Compare · 2 funds side by side · dividends reinvested

SPXE and SPY

SPXEProShares×SPYSPDR×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$17,688SPY · best of the two

02 / 04

SPXE 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%1.01%+11.5%+11.8%+24.0%+12.1%−8.9%12.8%$798B1.1

ProShares - S&P 500 Ex-Energy ETFLow-Cost Core · S&P 5000.09%0.92%+10.3%+10.5%+24.2%+11.7%−10.1%13.4%$85M1.8

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

End-of-day Nov 3, 2026 · returns include dividends · since: SPXE 2015 · SPY 1993

Head to Head

Swap sides Versus in desk

Head to Head

ProShares - S&P 500 Ex-Energy ETF · $85M$17,377

SPXE

SPY

State Street SPDR S&P 500 ETF · $798B$17,688

$10,000 five years ago, dividends reinvested · they hold 95.1% in common

SPXEMeasureSPY

+10.3%Year to dateJan 1 → Nov 3+11.5%

+10.5%1 yearTotal return+11.8%

+24.2%3 years · per year$10,000 became $19,150 · $19,046+24.0%

+11.7%5 years · per year$10,000 became $17,377 · $17,688+12.1%

0.09%Expense ratio$9 · $9 a year on $10k · lower is better0.09%

0.92%Trailing 12-mo yield$92 · $101 a year on $10k1.01%

−10.1%Worst dropSmaller is better−8.9%

13.4%VolatilityLower is calmer12.8%

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

1–6SPY wins

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

More Ways to See the Pairs

SPXE vs SPY: Top 5 Holdings

Today

SPXE

28.2%in top 5

SPY

in top 527.4%

SPXEStockSPY

7.9%AAPL7.7%

7.8%NVDA7.8%

6.0%MSFT5.9%

3.9%AMZN3.6%

2.6%GOOGL2.5%

Held in common95.1%

End-of-day Nov 3, 2026 · share of each fund

SPXE vs SPY Returns, Every Period

ProSharesSPXE

+11.7%

5 years, per year

SPYSPDR

+12.1%

5 years, per year

SPXESPYFaded: behind in that period

1–3SPY wins

End-of-day Nov 3, 2026 · dividends in · faded = behind in that period

SPXE vs SPY

YTD

ProSharesSPXE

+10.3%

SPYSPDR

+11.5%

+10.3%Year to date+11.5%

−10.1%Worst drop · 1Y−8.9%

13.4%Volatility · 1Y12.8%

0.9%Yield1.0%

$85.0MAssets$798B

4–0SPY wins

End-of-day Nov 3, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: SPXE, SPY

Today

0.09%lowest, SPXE

FundExpense ratioFee$10k

SPXE0.09%$9

SPY0.09%$9

End-of-day Nov 3, 2026 · fee on $10,000 a year

Yields: SPXE, SPY

1.01%highest, SPY

FundTrailing yieldYield$10k

SPY1.01%$101

SPXE0.92%$92

End-of-day Nov 3, 2026 · trailing 12-month yield

Income After Fees on $10,000

$92most kept, SPY

SPY$101 − $9 = $92

SPXE$92 − $9 = $83

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee

Overlap: SPXE, SPY

Today

95.1%most shared, SPXE and SPY

SPXESPY

SPXE—95.1%

SPY95.1%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+11.8%SPY, at 12.8% volatility

SPYWorst drop−8.9%12.8% vol

SPXEWorst drop−10.1%13.4% vol

End-of-day Nov 3, 2026 · up and left is better

Paid More vs Made More

YTD

SPYSPXE

+11.5%Year to date+10.3%

1.0%Yield0.9%

+11.8%Past year+10.5%

0.09%Fee0.09%

3–0SPY wins

End-of-day Nov 3, 2026

Popular Pairs Near These Two

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 3, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026