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MVV vs SPY

Comparison between PROSHARES ULTRA MIDCAP400 (MVV, ETF) and SPDR S&P 500 ETF Trust (SPY, ETF).

5-Year PerformanceSPY has outperformed MVV, delivering a return of +13.0% compared to +7.7%

MVV vs SPY - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
MVV
$168M
Winner
SPY
$781B
Expense Ratio
MVV
N/A
SPY
0.09%
Max Drawdown
MVV
86.35%
Winner
SPY
56.47%
Sharpe Ratio
MVV
0.98
Winner
SPY
1.25
5Y Beta
MVV
2.01
Winner
SPY
1.00
P/E Ratio
Winner
MVV
25.54
SPY
28.78
Forward P/E
Winner
MVV
16.84
SPY
21.23
5Y Dividends CAGR
Winner
MVV
48.42%
SPY
6.00%
5Y EPS CAGR
MVV
13.20%
Winner
SPY
25.62%
Debt to Equity
MVV
45.99%
Winner
SPY
31.92%
P/S Ratio
Winner
MVV
1.66
SPY
3.76
P/B Ratio
Winner
MVV
2.81
SPY
5.64

MVV vs SPY - Holdings Comparison

MVV and SPY have 1 common holdings. Overlap is -0.71%

MVV's top 25 holdings weight is 34.70%. SPY's top 25 holdings weight is 51.74%.

RankMVVSPY
#1
S&P MIDCAP 400 INDEX SWAP (n/a) - 8.80%
NVIDIA CORP (NVDA) - 7.89%
#2
CASH (n/a) - 8.64%
APPLE INC (AAPL) - 7.37%
#3
CTE PROSHARES TRUST M (n/a) - 3.25%
MICROSOFT CORP (MSFT) - 4.50%
#4
PROSHARES GENIUS MONEY MARKET ETF (IQMM) - 3.24%
AMAZON.COM INC (AMZN) - 3.82%
#5
TWILIO INC CLASS A (TWLO) - 0.69%
ALPHABET INC CLASS A (GOOGL) - 3.33%
#6
TECHNIPFMC PLC (n/a) - 0.62%
BROADCOM INC (AVGO) - 2.86%
#7
ILLUMINA INC (ILMN) - 0.61%
ALPHABET INC CLASS C (GOOG) - 2.68%
#8
CARPENTER TECHNOLOGY CORP (CRS) - 0.60%
META PLATFORMS INC CLASS A (META) - 2.29%
#9
CURTISS-WRIGHT CORP (CW) - 0.58%
TESLA INC (TSLA) - 1.70%
#10
NVENT ELECTRIC PLC (NVT) - 0.55%
MICRON TECHNOLOGY INC (MU) - 1.56%
#11
OKTA INC CLASS A (OKTA) - 0.54%
JPMORGAN CHASE & CO (JPM) - 1.42%
#12
ATI INC (ATI) - 0.54%
ELI LILLY AND CO (LLY) - 1.40%
#13
XPO INC (XPO) - 0.52%
BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.37%
#14
EVERPURE INC CLASS A (P) - 0.51%
ADVANCED MICRO DEVICES INC (AMD) - 1.32%
#15
MKS INC (MKSI) - 0.51%
EXXONMOBIL HOLDINGS CORP (XOM) - 0.92%
#16
WOODWARD INC (WWD) - 0.50%
JOHNSON & JOHNSON (JNJ) - 0.91%
#17
UNITED THERAPEUTICS CORP (UTHR) - 0.47%
VISA INC CLASS A (V) - 0.90%
#18
US FOODS HOLDING CORP (USFD) - 0.47%
WALMART INC (WMT) - 0.76%
#19
MASTEC INC (MTZ) - 0.47%
INTEL CORP (INTC) - 0.75%
#20
ENTEGRIS INC (ENTG) - 0.45%
APPLIED MATERIALS INC (AMAT) - 0.70%
#21
STERLING INFRASTRUCTURE INC (STRL) - 0.44%
CISCO SYSTEMS INC (CSCO) - 0.68%
#22
BURLINGTON STORES INC (BURL) - 0.44%
MASTERCARD INC CLASS A (MA) - 0.66%
#23
RB GLOBAL INC (RBA) - 0.43%
ABBVIE INC (ABBV) - 0.66%
#24
RELIANCE INC (RS) - 0.42%
CATERPILLAR INC (CAT) - 0.65%
#25
MACOM TECHNOLOGY SOLUTIONS HOLDINGS INC (MTSI) - 0.41%
LAM RESEARCH CORP (LRCX) - 0.64%
Total Holdings406505

MVV vs SPY - Historical Returns

Returns include dividend reinvestment.

1M
MVV
-1.59%
Winner
SPY
+0.52%
3M
MVV
+6.27%
Winner
SPY
+6.55%
6M
Winner
MVV
+12.37%
SPY
+9.76%
1Y
Winner
MVV
+36.43%
SPY
+20.32%
5Y(CAGR)
MVV
+7.68%
Winner
SPY
+13.01%
10Y(CAGR)
MVV
+13.18%
Winner
SPY
+15.06%
Max(CAGR)
Winner
MVV
+11.43%
SPY
+8.50%

MVV vs SPY - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearMVVSPY
2026+23.90%+10.11%
2025+4.14%+18.00%
2024+18.77%+25.59%
2023+23.70%+26.72%
2022-32.28%-18.64%
2021+53.56%+30.52%
2020+5.89%+17.28%
2019+50.98%+31.09%
2018-26.72%-5.24%
2017+29.39%+20.78%
2016+43.69%+13.59%
2015-7.38%+1.31%
2014+18.60%+14.56%
2013+62.98%+29.00%
2012+31.00%+14.17%
2011-14.88%+0.85%
2010+47.37%+13.14%
2009+60.56%+22.67%
2008-67.39%-36.25%
2007+3.93%+5.32%
2006+14.49%+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%

MVV vs SPY Drawdown Comparison

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

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

The current MVV drawdown is -4.03%. The current SPY drawdown is -1.24%.

RankMVVSPY
#1-85.56%
Jun 4, 2007 - Apr 30, 2013		-55.20%
Oct 9, 2007 - Aug 16, 2012
#2-69.19%
Feb 20, 2020 - Dec 15, 2020		-47.50%
Mar 24, 2000 - Oct 26, 2006
#3-45.52%
Nov 16, 2021 - Nov 6, 2024		-33.70%
Feb 19, 2020 - Aug 10, 2020
#4-44.80%
Nov 25, 2024 - Feb 6, 2026		-24.50%
Jan 3, 2022 - Dec 13, 2023
#5-42.33%
Aug 29, 2018 - Jan 16, 2020		-19.34%
Sep 20, 2018 - Apr 12, 2019
#6-36.76%
Jun 23, 2015 - Aug 5, 2016		-18.76%
Feb 19, 2025 - Jun 26, 2025
#7-20.79%
Jul 1, 2014 - Nov 24, 2014		-13.02%
Jul 20, 2015 - Apr 18, 2016
#8-18.80%
Jan 26, 2018 - Jul 9, 2018		-10.10%
Jan 26, 2018 - Aug 6, 2018
#9-17.68%
Feb 20, 2026 - Apr 17, 2026		-9.44%
Sep 2, 2020 - Nov 11, 2020
#10-14.87%
Jul 3, 2006 - Oct 12, 2006		-9.30%
Jan 19, 2000 - Mar 17, 2000
#11-14.25%
May 7, 2021 - Oct 20, 2021		-9.05%
Jul 19, 2007 - Oct 5, 2007
#12-14.24%
May 21, 2013 - Jul 11, 2013		-8.88%
Jan 27, 2026 - Apr 14, 2026
#13-14.10%
Feb 22, 2007 - Apr 16, 2007		-8.41%
Jul 16, 2024 - Sep 19, 2024
#14-13.90%
Jan 22, 2014 - Feb 26, 2014		-7.35%
Sep 14, 2012 - Jan 2, 2013
#15-12.88%
Sep 7, 2016 - Nov 14, 2016		-7.27%
Sep 18, 2014 - Oct 31, 2014

Correlation

Correlation between MVV and SPY is 0.97 which considered as a very strong positive correlation - the stocks move almost identically together.

0.97
-101

Dividend Comparison (1999 - 2026)

MVV vs SPY dividend yield comparison.

YearMVVSPY
20260.25%0.49%
20250.77%1.07%
20240.39%1.21%
20230.77%1.40%
20220.93%1.65%
20210.16%1.20%
20200.29%1.52%
20190.62%1.75%
20180.62%2.04%
20170.21%1.80%
20160.43%2.03%
20150.17%2.06%
20140.00%1.87%
20130.00%1.81%
20120.06%2.18%
20110.00%2.05%
20100.07%1.80%
20090.34%1.95%
20081.51%3.02%
20075.74%1.85%
20065.53%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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