Compare · 3 funds side by side · dividends reinvested

SRTY, SPY and SPYM

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,192SPYM · best of the three

02 / 04

SRTY, SPY and SPYM, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

State Street SPDR Portfolio S&P 500 ETFLow-Cost Core · S&P 5000.02%1.05%+8.8%+9.8%+21.8%+11.4%−8.9%13.6%$178B1.3

State Street SPDR S&P 500 ETFLow-Cost Core · S&P 5000.09%1.03%+8.7%+9.7%+21.7%+11.3%−8.9%13.6%$778B2.0

ProShares - UltraPro Short Russell2000Leveraged · 3x1.10%5.57%−32.5%−35.2%−48.1%−28.1%−60.9%55.6%$76M2.8

Rank among the three1st → 3rdFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 6, 2026 · returns include dividends · since: SRTY 2010 · SPY 1993 · SPYM 2005

Head to Head

Swap sides Versus in desk

Head to Head

ProShares - UltraPro Short Russell2000 · $76M$1,925

SRTY

SPY

State Street SPDR S&P 500 ETF · $778B$17,118

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

SRTYMeasureSPY

−32.5%Year to dateJan 1 → Nov 6+8.7%

−35.2%1 yearTotal return+9.7%

−48.1%3 years · per year$10,000 became $1,395 · $18,039+21.7%

−28.1%5 years · per year$10,000 became $1,925 · $17,118+11.3%

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

5.57%Trailing 12-mo yield$557 · $103 a year on $10k1.03%

−60.9%Worst dropSmaller is better−8.9%

55.6%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 6, 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

55.9%in top 5

SPY

in top 527.8%

SRTYStockSPY

55.9%IQMMnot top 5

not top 5AAPL7.9%

not top 5NVDA6.9%

not top 5MSFT6.3%

not top 5AMZN4.0%

not top 5GOOGL2.6%

Held in common0.0%

End-of-day Nov 6, 2026 · share of each fund

SRTY vs SPY Returns, Every Period

ProSharesSRTY

−28.1%

5 years, per year

SPYSPDR

+11.3%

5 years, per year

SRTYSPYFaded: behind in that period

0–4SPY wins

End-of-day Nov 6, 2026 · dividends in · faded = behind in that period

Leveraged vs Core: SRTY vs SPYM

YTD

ProSharesSRTY

−32.5%

SPYMSPDR

+8.8%

−32.5%Year to date+8.8%

−60.9%Worst drop · 1Y−8.9%

55.6%Volatility · 1Y13.6%

5.6%Yield1.1%

$76.0MAssets$178B

3–1SPYM wins

End-of-day Nov 6, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: SRTY, SPY, SPYM

Today

0.02%lowest, SPYM

FundExpense ratioFee$10k

SPYM0.02%$2

SPY0.09%$9

SRTY1.10%$110

End-of-day Nov 6, 2026 · fee on $10,000 a year

Yields: SRTY, SPY, SPYM

5.57%highest, SRTY

FundTrailing yieldYield$10k

SRTY5.57%$557

SPYM1.05%$105

SPY1.03%$103

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

$447most kept, SRTY

SRTY$557 − $110 = $447

SPYM$105 − $2 = $103

SPY$103 − $9 = $94

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee

Overlap: SRTY, SPY, SPYM

Today

99.9%most shared, SPY and SPYM

SRTYSPYSPYM

SRTY—0.0%0.0%

SPY0.0%—99.9%

SPYM0.0%99.9%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+9.8%SPYM, at 13.6% volatility

SPYMWorst drop−8.9%13.6% vol

SPYWorst drop−8.9%13.6% vol

SRTYWorst drop−60.9%55.6% vol

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

SRTYSPYM

−32.5%Year to date+8.8%

5.6%Yield1.1%

−35.2%Past year+9.8%

1.10%Fee0.02%

3–1SPYM wins

End-of-day Nov 6, 2026

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 6, 2026