UPW vs SPY

AUPW

BSPY

Measures won2–4SPY wins · of 6 · 5Y

$10,000 · 5Y$17,099SPY · UPW $16,517

Lowest cost0.09%SPY · $9 on $10k

Most income1.78%UPW · $178 on $10k

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

Held in common2.1%UPW and SPY

UPW

SPY

ProShares Ultra Utilities · $13MState Street SPDR S&P 500 ETF · $805B

+25.4%3 years · per year$19,714 · $18,174+22.0%

+10.6%5 years · per year$16,517 · $17,099+11.3%

1.55%Expense ratio$155 · $9 on $10k · lower wins0.09%

1.78%12-mo yield$178 · $103 on $10k1.03%

−32.9%Worst dropSmaller wins−8.9%

31.9%VolatilityLower wins13.6%

2–4SPY wins

$10,000 · 5 yearsOne scale

Shared top holdingsUPW · SPY

8.3%NEE0.3%

4.8%SO0.2%

4.5%DUK0.2%

3.6%CEG0.1%

Held in common2.1%

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	BSPY	State Street SPDR S&P 500 ETFRead Desk		0.09%	1.03%	−4.4%	+8.3%	+9.7%	+22.0%	+11.3%	−8.9%	$804.8B
2	AUPW	ProShares Ultra UtilitiesRead Desk		1.55%	1.78%	−1.1%	−0.1%	−7.3%	+25.4%	+10.6%	−32.9%	$13M

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	BSPY	State Street SPDR S&P 500 ETFRead Desk		0.09%	1.03%	−4.4%	+8.3%	+9.7%	+22.0%	+11.3%	−8.9%	$804.8B
2	AUPW	ProShares Ultra UtilitiesRead Desk		1.55%	1.78%	−1.1%	−0.1%	−7.3%	+25.4%	+10.6%	−32.9%	$13M

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

UPW vs SPY

UPW

ProShares Ultra Utilities

$16,517

SPY

SPDR S&P 500

$17,099

MeasureUPWSPY

Fee1.55%0.09%

Cost on $10k a year$155$9

Yield1.78%1.03%

5 years, per year+10.6%+11.3%

3 years, per year+25.4%+22.0%

Worst drop · 1Y−32.9%−8.9%

Volatility · 1Y31.9%13.6%

4–2measures won
SPY first

2.1%

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: UPW, SPY

Today

2.1%most shared, UPW and SPY

UPWSPY

UPW—2.1%

SPY2.1%—

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

Income After Fees on $10,000

$94most kept, SPY

SPY$103 − $9 = $94

UPW$178 − $155 = $23

KeptFee

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