UGE vs SPY

AUGE

BSPY

Measures won1–5SPY wins · of 6 · 5Y

$10,000 · 5Y$17,543VOO · SPY $17,493

Lowest cost0.03%VOO · $3 on $10k

Most income1.86%UGE · $186 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$16,119 · $18,118+21.9%

−4.3%5 years · per year$8,018 · $17,493+11.8%

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

1.86%12-mo yield$186 · $101 on $10k1.01%

−21.4%Worst dropSmaller wins−8.9%

31.5%VolatilityLower wins13.7%

1–5SPY wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsUGE · SPY

7.1%WMT0.9%

5.9%COST0.7%

4.9%PG0.6%

4.7%KO0.6%

Held in common5.2%

End-of-day Nov 9, 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%	1.07%	+2.3%	+11.3%	+13.6%	+22.0%	+11.9%	−8.9%	$1.00T
2	BSPY	State Street SPDR S&P 500 ETFRead Desk	0.09%	1.01%	+2.4%	+11.2%	+13.5%	+21.9%	+11.8%	−8.9%	$777.9B
3	AUGE	ProShares - Ultra Consumer StaplesRead Desk	2.02%	1.86%	+2.3%	+32.9%	+41.0%	+17.3%	−4.3%	−21.4%	$12M

End-of-day Nov 9, 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%	1.07%	+2.3%	+11.3%	+13.6%	+22.0%	+11.9%	−8.9%	$1.00T
2	BSPY	State Street SPDR S&P 500 ETFRead Desk	0.09%	1.01%	+2.4%	+11.2%	+13.5%	+21.9%	+11.8%	−8.9%	$777.9B
3	AUGE	ProShares - Ultra Consumer StaplesRead Desk	2.02%	1.86%	+2.3%	+32.9%	+41.0%	+17.3%	−4.3%	−21.4%	$12M

End-of-day Nov 9, 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

$8,018

SPY

SPDR S&P 500

$17,493

MeasureUGESPY

Fee2.02%0.09%

Cost on $10k a year$202$9

Yield1.86%1.01%

5 years, per year−4.3%+11.8%

3 years, per year+17.3%+21.9%

Worst drop · 1Y−21.4%−8.9%

Volatility · 1Y31.5%13.7%

5–1measures won
SPY first

5.2%

holdings shared

Nov 9, 2026 · $10,000 five years ago, dividends reinvested

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 2026

VOO vs IVV

YTD

VanguardVOO

+11.3%

IVViShares

+11.3%

+11.3%Year to date+11.3%

1.1%Yield1.1%

$1.00TAssets$875B

0–0level

End-of-day Nov 9, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

Overlap: UGE, SPY, VOO

Today

92.7%most shared, SPY and VOO

UGESPYVOO

UGE—5.2%4.3%

SPY5.2%—92.7%

VOO4.3%92.7%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$104most kept, VOO

VOO$107 − $3 = $104

SPY$101 − $9 = $92

UGE$186 − $202 = −$16

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee