UDOW vs IVV

AUDOW

BIVV

Measures won1–5IVV wins · of 6 · 5Y

$10,000 · 5Y$17,177VOO · IVV $17,177

Lowest cost0.03%IVV · $3 on $10k

Most income1.14%IVV · $114 on $10k

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

Held in common22.6%UDOW and IVV

UDOW

IVV

ProShares - UltraPro Dow30 · $810MiShares Core S&P 500 ETF · $853B

+36.2%3 years · per year$25,287 · $18,084+21.8%

+10.9%5 years · per year$16,770 · $17,177+11.4%

0.94%Expense ratio$94 · $3 on $10k · lower wins0.03%

1.10%12-mo yield$110 · $114 on $10k1.14%

−28.1%Worst dropSmaller wins−8.9%

40.1%VolatilityLower wins13.6%

1–5IVV wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsUDOW · IVV

3.5%MSFT6.3%

2.3%AAPL7.9%

1.9%GOOGL2.6%

1.7%AMZN4.0%

Held in common22.6%

End-of-day Nov 6, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

All Three

5Y3 funds

#
1	VOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.10%	+0.3%	+8.7%	+9.8%	+21.8%	+11.4%	−8.9%	$1.00T
2	BIVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.14%	+0.3%	+8.7%	+9.8%	+21.8%	+11.4%	−8.9%	$852.9B
3	AUDOW	ProShares - UltraPro Dow30Read Desk	0.94%	1.10%	−1.4%	+9.8%	+13.7%	+36.2%	+10.9%	−28.1%	$810M

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	VOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.10%	+0.3%	+8.7%	+9.8%	+21.8%	+11.4%	−8.9%	$1.00T
2	BIVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.14%	+0.3%	+8.7%	+9.8%	+21.8%	+11.4%	−8.9%	$852.9B
3	AUDOW	ProShares - UltraPro Dow30Read Desk	0.94%	1.10%	−1.4%	+9.8%	+13.7%	+36.2%	+10.9%	−28.1%	$810M

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

UDOW vs IVV

UDOW

ProShares - UltraPro Dow30

$16,770

IVV

iShares Core S&P 500

$17,177

MeasureUDOWIVV

Fee0.94%0.03%

Cost on $10k a year$94$3

Yield1.10%1.14%

5 years, per year+10.9%+11.4%

3 years, per year+36.2%+21.8%

Worst drop · 1Y−28.1%−8.9%

Volatility · 1Y40.1%13.6%

4–1measures won
IVV first

22.6%

holdings shared

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

Overlap: UDOW, IVV, VOO

Today

92.2%most shared, IVV and VOO

UDOWIVVVOO

UDOW—22.6%21.6%

IVV22.6%—92.2%

VOO21.6%92.2%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$111most kept, IVV

IVV$114 − $3 = $111

VOO$110 − $3 = $107

UDOW$110 − $94 = $16

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee