Compare · 2 funds side by side · dividends reinvested

DDM and SPY

DDMProShares×SPYSPDR×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$17,118SPY · best of the two

02 / 04

DDM and SPY, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

State Street SPDR S&P 500 ETFLow-Cost Core · S&P 5000.09%1.03%+8.7%+9.7%+21.7%+11.3%−8.9%13.6%$819B1.4

ProShares - Ultra Dow30Leveraged · 2x0.95%1.00%+9.1%+12.2%+26.9%+10.6%−19.3%27.0%$520M1.6

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 6, 2026 · returns include dividends · since: DDM 2006 · SPY 1993

Head to Head

Swap sides Versus in desk

Head to Head

ProShares - Ultra Dow30 · $520M$16,516

DDM

SPY

State Street SPDR S&P 500 ETF · $819B$17,118

$10,000 five years ago, dividends reinvested · they hold 23.9% in common

DDMMeasureSPY

+9.1%Year to dateJan 1 → Nov 6+8.7%

+12.2%1 yearTotal return+9.7%

+26.9%3 years · per year$10,000 became $20,442 · $18,039+21.7%

+10.6%5 years · per year$10,000 became $16,516 · $17,118+11.3%

0.95%Expense ratio$95 · $9 a year on $10k · lower is better0.09%

1.00%Trailing 12-mo yield$100 · $103 a year on $10k1.03%

−19.3%Worst dropSmaller is better−8.9%

27.0%VolatilityLower is calmer13.6%

DDMSPY Winner of the row, in its colourEach row: the bigger of the two fills its side

3–5SPY wins

End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

DDM vs SPY: Top 5 Holdings

Today

DDM

45.4%in top 5

SPY

in top 527.8%

DDMStockSPY

27.6%IQMMnot top 5

not top 5AAPL7.9%

not top 5NVDA6.9%

6.4%GSnot top 5

3.9%MSFT6.3%

4.1%CATnot top 5

not top 5AMZN4.0%

3.4%AMGNnot top 5

not top 5GOOGL2.6%

Held in common23.9%

End-of-day Nov 6, 2026 · share of each fund

DDM vs SPY Returns, Every Period

ProSharesDDM

+10.6%

5 years, per year

SPYSPDR

+11.3%

5 years, per year

DDMSPYFaded: behind in that period

3–1DDM wins

End-of-day Nov 6, 2026 · dividends in · faded = behind in that period

Leveraged vs Core: DDM vs SPY

YTD

ProSharesDDM

+9.1%

SPYSPDR

+8.7%

+9.1%Year to date+8.7%

−19.3%Worst drop · 1Y−8.9%

27.0%Volatility · 1Y13.6%

1.0%Yield1.0%

$520MAssets$819B

2–1SPY wins

End-of-day Nov 6, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: DDM, SPY

Today

0.09%lowest, SPY

FundExpense ratioFee$10k

SPY0.09%$9

DDM0.95%$95

End-of-day Nov 6, 2026 · fee on $10,000 a year

Yields: DDM, SPY

1.03%highest, SPY

FundTrailing yieldYield$10k

SPY1.03%$103

DDM1.00%$100

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

$94most kept, SPY

SPY$103 − $9 = $94

DDM$100 − $95 = $5

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee

Overlap: DDM, SPY

Today

23.9%most shared, DDM and SPY

DDMSPY

DDM—23.9%

SPY23.9%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+12.2%DDM, at 27.0% volatility

SPYWorst drop−8.9%13.6% vol

DDMWorst drop−19.3%27.0% vol

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

SPYDDM

+8.7%Year to date+9.1%

1.0%Yield1.0%

+9.7%Past year+12.2%

0.09%Fee0.95%

2–1DDM wins

End-of-day Nov 6, 2026

Popular Pairs Near These Two

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026