UPW vs SSO

AUPW

BSSO

Measures won1–5SSO wins · of 6 · 5Y

$10,000 · 5Y$21,501SSO · UPW $16,904

Lowest cost0.88%SSO · $88 on $10k

Most income1.76%UPW · $176 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 · $8.4B

+26.5%3 years · per year$20,262 · $28,533+41.8%

+11.1%5 years · per year$16,904 · $21,501+16.5%

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

1.76%12-mo yield$176 · $68 on $10k0.68%

−32.9%Worst dropSmaller wins−18.2%

31.9%VolatilityLower wins25.6%

1–5SSO wins

$10,000 · 5 yearsOne scale

Shared top holdingsUPW · SSO

8.0%NEE0.2%

4.9%SO0.1%

4.5%DUK0.1%

3.9%CEG0.1%

Held in common1.4%

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	BSSO	ProShares - Ultra S&P500Read Desk		0.88%	0.68%	+3.2%	+20.9%	+19.7%	+41.8%	+16.5%	−18.2%	$8.4B
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	BSSO	ProShares - Ultra S&P500Read Desk		0.88%	0.68%	+3.2%	+20.9%	+19.7%	+41.8%	+16.5%	−18.2%	$8.4B
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 SSO

UPW

ProShares Ultra Utilities

$16,904

SSO

ProShares - Ultra S&P500

$21,501

MeasureUPWSSO

Fee1.55%0.88%

Cost on $10k a year$155$88

Yield1.76%0.68%

5 years, per year+11.1%+16.5%

3 years, per year+26.5%+41.8%

Worst drop · 1Y−32.9%−18.2%

Volatility · 1Y31.9%25.6%

5–1measures won
SSO first

1.4%

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%

$121BAssets$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%

$41.8BAssets$46.0B

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%

$185BAssets$798B

1–0SPYM wins

End-of-day Nov 4, 2026

Overlap: UPW, SSO

Today

1.4%most shared, UPW and SSO

UPWSSO

UPW—1.4%

SSO1.4%—

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

SSO$68 − $88 = −$20

KeptFee

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