UBT vs SSO

AUBT

BSSO

Measures won2–4SSO wins · of 6 · 5Y

$10,000 · 5Y$19,240SSO · UBT $3,146

Lowest cost0.88%SSO · $88 on $10k

Most income3.25%UBT · $325 on $10k

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

Held in common17.4%UBT and SSO

UBT

SSO

ProShares - Ultra 20+ Year Treasury · $68MProShares - Ultra S&P500 · $8.4B

+0.2%3 years · per year$10,055 · $28,533+41.8%

−20.8%5 years · per year$3,107 · $21,501+16.5%

0.98%Expense ratio$98 · $88 on $10k · lower wins0.88%

3.25%12-mo yield$325 · $68 on $10k0.68%

−25.7%Worst dropSmaller wins−18.2%

19.4%VolatilityLower wins25.6%

2–4SSO wins

$10,000 · 5 yearsOne scale

Shared top holdingsUBT · SSO

94.5%IQMM17.4%

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	BSSO	ProShares - Ultra S&P500Read Desk		0.88%	0.68%	+3.2%	+20.9%	+19.7%	+41.8%	+16.5%	−18.2%	$8.4B
2	AUBT	ProShares - Ultra 20+ Year TreasuryRead Desk		0.98%	3.25%	+1.7%	−9.1%	−13.9%	+0.2%	−20.8%	−25.7%	$68M

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	BSSO	ProShares - Ultra S&P500Read Desk		0.88%	0.68%	+3.2%	+20.9%	+19.7%	+41.8%	+16.5%	−18.2%	$8.4B
2	AUBT	ProShares - Ultra 20+ Year TreasuryRead Desk		0.98%	3.25%	+1.7%	−9.1%	−13.9%	+0.2%	−20.8%	−25.7%	$68M

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

UBT vs SSO

UBT

ProShares - Ultra 20+ Year Treasury

$3,107

SSO

ProShares - Ultra S&P500

$21,501

MeasureUBTSSO

Fee0.98%0.88%

Cost on $10k a year$98$88

Yield3.25%0.68%

5 years, per year−20.8%+16.5%

3 years, per year+0.2%+41.8%

Worst drop · 1Y−25.7%−18.2%

Volatility · 1Y19.4%25.6%

4–2measures won
SSO first

17.4%

holdings shared

Nov 5, 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%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 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%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 5, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 5, 2026

Overlap: UBT, SSO

Today

17.4%most shared, UBT and SSO

UBTSSO

UBT—17.4%

SSO17.4%—

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

Income After Fees on $10,000

$227most kept, UBT

UBT$325 − $98 = $227

SSO$68 − $88 = −$20

KeptFee

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