SPDW vs SPXU

SPDR Portfolio Developed World ex-US ETF vs ProShares UltraPro Short S&P500

Quick take
  • SPDW has the lower expense ratio at 0.03% vs 0.90% for SPXU.
  • SPXU pays a higher dividend yield (6.85%).

Side-by-side metrics

MetricSPDWSPXU
Expense ratio
Annual fee. Lower is better.
0.03%0.90%
Dividend yield
Trailing 12-month yield.
3.02%6.85%
AUM
Assets under management — bigger funds are typically more liquid.
$40.29B$427M
YTD return
13.61%-23.50%
1-year return
3-year return
Annualized.
5-year return
Annualized.
10-year return
Annualized.
Beta (3Y)
Volatility relative to the market. Closer to 1 = market-like.
1.03-2.75
P/E ratio
18.78
Last price
$50.21$36.42
Inception
Issuer
State StreetProShares

SPDW top holdings

Top holdings · SPDW
SMSNSamsung Electronics Co Ltd DR2.96%
000660.KSSK Hynix Inc2.78%
ASML.ASASML Holding NV2.27%
HSBA.LHSBC Holdings PLC0.97%
AZN.LAstraZeneca PLC0.86%
ROP.SWRoche Holding AG Ordinary Shares new0.86%
RYRoyal Bank of Canada0.86%
NOVN.SWNovartis AG Registered Shares0.86%
NESN.SWNestle SA0.80%
8306.TMitsubishi UFJ Financial Group Inc0.72%
Sector breakdown · SPDW
Real Estate2.3%
Consumer Cyclical7.7%
Basic Materials6.7%
Consumer Defensive5.6%
Technology17.7%
Communication Services3.6%
Financial Services23.1%
Utilities3.0%
Industrials17.9%
Energy4.5%
Healthcare8.0%

SPXU top holdings

Top holdings · SPXU
IQMMProShares GENIUS Money Market ETF78.53%

About SPDW

SPDW (SPDR Portfolio Developed World ex-US ETF) is Developed-market stocks outside the US. Managed by State Street, the fund carries $40.3B in assets under management, an expense ratio of 0.03%, a dividend yield of 3.02%. Its largest holding is Samsung Electronics Co Ltd DR (SMSN), which represents 3.0% of the portfolio. Real Estate is the fund's largest sector exposure at 2.3%.

About SPXU

SPXU (ProShares UltraPro Short S&P500) is 3x inverse daily performance of the S&P 500. Managed by ProShares, the fund carries $427M in assets under management, an expense ratio of 0.90%, a dividend yield of 6.85%. Its largest holding is ProShares GENIUS Money Market ETF (IQMM), which represents 78.5% of the portfolio.