SMTG vs SPY

SMTG vs SPY
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Quick Verdict

SPY has a lower expense ratio. SPY offers more diversification with 505 holdings.

Lower Fees: SPYHigher Returns: TiedMore Diversified: SPY

Side-by-Side Comparison

MetricSMTGSPYWinner
Expense Ratio0.99%0.09%
AUM$594,786.25$821.1B
Dividend Yield0.00%1.01%
Holdings5505
YTD Return-37.68%+14.24%
1Y Return-+21.71%
3Y Return (annualized)-+22.10%
5Y Return (annualized)-+13.21%
Volatility (annualized)-15.3%
Max Drawdown-63.7%-56.5%
Fund FamilyLeverage SharesState Street Investment Management
CategoryAlternativeEquity
InceptionJun 23, 2026Jan 22, 1993

SMTG vs SPY Performance

Leverage Shares 2X Long SMTC Daily ETF (SMTG) is a ETF from Leverage Shares and State Street SPDR S&P 500 ETF Trust (SPY) is a ETF from State Street Investment Management. Year to date, SMTG is down 37.68% versus a gain of 14.24% for SPY.

Risk: Volatility and Drawdowns

The deepest peak-to-trough decline in our data was -63.7% for SMTG and -56.5% for SPY. Drawdown depth is worth weighing if you expect to sell during market stress rather than ride it out.

Fees and Cost Over Time

SMTG charges 0.99% per year while SPY charges 0.09%. On a $10,000 position that is $99 vs $9 annually, a gap of $90 per year that compounds over a long holding period. On income, SMTG currently yields 0.00% against 1.01% for SPY.

Holdings Overlap

0.0%overlap

SMTG and SPY share 0 holdings out of 505 unique holdings combined, representing a 0.0% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Frequently Asked Questions

Which is cheaper, SMTG or SPY?

SMTG has an expense ratio of 0.99% while SPY charges 0.09%. SPY is the cheaper option. On a $10,000 investment, that is $90 per year of difference.

What is the holdings overlap between SMTG and SPY?

SMTG and SPY share 0 common holdings with a 0.0% weight overlap. Combined, they hold 505 unique securities.

Which pays a higher dividend, SMTG or SPY?

SMTG yields 0.00% while SPY yields 1.01%, so SPY currently pays the higher dividend yield.

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