UPW vs IVV

AUPW

BIVV

Measures won2–4IVV wins · of 6 · 5Y

$10,000 · 5Y$17,177IVV · UPW $16,523

Lowest cost0.03%IVV · $3 on $10k

Most income1.80%UPW · $180 on $10k

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

Held in common2.1%UPW and IVV

UPW

IVV

ProShares Ultra Utilities · $12MiShares Core S&P 500 ETF · $853B

+24.0%3 years · per year$19,088 · $18,084+21.8%

+10.6%5 years · per year$16,523 · $17,177+11.4%

1.55%Expense ratio$155 · $3 on $10k · lower wins0.03%

1.80%12-mo yield$180 · $114 on $10k1.14%

−32.9%Worst dropSmaller wins−8.9%

31.9%VolatilityLower wins13.6%

2–4IVV wins

$10,000 · 5 yearsOne scale

Shared top holdingsUPW · IVV

8.3%NEE0.3%

4.9%SO0.2%

4.6%DUK0.2%

3.6%CEG0.1%

Held in common2.1%

End-of-day Nov 6, 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	BIVV	iShares Core S&P 500 ETFRead Desk		0.03%	1.14%	+0.3%	+8.7%	+9.8%	+21.8%	+11.4%	−8.9%	$852.9B
2	AUPW	ProShares Ultra UtilitiesRead Desk		1.55%	1.80%	−1.1%	−1.3%	−8.6%	+24.0%	+10.6%	−32.9%	$12M

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	BIVV	iShares Core S&P 500 ETFRead Desk		0.03%	1.14%	+0.3%	+8.7%	+9.8%	+21.8%	+11.4%	−8.9%	$852.9B
2	AUPW	ProShares Ultra UtilitiesRead Desk		1.55%	1.80%	−1.1%	−1.3%	−8.6%	+24.0%	+10.6%	−32.9%	$12M

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

UPW vs IVV

UPW

ProShares Ultra Utilities

$16,523

IVV

iShares Core S&P 500

$17,177

MeasureUPWIVV

Fee1.55%0.03%

Cost on $10k a year$155$3

Yield1.80%1.14%

5 years, per year+10.6%+11.4%

3 years, per year+24.0%+21.8%

Worst drop · 1Y−32.9%−8.9%

Volatility · 1Y31.9%13.6%

4–2measures won
IVV first

2.1%

holdings shared

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$178BAssets$778B

2–0SPYM wins

End-of-day Nov 6, 2026

VOO vs IVV

YTD

VanguardVOO

+8.7%

IVViShares

+8.7%

+8.7%Year to date+8.7%

1.1%Yield1.1%

$1.00TAssets$853B

0–0level

End-of-day Nov 6, 2026

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

Overlap: UPW, IVV

Today

2.1%most shared, UPW and IVV

UPWIVV

UPW—2.1%

IVV2.1%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$111most kept, IVV

IVV$114 − $3 = $111

UPW$180 − $155 = $25

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee