DOG vs SPY

Quick Verdict

SPY has a lower expense ratio. SPY delivered stronger 1-year returns. SPY offers more diversification with 503 holdings.

Lower Fees: SPYHigher Returns: SPYMore Diversified: SPY

Side-by-Side Comparison

MetricDOGSPYWinner
Expense Ratio0.95%0.09%
AUM$107M$789.1B
Dividend Yield3.38%1.01%
Holdings10505
YTD Return-8.31%+13.68%
1Y Return-14.22%+21.53%
3Y Return (annualized)-8.91%+21.44%
5Y Return (annualized)-5.76%+13.18%
Volatility (annualized)14.2%15.3%
Max Drawdown-93.3%-56.5%
Fund FamilyProSharesState Street Investment Management
CategoryAlternativeEquity
InceptionJun 19, 2006Jan 22, 1993

DOG vs SPY Performance

ProShares Short Dow30 (DOG) is a ETF from ProShares and State Street SPDR S&P 500 ETF Trust (SPY) is a ETF from State Street Investment Management. Over the past year DOG returned -14.22% while SPY returned +21.53%. Year to date, DOG is down 8.31% versus a gain of 13.68% for SPY.

Over three years, DOG compounded at -8.91% per year against +21.44% for SPY; over five years the annualized figures are -5.76% and +13.18% respectively. Across the full 20-year window we track, SPY has the edge at +8.85% annualized vs -11.32%. Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

SPY has been the more volatile fund, with annualized monthly volatility of 15.3% compared with 14.2% for DOG. Lower volatility generally means a smoother ride, though it often comes with lower long-run returns.

The deepest peak-to-trough decline in our data was -93.3% for DOG and -56.5% for SPY. Drawdown depth is worth weighing if you expect to sell during market stress rather than ride it out.

The two funds' monthly returns correlate at -0.92. They move independently enough that combining them can meaningfully diversify a portfolio.

Fees and Cost Over Time

DOG charges 0.95% per year while SPY charges 0.09%. On a $10,000 position that is $95 vs $9 annually, a gap of $86 per year that compounds over a long holding period. On income, DOG currently yields 3.38% against 1.01% for SPY.

Holdings Overlap

0.0%overlap

DOG and SPY share 0 holdings out of 504 unique holdings combined, representing a 0.0% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Frequently Asked Questions

Which is cheaper, DOG or SPY?

DOG has an expense ratio of 0.95% while SPY charges 0.09%. SPY is the cheaper option. On a $10,000 investment, that is $86 per year of difference.

Which performed better, DOG or SPY?

Over the past year DOG returned -14.22% vs +21.53% for SPY, so SPY leads on 1-year performance. Over the longest common window we track (20 years), DOG annualized -11.32% vs +8.85% for SPY. Past performance does not guarantee future results.

Which is riskier, DOG or SPY?

SPY has been the more volatile fund at 15.3% annualized versus 14.2% for DOG. Worst drawdown: DOG -93.3% vs SPY -56.5%.

Should I hold both DOG and SPY?

DOG and SPY have a monthly-return correlation of -0.92, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between DOG and SPY?

DOG and SPY share 0 common holdings with a 0.0% weight overlap. Combined, they hold 504 unique securities.

Which pays a higher dividend, DOG or SPY?

DOG yields 3.38% while SPY yields 1.01%, so DOG currently pays the higher dividend yield.

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