Compare · 2 funds side by side · dividends reinvested

RWM and SPY

RWMProShares×SPYSPDR×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$18,060SPY · best of the two

02 / 04

RWM 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%0.99%+13.3%+13.4%+24.1%+12.6%−8.9%12.9%$805B1.1

ProShares - Short Russell2000Leveraged · Bear1.05%3.37%−11.8%−12.1%−15.1%−4.6%−24.0%18.1%$163M1.9

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

End-of-day Nov 4, 2026 · returns include dividends · since: RWM 2007 · SPY 1993

Head to Head

Swap sides Versus in desk

Head to Head

ProShares - Short Russell2000 · $163M$7,886

RWM

SPY

State Street SPDR S&P 500 ETF · $805B$18,060

$10,000 five years ago, dividends reinvested · they hold 0.0% in common

RWMMeasureSPY

−11.8%Year to dateJan 1 → Nov 4+13.3%

−12.1%1 yearTotal return+13.4%

−15.1%3 years · per year$10,000 became $6,121 · $19,132+24.1%

−4.6%5 years · per year$10,000 became $7,886 · $18,060+12.6%

1.05%Expense ratio$105 · $9 a year on $10k · lower is better0.09%

3.37%Trailing 12-mo yield$337 · $99 a year on $10k0.99%

−24.0%Worst dropSmaller is better−8.9%

18.1%VolatilityLower is calmer12.9%

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

1–7SPY wins

End-of-day Nov 4, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

RWM vs SPY: Top 5 Holdings

Today

RWM

83.4%in top 5

SPY

in top 527.3%

RWMStockSPY

83.4%IQMMnot top 5

not top 5NVDA7.7%

not top 5AAPL7.4%

not top 5MSFT5.9%

not top 5AMZN3.8%

not top 5GOOGL2.5%

Held in common0.0%

End-of-day Nov 4, 2026 · share of each fund

RWM vs SPY Returns, Every Period

ProSharesRWM

−4.6%

5 years, per year

SPYSPDR

+12.6%

5 years, per year

RWMSPYFaded: behind in that period

0–4SPY wins

End-of-day Nov 4, 2026 · dividends in · faded = behind in that period

Leveraged vs Core: RWM vs SPY

YTD

ProSharesRWM

−11.8%

SPYSPDR

+13.3%

−11.8%Year to date+13.3%

−24.0%Worst drop · 1Y−8.9%

18.1%Volatility · 1Y12.9%

3.4%Yield1.0%

$163MAssets$805B

3–1SPY wins

End-of-day Nov 4, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: RWM, SPY

Today

0.09%lowest, SPY

FundExpense ratioFee$10k

SPY0.09%$9

RWM1.05%$105

End-of-day Nov 4, 2026 · fee on $10,000 a year

Yields: RWM, SPY

3.37%highest, RWM

FundTrailing yieldYield$10k

RWM3.37%$337

SPY0.99%$99

End-of-day Nov 4, 2026 · trailing 12-month yield

Income After Fees on $10,000

$232most kept, RWM

RWM$337 − $105 = $232

SPY$99 − $9 = $90

KeptFee

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

Overlap: RWM, SPY

Today

0.0%most shared, RWM and SPY

RWMSPY

RWM—0.0%

SPY0.0%—

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

Return vs Bumpiness: 2 ETFs

+13.4%SPY, at 12.9% volatility

SPYWorst drop−8.9%12.9% vol

RWMWorst drop−24.0%18.1% vol

End-of-day Nov 4, 2026 · up and left is better

Paid More vs Made More

YTD

RWMSPY

−11.8%Year to date+13.3%

3.4%Yield1.0%

−12.1%Past year+13.4%

1.05%Fee0.09%

3–1SPY wins

End-of-day Nov 4, 2026

Popular Pairs Near These Two

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 4, 2026

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$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%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026