OOTO vs SPY

OOTO vs SPY

Which is better, OOTO or SPY?

Trading-Leveraged Equity 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

MetricOOTOSPY
Expense Ratio1.07%0.09%Best
AUM$6M$804.7B
Dividend Yield1.27%0.98%
Holdings54505
Volatility (annualized)51.9%16.4%Best
Max Drawdown-66.9%-24.5%Best
$10,000 over 4.1 years$7,732$15,862Best
Fund FamilyDirexion Shares ETF TrustState Street Investment Management
CategoryAlternativeEquity
StyleTrading-Leveraged EquityLarge Cap Blend
InceptionJun 10, 2021Jan 22, 1993

Not shown on this pair: YTD Return, 1Y Return, 3Y Return (annualized), 5Y Return (annualized), Top 10 Weight.

The two price series end 414 days apart, so a return over any period would be measuring two different stretches of market. Those rows are withheld. OOTO has data through Jul 24, 2025 and SPY through Sep 11, 2026.

Volatility and max drawdown, and the $10,000 over 4.1 years row, are measured over the window both funds cover: Jun 10, 2021 to Jul 24, 2025 (4.1 years).

Risk: Volatility and Drawdowns

OOTO has been the more volatile fund, with annualized monthly volatility of 51.9% compared with 16.4% 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 -66.9% for OOTO and -24.5% 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 0.76. They usually move together, but the gap leaves some room for diversification.

Fees and Cost Over Time

OOTO charges 1.07% per year while SPY charges 0.09%. On a $10,000 position that is $107 vs $9 annually, a gap of $98 per year that compounds over a long holding period. On income, OOTO currently yields 1.27% against 0.98% for SPY.

You are not choosing between two funds in isolation.

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

OOTOSPY

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, OOTO or SPY?

OOTO has an expense ratio of 1.07% while SPY charges 0.09%. SPY is the cheaper option, by $98 a year on a $10,000 investment.

Which is riskier, OOTO or SPY?

OOTO has been the more volatile fund at 51.9% annualized versus 16.4% for SPY. Worst drawdown: OOTO -66.9% vs SPY -24.5%.

Should I hold both OOTO and SPY?

OOTO and SPY have a monthly-return correlation of 0.76, 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, OOTO or SPY?

OOTO yields 1.27% while SPY yields 0.98%, so OOTO currently pays the higher dividend yield.

Is SPY better than OOTO?

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.