UPW vs SSO

AUPW

BSSO

Measures won1–5SSO wins · of 6 · 5Y

$10,000 · 5Y$19,267SSO · QLD $17,751

Lowest cost0.88%SSO · $88 on $10k

Most income1.80%UPW · $180 on $10k

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

Held in common1.4%UPW and SSO

UPW

SSO

ProShares Ultra Utilities · $13MProShares - Ultra S&P500 · $6.9B

+24.0%3 years · per year$19,088 · $25,327+36.3%

+10.6%5 years · per year$16,523 · $19,267+14.0%

1.55%Expense ratio$155 · $88 on $10k · lower wins0.88%

1.80%12-mo yield$180 · $75 on $10k0.75%

−32.9%Worst dropSmaller wins−18.2%

31.9%VolatilityLower wins27.1%

1–5SSO wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsUPW · SSO

8.3%NEE0.2%

4.9%SO0.1%

4.6%DUK0.1%

3.6%CEG0.1%

Held in common1.4%

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

All Three

5Y3 funds

#
1	BSSO	ProShares - Ultra S&P500Read Desk	0.88%	0.75%	+0.5%	+10.9%	+11.8%	+36.3%	+14.0%	−18.2%	$6.9B
2	QLD	ProShares - Ultra QQQRead Desk	0.96%	0.17%	+2.5%	+5.4%	+1.3%	+36.7%	+12.2%	−28.3%	$11.1B
3	AUPW	ProShares Ultra UtilitiesRead Desk	1.55%	1.80%	−1.1%	−1.3%	−8.6%	+24.0%	+10.6%	−32.9%	$13M

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

All Three

5Y3 funds

#
1	BSSO	ProShares - Ultra S&P500Read Desk	0.88%	0.75%	+0.5%	+10.9%	+11.8%	+36.3%	+14.0%	−18.2%	$6.9B
2	QLD	ProShares - Ultra QQQRead Desk	0.96%	0.17%	+2.5%	+5.4%	+1.3%	+36.7%	+12.2%	−28.3%	$11.1B
3	AUPW	ProShares Ultra UtilitiesRead Desk	1.55%	1.80%	−1.1%	−1.3%	−8.6%	+24.0%	+10.6%	−32.9%	$13M

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 SSO

UPW

ProShares Ultra Utilities

$16,523

SSO

ProShares - Ultra S&P500

$19,267

MeasureUPWSSO

Fee1.55%0.88%

Cost on $10k a year$155$88

Yield1.80%0.75%

5 years, per year+10.6%+14.0%

3 years, per year+24.0%+36.3%

Worst drop · 1Y−32.9%−18.2%

Volatility · 1Y31.9%27.1%

5–1measures won
SSO first

1.4%

holdings shared

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

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

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026

Overlap: UPW, QLD, SSO

Today

48.2%most shared, QLD and SSO

UPWQLDSSO

UPW—0.9%1.4%

QLD0.9%—48.2%

SSO1.4%48.2%—

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

Income After Fees on $10,000

$25most kept, UPW

UPW$180 − $155 = $25

SSO$75 − $88 = −$13

QLD$17 − $96 = −$79

KeptFee

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