UPRO vs SOXL

AUPRO

BSOXL

Measures won5–1UPRO wins · of 6 · 5Y

$10,000 · 5Y$21,525UPRO · SOXL $16,759

Lowest cost0.88%UPRO · $88 on $10k

Most income0.81%UPRO · $81 on $10k

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

Held in common5.9%UPRO and SOXL

UPRO

SOXL

ProShares - UltraPro S&P500 · $5.2BDirexion Daily Semiconductor Bull 3X ETF · $18.0B

+58.9%3 years · per year$40,152 · $49,272+70.2%

+16.6%5 years · per year$21,525 · $16,759+10.9%

0.88%Expense ratio$88 · $91 on $10k · lower wins0.91%

0.81%12-mo yield$81 · $13 on $10k0.13%

−26.8%Worst dropSmaller wins−77.3%

38.2%VolatilityLower wins142.7%

5–1UPRO wins

$10,000 · 5 yearsOne scale

Shared top holdingsUPRO · SOXL

3.9%NVDA1.6%

1.2%AVGO1.5%

0.8%MU1.5%

0.6%AMD1.7%

Held in common5.9%

End-of-day Nov 3, 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	AUPRO	ProShares - UltraPro S&P500Read Desk		0.88%	0.81%	+0.9%	+22.1%	+20.1%	+58.9%	+16.6%	−26.8%	$5.2B
2	BSOXL	Direxion Daily Semiconductor Bull 3X ETFRead Desk		0.91%	0.13%	+7.3%	+74.1%	+53.1%	+70.2%	+10.9%	−77.3%	$18.0B

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

Both

5Y2 funds

#			Trend
1	AUPRO	ProShares - UltraPro S&P500Read Desk		0.88%	0.81%	+0.9%	+22.1%	+20.1%	+58.9%	+16.6%	−26.8%	$5.2B
2	BSOXL	Direxion Daily Semiconductor Bull 3X ETFRead Desk		0.91%	0.13%	+7.3%	+74.1%	+53.1%	+70.2%	+10.9%	−77.3%	$18.0B

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

Cards for this view

UPRO vs SOXL

UPRO

ProShares - UltraPro S&P500

$21,525

SOXL

Direxion Daily Semiconductor Bull 3X

$16,759

MeasureUPROSOXL

Fee0.88%0.91%

Cost on $10k a year$88$91

Yield0.81%0.13%

5 years, per year+16.6%+10.9%

3 years, per year+58.9%+70.2%

Worst drop · 1Y−26.8%−77.3%

Volatility · 1Y38.2%142.7%

5–1measures won
UPRO first

5.9%

holdings shared

Nov 3, 2026 · $10,000 five years ago, dividends reinvested

SOXX vs SMH

YTD

iSharesSOXX

+54.7%

SMHVanEck

+44.0%

+54.7%Year to date+44.0%

0.33% · $33Fee · on $10k a year0.35% · $35

$44.3BAssets$65.8B

2–0SOXX wins

End-of-day Nov 3, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026

Overlap: UPRO, SOXL

Today

5.9%most shared, UPRO and SOXL

UPROSOXL

UPRO—5.9%

SOXL5.9%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

−$7most kept, UPRO

UPRO$81 − $88 = −$7

SOXL$13 − $91 = −$78

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee