UCC vs SPY

AUCC

BSPY

Measures won1–5SPY wins · of 6 · 5Y

$10,000 · 5Y$17,099SPY · UCC $8,956

Lowest cost0.09%SPY · $9 on $10k

Most income1.33%UCC · $133 on $10k

Smallest drop−8.9%SPY · worst fall in 1Y

Held in common9.5%UCC and SPY

UCC

SPY

ProShares - Ultra Consumer Discretionary · $9MState Street SPDR S&P 500 ETF · $819B

+21.9%3 years · per year$18,114 · $18,174+22.0%

−2.2%5 years · per year$8,956 · $17,099+11.3%

1.67%Expense ratio$167 · $9 on $10k · lower wins0.09%

1.33%12-mo yield$133 · $103 on $10k1.03%

−29.1%Worst dropSmaller wins−8.9%

40.0%VolatilityLower wins13.6%

1–5SPY wins

$10,000 · 5 yearsOne scale

Shared top holdingsUCC · SPY

13.8%AMZN3.9%

10.6%TSLA1.6%

3.5%HD0.5%

2.8%MCD0.3%

Held in common9.5%

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	BSPY	State Street SPDR S&P 500 ETFRead Desk		0.09%	1.03%	−4.4%	+8.3%	+9.7%	+22.0%	+11.3%	−8.9%	$818.5B
2	AUCC	ProShares - Ultra Consumer DiscretionaryRead Desk		1.67%	1.33%	−7.5%	−9.8%	−10.0%	+21.9%	−2.2%	−29.1%	$9M

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	BSPY	State Street SPDR S&P 500 ETFRead Desk		0.09%	1.03%	−4.4%	+8.3%	+9.7%	+22.0%	+11.3%	−8.9%	$818.5B
2	AUCC	ProShares - Ultra Consumer DiscretionaryRead Desk		1.67%	1.33%	−7.5%	−9.8%	−10.0%	+21.9%	−2.2%	−29.1%	$9M

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

UCC vs SPY

UCC

ProShares - Ultra Consumer Discretionary

$8,956

SPY

SPDR S&P 500

$17,099

MeasureUCCSPY

Fee1.67%0.09%

Cost on $10k a year$167$9

Yield1.33%1.03%

5 years, per year−2.2%+11.3%

3 years, per year+21.9%+22.0%

Worst drop · 1Y−29.1%−8.9%

Volatility · 1Y40.0%13.6%

5–1measures won
SPY first

9.5%

holdings shared

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

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

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

Overlap: UCC, SPY

Today

9.5%most shared, UCC and SPY

UCCSPY

UCC—9.5%

SPY9.5%—

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

Income After Fees on $10,000

$94most kept, SPY

SPY$103 − $9 = $94

UCC$133 − $167 = −$34

KeptFee

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