Compare · 2 funds side by side · dividends reinvested

SEF and SPY

SEFProShares×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

SEF 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 FinancialsLeveraged · Bear1.58%3.18%−5.2%−9.4%−15.6%−6.7%−17.5%14.9%$13M1.9

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: SEF 2008 · SPY 1993

Head to Head

Swap sides Versus in desk

Head to Head

ProShares - Short Financials · $13M$7,070

SEF

SPY

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

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

SEFMeasureSPY

−5.2%Year to dateJan 1 → Nov 4+13.3%

−9.4%1 yearTotal return+13.4%

−15.6%3 years · per year$10,000 became $6,012 · $19,132+24.1%

−6.7%5 years · per year$10,000 became $7,070 · $18,060+12.6%

1.58%Expense ratio$158 · $9 a year on $10k · lower is better0.09%

3.18%Trailing 12-mo yield$318 · $99 a year on $10k0.99%

−17.5%Worst dropSmaller is better−8.9%

14.9%VolatilityLower is calmer12.9%

SEFSPY 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

SEF vs SPY: Top 5 Holdings

Today

SEF

101.4%in top 5

SPY

in top 527.3%

SEFStockSPY

101.4%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

SEF vs SPY Returns, Every Period

ProSharesSEF

−6.7%

5 years, per year

SPYSPDR

+12.6%

5 years, per year

SEFSPYFaded: behind in that period

0–4SPY wins

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

Leveraged vs Core: SEF vs SPY

YTD

ProSharesSEF

−5.2%

SPYSPDR

+13.3%

−5.2%Year to date+13.3%

−17.5%Worst drop · 1Y−8.9%

14.9%Volatility · 1Y12.9%

3.2%Yield1.0%

$12.7MAssets$805B

3–1SPY wins

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

Cost, Income and Risk

Fees: SEF, SPY

Today

0.09%lowest, SPY

FundExpense ratioFee$10k

SPY0.09%$9

SEF1.58%$158

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

Yields: SEF, SPY

3.18%highest, SEF

FundTrailing yieldYield$10k

SEF3.18%$318

SPY0.99%$99

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

Income After Fees on $10,000

$160most kept, SEF

SEF$318 − $158 = $160

SPY$99 − $9 = $90

KeptFee

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

Overlap: SEF, SPY

Today

0.0%most shared, SEF and SPY

SEFSPY

SEF—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

SEFWorst drop−17.5%14.9% vol

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

Paid More vs Made More

YTD

SEFSPY

−5.2%Year to date+13.3%

3.2%Yield1.0%

−9.4%Past year+13.4%

1.58%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