SPY vs SSO

SPY vs SSO

Which is better, SPY or SSO?

Large Cap Blend against Multi Alternative.

SPY has a lower expense ratio. SSO led over 1Y, 3Y, 5Y and the full window. The two have moved almost in lockstep, correlation 1.00.

Lower Fees: SPYHigher Returns: SSO

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

MetricSPYSSO
Expense Ratio0.09%Best0.87%
AUM$804.7B$8.7B
Dividend Yield0.98%0.64%
Holdings505521
YTD Return+12.99%+21.64%Best
1Y Return+16.73%+27.21%Best
3Y Return (annualized)+22.52%+38.07%Best
5Y Return (annualized)+13.07%+17.68%Best
Volatility (annualized)15.2%Best31.1%
Max Drawdown-56.5%Best-85.5%
$10,000 over 5 years$18,481$22,569Best
Fund FamilyState Street Investment ManagementProShares
CategoryEquityAlternative
StyleLarge Cap BlendMulti Alternative
InceptionJan 22, 1993Jun 19, 2006

Not shown on this pair: Top 10 Weight.

Volatility and max drawdown are measured over the window both funds cover: Jun 21, 2006 to Sep 23, 2026 (20.3 years).

SPY vs SSO 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 20.3 years both funds cover.

SPY vs SSO Performance

State Street SPDR S&P 500 ETF Trust (SPY) is an ETF from State Street Investment Management and ProShares Ultra S&P500 (SSO) is an ETF from ProShares. Over the past year SPY returned +16.73% while SSO returned +27.21%. Year to date, SPY is up 12.99% versus a gain of 21.64% for SSO.

Over three years, SPY compounded at +22.52% per year against +38.07% for SSO; over five years the annualized figures are +13.07% and +17.68% respectively. Across the full 20-year window we track, SSO has the edge at +14.73% annualized vs +9.78%.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

SSO has been the more volatile fund, with annualized monthly volatility of 31.1% compared with 15.2% 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 -56.5% for SPY and -85.5% for SSO. Drawdown depth is what each fund did in the worst stretch of the window measured above.

The two funds' monthly returns correlate at 1.00. They move almost in lockstep, so holding both mostly duplicates the same exposure.

Fees and Cost Over Time

SPY charges 0.09% per year while SSO charges 0.87%. On a $10,000 position that is $9 vs $87 annually, a gap of $78 per year that compounds over a long holding period. On income, SPY currently yields 0.98% against 0.64% for SSO.

Holdings Overlap

SPY already in SSO98.6%

At least 98.6% of SPY's money is in holdings SSO also owns.

Stated as a floor: for SSO, our book for it covers 83.7% of that fund, so a holding it does not list is one we cannot count as shared. The real figure is this or higher.

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

493 positions in common, counted across the 504 positions we hold weights for in SPY and 503 in SSO, against full books of 505 and 521.

Top Shared Holdings

StockWeight in SPYWeight in SSODifference
NVDANvidia Corp8.01%5.56%2.45%
AAPLApple, Inc7.26%4.84%2.42%
MSFTMicrosoft Corp5.66%3.92%1.74%
AMZNAmazon.Com Inc3.79%2.64%1.15%
GOOGLAlphabet Inc,class A2.99%2.07%0.92%
AVGOBroadcom Inc2.66%1.82%0.84%
GOOGAlphabet Inc2.39%1.65%0.74%
METAMeta Platforms Inc1.93%1.31%0.62%
MUMicron Technology, Inc.1.60%1.12%0.48%
TSLATesla Inc1.52%1.08%0.44%

98.6% of SPY is already inside SSO.

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

SPYSSO

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, SPY or SSO?

SPY has an expense ratio of 0.09% while SSO charges 0.87%. SPY is the cheaper option, by $78 a year on a $10,000 investment.

Which performed better, SPY or SSO?

Over the past year SPY returned +16.73% vs +27.21% for SSO, so SSO leads on 1-year performance. Over the longest common window we track (20 years), SPY annualized +9.78% vs +14.73% for SSO. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, SPY or SSO?

SSO has been the more volatile fund at 31.1% annualized versus 15.2% for SPY. Worst drawdown: SPY -56.5% vs SSO -85.5%.

Should I hold both SPY and SSO?

SPY and SSO have a monthly-return correlation of 1.00, 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 SPY and SSO?

At least 98.6% of SPY's money is in holdings SSO also owns. Our book for SSO is partial, so the real figure is this or higher. They hold 493 positions in common, counted across the 504 positions we hold weights for in SPY and 503 in SSO.

Which pays a higher dividend, SPY or SSO?

SPY yields 0.98% while SSO yields 0.64%, so SPY currently pays the higher dividend yield.

Is SSO better than SPY?

SPY has a lower expense ratio. SSO led over 1Y, 3Y, 5Y and the full window. The two have moved almost in lockstep, correlation 1.00. Which one suits a particular account depends on what it is for. This is information, not a recommendation.