UWM vs QLD

AUWM

BQLD

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$20,482QLD · UWM $10,796

Lowest cost0.96%QLD · $96 on $10k

Most income0.84%UWM · $84 on $10k

Smallest drop−22.3%UWM · worst fall in 1Y

Held in common11.5%UWM and QLD

UWM

QLD

ProShares - Ultra Russell2000 · $216MProShares - Ultra QQQ · $13.2B

+33.3%3 years · per year$23,668 · $29,852+44.0%

+1.5%5 years · per year$10,796 · $20,482+15.4%

1.08%Expense ratio$108 · $96 on $10k · lower wins0.96%

0.84%12-mo yield$84 · $15 on $10k0.15%

−22.3%Worst dropSmaller wins−24.1%

36.0%VolatilityLower wins40.5%

3–3Level

$10,000 · 5 yearsOne scale

Shared top holdingsUWM · QLD

36.0%IQMM11.5%

Held in common11.5%

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%	$13.2B
2	AUWM	ProShares - Ultra Russell2000Read Desk		1.08%	0.84%	+2.9%	+25.5%	+25.4%	+33.3%	+1.5%	−22.3%	$216M

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%	$13.2B
2	AUWM	ProShares - Ultra Russell2000Read Desk		1.08%	0.84%	+2.9%	+25.5%	+25.4%	+33.3%	+1.5%	−22.3%	$216M

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

UWM vs QLD

UWM

ProShares - Ultra Russell2000

$10,796

QLD

ProShares - Ultra QQQ

$20,482

MeasureUWMQLD

Fee1.08%0.96%

Cost on $10k a year$108$96

Yield0.84%0.15%

5 years, per year+1.5%+15.4%

3 years, per year+33.3%+44.0%

Worst drop · 1Y−22.3%−24.1%

Volatility · 1Y36.0%40.5%

3–3measures won
level

11.5%

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: UWM, QLD

Today

11.5%most shared, UWM and QLD

UWMQLD

UWM—11.5%

QLD11.5%—

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

Income After Fees on $10,000

−$24most kept, UWM

UWM$84 − $108 = −$24

QLD$15 − $96 = −$81

KeptFee

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