Compare · 3 funds side by side · dividends reinvested

SRTY, VOO 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, VOO 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%$182B1.5

Vanguard S&P 500 ETFLow-Cost Core · S&P 5000.03%1.10%+8.7%+9.8%+21.8%+11.4%−8.9%13.5%$1.00T1.8

ProShares - UltraPro Short Russell2000Leveraged · 3x1.10%5.57%−32.5%−35.2%−48.1%−28.1%−60.9%55.6%$81M2.8

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 · VOO 2010 · SPYM 2005

Head to Head

Swap sides Versus in desk

Head to Head

ProShares - UltraPro Short Russell2000 · $81M$1,925

SRTY

VOO

Vanguard S&P 500 ETF · $1.00T$17,177

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

SRTYMeasureVOO

−32.5%Year to dateJan 1 → Nov 6+8.7%

−35.2%1 yearTotal return+9.8%

−48.1%3 years · per year$10,000 became $1,395 · $18,079+21.8%

−28.1%5 years · per year$10,000 became $1,925 · $17,177+11.4%

1.10%Expense ratio$110 · $3 a year on $10k · lower is better0.03%

5.57%Trailing 12-mo yield$557 · $110 a year on $10k1.10%

−60.9%Worst dropSmaller is better−8.9%

55.6%VolatilityLower is calmer13.5%

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

1–7VOO 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 VOO: Top 5 Holdings

Today

SRTY

55.9%in top 5

VOO

in top 528.3%

SRTYStockVOO

55.9%IQMMnot top 5

not top 5NVDA8.4%

not top 5AAPL7.4%

not top 5MSFT5.8%

not top 5AMZN3.7%

not top 5GOOGL3.1%

Held in common0.0%

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

SRTY vs VOO Returns, Every Period

ProSharesSRTY

−28.1%

5 years, per year

VOOVanguard

+11.4%

5 years, per year

SRTYVOOFaded: behind in that period

0–4VOO wins

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

Leveraged vs Core: SRTY vs VOO

YTD

ProSharesSRTY

−32.5%

VOOVanguard

+8.7%

−32.5%Year to date+8.7%

−60.9%Worst drop · 1Y−8.9%

55.6%Volatility · 1Y13.5%

5.6%Yield1.1%

$80.8MAssets$1.00T

3–1VOO wins

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

Cost, Income and Risk

Fees: SRTY, VOO, SPYM

Today

0.02%lowest, SPYM

FundExpense ratioFee$10k

SPYM0.02%$2

VOO0.03%$3

SRTY1.10%$110

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

Yields: SRTY, VOO, SPYM

5.57%highest, SRTY

FundTrailing yieldYield$10k

SRTY5.57%$557

VOO1.10%$110

SPYM1.05%$105

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

Income After Fees on $10,000

$447most kept, SRTY

SRTY$557 − $110 = $447

VOO$110 − $3 = $107

SPYM$105 − $2 = $103

KeptFee

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

Overlap: SRTY, VOO, SPYM

Today

92.2%most shared, VOO and SPYM

SRTYVOOSPYM

SRTY—0.0%0.0%

VOO0.0%—92.2%

SPYM0.0%92.2%—

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

Return vs Bumpiness: 3 ETFs

+9.8%VOO, at 13.5% volatility

VOOWorst drop−8.9%13.5% vol

SPYMWorst 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

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026

VOO vs IVV

YTD

VanguardVOO

+8.7%

IVViShares

+8.7%

+8.7%Year to date+8.7%

1.1%Yield1.1%

$1.00TAssets$850B

0–0level

End-of-day Nov 6, 2026

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