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MRGR vs SPY

Comparison between PROSHARES MERGER ETF (MRGR, ETF) and SPDR S&P 500 ETF Trust (SPY, ETF).

5-Year PerformanceSPY has outperformed MRGR, delivering a return of +13.3% compared to +4.0%

MRGR vs SPY - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
MRGR
$16M
Winner
SPY
$735B
Expense Ratio
MRGR
0.75%
Winner
SPY
0.09%
Max Drawdown
Winner
MRGR
16.75%
SPY
56.47%
Sharpe Ratio
Winner
MRGR
1.72
SPY
1.62
5Y Beta
Winner
MRGR
0.08
SPY
1.00
P/E Ratio
MRGR
41.57
Winner
SPY
28.99
Forward P/E
Winner
MRGR
15.92
SPY
22.37
5Y Dividends CAGR
Winner
MRGR
74.38%
SPY
5.43%
5Y EPS CAGR
MRGR
N/A
SPY
26.05%
Debt to Equity
Winner
MRGR
-33.40%
SPY
32.40%
P/S Ratio
Winner
MRGR
2.04
SPY
3.74
P/B Ratio
Winner
MRGR
2.78
SPY
5.61

MRGR vs SPY - Holdings Comparison

MRGR and SPY have 5 common holdings. Overlap is 0.32%

MRGR's top 25 holdings weight is 61.83%. SPY's top 25 holdings weight is 52.37%.

RankMRGRSPY
#1
TECK RESOURCES LTD CLASS B (SUB VOTING) (n/a) - 3.55%
NVIDIA CORP (NVDA) - 8.10%
#2
THERMON GROUP HOLDINGS INC (THR) - 3.04%
APPLE INC (AAPL) - 7.02%
#3
CASH (n/a) - 2.65%
MICROSOFT CORP (MSFT) - 4.79%
#4
NORTHWESTERN ENERGY GROUP INC (NWE) - 2.64%
AMAZON.COM INC (AMZN) - 4.02%
#5
VALARIS LTD (VAL) - 2.63%
ALPHABET INC CLASS A (GOOGL) - 3.51%
#6
SILICON LABORATORIES INC (SLAB) - 2.46%
BROADCOM INC (AVGO) - 3.10%
#7
KENVUE INC (KVUE) - 2.45%
ALPHABET INC CLASS C (GOOG) - 2.79%
#8
GLOBALSTAR INC (GSAT) - 2.43%
META PLATFORMS INC CLASS A (META) - 2.08%
#9
NATIONAL STORAGE AFFILIATES TRUST (NSA) - 2.43%
TESLA INC (TSLA) - 1.89%
#10
NORFOLK SOUTHERN CORP (NSC) - 2.42%
MICRON TECHNOLOGY INC (MU) - 1.56%
#11
STELLAR BANCORP INC (STEL) - 2.38%
BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.37%
#12
ORGANON & CO ORDINARY SHARES (OGN) - 2.37%
ELI LILLY AND CO (LLY) - 1.31%
#13
IHS HOLDING LTD (IHS) - 2.36%
JPMORGAN CHASE & CO (JPM) - 1.28%
#14
ALLFUNDS GROUP PLC (n/a) - 2.35%
ADVANCED MICRO DEVICES INC (AMD) - 1.27%
#15
SELECT MEDICAL HOLDINGS CORP (SEM) - 2.34%
EXXON MOBIL CORP (XOM) - 0.97%
#16
MASIMO CORP (MASI) - 2.34%
INTEL CORP (INTC) - 0.90%
#17
CATALYST PHARMACEUTICALS INC (CPRX) - 2.34%
JOHNSON & JOHNSON (JNJ) - 0.86%
#18
DIGITALBRIDGE GROUP INC CLASS A (DBRG) - 2.34%
VISA INC CLASS A (V) - 0.85%
#19
GLOBAL BUSINESS TRAVEL GROUP INC ORDINARY SHARES CLASS A (GBTG) - 2.34%
WALMART INC (WMT) - 0.81%
#20
TALKSPACE INC ORDINARY SHARES (TALK) - 2.33%
CISCO SYSTEMS INC (CSCO) - 0.72%
#21
QUBE HOLDINGS LTD (n/a) - 2.33%
COSTCO WHOLESALE CORP (COST) - 0.69%
#22
KALVISTA PHARMACEUTICALS INC (KALV) - 2.33%
CATERPILLAR INC (CAT) - 0.66%
#23
AVANOS MEDICAL INC (AVNS) - 2.33%
MASTERCARD INC CLASS A (MA) - 0.62%
#24
ESPERION THERAPEUTICS INC (ESPR) - 2.33%
LAM RESEARCH CORP (LRCX) - 0.62%
#25
LIVERAMP HOLDINGS INC (RAMP) - 2.32%
ABBVIE INC (ABBV) - 0.58%
Total Holdings57505

MRGR vs SPY - Historical Returns

Returns include dividend reinvestment.

1M
MRGR
+0.44%
Winner
SPY
+1.90%
3M
MRGR
+1.07%
Winner
SPY
+8.55%
6M
MRGR
+1.74%
Winner
SPY
+8.18%
1Y
MRGR
+11.15%
Winner
SPY
+25.79%
5Y(CAGR)
MRGR
+3.99%
Winner
SPY
+13.32%
10Y(CAGR)
MRGR
+3.48%
Winner
SPY
+15.19%
Max(CAGR)
MRGR
+2.17%
Winner
SPY
+8.47%

MRGR vs SPY - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearMRGRSPY
2026+1.84%+8.26%
2025+11.75%+18.00%
2024+5.28%+25.59%
2023+5.09%+26.72%
2022-4.84%-18.64%
2021+6.35%+30.52%
2020+1.96%+17.28%
2019+4.66%+31.09%
2018+3.41%-5.24%
2017+2.08%+20.78%
2016-1.33%+13.59%
2015-0.48%+1.31%
2014-1.43%+14.56%
2013-4.37%+29.00%
2012+1.00%+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%

MRGR vs SPY Drawdown Comparison

The maximum drawdown for MRGR was -13.23%, occurring on Mar 18, 2020. Recovery took 180 trading sessions.

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

The current MRGR drawdown is -0.31%. The current SPY drawdown is -2.90%.

RankMRGRSPY
#1-13.23%
Feb 19, 2020 - Nov 3, 2020		-55.20%
Oct 9, 2007 - Aug 16, 2012
#2-10.02%
Dec 31, 2012 - Oct 24, 2019		-47.50%
Mar 24, 2000 - Oct 26, 2006
#3-8.39%
Nov 9, 2021 - Mar 1, 2024		-33.70%
Feb 19, 2020 - Aug 10, 2020
#4-2.31%
Feb 16, 2021 - Apr 1, 2021		-24.50%
Jan 3, 2022 - Dec 13, 2023
#5-2.10%
Feb 28, 2025 - May 27, 2025		-19.34%
Sep 20, 2018 - Apr 12, 2019
#6-1.95%
Jun 7, 2021 - Sep 1, 2021		-18.76%
Feb 19, 2025 - Jun 26, 2025
#7-1.69%
Mar 5, 2024 - Jul 8, 2024		-13.02%
Jul 20, 2015 - Apr 18, 2016
#8-1.29%
Jan 14, 2026 - Mar 31, 2026		-10.10%
Jan 26, 2018 - Aug 6, 2018
#9-1.13%
Oct 31, 2024 - Jan 3, 2025		-9.44%
Sep 2, 2020 - Nov 11, 2020
#10-1.12%
Jan 22, 2021 - Feb 2, 2021		-9.30%
Jan 19, 2000 - Mar 17, 2000
#11-1.01%
Oct 21, 2025 - Nov 3, 2025		-9.05%
Jul 19, 2007 - Oct 5, 2007
#12-0.99%
Dec 12, 2025 - Jan 13, 2026		-8.88%
Jan 27, 2026 - Apr 14, 2026
#13-0.97%
Apr 23, 2026 - May 26, 2026		-8.41%
Jul 16, 2024 - Sep 19, 2024
#14-0.97%
Nov 6, 2020 - Dec 3, 2020		-7.35%
Sep 14, 2012 - Jan 2, 2013
#15-0.93%
Sep 2, 2025 - Sep 26, 2025		-7.27%
Sep 18, 2014 - Oct 31, 2014

Correlation

Correlation between MRGR and SPY is 0.96 which considered as a very strong positive correlation - the stocks move almost identically together.

0.96
-101

Dividend Comparison (1999 - 2026)

MRGR vs SPY dividend yield comparison.

YearMRGRSPY
20260.20%0.24%
20253.12%1.07%
20243.21%1.21%
20232.11%1.40%
20220.61%1.65%
20210.59%1.20%
20200.00%1.52%
20190.78%1.75%
20181.39%2.04%
20170.36%1.80%
20160.74%2.03%
20150.34%2.06%
20140.67%1.87%
20132.46%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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