SPXU vs VOO

SPXU vs VOO
See what your portfolio actually owns
Your funds unpacked, overlap, fees and score, free on screen. The full report is $25, once. Download sample.
X-ray my portfolio free

Quick Verdict

VOO has a lower expense ratio. VOO delivered stronger 1-year returns. VOO offers more diversification with 509 holdings.

Lower Fees: VOOHigher Returns: VOOMore Diversified: VOO

Side-by-Side Comparison

MetricSPXUVOOWinner
Expense Ratio0.90%0.03%
AUM$365M$997.4B
Dividend Yield6.79%1.08%
Holdings19509
YTD Return-27.85%+12.25%
1Y Return-40.44%+20.92%
3Y Return (annualized)-42.55%+21.79%
5Y Return (annualized)-33.15%+13.05%
Volatility (annualized)39.6%14.1%
Max Drawdown-100.0%-34.3%
Fund FamilyProSharesVanguard (US)
CategoryAlternativeEquity
InceptionJun 23, 2009Sep 7, 2010

SPXU vs VOO Performance

ProShares UltraPro Short S&P500 (SPXU) is a ETF from ProShares and Vanguard S&P 500 ETF (VOO) is a ETF from Vanguard (US). Over the past year SPXU returned -40.44% while VOO returned +20.92%. Year to date, SPXU is down 27.85% versus a gain of 12.25% for VOO.

Over three years, SPXU compounded at -42.55% per year against +21.79% for VOO; over five years the annualized figures are -33.15% and +13.05% respectively. Across the full 16-year window we track, VOO has the edge at +13.45% annualized vs -42.56%. Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

SPXU has been the more volatile fund, with annualized monthly volatility of 39.6% compared with 14.1% for VOO. 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 -100.0% for SPXU and -34.3% for VOO. 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 -0.95. They move independently enough that combining them can meaningfully diversify a portfolio.

Fees and Cost Over Time

SPXU charges 0.90% per year while VOO charges 0.03%. On a $10,000 position that is $90 vs $3 annually, a gap of $87 per year that compounds over a long holding period. On income, SPXU currently yields 6.79% against 1.08% for VOO.

Holdings Overlap

0.0%overlap

SPXU and VOO share 0 holdings out of 506 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, SPXU or VOO?

SPXU has an expense ratio of 0.90% while VOO charges 0.03%. VOO is the cheaper option. On a $10,000 investment, that is $87 per year of difference.

Which performed better, SPXU or VOO?

Over the past year SPXU returned -40.44% vs +20.92% for VOO, so VOO leads on 1-year performance. Over the longest common window we track (16 years), SPXU annualized -42.56% vs +13.45% for VOO. Past performance does not guarantee future results.

Which is riskier, SPXU or VOO?

SPXU has been the more volatile fund at 39.6% annualized versus 14.1% for VOO. Worst drawdown: SPXU -100.0% vs VOO -34.3%.

Should I hold both SPXU and VOO?

SPXU and VOO have a monthly-return correlation of -0.95, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between SPXU and VOO?

SPXU and VOO share 0 common holdings with a 0.0% weight overlap. Combined, they hold 506 unique securities.

Which pays a higher dividend, SPXU or VOO?

SPXU yields 6.79% while VOO yields 1.08%, so SPXU currently pays the higher dividend yield.

Get Full ETF Analytics

Access complete holdings data, overlap analysis, screener tools, and more with FundXLS.

See what your portfolio actually owns
Your funds unpacked, overlap, fees and score, free on screen. The full report is $25, once. Download sample.
X-ray my portfolio free