UGL vs SPYM

AUGL

BSPYM

Measures won2–4SPYM wins · of 6 · 5Y

$10,000 · 5Y$29,643UGL · SPYM $18,126

Lowest cost0.02%SPYM · $2 on $10k

Most income1.01%SPYM · $101 on $10k

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

Held in common[…]UGL and SPYM

UGL

SPYM

ProShares - Ultra Gold · $676MState Street SPDR Portfolio S&P 500 ETF · $182B

+41.5%3 years · per year$28,359 · $19,186+24.3%

+24.3%5 years · per year$29,643 · $18,126+12.6%

0.95%Expense ratio$95 · $2 on $10k · lower wins0.02%

0.00%12-mo yield$0 · $101 on $10k1.01%

−53.9%Worst dropSmaller wins−8.9%

58.5%VolatilityLower wins12.8%

2–4SPYM wins

$10,000 · 5 yearsOne scale

Shared top holdingsUGL · SPYM

They share no top holdings, or holdings aren’t on file […]

Held in common[…]

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	AUGL	ProShares - Ultra GoldRead Desk		0.95%	0.00%	+7.3%	−22.2%	−11.7%	+41.5%	+24.3%	−53.9%	$676M
2	BSPYM	State Street SPDR Portfolio S&P 500 ETFRead Desk		0.02%	1.01%	+1.7%	+13.4%	+13.5%	+24.3%	+12.6%	−8.9%	$181.7B

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	AUGL	ProShares - Ultra GoldRead Desk		0.95%	0.00%	+7.3%	−22.2%	−11.7%	+41.5%	+24.3%	−53.9%	$676M
2	BSPYM	State Street SPDR Portfolio S&P 500 ETFRead Desk		0.02%	1.01%	+1.7%	+13.4%	+13.5%	+24.3%	+12.6%	−8.9%	$181.7B

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

UGL vs SPYM

UGL

ProShares - Ultra Gold

$29,643

SPYM

SPDR Portfolio S&P 500

$18,126

MeasureUGLSPYM

Fee0.95%0.02%

Cost on $10k a year$95$2

Yield0.00%1.01%

5 years, per year+24.3%+12.6%

3 years, per year+41.5%+24.3%

Worst drop · 1Y−53.9%−8.9%

Volatility · 1Y58.5%12.8%

4–2measures won
SPYM first

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

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 4, 2026

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$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%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026

Overlap: UGL, SPYM

Today

[…]holdings […]

UGLSPYM

UGL—[…]

SPYM[…]—

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

Income After Fees on $10,000

$99most kept, SPYM

SPYM$101 − $2 = $99

UGL$0 − $95 = −$95

KeptFee

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