UDOW vs SOXL

AUDOW

BSOXL

Measures won4–2UDOW wins · of 6 · 5Y

$10,000 · 5Y$17,125UDOW · SOXL $8,961

Lowest cost0.91%SOXL · $91 on $10k

Most income1.09%UDOW · $109 on $10k

Smallest drop−28.1%UDOW · worst fall in 1Y

Held in common1.2%UDOW and SOXL

UDOW

SOXL

ProShares - UltraPro Dow30 · $914MDirexion Daily Semiconductor Bull 3X ETF · $19.9B

+37.8%3 years · per year$26,160 · $27,898+40.8%

+11.4%5 years · per year$17,125 · $8,961−2.2%

0.94%Expense ratio$94 · $91 on $10k · lower wins0.91%

1.09%12-mo yield$109 · $23 on $10k0.23%

−28.1%Worst dropSmaller wins−86.4%

40.1%VolatilityLower wins150.7%

4–2UDOW wins

$10,000 · 5 yearsOne scale

Shared top holdingsUDOW · SOXL

1.2%NVDA1.6%

Held in common1.2%

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	AUDOW	ProShares - UltraPro Dow30Read Desk		0.94%	1.09%	−10.5%	+11.3%	+16.8%	+37.8%	+11.4%	−28.1%	$914M
2	BSOXL	Direxion Daily Semiconductor Bull 3X ETFRead Desk		0.91%	0.23%	−38.7%	−2.7%	−4.4%	+40.8%	−2.2%	−86.4%	$19.9B

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	AUDOW	ProShares - UltraPro Dow30Read Desk		0.94%	1.09%	−10.5%	+11.3%	+16.8%	+37.8%	+11.4%	−28.1%	$914M
2	BSOXL	Direxion Daily Semiconductor Bull 3X ETFRead Desk		0.91%	0.23%	−38.7%	−2.7%	−4.4%	+40.8%	−2.2%	−86.4%	$19.9B

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

UDOW vs SOXL

UDOW

ProShares - UltraPro Dow30

$17,125

SOXL

Direxion Daily Semiconductor Bull 3X

$8,961

MeasureUDOWSOXL

Fee0.94%0.91%

Cost on $10k a year$94$91

Yield1.09%0.23%

5 years, per year+11.4%−2.2%

3 years, per year+37.8%+40.8%

Worst drop · 1Y−28.1%−86.4%

Volatility · 1Y40.1%150.7%

4–2measures won
UDOW first

1.2%

holdings shared

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

SOXX vs SMH

YTD

iSharesSOXX

+31.6%

SMHVanEck

+24.3%

+31.6%Year to date+24.3%

0.33% · $33Fee · on $10k a year0.35% · $35

$42.6BAssets$65.4B

2–0SOXX 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%

$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

Overlap: UDOW, SOXL

Today

1.2%most shared, UDOW and SOXL

UDOWSOXL

UDOW—1.2%

SOXL1.2%—

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

Income After Fees on $10,000

$15most kept, UDOW

UDOW$109 − $94 = $15

SOXL$23 − $91 = −$68

KeptFee

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