UWM vs SSO

AUWM

BSSO

Measures won1–5SSO wins · of 6 · 5Y

$10,000 · 5Y$21,501SSO · UWM $10,796

Lowest cost0.88%SSO · $88 on $10k

Most income0.84%UWM · $84 on $10k

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

Held in common16.1%UWM and SSO

UWM

SSO

ProShares - Ultra Russell2000 · $216MProShares - Ultra S&P500 · $8.4B

+33.3%3 years · per year$23,668 · $28,533+41.8%

+1.5%5 years · per year$10,796 · $21,501+16.5%

1.08%Expense ratio$108 · $88 on $10k · lower wins0.88%

0.84%12-mo yield$84 · $68 on $10k0.68%

−22.3%Worst dropSmaller wins−18.2%

36.0%VolatilityLower wins25.6%

1–5SSO wins

$10,000 · 5 yearsOne scale

Shared top holdingsUWM · SSO

36.0%IQMM16.1%

Held in common16.1%

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	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	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	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 SSO

UWM

ProShares - Ultra Russell2000

$10,796

SSO

ProShares - Ultra S&P500

$21,501

MeasureUWMSSO

Fee1.08%0.88%

Cost on $10k a year$108$88

Yield0.84%0.68%

5 years, per year+1.5%+16.5%

3 years, per year+33.3%+41.8%

Worst drop · 1Y−22.3%−18.2%

Volatility · 1Y36.0%25.6%

5–1measures won
SSO first

16.1%

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, SSO

Today

16.1%most shared, UWM and SSO

UWMSSO

UWM—16.1%

SSO16.1%—

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

Income After Fees on $10,000

−$20most kept, SSO

SSO$68 − $88 = −$20

UWM$84 − $108 = −$24

KeptFee

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