UPW vs QLD

AUPW

BQLD

Measures won2–4QLD wins · of 6 · 5Y

$10,000 · 5Y$20,633SSO · QLD $20,204

Lowest cost0.88%SSO · $88 on $10k

Most income1.77%UPW · $177 on $10k

Smallest drop−18.2%SSO · worst fall in 1Y

Held in common0.9%UPW and QLD

UPW

QLD

ProShares Ultra Utilities · $13MProShares - Ultra QQQ · $13.2B

+26.7%3 years · per year$20,342 · $29,937+44.1%

+10.6%5 years · per year$16,515 · $20,204+15.1%

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

1.77%12-mo yield$177 · $15 on $10k0.15%

−32.9%Worst dropSmaller wins−24.1%

31.9%VolatilityLower wins40.5%

2–4QLD wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsUPW · QLD

3.8%CEG0.3%

3.2%AEP0.2%

2.2%XEL0.2%

2.1%EXC0.2%

Held in common0.9%

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

All Three

5Y3 funds

#
1	SSO	ProShares - Ultra S&P500Read Desk	0.88%	0.71%	+0.6%	+17.1%	+16.4%	+41.5%	+15.6%	−18.2%	$8.4B
2	BQLD	ProShares - Ultra QQQRead Desk	0.96%	0.15%	+1.2%	+15.6%	+8.9%	+44.1%	+15.1%	−24.1%	$13.2B
3	AUPW	ProShares Ultra UtilitiesRead Desk	1.55%	1.77%	−1.6%	0.0%	−8.1%	+26.7%	+10.6%	−32.9%	$13M

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

All Three

5Y3 funds

#
1	SSO	ProShares - Ultra S&P500Read Desk	0.88%	0.71%	+0.6%	+17.1%	+16.4%	+41.5%	+15.6%	−18.2%	$8.4B
2	BQLD	ProShares - Ultra QQQRead Desk	0.96%	0.15%	+1.2%	+15.6%	+8.9%	+44.1%	+15.1%	−24.1%	$13.2B
3	AUPW	ProShares Ultra UtilitiesRead Desk	1.55%	1.77%	−1.6%	0.0%	−8.1%	+26.7%	+10.6%	−32.9%	$13M

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

UPW vs QLD

UPW

ProShares Ultra Utilities

$16,515

QLD

ProShares - Ultra QQQ

$20,204

MeasureUPWQLD

Fee1.55%0.96%

Cost on $10k a year$155$96

Yield1.77%0.15%

5 years, per year+10.6%+15.1%

3 years, per year+26.7%+44.1%

Worst drop · 1Y−32.9%−24.1%

Volatility · 1Y31.9%40.5%

4–2measures won
QLD first

0.9%

holdings shared

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

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

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 3, 2026

Overlap: UPW, QLD, SSO

Today

48.0%most shared, QLD and SSO

UPWQLDSSO

UPW—0.9%1.5%

QLD0.9%—48.0%

SSO1.5%48.0%—

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

Income After Fees on $10,000

$22most kept, UPW

UPW$177 − $155 = $22

SSO$71 − $88 = −$17

QLD$15 − $96 = −$81

KeptFee

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