Compare · 2 funds side by side · dividends reinvested

SAA and SPY

SAAProShares×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

SAA 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%$798B1.4

ProShares - Ultra SmallCap600Leveraged · 2x1.48%0.71%+34.4%+39.3%+28.5%+3.2%−19.9%32.5%$26M1.6

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

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

Head to Head

Swap sides Versus in desk

Head to Head

ProShares - Ultra SmallCap600 · $26M$11,730

SAA

SPY

State Street SPDR S&P 500 ETF · $798B$18,060

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

SAAMeasureSPY

+34.4%Year to dateJan 1 → Nov 4+13.3%

+39.3%1 yearTotal return+13.4%

+28.5%3 years · per year$10,000 became $21,198 · $19,132+24.1%

+3.2%5 years · per year$10,000 became $11,730 · $18,060+12.6%

1.48%Expense ratio$148 · $9 a year on $10k · lower is better0.09%

0.71%Trailing 12-mo yield$71 · $99 a year on $10k0.99%

−19.9%Worst dropSmaller is better−8.9%

32.5%VolatilityLower is calmer12.9%

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

3–5SPY wins

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

More Ways to See the Pairs

SAA vs SPY: Top 5 Holdings

Today

SAA

2.1%in top 5

SPY

in top 527.3%

SAAStockSPY

not top 5NVDA7.7%

not top 5AAPL7.4%

not top 5MSFT5.9%

not top 5AMZN3.8%

not top 5GOOGL2.5%

0.4%VSATnot top 5

0.4%PAYCnot top 5

0.4%RHPnot top 5

0.4%PTGXnot top 5

0.4%MTCHnot top 5

Held in common0.0%

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

SAA vs SPY Returns, Every Period

ProSharesSAA

+3.2%

5 years, per year

SPYSPDR

+12.6%

5 years, per year

SAASPYFaded: behind in that period

3–1SAA wins

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

Leveraged vs Core: SAA vs SPY

YTD

ProSharesSAA

+34.4%

SPYSPDR

+13.3%

+34.4%Year to date+13.3%

−19.9%Worst drop · 1Y−8.9%

32.5%Volatility · 1Y12.9%

0.7%Yield1.0%

$26.4MAssets$798B

3–1SPY wins

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

Cost, Income and Risk

Fees: SAA, SPY

Today

0.09%lowest, SPY

FundExpense ratioFee$10k

SPY0.09%$9

SAA1.48%$148

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

Yields: SAA, SPY

0.99%highest, SPY

FundTrailing yieldYield$10k

SPY0.99%$99

SAA0.71%$71

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

Income After Fees on $10,000

$90most kept, SPY

SPY$99 − $9 = $90

SAA$71 − $148 = −$77

KeptFee

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

Overlap: SAA, SPY

Today

0.0%most shared, SAA and SPY

SAASPY

SAA—0.0%

SPY0.0%—

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

Return vs Bumpiness: 2 ETFs

+39.3%SAA, at 32.5% volatility

SPYWorst drop−8.9%12.9% vol

SAAWorst drop−19.9%32.5% vol

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

Paid More vs Made More

YTD

SPYSAA

+13.3%Year to date+34.4%

1.0%Yield0.7%

+13.4%Past year+39.3%

0.09%Fee1.48%

2–2level

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%

$185BAssets$798B

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%

$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