UDOW vs SPYM

AUDOW

BSPYM

Measures won2–3SPYM wins · of 6 · 5Y

$10,000 · 5Y$17,164SPYM · UDOW $17,125

Lowest cost0.02%SPYM · $2 on $10k

Most income1.09%UDOW · $109 on $10k

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

Held in common21.7%UDOW and SPYM

UDOW

SPYM

ProShares - UltraPro Dow30 · $829MState Street SPDR Portfolio S&P 500 ETF · $182B

+37.8%3 years · per year$26,160 · $18,222+22.1%

+11.4%5 years · per year$17,125 · $17,164+11.4%

0.94%Expense ratio$94 · $2 on $10k · lower wins0.02%

1.09%12-mo yield$109 · $106 on $10k1.06%

−28.1%Worst dropSmaller wins−8.9%

40.1%VolatilityLower wins13.6%

2–3SPYM wins

$10,000 · 5 yearsOne scale

Shared top holdingsUDOW · SPYM

3.3%MSFT6.2%

2.1%AAPL7.7%

1.7%GOOGL2.6%

1.6%AMZN3.9%

Held in common21.7%

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	BSPYM	State Street SPDR Portfolio S&P 500 ETFRead Desk		0.02%	1.06%	−4.4%	+8.4%	+9.8%	+22.1%	+11.4%	−8.9%	$181.7B
2	AUDOW	ProShares - UltraPro Dow30Read Desk		0.94%	1.09%	−10.5%	+11.3%	+16.8%	+37.8%	+11.4%	−28.1%	$829M

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	BSPYM	State Street SPDR Portfolio S&P 500 ETFRead Desk		0.02%	1.06%	−4.4%	+8.4%	+9.8%	+22.1%	+11.4%	−8.9%	$181.7B
2	AUDOW	ProShares - UltraPro Dow30Read Desk		0.94%	1.09%	−10.5%	+11.3%	+16.8%	+37.8%	+11.4%	−28.1%	$829M

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 SPYM

UDOW

ProShares - UltraPro Dow30

$17,125

SPYM

SPDR Portfolio S&P 500

$17,164

MeasureUDOWSPYM

Fee0.94%0.02%

Cost on $10k a year$94$2

Yield1.09%1.06%

5 years, per year+11.4%+11.4%

3 years, per year+37.8%+22.1%

Worst drop · 1Y−28.1%−8.9%

Volatility · 1Y40.1%13.6%

3–1measures won
SPYM first

21.7%

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: UDOW, SPYM

Today

21.7%most shared, UDOW and SPYM

UDOWSPYM

UDOW—21.7%

SPYM21.7%—

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

Income After Fees on $10,000

$104most kept, SPYM

SPYM$106 − $2 = $104

UDOW$109 − $94 = $15

KeptFee

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