EQRR vs SPY
Comparison between PROSHARES EQUITIES FOR RISING RATES ETF (EQRR, ETF) and SPDR S&P 500 ETF Trust (SPY, ETF).
5-Year PerformanceSPY has outperformed EQRR, delivering a return of +13.3% compared to +11.5%
EQRR vs SPY - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
EQRR
$45M
Winner
SPY
$735B
Expense Ratio
EQRR
0.35%
Winner
SPY
0.09%
Max Drawdown
EQRR
59.49%
Winner
SPY
56.47%
Sharpe Ratio
Winner
EQRR
2.12
SPY
1.62
5Y Beta
Winner
EQRR
0.73
SPY
1.00
P/E Ratio
Winner
EQRR
23.70
SPY
28.99
Forward P/E
Winner
EQRR
15.76
SPY
22.37
PEG Ratio
EQRR
0.85
SPY
N/A
5Y Dividends CAGR
Winner
EQRR
7.00%
SPY
5.43%
5Y EPS CAGR
EQRR
15.77%
Winner
SPY
26.05%
Debt to Equity
Winner
EQRR
4.34%
SPY
32.40%
P/S Ratio
Winner
EQRR
2.10
SPY
3.74
P/B Ratio
Winner
EQRR
3.08
SPY
5.61
EQRR vs SPY - Holdings Comparison
EQRR and SPY have 46 common holdings. Overlap is 16.66%
EQRR's top 25 holdings weight is 67.03%. SPY's top 25 holdings weight is 52.37%.
| Rank | EQRR | SPY |
|---|---|---|
| #1 | MARVELL TECHNOLOGY INC (MRVL) - 4.12% | NVIDIA CORP (NVDA) - 8.10% |
| #2 | CROWDSTRIKE HOLDINGS INC CLASS A (CRWD) - 3.70% | APPLE INC (AAPL) - 7.02% |
| #3 | ALPHABET INC CLASS A (GOOGL) - 3.13% | MICROSOFT CORP (MSFT) - 4.79% |
| #4 | NVIDIA CORP (NVDA) - 2.92% | AMAZON.COM INC (AMZN) - 4.02% |
| #5 | ZSCALER INC (ZS) - 2.92% | ALPHABET INC CLASS A (GOOGL) - 3.51% |
| #6 | LAM RESEARCH CORP (LRCX) - 2.87% | BROADCOM INC (AVGO) - 3.10% |
| #7 | SYNOPSYS INC (SNPS) - 2.87% | ALPHABET INC CLASS C (GOOG) - 2.79% |
| #8 | HALLIBURTON CO (HAL) - 2.83% | META PLATFORMS INC CLASS A (META) - 2.08% |
| #9 | MARATHON PETROLEUM CORP (MPC) - 2.78% | TESLA INC (TSLA) - 1.89% |
| #10 | VALERO ENERGY CORP (VLO) - 2.75% | MICRON TECHNOLOGY INC (MU) - 1.56% |
| #11 | BAKER HUGHES CO CLASS A (BKR) - 2.75% | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.37% |
| #12 | DIAMONDBACK ENERGY INC (FANG) - 2.74% | ELI LILLY AND CO (LLY) - 1.31% |
| #13 | KLA CORP (KLAC) - 2.68% | JPMORGAN CHASE & CO (JPM) - 1.28% |
| #14 | APPLIED MATERIALS INC (AMAT) - 2.67% | ADVANCED MICRO DEVICES INC (AMD) - 1.27% |
| #15 | EOG RESOURCES INC (EOG) - 2.57% | EXXON MOBIL CORP (XOM) - 0.97% |
| #16 | DEVON ENERGY CORP (DVN) - 2.54% | INTEL CORP (INTC) - 0.90% |
| #17 | CONOCOPHILLIPS (COP) - 2.49% | JOHNSON & JOHNSON (JNJ) - 0.86% |
| #18 | CHEVRON CORP (CVX) - 2.48% | VISA INC CLASS A (V) - 0.85% |
| #19 | OCCIDENTAL PETROLEUM CORP (OXY) - 2.47% | WALMART INC (WMT) - 0.81% |
| #20 | HP INC (HPQ) - 2.39% | CISCO SYSTEMS INC (CSCO) - 0.72% |
| #21 | INTERACTIVE BROKERS GROUP INC CLASS A (IBKR) - 2.31% | COSTCO WHOLESALE CORP (COST) - 0.69% |
| #22 | APOLLO GLOBAL MANAGEMENT INC (APO) - 2.15% | CATERPILLAR INC (CAT) - 0.66% |
| #23 | ARES MANAGEMENT CORP ORDINARY SHARES CLASS A (ARES) - 2.02% | MASTERCARD INC CLASS A (MA) - 0.62% |
| #24 | CITIGROUP INC (C) - 1.98% | LAM RESEARCH CORP (LRCX) - 0.62% |
| #25 | RAYMOND JAMES FINANCIAL INC (RJF) - 1.90% | ABBVIE INC (ABBV) - 0.58% |
| Total Holdings | 51 | 505 |
EQRR vs SPY - Historical Returns
Returns include dividend reinvestment.
1M
Winner
EQRR
+3.37%
SPY
+1.90%
3M
Winner
EQRR
+15.67%
SPY
+8.55%
6M
Winner
EQRR
+21.89%
SPY
+8.18%
1Y
Winner
EQRR
+38.33%
SPY
+25.79%
5Y(CAGR)
EQRR
+11.55%
Winner
SPY
+13.32%
10Y(CAGR)
EQRR
+10.11%
Winner
SPY
+15.19%
Max(CAGR)
Winner
EQRR
+10.11%
SPY
+8.47%
EQRR vs SPY - Annual Returns (1999 - 2026)
Returns include dividend reinvestment.
| Year | EQRR | SPY |
|---|---|---|
| 2026 | +21.34% | +8.26% |
| 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% |
| 2016 | N/A | +13.59% |
| 2015 | N/A | +1.31% |
| 2014 | N/A | +14.56% |
| 2013 | N/A | +29.00% |
| 2012 | N/A | +14.17% |
| 2011 | N/A | +0.85% |
| 2010 | N/A | +13.14% |
| 2009 | N/A | +22.67% |
| 2008 | N/A | -36.25% |
| 2007 | N/A | +5.32% |
| 2006 | N/A | +13.85% |
| 2005 | N/A | +5.32% |
| 2004 | N/A | +10.75% |
| 2003 | N/A | +24.18% |
| 2002 | N/A | -22.42% |
| 2001 | N/A | -10.13% |
| 2000 | N/A | -8.84% |
| 1999 | N/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 -4.07%. The current SPY drawdown is -2.90%.
| Rank | EQRR | SPY |
|---|---|---|
| #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.
| Year | EQRR | SPY |
|---|---|---|
| 2026 | 0.30% | 0.24% |
| 2025 | 1.70% | 1.07% |
| 2024 | 2.17% | 1.21% |
| 2023 | 2.77% | 1.40% |
| 2022 | 2.34% | 1.65% |
| 2021 | 1.71% | 1.20% |
| 2020 | 2.17% | 1.52% |
| 2019 | 2.05% | 1.75% |
| 2018 | 2.47% | 2.04% |
| 2017 | 0.69% | 1.80% |
| 2016 | 0.00% | 2.03% |
| 2015 | 0.00% | 2.06% |
| 2014 | 0.00% | 1.87% |
| 2013 | 0.00% | 1.81% |
| 2012 | 0.00% | 2.18% |
| 2011 | 0.00% | 2.05% |
| 2010 | 0.00% | 1.80% |
| 2009 | 0.00% | 1.95% |
| 2008 | 0.00% | 3.02% |
| 2007 | 0.00% | 1.85% |
| 2006 | 0.00% | 1.73% |
| 2005 | 0.00% | 1.73% |
| 2004 | 0.00% | 1.82% |
| 2003 | 0.00% | 1.47% |
| 2002 | 0.00% | 1.70% |
| 2001 | 0.00% | 1.25% |
| 2000 | 0.00% | 1.15% |
| 1999 | 0.00% | 0.24% |
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