2%	+18.2%	−3.1%	−21.4%	$12M

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 UGE

SSO

ProShares - Ultra S&P500

$19,240

UGE

ProShares - Ultra Consumer Staples

$8,555

MeasureSSOUGE

Fee0.88%2.02%

Cost on $10k a year$88$202

Yield0.75%1.86%

5 years, per year+14.0%−3.1%

3 years, per year+37.0%+18.2%

Worst drop · 1Y−18.2%−21.4%

Volatility · 1Y27.1%31.4%

5–1measures won
SSO first

3.2%

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, UGE

Today

3.2%most shared, SSO and UGE

SSOUGE

SSO—3.2%

UGE3.2%—

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

Income After Fees on $10,000

−$13most kept, SSO

SSO$75 − $88 = −$13

UGE$186 − $202 = −$16

KeptFee

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