ETHD 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

MetricETHDSPYWinner
Expense Ratio0.99%0.09%
AUM$46M$789.1B
Dividend Yield2.58%1.01%
Holdings4505
YTD Return+31.86%+13.79%
1Y Return+11.70%+23.66%
3Y Return (annualized)-+21.40%
5Y Return (annualized)-+13.37%
Volatility (annualized)126.6%15.3%
Max Drawdown-95.6%-56.5%
Fund FamilyProSharesState Street Investment Management
CategoryAlternativeEquity
InceptionJun 7, 2024Jan 22, 1993

ETHD vs SPY Performance

ProShares UltraShort Ether ETF (ETHD) 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 ETHD returned +11.70% while SPY returned +23.66%. Year to date, ETHD is up 31.86% versus a gain of 13.79% for SPY.

Risk: Volatility and Drawdowns

ETHD has been the more volatile fund, with annualized monthly volatility of 126.6% 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 -95.6% for ETHD 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 -0.38. They move independently enough that combining them can meaningfully diversify a portfolio.

Fees and Cost Over Time

ETHD charges 0.99% per year while SPY charges 0.09%. On a $10,000 position that is $99 vs $9 annually, a gap of $90 per year that compounds over a long holding period. On income, ETHD currently yields 2.58% against 1.01% for SPY.

Frequently Asked Questions

Which is cheaper, ETHD or SPY?

ETHD has an expense ratio of 0.99% while SPY charges 0.09%. SPY is the cheaper option. On a $10,000 investment, that is $90 per year of difference.

Which performed better, ETHD or SPY?

Over the past year ETHD returned +11.70% vs +23.66% for SPY, so SPY leads on 1-year performance. Over the longest common window we track (2 years), ETHD annualized -54.05% vs +8.85% for SPY. Past performance does not guarantee future results.

Which is riskier, ETHD or SPY?

ETHD has been the more volatile fund at 126.6% annualized versus 15.3% for SPY. Worst drawdown: ETHD -95.6% vs SPY -56.5%.

Should I hold both ETHD and SPY?

ETHD and SPY have a monthly-return correlation of -0.38, so combining them can provide real diversification depending on your allocation goals.

Which pays a higher dividend, ETHD or SPY?

ETHD yields 2.58% while SPY yields 1.01%, so ETHD currently pays the higher dividend yield.

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