UGE vs SPY

AUGE

BSPY

Measures won1–5SPY wins · of 6 · 5Y

$10,000 · 5Y$17,177IVV · SPY $17,118

Lowest cost0.03%IVV · $3 on $10k

Most income1.90%UGE · $190 on $10k

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

Held in common5.2%UGE and SPY

UGE

SPY

ProShares - Ultra Consumer Staples · $12MState Street SPDR S&P 500 ETF · $778B

+17.3%3 years · per year$16,127 · $18,039+21.7%

−3.9%5 years · per year$8,206 · $17,118+11.3%

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

1.90%12-mo yield$190 · $103 on $10k1.03%

−21.4%Worst dropSmaller wins−8.9%

31.5%VolatilityLower wins13.6%

1–5SPY wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsUGE · SPY

7.0%WMT0.9%

5.8%COST0.7%

4.8%PG0.6%

4.6%KO0.6%

Held in common5.2%

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	IVV	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
2	BSPY	State Street SPDR S&P 500 ETFRead Desk	0.09%	1.03%	+0.3%	+8.7%	+9.7%	+21.7%	+11.3%	−8.9%	$777.7B
3	AUGE	ProShares - Ultra Consumer StaplesRead Desk	2.02%	1.90%	−2.3%	+29.9%	+36.7%	+17.3%	−3.9%	−21.4%	$12M

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	IVV	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
2	BSPY	State Street SPDR S&P 500 ETFRead Desk	0.09%	1.03%	+0.3%	+8.7%	+9.7%	+21.7%	+11.3%	−8.9%	$777.7B
3	AUGE	ProShares - Ultra Consumer StaplesRead Desk	2.02%	1.90%	−2.3%	+29.9%	+36.7%	+17.3%	−3.9%	−21.4%	$12M

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

UGE vs SPY

UGE

ProShares - Ultra Consumer Staples

$8,206

SPY

SPDR S&P 500

$17,118

MeasureUGESPY

Fee2.02%0.09%

Cost on $10k a year$202$9

Yield1.90%1.03%

5 years, per year−3.9%+11.3%

3 years, per year+17.3%+21.7%

Worst drop · 1Y−21.4%−8.9%

Volatility · 1Y31.5%13.6%

5–1measures won
SPY first

5.2%

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%

$178BAssets$778B

2–0SPYM wins

End-of-day Nov 6, 2026

VOO vs IVV

YTD

VanguardVOO

+8.7%

IVViShares

+8.7%

+8.7%Year to date+8.7%

1.1%Yield1.1%

$1.00TAssets$853B

0–0level

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

Overlap: UGE, SPY, IVV

Today

99.9%most shared, SPY and IVV

UGESPYIVV

UGE—5.2%5.2%

SPY5.2%—99.9%

IVV5.2%99.9%—

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

SPY$103 − $9 = $94

UGE$190 − $202 = −$12

KeptFee

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