Quick Verdict

SPY has a lower expense ratio. SBIT delivered stronger 1-year returns. SPY offers more diversification with 503 holdings.

Lower Fees: SPYHigher Returns: SBITMore Diversified: SPY

Side-by-Side Comparison

MetricSBITSPYWinner
Expense Ratio0.97%0.09%
AUM$156M$789.1B
Dividend Yield2.87%1.01%
Holdings6505
YTD Return+36.60%+13.79%
1Y Return+100.42%+23.66%
3Y Return (annualized)-+21.40%
5Y Return (annualized)-+13.37%
Volatility (annualized)84.4%15.3%
Max Drawdown-91.3%-56.5%
Fund FamilyProSharesState Street Investment Management
CategoryAlternativeEquity
InceptionApr 2, 2024Jan 22, 1993

SBIT vs SPY Performance

ProShares UltraShort Bitcoin ETF (SBIT) 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 SBIT returned +100.42% while SPY returned +23.66%. Year to date, SBIT is up 36.60% versus a gain of 13.79% for SPY.

Risk: Volatility and Drawdowns

SBIT has been the more volatile fund, with annualized monthly volatility of 84.4% 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 -91.3% for SBIT 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 -0.36. They move independently enough that combining them can meaningfully diversify a portfolio.

Fees and Cost Over Time

SBIT charges 0.97% per year while SPY charges 0.09%. On a $10,000 position that is $97 vs $9 annually, a gap of $88 per year that compounds over a long holding period. On income, SBIT currently yields 2.87% against 1.01% for SPY.

Frequently Asked Questions

Which is cheaper, SBIT or SPY?

SBIT has an expense ratio of 0.97% while SPY charges 0.09%. SPY is the cheaper option. On a $10,000 investment, that is $88 per year of difference.

Which performed better, SBIT or SPY?

Over the past year SBIT returned +100.42% vs +23.66% for SPY, so SBIT leads on 1-year performance. Over the longest common window we track (2 years), SBIT annualized -43.63% vs +8.85% for SPY. Past performance does not guarantee future results.

Which is riskier, SBIT or SPY?

SBIT has been the more volatile fund at 84.4% annualized versus 15.3% for SPY. Worst drawdown: SBIT -91.3% vs SPY -56.5%.

Should I hold both SBIT and SPY?

SBIT and SPY have a monthly-return correlation of -0.36, so combining them can provide real diversification depending on your allocation goals.

Which pays a higher dividend, SBIT or SPY?

SBIT yields 2.87% while SPY yields 1.01%, so SBIT currently pays the higher dividend yield.

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