UGE vs SPY

AUGE

BSPY

Measures won1–5SPY wins · of 6 · 5Y

$10,000 · 5Y$17,099SPY · UGE $8,555

Lowest cost0.09%SPY · $9 on $10k

Most income1.86%UGE · $186 on $10k

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

Held in common5.0%UGE and SPY

UGE

SPY

ProShares - Ultra Consumer Staples · $12MState Street SPDR S&P 500 ETF · $805B

+18.2%3 years · per year$16,523 · $18,174+22.0%

−3.1%5 years · per year$8,555 · $17,099+11.3%

2.02%Expense ratio$202 · $9 on $10k · lower wins0.09%

1.86%12-mo yield$186 · $103 on $10k1.03%

−21.4%Worst dropSmaller wins−8.9%

31.4%VolatilityLower wins13.6%

1–5SPY wins

$10,000 · 5 yearsOne scale

Shared top holdingsUGE · SPY

7.1%WMT0.9%

5.7%COST0.7%

4.8%PG0.6%

4.6%KO0.6%

Held in common5.0%

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%	$804.8B
2	AUGE	ProShares - Ultra Consumer StaplesRead Desk		2.02%	1.86%	−2.0%	+33.0%	+39.2%	+18.2%	−3.1%	−21.4%	$12M

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%	$804.8B
2	AUGE	ProShares - Ultra Consumer StaplesRead Desk		2.02%	1.86%	−2.0%	+33.0%	+39.2%	+18.2%	−3.1%	−21.4%	$12M

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

UGE vs SPY

UGE

ProShares - Ultra Consumer Staples

$8,555

SPY

SPDR S&P 500

$17,099

MeasureUGESPY

Fee2.02%0.09%

Cost on $10k a year$202$9

Yield1.86%1.03%

5 years, per year−3.1%+11.3%

3 years, per year+18.2%+22.0%

Worst drop · 1Y−21.4%−8.9%

Volatility · 1Y31.4%13.6%

5–1measures won
SPY first

5.0%

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$805B

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%

$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: UGE, SPY

Today

5.0%most shared, UGE and SPY

UGESPY

UGE—5.0%

SPY5.0%—

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

UGE$186 − $202 = −$16

KeptFee

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