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EQRR vs SPY

Comparison between PROSHARES EQUITIES FOR RISING RATES ETF (EQRR, ETF) and SPDR S&P 500 ETF Trust (SPY, ETF).

5-Year PerformanceEQRR has outperformed SPY, delivering a return of +14.0% compared to +13.0%

EQRR vs SPY - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
EQRR
$38M
Winner
SPY
$781B
Expense Ratio
EQRR
0.35%
Winner
SPY
0.09%
Max Drawdown
EQRR
59.49%
Winner
SPY
56.47%
Sharpe Ratio
Winner
EQRR
1.92
SPY
1.25
5Y Beta
Winner
EQRR
0.75
SPY
1.00
P/E Ratio
Winner
EQRR
20.89
SPY
28.78
Forward P/E
Winner
EQRR
14.05
SPY
21.23
PEG Ratio
EQRR
0.64
SPY
N/A
5Y Dividends CAGR
EQRR
5.42%
Winner
SPY
6.00%
5Y EPS CAGR
EQRR
16.81%
Winner
SPY
25.62%
Debt to Equity
Winner
EQRR
-123.19%
SPY
31.92%
P/S Ratio
Winner
EQRR
1.92
SPY
3.76
P/B Ratio
Winner
EQRR
3.03
SPY
5.64

EQRR vs SPY - Holdings Comparison

EQRR and SPY have 47 common holdings. Overlap is 14.13%

EQRR's top 25 holdings weight is 65.81%. SPY's top 25 holdings weight is 51.74%.

RankEQRRSPY
#1
MARATHON PETROLEUM CORP (MPC) - 3.05%
NVIDIA CORP (NVDA) - 7.89%
#2
OCCIDENTAL PETROLEUM CORP (OXY) - 3.00%
APPLE INC (AAPL) - 7.37%
#3
VALERO ENERGY CORP (VLO) - 2.98%
MICROSOFT CORP (MSFT) - 4.50%
#4
CONOCOPHILLIPS (COP) - 2.97%
AMAZON.COM INC (AMZN) - 3.82%
#5
EOG RESOURCES INC (EOG) - 2.95%
ALPHABET INC CLASS A (GOOGL) - 3.33%
#6
CHEVRON CORP (CVX) - 2.95%
BROADCOM INC (AVGO) - 2.86%
#7
DEVON ENERGY CORP (DVN) - 2.92%
ALPHABET INC CLASS C (GOOG) - 2.68%
#8
DIAMONDBACK ENERGY INC (FANG) - 2.91%
META PLATFORMS INC CLASS A (META) - 2.29%
#9
HALLIBURTON CO (HAL) - 2.87%
TESLA INC (TSLA) - 1.70%
#10
BAKER HUGHES CO CLASS A (BKR) - 2.80%
MICRON TECHNOLOGY INC (MU) - 1.56%
#11
ZSCALER INC (ZS) - 2.74%
JPMORGAN CHASE & CO (JPM) - 1.42%
#12
CROWDSTRIKE HOLDINGS INC CLASS A (CRWD) - 2.69%
ELI LILLY AND CO (LLY) - 1.40%
#13
PALO ALTO NETWORKS INC (PANW) - 2.69%
BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.37%
#14
APPLOVIN CORP ORDINARY SHARES CLASS A (APP) - 2.68%
ADVANCED MICRO DEVICES INC (AMD) - 1.32%
#15
ALPHABET INC CLASS A (GOOGL) - 2.63%
EXXONMOBIL HOLDINGS CORP (XOM) - 0.92%
#16
FORTINET INC (FTNT) - 2.54%
JOHNSON & JOHNSON (JNJ) - 0.91%
#17
NVIDIA CORP (NVDA) - 2.48%
VISA INC CLASS A (V) - 0.90%
#18
VERTIV HOLDINGS CO CLASS A (VRT) - 2.44%
WALMART INC (WMT) - 0.76%
#19
HP INC (HPQ) - 2.43%
INTEL CORP (INTC) - 0.75%
#20
SYNOPSYS INC (SNPS) - 2.33%
APPLIED MATERIALS INC (AMAT) - 0.70%
#21
LPL FINANCIAL HOLDINGS INC (LPLA) - 2.22%
CISCO SYSTEMS INC (CSCO) - 0.68%
#22
AMERIPRISE FINANCIAL INC (AMP) - 2.17%
MASTERCARD INC CLASS A (MA) - 0.66%
#23
RAYMOND JAMES FINANCIAL INC (RJF) - 2.16%
ABBVIE INC (ABBV) - 0.66%
#24
ARES MANAGEMENT CORP ORDINARY SHARES CLASS A (ARES) - 2.14%
CATERPILLAR INC (CAT) - 0.65%
#25
METLIFE INC (MET) - 2.07%
LAM RESEARCH CORP (LRCX) - 0.64%
Total Holdings51505

EQRR vs SPY - Historical Returns

Returns include dividend reinvestment.

1M
EQRR
+0.15%
Winner
SPY
+0.52%
3M
Winner
EQRR
+10.56%
SPY
+6.55%
6M
Winner
EQRR
+23.71%
SPY
+9.76%
1Y
Winner
EQRR
+37.06%
SPY
+20.32%
5Y(CAGR)
Winner
EQRR
+14.01%
SPY
+13.01%
10Y(CAGR)
EQRR
+10.39%
Winner
SPY
+15.06%
Max(CAGR)
Winner
EQRR
+10.39%
SPY
+8.50%

EQRR vs SPY - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearEQRRSPY
2026+25.64%+10.11%
2025+14.89%+18.00%
2024+7.29%+25.59%
2023+10.33%+26.72%
2022+0.60%-18.64%
2021+34.92%+30.52%
2020-10.19%+17.28%
2019+17.43%+31.09%
2018-19.25%-5.24%
2017+15.64%+20.78%
2016N/A+13.59%
2015N/A+1.31%
2014N/A+14.56%
2013N/A+29.00%
2012N/A+14.17%
2011N/A+0.85%
2010N/A+13.14%
2009N/A+22.67%
2008N/A-36.25%
2007N/A+5.32%
2006N/A+13.85%
2005N/A+5.32%
2004N/A+10.75%
2003N/A+24.18%
2002N/A-22.42%
2001N/A-10.13%
2000N/A-8.84%
1999N/A+8.61%

EQRR vs SPY Drawdown Comparison

The maximum drawdown for EQRR was -57.93%, occurring on Mar 18, 2020. Recovery took 670 trading sessions.

The maximum drawdown for SPY was -55.20%, occurring on Mar 9, 2009. Recovery took 1224 trading sessions.

The current EQRR drawdown is -0.71%. The current SPY drawdown is -1.24%.

RankEQRRSPY
#1-57.93%
Aug 29, 2018 - Apr 29, 2021		-55.20%
Oct 9, 2007 - Aug 16, 2012
#2-21.74%
Jun 7, 2022 - Jan 13, 2023		-47.50%
Mar 24, 2000 - Oct 26, 2006
#3-18.78%
Feb 7, 2023 - Jan 30, 2024		-33.70%
Feb 19, 2020 - Aug 10, 2020
#4-17.76%
Nov 29, 2024 - Aug 22, 2025		-24.50%
Jan 3, 2022 - Dec 13, 2023
#5-11.78%
Jun 8, 2021 - Oct 15, 2021		-19.34%
Sep 20, 2018 - Apr 12, 2019
#6-10.78%
Apr 5, 2024 - Nov 18, 2024		-18.76%
Feb 19, 2025 - Jun 26, 2025
#7-10.78%
Jan 26, 2018 - May 16, 2018		-13.02%
Jul 20, 2015 - Apr 18, 2016
#8-10.77%
Mar 25, 2022 - Jun 7, 2022		-10.10%
Jan 26, 2018 - Aug 6, 2018
#9-9.30%
Jan 12, 2022 - Feb 9, 2022		-9.44%
Sep 2, 2020 - Nov 11, 2020
#10-9.14%
Nov 8, 2021 - Jan 4, 2022		-9.30%
Jan 19, 2000 - Mar 17, 2000
#11-8.94%
Feb 9, 2022 - Mar 25, 2022		-9.05%
Jul 19, 2007 - Oct 5, 2007
#12-6.45%
Jun 11, 2018 - Aug 29, 2018		-8.88%
Jan 27, 2026 - Apr 14, 2026
#13-6.22%
Jul 25, 2017 - Sep 22, 2017		-8.41%
Jul 16, 2024 - Sep 19, 2024
#14-4.95%
Nov 11, 2025 - Nov 28, 2025		-7.35%
Sep 14, 2012 - Jan 2, 2013
#15-4.18%
Sep 26, 2025 - Nov 11, 2025		-7.27%
Sep 18, 2014 - Oct 31, 2014

Correlation

Correlation between EQRR and SPY is 0.92 which considered as a very strong positive correlation - the stocks move almost identically together.

0.92
-101

Dividend Comparison (1999 - 2026)

EQRR vs SPY dividend yield comparison.

YearEQRRSPY
20260.53%0.49%
20251.70%1.07%
20242.17%1.21%
20232.77%1.40%
20222.34%1.65%
20211.71%1.20%
20202.17%1.52%
20192.05%1.75%
20182.47%2.04%
20170.69%1.80%
20160.00%2.03%
20150.00%2.06%
20140.00%1.87%
20130.00%1.81%
20120.00%2.18%
20110.00%2.05%
20100.00%1.80%
20090.00%1.95%
20080.00%3.02%
20070.00%1.85%
20060.00%1.73%
20050.00%1.73%
20040.00%1.82%
20030.00%1.47%
20020.00%1.70%
20010.00%1.25%
20000.00%1.15%
19990.00%0.24%

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