UYG vs SSO

AUYG

BSSO

Measures won2–4SSO wins · of 6 · 5Y

$10,000 · 5Y$21,501SSO · UYG $17,337

Lowest cost0.88%SSO · $88 on $10k

Most income10.18%UYG · $1,018 on $10k

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

Held in common13.5%UYG and SSO

UYG

SSO

ProShares - Ultra Financials · $793MProShares - Ultra S&P500 · $8.4B

+42.1%3 years · per year$28,683 · $28,533+41.8%

+11.6%5 years · per year$17,337 · $21,501+16.5%

0.93%Expense ratio$93 · $88 on $10k · lower wins0.88%

10.18%12-mo yield$1,018 · $68 on $10k0.68%

−28.9%Worst dropSmaller wins−18.2%

29.9%VolatilityLower wins25.6%

2–4SSO wins

$10,000 · 5 yearsOne scale

Shared top holdingsUYG · SSO

5.0%IQMM16.1%

7.7%BRK-B1.1%

6.6%JPM0.9%

5.3%V0.8%

Held in common13.5%

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	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	AUYG	ProShares - Ultra FinancialsRead Desk		0.93%	10.18%	+7.0%	+11.6%	+23.0%	+42.1%	+11.6%	−28.9%	$793M

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	AUYG	ProShares - Ultra FinancialsRead Desk		0.93%	10.18%	+7.0%	+11.6%	+23.0%	+42.1%	+11.6%	−28.9%	$793M

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

UYG vs SSO

UYG

ProShares - Ultra Financials

$17,337

SSO

ProShares - Ultra S&P500

$21,501

MeasureUYGSSO

Fee0.93%0.88%

Cost on $10k a year$93$88

Yield10.18%0.68%

5 years, per year+11.6%+16.5%

3 years, per year+42.1%+41.8%

Worst drop · 1Y−28.9%−18.2%

Volatility · 1Y29.9%25.6%

4–2measures won
SSO first

13.5%

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: UYG, SSO

Today

13.5%most shared, UYG and SSO

UYGSSO

UYG—13.5%

SSO13.5%—

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

Income After Fees on $10,000

$925most kept, UYG

UYG$1,018 − $93 = $925

SSO$68 − $88 = −$20

KeptFee

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