PBRG vs SPY
Leverage Shares 2X Long PBR Daily ETF vs State Street SPDR S&P 500 ETF Trust
Which is better, PBRG or SPY?
Trading-Leveraged Equity against Large Cap Blend.
SPY has a lower expense ratio.
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
| Metric | PBRG | SPY |
|---|---|---|
| Expense Ratio | 0.75% | 0.09%Best |
| AUM | $2M | $823.2B |
| Dividend Yield | 0.00% | 0.99% |
| Holdings | 10 | 1,515 |
| Fund Family | Leverage Shares | State Street Investment Management |
| Category | Alternative | Equity |
| Style | Trading-Leveraged Equity | Large Cap Blend |
| Inception | Dec 18, 2025 | Jan 22, 1993 |
Not shown on this pair: YTD Return, 1Y Return, 3Y Return (annualized), 5Y Return (annualized), Volatility (annualized), Max Drawdown, $10,000 over the window, Top 10 Weight.
The two price series end 11 days apart, so a return over any period would be measuring two different stretches of market. Those rows are withheld. PBRG has data through Oct 19, 2026 and SPY through Oct 30, 2026.
Fees and Cost Over Time
PBRG charges 0.75% per year while SPY charges 0.09%. On a $10,000 position that is $75 vs $9 annually, a gap of $66 per year that compounds over a long holding period. On income, PBRG currently yields 0.00% against 0.99% for SPY.
Holdings Overlap
We hold position weights for 1 holding in PBRG and 504 in SPY, totalling 59.4% and 99.8% of the two funds. The two books name no position in common, so there is no overlap percentage to show.
0 positions in common, counted across the 1 positions we hold weights for in PBRG and 504 in SPY, against full books of 10 and 1,515.
You are not choosing between two funds in isolation.
Whichever of PBRG and SPY you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.
Free for up to 10 holdings. No account needed.
Frequently Asked Questions
Which is cheaper, PBRG or SPY?
PBRG has an expense ratio of 0.75% while SPY charges 0.09%. SPY is the cheaper option, by $66 a year on a $10,000 investment.
Which pays a higher dividend, PBRG or SPY?
PBRG yields 0.00% while SPY yields 0.99%, so SPY currently pays the higher dividend yield.
Is SPY better than PBRG?
SPY has a lower expense ratio. Which one suits a particular account depends on what it is for. This is information, not a recommendation.