EEV 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

MetricEEVSPYWinner
Expense Ratio0.95%0.09%
AUM$3M$789.1B
Dividend Yield8.08%1.01%
Holdings6505
YTD Return-34.84%+13.79%
1Y Return-50.21%+23.66%
3Y Return (annualized)-32.29%+21.40%
5Y Return (annualized)-16.58%+13.37%
Volatility (annualized)37.5%15.3%
Max Drawdown-99.9%-56.5%
Fund FamilyProSharesState Street Investment Management
CategoryAlternativeEquity
InceptionOct 30, 2007Jan 22, 1993

EEV vs SPY Performance

ProShares UltraShort MSCI Emerging Markets (EEV) 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 EEV returned -50.21% while SPY returned +23.66%. Year to date, EEV is down 34.84% versus a gain of 13.79% for SPY.

Over three years, EEV compounded at -32.29% per year against +21.40% for SPY; over five years the annualized figures are -16.58% and +13.37% respectively. Across the full 19-year window we track, SPY has the edge at +8.85% annualized vs -25.89%. Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

EEV has been the more volatile fund, with annualized monthly volatility of 37.5% compared with 15.3% for SPY. 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 -99.9% for EEV 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 -0.64. They move independently enough that combining them can meaningfully diversify a portfolio.

Fees and Cost Over Time

EEV 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, EEV currently yields 8.08% against 1.01% for SPY.

Holdings Overlap

0.0%overlap

EEV 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, EEV or SPY?

EEV 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, EEV or SPY?

Over the past year EEV returned -50.21% vs +23.66% for SPY, so SPY leads on 1-year performance. Over the longest common window we track (19 years), EEV annualized -25.89% vs +8.85% for SPY. Past performance does not guarantee future results.

Which is riskier, EEV or SPY?

EEV has been the more volatile fund at 37.5% annualized versus 15.3% for SPY. Worst drawdown: EEV -99.9% vs SPY -56.5%.

Should I hold both EEV and SPY?

EEV and SPY have a monthly-return correlation of -0.64, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between EEV and SPY?

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

Which pays a higher dividend, EEV or SPY?

EEV yields 8.08% while SPY yields 1.01%, so EEV currently pays the higher dividend yield.

Get Full ETF Analytics

Access complete holdings data, overlap analysis, screener tools, and more with FundXLS.