ETHU vs SPY

ETHU vs SPY

Which is better, ETHU or SPY?

Multi Alternative against Large Cap Blend.

SPY has a lower expense ratio. SPY led over 1Y and the full window.

Lower Fees: SPYHigher Returns: SPY

MarketXLS is not an investment adviser. This comparison is generated automatically from market data and is for information only. A Best mark means the better reading on that one measure, not a recommendation to buy.

Side-by-Side Comparison

MetricETHUSPY
Expense Ratio2.97%0.09%Best
AUM$1.1B$804.7B
Dividend Yield2.23%0.98%
Holdings3505
YTD Return-50.86%+12.09%Best
1Y Return-81.53%+16.29%Best
3Y Return (annualized)-+21.20%
5Y Return (annualized)-+13.37%
Volatility (annualized)155.3%11.9%Best
Max Drawdown-96.5%-18.8%Best
$10,000 over 2.3 years$969$14,833Best
Fund FamilyVolatility Shares, LLCState Street Investment Management
CategoryAlternativeEquity
StyleMulti AlternativeLarge Cap Blend
InceptionJun 4, 2024Jan 22, 1993

Not shown on this pair: Top 10 Weight.

Volatility and max drawdown, and the $10,000 over 2.3 years row, are measured over the window both funds cover: Jun 4, 2024 to Sep 18, 2026 (2.3 years).

ETHU vs SPY growth

Month-end closes. Both lines start at 0% in the first month shown, so the gap between them is the difference in growth across that window. The full view covers the 2.3 years both funds cover.

ETHU vs SPY Performance

2x Ether ETF (ETHU) is an ETF from Volatility Shares, LLC and State Street SPDR S&P 500 ETF Trust (SPY) is an ETF from State Street Investment Management. Over the past year ETHU returned -81.53% while SPY returned +16.29%. Year to date, ETHU is down 50.86% versus a gain of 12.09% for SPY.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

ETHU has been the more volatile fund, with annualized monthly volatility of 155.3% compared with 11.9% 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 -96.5% for ETHU and -18.8% for SPY. Drawdown depth is what each fund did in the worst stretch of the window measured above.

The two funds' monthly returns correlate at 0.41. They move together some of the time, and apart the rest.

Fees and Cost Over Time

ETHU charges 2.97% per year while SPY charges 0.09%. On a $10,000 position that is $297 vs $9 annually, a gap of $288 per year that compounds over a long holding period. On income, ETHU currently yields 2.23% against 0.98% for SPY.

You are not choosing between two funds in isolation.

Whichever of ETHU and SPY you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.

ETHUSPY

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, ETHU or SPY?

ETHU has an expense ratio of 2.97% while SPY charges 0.09%. SPY is the cheaper option, by $288 a year on a $10,000 investment.

Which performed better, ETHU or SPY?

Over the past year ETHU returned -81.53% vs +16.29% for SPY, so SPY leads on 1-year performance. Over the longest common window we track (2 years), ETHU annualized -63.76% vs +18.70% for SPY. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, ETHU or SPY?

ETHU has been the more volatile fund at 155.3% annualized versus 11.9% for SPY. Worst drawdown: ETHU -96.5% vs SPY -18.8%.

Should I hold both ETHU and SPY?

ETHU and SPY have a monthly-return correlation of 0.41, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.

Which pays a higher dividend, ETHU or SPY?

ETHU yields 2.23% while SPY yields 0.98%, so ETHU currently pays the higher dividend yield.

Is SPY better than ETHU?

SPY has a lower expense ratio. SPY led over 1Y and the full window. Which one suits a particular account depends on what it is for. This is information, not a recommendation.