UPRO vs DFEN

AUPRO

BDFEN

Measures won4–2UPRO wins · of 6 · 5Y

$10,000 · 5Y$31,393DFEN · UPRO $22,884

Lowest cost0.88%UPRO · $88 on $10k

Most income11.28%DFEN · $1,128 on $10k

Smallest drop−26.8%UPRO · worst fall in 1Y

Held in common1.1%UPRO and DFEN

UPRO

DFEN

ProShares - UltraPro S&P500 · $5.2BDirexion Daily Aerospace & Defense Bull 3X Shares · $313M

+59.6%3 years · per year$40,668 · $40,603+59.5%

+18.0%5 years · per year$22,884 · $31,393+25.7%

0.88%Expense ratio$88 · $96 on $10k · lower wins0.96%

0.77%12-mo yield$77 · $1,128 on $10k11.28%

−26.8%Worst dropSmaller wins−55.5%

38.5%VolatilityLower wins70.6%

4–2UPRO wins

$10,000 · 5 yearsOne scale

Shared top holdingsUPRO · DFEN

0.3%GE4.3%

0.2%RTX3.5%

0.1%BA1.4%

0.1%LMT1.2%

Held in common1.1%

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	BDFEN	Direxion Daily Aerospace & Defense Bull 3X SharesRead Desk		0.96%	11.28%	−5.0%	−21.9%	−24.8%	+59.5%	+25.7%	−55.5%	$313M
2	AUPRO	ProShares - UltraPro S&P500Read Desk		0.88%	0.77%	+4.9%	+28.0%	+25.2%	+59.6%	+18.0%	−26.8%	$5.2B

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	BDFEN	Direxion Daily Aerospace & Defense Bull 3X SharesRead Desk		0.96%	11.28%	−5.0%	−21.9%	−24.8%	+59.5%	+25.7%	−55.5%	$313M
2	AUPRO	ProShares - UltraPro S&P500Read Desk		0.88%	0.77%	+4.9%	+28.0%	+25.2%	+59.6%	+18.0%	−26.8%	$5.2B

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

UPRO vs DFEN

UPRO

ProShares - UltraPro S&P500

$22,884

DFEN

Direxion Daily Aerospace & Defense Bull 3X Shares

$31,393

MeasureUPRODFEN

Fee0.88%0.96%

Cost on $10k a year$88$96

Yield0.77%11.28%

5 years, per year+18.0%+25.7%

3 years, per year+59.6%+59.5%

Worst drop · 1Y−26.8%−55.5%

Volatility · 1Y38.5%70.6%

4–2measures won
UPRO first

1.1%

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: UPRO, DFEN

Today

1.1%most shared, UPRO and DFEN

UPRODFEN

UPRO—1.1%

DFEN1.1%—

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

Income After Fees on $10,000

$1,032most kept, DFEN

DFEN$1,128 − $96 = $1,032

UPRO$77 − $88 = −$11

KeptFee

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