Compare · 2 funds side by side · dividends reinvested

SRTY and SPY

SRTYProShares×SPYSPDR×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$17,099SPY · best of the two

02 / 04

SRTY 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%1.03%+8.3%+9.7%+22.0%+11.3%−8.9%13.6%$805B1.1

ProShares - UltraPro Short Russell2000Leveraged · 3x1.10%5.43%−30.8%−36.3%−47.9%−27.7%−60.9%55.8%$71M1.9

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

End-of-day Nov 5, 2026 · returns include dividends · since: SRTY 2010 · SPY 1993

Head to Head

Swap sides Versus in desk

Head to Head

ProShares - UltraPro Short Russell2000 · $71M$1,976

SRTY

SPY

State Street SPDR S&P 500 ETF · $805B$17,099

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

SRTYMeasureSPY

−30.8%Year to dateJan 1 → Nov 5+8.3%

−36.3%1 yearTotal return+9.7%

−47.9%3 years · per year$10,000 became $1,411 · $18,174+22.0%

−27.7%5 years · per year$10,000 became $1,976 · $17,099+11.3%

1.10%Expense ratio$110 · $9 a year on $10k · lower is better0.09%

5.43%Trailing 12-mo yield$543 · $103 a year on $10k1.03%

−60.9%Worst dropSmaller is better−8.9%

55.8%VolatilityLower is calmer13.6%

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

1–7SPY wins

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

More Ways to See the Pairs

SRTY vs SPY: Top 5 Holdings

Today

SRTY

61.1%in top 5

SPY

in top 527.7%

SRTYStockSPY

61.1%IQMMnot top 5

not top 5AAPL7.7%

not top 5NVDA7.3%

not top 5MSFT6.2%

not top 5AMZN3.9%

not top 5GOOGL2.6%

Held in common0.0%

End-of-day Nov 5, 2026 · share of each fund

SRTY vs SPY Returns, Every Period

ProSharesSRTY

−27.7%

5 years, per year

SPYSPDR

+11.3%

5 years, per year

SRTYSPYFaded: behind in that period

0–4SPY wins

End-of-day Nov 5, 2026 · dividends in · faded = behind in that period

Leveraged vs Core: SRTY vs SPY

YTD

ProSharesSRTY

−30.8%

SPYSPDR

+8.3%

−30.8%Year to date+8.3%

−60.9%Worst drop · 1Y−8.9%

55.8%Volatility · 1Y13.6%

5.4%Yield1.0%

$71.3MAssets$805B

3–1SPY wins

End-of-day Nov 5, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: SRTY, SPY

Today

0.09%lowest, SPY

FundExpense ratioFee$10k

SPY0.09%$9

SRTY1.10%$110

End-of-day Nov 5, 2026 · fee on $10,000 a year

Yields: SRTY, SPY

5.43%highest, SRTY

FundTrailing yieldYield$10k

SRTY5.43%$543

SPY1.03%$103

End-of-day Nov 5, 2026 · trailing 12-month yield

Income After Fees on $10,000

$433most kept, SRTY

SRTY$543 − $110 = $433

SPY$103 − $9 = $94

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee

Overlap: SRTY, SPY

Today

0.0%most shared, SRTY and SPY

SRTYSPY

SRTY—0.0%

SPY0.0%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+9.7%SPY, at 13.6% volatility

SPYWorst drop−8.9%13.6% vol

SRTYWorst drop−60.9%55.8% vol

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

SRTYSPY

−30.8%Year to date+8.3%

5.4%Yield1.0%

−36.3%Past year+9.7%

1.10%Fee0.09%

3–1SPY wins

End-of-day Nov 5, 2026

Popular Pairs Near These Two

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$805B

2–0SPYM wins

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026