Compare · 2 funds side by side · dividends reinvested

SPXV and SPY

SPXVProShares×SPYSPDR×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$18,046SPXV · best of the two

02 / 04

SPXV 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%$798B1.3

ProShares - S&P 500 Ex-Health Care ETFLow-Cost Core · S&P 5000.09%0.93%+10.4%+10.0%+25.1%+12.5%−9.1%13.9%$40M1.6

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

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

Head to Head

Swap sides Versus in desk

Head to Head

ProShares - S&P 500 Ex-Health Care ETF · $40M$18,046

SPXV

SPY

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

$10,000 five years ago, dividends reinvested · they hold 89.5% in common

SPXVMeasureSPY

+10.4%Year to dateJan 1 → Nov 3+11.5%

+10.0%1 yearTotal return+11.8%

+25.1%3 years · per year$10,000 became $19,576 · $19,046+24.0%

+12.5%5 years · per year$10,000 became $18,046 · $17,688+12.1%

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

0.93%Trailing 12-mo yield$93 · $101 a year on $10k1.01%

−9.1%Worst dropSmaller is better−8.9%

13.9%VolatilityLower is calmer12.8%

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

2–5SPY wins

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

More Ways to See the Pairs

SPXV vs SPY: Top 5 Holdings

Today

SPXV

30.2%in top 5

SPY

in top 527.4%

SPXVStockSPY

8.5%AAPL7.7%

8.4%NVDA7.8%

6.4%MSFT5.9%

4.1%AMZN3.6%

2.8%GOOGL2.5%

Held in common89.5%

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

SPXV vs SPY Returns, Every Period

ProSharesSPXV

+12.5%

5 years, per year

SPYSPDR

+12.1%

5 years, per year

SPXVSPYFaded: behind in that period

2–2Level

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

SPXV vs SPY

YTD

ProSharesSPXV

+10.4%

SPYSPDR

+11.5%

+10.4%Year to date+11.5%

−9.1%Worst drop · 1Y−8.9%

13.9%Volatility · 1Y12.8%

0.9%Yield1.0%

$40.1MAssets$798B

4–0SPY wins

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

Cost, Income and Risk

Fees: SPXV, SPY

Today

0.09%lowest, SPXV

FundExpense ratioFee$10k

SPXV0.09%$9

SPY0.09%$9

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

Yields: SPXV, SPY

1.01%highest, SPY

FundTrailing yieldYield$10k

SPY1.01%$101

SPXV0.93%$93

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

Income After Fees on $10,000

$92most kept, SPY

SPY$101 − $9 = $92

SPXV$93 − $9 = $84

KeptFee

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

Overlap: SPXV, SPY

Today

89.5%most shared, SPXV and SPY

SPXVSPY

SPXV—89.5%

SPY89.5%—

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

SPXVWorst drop−9.1%13.9% vol

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

Paid More vs Made More

YTD

SPYSPXV

+11.5%Year to date+10.4%

1.0%Yield0.9%

+11.8%Past year+10.0%

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