SPY vs UMCU

SPY vs UMCU

Which is better, SPY or UMCU?

Large Cap Blend against Trading-Leveraged Equity.

SPY has a lower expense ratio.

Lower Fees: 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

MetricSPYUMCU
Expense Ratio0.09%Best1.49%
AUM$804.7B$437,072.82
Dividend Yield0.98%0.00%
Holdings505-
YTD Return+11.45%+26.68%Best
1Y Return+15.87%-
3Y Return (annualized)+20.93%-
5Y Return (annualized)+12.59%-
Fund FamilyState Street Investment ManagementTradr ETFs
CategoryEquityAlternative
StyleLarge Cap BlendTrading-Leveraged Equity
InceptionJan 22, 1993Aug 10, 2026

Not shown on this pair: Volatility (annualized), Max Drawdown, $10,000 over the window, Top 10 Weight.

SPY vs UMCU 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 is available from the range buttons; it is not the opening view here because over the whole period one of these two funds moves so much further than the other that its line would sit flat on the axis.

SPY vs UMCU Performance

State Street SPDR S&P 500 ETF Trust (SPY) is an ETF from State Street Investment Management and Tradr 2X Long UMC Daily ETF (UMCU) is an ETF from Tradr ETFs. Year to date, SPY is up 11.45% versus a gain of 26.68% for UMCU.

Past performance does not guarantee future results.

Fees and Cost Over Time

SPY charges 0.09% per year while UMCU charges 1.49%. On a $10,000 position that is $9 vs $149 annually, a gap of $140 per year that compounds over a long holding period. On income, SPY currently yields 0.98% against 0.00% for UMCU.

You are not choosing between two funds in isolation.

Whichever of SPY and UMCU you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.

SPYUMCU

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, SPY or UMCU?

SPY has an expense ratio of 0.09% while UMCU charges 1.49%. SPY is the cheaper option, by $140 a year on a $10,000 investment.

Which pays a higher dividend, SPY or UMCU?

SPY yields 0.98% while UMCU yields 0.00%, so SPY currently pays the higher dividend yield.

Is UMCU better than SPY?

SPY has a lower expense ratio. Which one suits a particular account depends on what it is for. This is information, not a recommendation.