UGE vs SSO

AUGE

BSSO

Measures won1–5SSO wins · of 6 · 5Y

$10,000 · 5Y$21,501SSO · UGE $9,005

Lowest cost0.88%SSO · $88 on $10k

Most income1.82%UGE · $182 on $10k

Smallest drop−18.2%SSO · worst fall in 1Y

Held in common3.4%UGE and SSO

UGE

SSO

ProShares - Ultra Consumer Staples · $11MProShares - Ultra S&P500 · $8.4B

+19.3%3 years · per year$16,965 · $28,533+41.8%

−2.1%5 years · per year$9,005 · $21,501+16.5%

2.02%Expense ratio$202 · $88 on $10k · lower wins0.88%

1.82%12-mo yield$182 · $68 on $10k0.68%

−21.4%Worst dropSmaller wins−18.2%

31.3%VolatilityLower wins25.6%

1–5SSO wins

$10,000 · 5 yearsOne scale

Shared top holdingsUGE · SSO

7.2%WMT0.6%

5.8%COST0.5%

4.9%PG0.4%

4.8%KO0.4%

Held in common3.4%

End-of-day Nov 4, 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	BSSO	ProShares - Ultra S&P500Read Desk		0.88%	0.68%	+3.2%	+20.9%	+19.7%	+41.8%	+16.5%	−18.2%	$8.4B
2	AUGE	ProShares - Ultra Consumer StaplesRead Desk		2.02%	1.82%	+6.7%	+35.8%	+43.8%	+19.3%	−2.1%	−21.4%	$11M

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	BSSO	ProShares - Ultra S&P500Read Desk		0.88%	0.68%	+3.2%	+20.9%	+19.7%	+41.8%	+16.5%	−18.2%	$8.4B
2	AUGE	ProShares - Ultra Consumer StaplesRead Desk		2.02%	1.82%	+6.7%	+35.8%	+43.8%	+19.3%	−2.1%	−21.4%	$11M

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

UGE vs SSO

UGE

ProShares - Ultra Consumer Staples

$9,005

SSO

ProShares - Ultra S&P500

$21,501

MeasureUGESSO

Fee2.02%0.88%

Cost on $10k a year$202$88

Yield1.82%0.68%

5 years, per year−2.1%+16.5%

3 years, per year+19.3%+41.8%

Worst drop · 1Y−21.4%−18.2%

Volatility · 1Y31.3%25.6%

5–1measures won
SSO first

3.4%

holdings shared

Nov 4, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$41.8BAssets$46.0B

1–1level

End-of-day Nov 4, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$185BAssets$798B

1–0SPYM wins

End-of-day Nov 4, 2026

Overlap: UGE, SSO

Today

3.4%most shared, UGE and SSO

UGESSO

UGE—3.4%

SSO3.4%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

−$20most kept, SSO

SSO$68 − $88 = −$20

UGE$182 − $202 = −$20

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee