MVV vs SPE

Comparison between PROSHARES ULTRA MIDCAP400 (MVV, ETF) and Special Opportunities Fund Inc (SPE, ETF).

5-Year PerformanceSPE has outperformed MVV, delivering a return of +8.9% compared to +7.7%

MVV vs SPE - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	MVV(ETF)	SPE(ETF)
Net Assets	$168M	$168M
Max Drawdown	86.35%	58.53%
Sharpe Ratio	0.98	-0.12
5Y Beta	2.01	0.55
P/E Ratio	25.54	N/A
Forward P/E	16.84	N/A
5Y Dividends CAGR	48.42%	14.96%
5Y EPS CAGR	13.20%	N/A
Debt to Equity	45.99%	N/A
P/S Ratio	1.66	N/A
P/B Ratio	2.81	N/A

Net Assets

Winner

MVV

$168M

SPE

$168M

Max Drawdown

MVV

86.35%

Winner

SPE

58.53%

Sharpe Ratio

Winner

MVV

0.98

SPE

-0.12

5Y Beta

MVV

2.01

Winner

SPE

0.55

P/E Ratio

MVV

25.54

SPE

N/A

Forward P/E

MVV

16.84

SPE

N/A

5Y Dividends CAGR

Winner

MVV

48.42%

SPE

14.96%

5Y EPS CAGR

MVV

13.20%

SPE

N/A

Debt to Equity

MVV

45.99%

SPE

N/A

P/S Ratio

MVV

1.66

SPE

N/A

P/B Ratio

MVV

2.81

SPE

N/A

MVV vs SPE - Historical Returns

Returns include dividend reinvestment.

Period	MVV	SPE
1 month	-1.59%	+1.86%
3 months	+6.27%	-1.17%
6 months	+12.37%	-3.98%
1 year	+36.43%	+1.08%
5 years(CAGR)	+7.68%	+8.95%
10 years(CAGR)	+13.18%	+11.08%
Max(CAGR)	+11.43%	+8.96%

MVV

-1.59%

Winner

SPE

+1.86%

Winner

MVV

+6.27%

SPE

-1.17%

Winner

MVV

+12.37%

SPE

-3.98%

Winner

MVV

+36.43%

SPE

+1.08%

5Y(CAGR)

MVV

+7.68%

Winner

SPE

+8.95%

10Y(CAGR)

Winner

MVV

+13.18%

SPE

+11.08%

Max(CAGR)

Winner

MVV

+11.43%

SPE

+8.96%

MVV vs SPE - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	MVV	SPE
2026	+23.90%	-2.16%
2025	+4.14%	+14.15%
2024	+18.77%	+34.11%
2023	+23.70%	+14.54%
2022	-32.28%	-18.85%
2021	+53.56%	+25.58%
2020	+5.89%	+4.29%
2019	+50.98%	+30.90%
2018	-26.72%	-9.91%
2017	+29.39%	+25.21%
2016	+43.69%	+10.69%
2015	-7.38%	-7.46%
2014	+18.60%	-1.88%
2013	+62.98%	+29.76%
2012	+31.00%	+11.73%
2011	-14.88%	+1.00%
2010	+47.37%	+5.05%
2009	+60.56%	+45.90%
2008	-67.39%	-15.82%
2007	+3.93%	+0.88%
2006	+14.49%	+9.61%
2005	N/A	+2.39%
2004	N/A	+1.11%
2003	N/A	+11.38%
2002	N/A	+11.83%
2001	N/A	+8.81%
2000	N/A	+18.23%
1999	N/A	-4.22%

MVV vs SPE Drawdown Comparison

The maximum drawdown for MVV was -85.56%, occurring on Mar 9, 2009. Recovery took 1487 trading sessions.

The maximum drawdown for SPE was -46.84%, occurring on Mar 23, 2020. Recovery took 207 trading sessions.

The current MVV drawdown is -4.03%. The current SPE drawdown is -5.06%.

Rank	MVV	SPE
#1	-85.56% Jun 4, 2007 - Apr 30, 2013	-46.84% Feb 19, 2020 - Dec 11, 2020
#2	-69.19% Feb 20, 2020 - Dec 15, 2020	-32.95% Jun 5, 2008 - Apr 27, 2009
#3	-45.52% Nov 16, 2021 - Nov 6, 2024	-24.14% Jan 7, 2022 - Mar 26, 2024
#4	-44.80% Nov 25, 2024 - Feb 6, 2026	-18.46% Dec 31, 2013 - Aug 23, 2016
#5	-42.33% Aug 29, 2018 - Jan 16, 2020	-17.47% Jan 26, 2018 - Jun 14, 2019
#6	-36.76% Jun 23, 2015 - Aug 5, 2016	-13.69% Feb 20, 2025 - May 20, 2025
#7	-20.79% Jul 1, 2014 - Nov 24, 2014	-13.13% Mar 15, 2004 - Aug 31, 2005
#8	-18.80% Jan 26, 2018 - Jul 9, 2018	-12.14% Jul 22, 2011 - Jan 25, 2012
#9	-17.68% Feb 20, 2026 - Apr 17, 2026	-12.05% Oct 6, 2009 - Oct 18, 2010
#10	-14.87% Jul 3, 2006 - Oct 12, 2006	-9.71% Jun 17, 2003 - Jan 20, 2004
#11	-14.25% May 7, 2021 - Oct 20, 2021	-9.32% Jan 15, 2026 - Mar 30, 2026
#12	-14.24% May 21, 2013 - Jul 11, 2013	-9.21% May 16, 2007 - Jan 25, 2008
#13	-14.10% Feb 22, 2007 - Apr 16, 2007	-8.92% Nov 19, 1999 - Jun 2, 2000
#14	-13.90% Jan 22, 2014 - Feb 26, 2014	-8.82% Sep 1, 2016 - Jan 18, 2017
#15	-12.88% Sep 7, 2016 - Nov 14, 2016	-8.09% Mar 26, 2012 - Sep 28, 2012

Correlation

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

0.96

-101

Dividend Comparison (1999 - 2026)

MVV vs SPE dividend yield comparison.

Year	MVV	SPE
2026	0.25%	6.90%
2025	0.77%	13.73%
2024	0.39%	7.83%
2023	0.77%	8.77%
2022	0.93%	11.58%
2021	0.16%	11.64%
2020	0.29%	8.01%
2019	0.62%	6.35%
2018	0.62%	14.10%
2017	0.21%	16.53%
2016	0.43%	5.93%
2015	0.17%	9.02%
2014	0.00%	9.63%
2013	0.00%	12.66%
2012	0.06%	10.08%
2011	0.00%	3.69%
2010	0.07%	0.20%
2009	0.34%	6.59%
2008	1.51%	8.05%
2007	5.74%	5.22%
2006	5.53%	5.55%
2005	0.00%	7.30%
2004	0.00%	6.49%
2003	0.00%	7.64%
2002	0.00%	6.36%
2001	0.00%	5.35%
2000	0.00%	5.62%
1999	0.00%	1.04%