UPRO vs SPYM

AUPRO

BSPYM

Measures won2–4SPYM wins · of 6 · 5Y

$10,000 · 5Y$19,324UPRO · SPYM $17,164

Lowest cost0.02%SPYM · $2 on $10k

Most income1.06%SPYM · $106 on $10k

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

Held in common50.4%UPRO and SPYM

UPRO

SPYM

ProShares - UltraPro S&P500 · $5.4BState Street SPDR Portfolio S&P 500 ETF · $182B

+51.4%3 years · per year$34,691 · $18,222+22.1%

+14.1%5 years · per year$19,325 · $17,164+11.4%

0.88%Expense ratio$88 · $2 on $10k · lower wins0.02%

0.88%12-mo yield$88 · $106 on $10k1.06%

−26.8%Worst dropSmaller wins−8.9%

40.9%VolatilityLower wins13.6%

2–4SPYM wins

$10,000 · 5 yearsOne scale

Shared top holdingsUPRO · SPYM

3.9%AAPL7.7%

3.7%NVDA7.3%

3.1%MSFT6.2%

2.0%AMZN3.9%

Held in common50.4%

End-of-day Nov 5, 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%	0.88%	−13.2%	+11.2%	+12.7%	+51.4%	+14.1%	−26.8%	$5.4B
2	BSPYM	State Street SPDR Portfolio S&P 500 ETFRead Desk		0.02%	1.06%	−4.4%	+8.4%	+9.8%	+22.1%	+11.4%	−8.9%	$181.7B

End-of-day Nov 5, 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%	0.88%	−13.2%	+11.2%	+12.7%	+51.4%	+14.1%	−26.8%	$5.4B
2	BSPYM	State Street SPDR Portfolio S&P 500 ETFRead Desk		0.02%	1.06%	−4.4%	+8.4%	+9.8%	+22.1%	+11.4%	−8.9%	$181.7B

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

Cards for this view

UPRO vs SPYM

UPRO

ProShares - UltraPro S&P500

$19,325

SPYM

SPDR Portfolio S&P 500

$17,164

MeasureUPROSPYM

Fee0.88%0.02%

Cost on $10k a year$88$2

Yield0.88%1.06%

5 years, per year+14.1%+11.4%

3 years, per year+51.4%+22.1%

Worst drop · 1Y−26.8%−8.9%

Volatility · 1Y40.9%13.6%

4–2measures won
SPYM first

50.4%

holdings shared

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$805B

2–0SPYM wins

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026

Overlap: UPRO, SPYM

Today

50.4%most shared, UPRO and SPYM

UPROSPYM

UPRO—50.4%

SPYM50.4%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$104most kept, SPYM

SPYM$106 − $2 = $104

UPRO$88 − $88 = $0

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee