UPW vs QLD

AUPW

BQLD

Measures won2–4QLD wins · of 6 · 5Y

$10,000 · 5Y$20,482QLD · UPW $16,904

Lowest cost0.96%QLD · $96 on $10k

Most income1.76%UPW · $176 on $10k

Smallest drop−24.1%QLD · worst fall in 1Y

Held in common0.8%UPW and QLD

UPW

QLD

ProShares Ultra Utilities · $13MProShares - Ultra QQQ · $12.8B

+26.5%3 years · per year$20,262 · $29,852+44.0%

+11.1%5 years · per year$16,904 · $20,482+15.4%

1.55%Expense ratio$155 · $96 on $10k · lower wins0.96%

1.76%12-mo yield$176 · $15 on $10k0.15%

−32.9%Worst dropSmaller wins−24.1%

31.9%VolatilityLower wins40.5%

2–4QLD wins

$10,000 · 5 yearsOne scale

Shared top holdingsUPW · QLD

3.9%CEG0.3%

3.2%AEP0.2%

2.2%XEL0.2%

2.1%EXC0.2%

Held in common0.8%

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	BQLD	ProShares - Ultra QQQRead Desk		0.96%	0.15%	+1.9%	+17.8%	+10.0%	+44.0%	+15.4%	−24.1%	$12.8B
2	AUPW	ProShares Ultra UtilitiesRead Desk		1.55%	1.76%	+0.9%	+0.9%	−7.1%	+26.5%	+11.1%	−32.9%	$13M

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	BQLD	ProShares - Ultra QQQRead Desk		0.96%	0.15%	+1.9%	+17.8%	+10.0%	+44.0%	+15.4%	−24.1%	$12.8B
2	AUPW	ProShares Ultra UtilitiesRead Desk		1.55%	1.76%	+0.9%	+0.9%	−7.1%	+26.5%	+11.1%	−32.9%	$13M

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

UPW vs QLD

UPW

ProShares Ultra Utilities

$16,904

QLD

ProShares - Ultra QQQ

$20,482

MeasureUPWQLD

Fee1.55%0.96%

Cost on $10k a year$155$96

Yield1.76%0.15%

5 years, per year+11.1%+15.4%

3 years, per year+26.5%+44.0%

Worst drop · 1Y−32.9%−24.1%

Volatility · 1Y31.9%40.5%

4–2measures won
QLD first

0.8%

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%

$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

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

Overlap: UPW, QLD

Today

0.8%most shared, UPW and QLD

UPWQLD

UPW—0.8%

QLD0.8%—

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

Income After Fees on $10,000

$21most kept, UPW

UPW$176 − $155 = $21

QLD$15 − $96 = −$81

KeptFee

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