MYY vs SPY

MYY vs SPY
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Quick Verdict

SPY has a lower expense ratio. SPY delivered stronger 1-year returns. SPY offers more diversification with 505 holdings.

Lower Fees: SPYHigher Returns: SPYMore Diversified: SPY

Side-by-Side Comparison

MetricMYYSPYWinner
Expense Ratio0.95%0.09%
AUM$3M$821.1B
Dividend Yield4.28%1.01%
Holdings6505
YTD Return-11.35%+12.68%
1Y Return-15.02%+21.82%
3Y Return (annualized)-10.34%+21.98%
5Y Return (annualized)-6.48%+12.89%
Volatility (annualized)18.0%15.3%
Max Drawdown-96.0%-56.5%
Fund FamilyProSharesState Street Investment Management
CategoryAlternativeEquity
InceptionJun 19, 2006Jan 22, 1993

MYY vs SPY Performance

ProShares Short MidCap400 (MYY) 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 MYY returned -15.02% while SPY returned +21.82%. Year to date, MYY is down 11.35% versus a gain of 12.68% for SPY.

Over three years, MYY compounded at -10.34% per year against +21.98% for SPY; over five years the annualized figures are -6.48% and +12.89% respectively. Across the full 20-year window we track, SPY has the edge at +8.81% annualized vs -12.79%. Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

MYY has been the more volatile fund, with annualized monthly volatility of 18.0% 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 -96.0% for MYY 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 -0.89. They move independently enough that combining them can meaningfully diversify a portfolio.

Fees and Cost Over Time

MYY 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, MYY currently yields 4.28% against 1.01% for SPY.

Frequently Asked Questions

Which is cheaper, MYY or SPY?

MYY 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, MYY or SPY?

Over the past year MYY returned -15.02% vs +21.82% for SPY, so SPY leads on 1-year performance. Over the longest common window we track (20 years), MYY annualized -12.79% vs +8.81% for SPY. Past performance does not guarantee future results.

Which is riskier, MYY or SPY?

MYY has been the more volatile fund at 18.0% annualized versus 15.3% for SPY. Worst drawdown: MYY -96.0% vs SPY -56.5%.

Should I hold both MYY and SPY?

MYY and SPY have a monthly-return correlation of -0.89, so combining them can provide real diversification depending on your allocation goals.

Which pays a higher dividend, MYY or SPY?

MYY yields 4.28% while SPY yields 1.01%, so MYY currently pays the higher dividend yield.

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