SSO vs UWM

ASSO

BUWM

Measures won5–1SSO wins · of 6 · 5Y

$10,000 · 5Y$19,240SSO · UWM $9,428

Lowest cost0.88%SSO · $88 on $10k

Most income0.92%UWM · $92 on $10k

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

Held in common17.4%SSO and UWM

SSO

UWM

ProShares - Ultra S&P500 · $8.4BProShares - Ultra Russell2000 · $229M

+37.0%3 years · per year$25,723 · $21,128+28.3%

+14.0%5 years · per year$19,240 · $9,428−1.2%

0.88%Expense ratio$88 · $108 on $10k · lower wins1.08%

0.75%12-mo yield$75 · $92 on $10k0.92%

−18.2%Worst dropSmaller wins−22.3%

27.1%VolatilityLower wins37.1%

5–1SSO wins

$10,000 · 5 yearsOne scale

Shared top holdingsSSO · UWM

17.4%IQMM35.4%

Held in common17.4%

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%	$8.4B
2	BUWM	ProShares - Ultra Russell2000Read Desk		1.08%	0.92%	−9.1%	+14.1%	+18.0%	+28.3%	−1.2%	−22.3%	$229M

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%	$8.4B
2	BUWM	ProShares - Ultra Russell2000Read Desk		1.08%	0.92%	−9.1%	+14.1%	+18.0%	+28.3%	−1.2%	−22.3%	$229M

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 UWM

SSO

ProShares - Ultra S&P500

$19,240

UWM

ProShares - Ultra Russell2000

$9,428

MeasureSSOUWM

Fee0.88%1.08%

Cost on $10k a year$88$108

Yield0.75%0.92%

5 years, per year+14.0%−1.2%

3 years, per year+37.0%+28.3%

Worst drop · 1Y−18.2%−22.3%

Volatility · 1Y27.1%37.1%

5–1measures won
SSO first

17.4%

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%

$123BAssets$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%

$42.1BAssets$46.1B

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$805B

2–0SPYM wins

End-of-day Nov 5, 2026

Overlap: SSO, UWM

Today

17.4%most shared, SSO and UWM

SSOUWM

SSO—17.4%

UWM17.4%—

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

UWM$92 − $108 = −$16

KeptFee

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