Compare · 3 funds side by side · dividends reinvested

SSO, SPY and SPYM

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$19,267SSO · best of the three

02 / 04

SSO, 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%$182B1.6

ProShares - Ultra S&P500Leveraged · 2x0.88%0.75%+10.9%+11.8%+36.3%+14.0%−18.2%27.1%$6.9B2.0

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%$819B2.4

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: SSO 2006 · SPY 1993 · SPYM 2005

Head to Head

Swap sides Versus in desk

Head to Head

ProShares - Ultra S&P500 · $6.9B$19,267

SSO

SPY

State Street SPDR S&P 500 ETF · $819B$17,118

$10,000 five years ago, dividends reinvested · they hold 67.6% in common

SSOMeasureSPY

+10.9%Year to dateJan 1 → Nov 6+8.7%

+11.8%1 yearTotal return+9.7%

+36.3%3 years · per year$10,000 became $25,327 · $18,039+21.7%

+14.0%5 years · per year$10,000 became $19,267 · $17,118+11.3%

0.88%Expense ratio$88 · $9 a year on $10k · lower is better0.09%

0.75%Trailing 12-mo yield$75 · $103 a year on $10k1.03%

−18.2%Worst dropSmaller is better−8.9%

27.1%VolatilityLower is calmer13.6%

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

4–4Level

End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

SSO vs SPY: Top 5 Holdings

Today

SSO

36.0%in top 5

SPY

in top 527.8%

SSOStockSPY

19.0%IQMMnot top 5

5.4%AAPL7.9%

4.7%NVDA6.9%

4.2%MSFT6.3%

2.7%AMZN4.0%

not top 5GOOGL2.6%

Held in common67.6%

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

SSO vs SPY Returns, Every Period

ProSharesSSO

+14.0%

5 years, per year

SPYSPDR

+11.3%

5 years, per year

SSOSPYFaded: behind in that period

4–0SSO wins

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

Leveraged vs Core: SSO vs SPYM

YTD

ProSharesSSO

+10.9%

SPYMSPDR

+8.8%

+10.9%Year to date+8.8%

−18.2%Worst drop · 1Y−8.9%

27.1%Volatility · 1Y13.6%

0.7%Yield1.1%

$6.9BAssets$182B

3–1SPYM wins

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

Cost, Income and Risk

Fees: SSO, SPY, SPYM

Today

0.02%lowest, SPYM

FundExpense ratioFee$10k

SPYM0.02%$2

SPY0.09%$9

SSO0.88%$88

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

Yields: SSO, SPY, SPYM

1.05%highest, SPYM

FundTrailing yieldYield$10k

SPYM1.05%$105

SPY1.03%$103

SSO0.75%$75

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

Income After Fees on $10,000

$103most kept, SPYM

SPYM$105 − $2 = $103

SPY$103 − $9 = $94

SSO$75 − $88 = −$13

KeptFee

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

Overlap: SSO, SPY, SPYM

Today

99.9%most shared, SPY and SPYM

SSOSPYSPYM

SSO—67.6%67.6%

SPY67.6%—99.9%

SPYM67.6%99.9%—

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

Return vs Bumpiness: 3 ETFs

+11.8%SSO, at 27.1% volatility

SPYMWorst drop−8.9%13.6% vol

SPYWorst drop−8.9%13.6% vol

SSOWorst drop−18.2%27.1% vol

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

Paid More vs Made More

YTD

SPYMSSO

+8.8%Year to date+10.9%

1.1%Yield0.7%

+9.8%Past year+11.8%

0.02%Fee0.88%

2–2level

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%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026