SPXU vs SPY

ProShares UltraPro Short S&P500 vs SPDR S&P 500 ETF Trust

Quick take
  • SPY has the lower expense ratio at 0.09% vs 0.90% for SPXU.
  • SPXU pays a higher dividend yield (6.87%).

Side-by-side metrics

MetricSPXUSPY
Expense ratio
Annual fee. Lower is better.
0.90%0.09%
Dividend yield
Trailing 12-month yield.
6.87%1.03%
AUM
Assets under management — bigger funds are typically more liquid.
$562M$735.06B
YTD return
-19.75%7.91%
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.
-2.751.00
P/E ratio
27.47
Last price
$39.97$731.58
Inception
Issuer
ProSharesState Street

SPXU top holdings

Top holdings · SPXU
IQMMProShares GENIUS Money Market ETF68.61%

SPY top holdings

Top holdings · SPY
NVDANVIDIA Corp7.85%
AAPLApple Inc6.45%
MSFTMicrosoft Corp4.90%
AMZNAmazon.com Inc4.19%
GOOGLAlphabet Inc Class A3.63%
AVGOBroadcom Inc3.20%
GOOGAlphabet Inc Class C2.89%
METAMeta Platforms Inc Class A2.17%
TSLATesla Inc1.74%
BRK-BBerkshire Hathaway Inc Class B1.41%
Sector breakdown · SPY
Real Estate1.9%
Consumer Cyclical10.1%
Basic Materials1.8%
Consumer Defensive4.9%
Technology35.6%
Communication Services11.2%
Financial Services11.8%
Utilities2.4%
Industrials8.3%
Energy3.5%
Healthcare8.5%

About SPXU

SPXU (ProShares UltraPro Short S&P500) is 3x inverse daily performance of the S&P 500. Managed by ProShares, the fund carries $562M in assets under management, an expense ratio of 0.90%, a dividend yield of 6.87%. Its largest holding is ProShares GENIUS Money Market ETF (IQMM), which represents 68.6% of the portfolio.

About SPY

SPY (SPDR S&P 500 ETF Trust) is The original S&P 500 ETF, most heavily traded. Managed by State Street, the fund carries $735.1B in assets under management, an expense ratio of 0.09%, a dividend yield of 1.03%. Its largest holding is NVIDIA Corp (NVDA), which represents 7.9% of the portfolio. Real Estate is the fund's largest sector exposure at 1.9%.