SPXE vs SPY

SPXE vs SPY

Which is better, SPXE or SPY?

Each has led over a different period.

SPXE led over 3Y and the full window, SPY over 1Y and 5Y. The two have moved almost in lockstep, correlation 0.99. SPY is less concentrated, with 38.0% of the fund in its ten largest positions against 39.1%.

Lower Fees: TiedHigher Returns: splitLess Concentrated: 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

MetricSPXESPY
Expense Ratio0.09%Tie0.09%Tie
AUM$87M$804.7B
Dividend Yield0.94%0.98%
Holdings483505
YTD Return+11.70%+12.47%Best
1Y Return+16.44%+17.51%Best
3Y Return (annualized)+21.34%Best+21.18%
5Y Return (annualized)+12.37%+12.88%Best
Volatility (annualized)15.2%15.1%Best
Max Drawdown-32.3%Best-34.1%
$10,000 over 5 years$17,916$18,327Best
Top 10 Weight39.1%38.0%Best
Fund FamilyProSharesState Street Investment Management
CategoryEquityEquity
StyleLarge Cap BlendLarge Cap Blend
InceptionSep 22, 2015Jan 22, 1993

Volatility and max drawdown are measured over the window both funds cover: Sep 24, 2015 to Sep 11, 2026 (11 years).

SPXE vs SPY growth

Month-end closes. Both lines start at 0% in the first month shown, so the gap between them is the difference in growth across that window. The full view covers the 11 years both funds cover.

SPXE vs SPY Performance

ProShares S&P 500 Ex-Energy ETF (SPXE) is an ETF from ProShares and State Street SPDR S&P 500 ETF Trust (SPY) is an ETF from State Street Investment Management. Over the past year SPXE returned +16.44% while SPY returned +17.51%. Year to date, SPXE is up 11.70% versus a gain of 12.47% for SPY.

Over three years, SPXE compounded at +21.34% per year against +21.18% for SPY; over five years the annualized figures are +12.37% and +12.88% respectively. Across the full 11-year window we track, SPXE has the edge at +14.45% annualized vs +14.15%.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

SPXE has been the more volatile fund, with annualized monthly volatility of 15.2% compared with 15.1% 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 -32.3% for SPXE and -34.1% 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 0.99. They move almost in lockstep, so holding both mostly duplicates the same exposure.

Fees and Cost Over Time

SPXE charges 0.09% per year while SPY charges 0.09%. On a $10,000 position that is $9 vs $9 annually. On income, SPXE currently yields 0.94% against 0.98% for SPY.

Holdings Overlap

SPXE already in SPY98.7%
SPY already in SPXE96.0%

98.7% of SPXE's money is in holdings SPY also owns. 96.0% of SPY's money is in holdings SPXE also owns.

Most of SPXE is already inside SPY. Owning both mostly buys the same companies twice.

470 positions in common, counted across the 482 positions we hold weights for in SPXE and 504 in SPY, against full books of 483 and 505.

What only one of them owns

Our book lists 29 positions for SPY that do not appear in our book for SPXE (3.7% of the fund), and 1 for SPXE that do not appear in SPY (0.2%).

Some of those will be the same company recorded under a different code in one of the two books, so the real difference in what you would own is no larger than this and may be smaller. We do not name the individual positions here for that reason.

Top Shared Holdings

StockWeight in SPXEWeight in SPYDifference
NVDANvidia Corp.8.22%7.71%0.51%
AAPLApple, Inc7.07%6.83%0.24%
MSFTMicrosoft Corp 4.100 Feb 06 375.61%5.50%0.11%
AMZNAmazon.Com Inc4.13%4.08%0.05%
GOOGLAlphabet A Usd 0.0013.29%3.33%0.04%
AVGOBroadcom Inc3.07%2.97%0.10%
GOOGAlphabet Inc2.64%2.67%0.03%
METAMeta Platforms, Inc.2.00%1.94%0.06%
MUMicron Technology, Inc.1.56%1.51%0.05%
JPMJpmorgan Chase & Co.1.49%1.44%0.05%

98.7% of SPXE is already inside SPY.

You probably hold more than these two. Add the rest and see how much of the whole book is the same companies twice.

SPXESPY

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Frequently Asked Questions

Which is cheaper, SPXE or SPY?

SPXE has an expense ratio of 0.09% while SPY charges 0.09%. At the precision these are quoted to, they cost the same.

Which performed better, SPXE or SPY?

Over the past year SPXE returned +16.44% vs +17.51% for SPY, so SPY leads on 1-year performance. Over the longest common window we track (11 years), SPXE annualized +14.45% vs +14.15% for SPY. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, SPXE or SPY?

SPXE has been the more volatile fund at 15.2% annualized versus 15.1% for SPY. Worst drawdown: SPXE -32.3% vs SPY -34.1%.

Should I hold both SPXE and SPY?

SPXE and SPY have a monthly-return correlation of 0.99, so they move almost identically. What is left to separate them is the fee and the index each one tracks. This is information, not a recommendation.

What is the holdings overlap between SPXE and SPY?

98.7% of SPXE's money is in holdings SPY also owns. 96.0% of SPY's is in holdings SPXE also owns. They hold 470 positions in common, counted across the 482 positions we hold weights for in SPXE and 504 in SPY.

Which pays a higher dividend, SPXE or SPY?

SPXE yields 0.94% while SPY yields 0.98%, so SPY currently pays the higher dividend yield.

Is SPY better than SPXE?

SPXE led over 3Y and the full window, SPY over 1Y and 5Y. The two have moved almost in lockstep, correlation 0.99. SPY is less concentrated, with 38.0% of the fund in its ten largest positions against 39.1%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.