UPRO vs SPY

AUPRO

BSPY

Measures won2–4SPY wins · of 6 · 5Y

$10,000 · 5Y$22,884UPRO · SPY $18,060

Lowest cost0.09%SPY · $9 on $10k

Most income0.99%SPY · $99 on $10k

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

Held in common51.7%UPRO and SPY

UPRO

SPY

ProShares - UltraPro S&P500 · $5.4BState Street SPDR S&P 500 ETF · $805B

+59.6%3 years · per year$40,668 · $19,132+24.1%

+18.0%5 years · per year$22,884 · $18,060+12.6%

0.88%Expense ratio$88 · $9 on $10k · lower wins0.09%

0.77%12-mo yield$77 · $99 on $10k0.99%

−26.8%Worst dropSmaller wins−8.9%

38.5%VolatilityLower wins12.9%

2–4SPY wins

$10,000 · 5 yearsOne scale

Shared top holdingsUPRO · SPY

4.0%NVDA7.7%

3.8%AAPL7.4%

3.1%MSFT5.9%

2.0%AMZN3.8%

Held in common51.7%

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	AUPRO	ProShares - UltraPro S&P500Read Desk		0.88%	0.77%	+4.9%	+28.0%	+25.2%	+59.6%	+18.0%	−26.8%	$5.4B
2	BSPY	State Street SPDR S&P 500 ETFRead Desk		0.09%	0.99%	+1.7%	+13.3%	+13.4%	+24.1%	+12.6%	−8.9%	$804.8B

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	AUPRO	ProShares - UltraPro S&P500Read Desk		0.88%	0.77%	+4.9%	+28.0%	+25.2%	+59.6%	+18.0%	−26.8%	$5.4B
2	BSPY	State Street SPDR S&P 500 ETFRead Desk		0.09%	0.99%	+1.7%	+13.3%	+13.4%	+24.1%	+12.6%	−8.9%	$804.8B

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 SPY

UPRO

ProShares - UltraPro S&P500

$22,884

SPY

SPDR S&P 500

$18,060

MeasureUPROSPY

Fee0.88%0.09%

Cost on $10k a year$88$9

Yield0.77%0.99%

5 years, per year+18.0%+12.6%

3 years, per year+59.6%+24.1%

Worst drop · 1Y−26.8%−8.9%

Volatility · 1Y38.5%12.9%

4–2measures won
SPY first

51.7%

holdings shared

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: UPRO, SPY

Today

51.7%most shared, UPRO and SPY

UPROSPY

UPRO—51.7%

SPY51.7%—

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

Income After Fees on $10,000

$90most kept, SPY

SPY$99 − $9 = $90

UPRO$77 − $88 = −$11

KeptFee

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