Compare · 3 funds side by side · dividends reinvested

SSO, SPYM and SPY

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$20,633SSO · best of the three

02 / 04

SSO, SPYM and SPY, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

State Street SPDR Portfolio S&P 500 ETFLow-Cost Core · S&P 5000.02%1.03%+11.5%+11.9%+24.1%+12.2%−8.9%12.7%$185B1.6

ProShares - Ultra S&P500Leveraged · 2x0.88%0.71%+17.1%+16.4%+41.5%+15.6%−18.2%25.4%$8.4B2.0

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%$798B2.4

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

End-of-day Nov 3, 2026 · returns include dividends · since: SSO 2006 · SPYM 2005 · SPY 1993

Head to Head

Swap sides Versus in desk

Head to Head

ProShares - Ultra S&P500 · $8.4B$20,633

SSO

SPYM

State Street SPDR Portfolio S&P 500 ETF · $185B$17,749

$10,000 five years ago, dividends reinvested · they hold 70.1% in common

SSOMeasureSPYM

+17.1%Year to dateJan 1 → Nov 3+11.5%

+16.4%1 yearTotal return+11.9%

+41.5%3 years · per year$10,000 became $28,308 · $19,092+24.1%

+15.6%5 years · per year$10,000 became $20,633 · $17,749+12.2%

0.88%Expense ratio$88 · $2 a year on $10k · lower is better0.02%

0.71%Trailing 12-mo yield$71 · $103 a year on $10k1.03%

−18.2%Worst dropSmaller is better−8.9%

25.4%VolatilityLower is calmer12.7%

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

4–4Level

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

More Ways to See the Pairs

SSO vs SPYM: Top 5 Holdings

Today

SSO

33.0%in top 5

SPYM

in top 527.4%

SSOStockSPYM

15.7%IQMMnot top 5

5.3%NVDA7.8%

5.3%AAPL7.7%

4.1%MSFT5.9%

2.6%AMZN3.6%

not top 5GOOGL2.5%

Held in common70.1%

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

SSO vs SPYM Returns, Every Period

ProSharesSSO

+15.6%

5 years, per year

SPYMSPDR

+12.2%

5 years, per year

SSOSPYMFaded: behind in that period

4–0SSO wins

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

Leveraged vs Core: SSO vs SPYM

YTD

ProSharesSSO

+17.1%

SPYMSPDR

+11.5%

+17.1%Year to date+11.5%

−18.2%Worst drop · 1Y−8.9%

25.4%Volatility · 1Y12.7%

0.7%Yield1.0%

$8.4BAssets$185B

3–1SPYM wins

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

Cost, Income and Risk

Fees: SSO, SPYM, SPY

Today

0.02%lowest, SPYM

FundExpense ratioFee$10k

SPYM0.02%$2

SPY0.09%$9

SSO0.88%$88

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

Yields: SSO, SPYM, SPY

1.03%highest, SPYM

FundTrailing yieldYield$10k

SPYM1.03%$103

SPY1.01%$101

SSO0.71%$71

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

Income After Fees on $10,000

$101most kept, SPYM

SPYM$103 − $2 = $101

SPY$101 − $9 = $92

SSO$71 − $88 = −$17

KeptFee

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

Overlap: SSO, SPYM, SPY

Today

99.9%most shared, SPYM and SPY

SSOSPYMSPY

SSO—70.1%70.1%

SPYM70.1%—99.9%

SPY70.1%99.9%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+16.4%SSO, at 25.4% volatility

SPYMWorst drop−8.9%12.7% vol

SPYWorst drop−8.9%12.8% vol

SSOWorst drop−18.2%25.4% vol

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

Paid More vs Made More

YTD

SPYMSSO

+11.5%Year to date+17.1%

1.0%Yield0.7%

+11.9%Past year+16.4%

0.02%Fee0.88%

2–2level

End-of-day Nov 3, 2026

Popular Pairs Near These Three

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