UBT vs QLD

AUBT

BQLD

Measures won2–4QLD wins · of 6 · 5Y

$10,000 · 5Y$20,482QLD · UBT $3,107

Lowest cost0.96%QLD · $96 on $10k

Most income3.25%UBT · $325 on $10k

Smallest drop−24.1%QLD · worst fall in 1Y

Held in common11.5%UBT and QLD

UBT

QLD

ProShares - Ultra 20+ Year Treasury · $67MProShares - Ultra QQQ · $13.2B

+0.2%3 years · per year$10,055 · $29,852+44.0%

−20.8%5 years · per year$3,107 · $20,482+15.4%

0.98%Expense ratio$98 · $96 on $10k · lower wins0.96%

3.25%12-mo yield$325 · $15 on $10k0.15%

−25.7%Worst dropSmaller wins−24.1%

19.4%VolatilityLower wins40.5%

2–4QLD wins

$10,000 · 5 yearsOne scale

Shared top holdingsUBT · QLD

96.1%IQMM11.5%

Held in common11.5%

End-of-day Nov 4, 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	BQLD	ProShares - Ultra QQQRead Desk		0.96%	0.15%	+1.9%	+17.8%	+10.0%	+44.0%	+15.4%	−24.1%	$13.2B
2	AUBT	ProShares - Ultra 20+ Year TreasuryRead Desk		0.98%	3.25%	+1.7%	−9.1%	−13.9%	+0.2%	−20.8%	−25.7%	$67M

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	BQLD	ProShares - Ultra QQQRead Desk		0.96%	0.15%	+1.9%	+17.8%	+10.0%	+44.0%	+15.4%	−24.1%	$13.2B
2	AUBT	ProShares - Ultra 20+ Year TreasuryRead Desk		0.98%	3.25%	+1.7%	−9.1%	−13.9%	+0.2%	−20.8%	−25.7%	$67M

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

UBT vs QLD

UBT

ProShares - Ultra 20+ Year Treasury

$3,107

QLD

ProShares - Ultra QQQ

$20,482

MeasureUBTQLD

Fee0.98%0.96%

Cost on $10k a year$98$96

Yield3.25%0.15%

5 years, per year−20.8%+15.4%

3 years, per year+0.2%+44.0%

Worst drop · 1Y−25.7%−24.1%

Volatility · 1Y19.4%40.5%

4–2measures won
QLD first

11.5%

holdings shared

Nov 4, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$41.8BAssets$46.0B

1–1level

End-of-day Nov 4, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$185BAssets$798B

1–0SPYM wins

End-of-day Nov 4, 2026

Overlap: UBT, QLD

Today

11.5%most shared, UBT and QLD

UBTQLD

UBT—11.5%

QLD11.5%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$227most kept, UBT

UBT$325 − $98 = $227

QLD$15 − $96 = −$81

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee