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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 +13.3% compared to +5.9%

MVV vs SPY - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
MVV
$155M
Winner
SPY
$735B
Expense Ratio
MVV
N/A
SPY
0.09%
Max Drawdown
MVV
86.35%
Winner
SPY
56.47%
Sharpe Ratio
MVV
1.14
Winner
SPY
1.62
5Y Beta
MVV
2.01
Winner
SPY
1.00
P/E Ratio
Winner
MVV
24.91
SPY
28.99
Forward P/E
Winner
MVV
16.09
SPY
22.37
5Y Dividends CAGR
Winner
MVV
34.85%
SPY
5.43%
5Y EPS CAGR
MVV
N/A
SPY
26.05%
Debt to Equity
MVV
48.36%
Winner
SPY
32.40%
P/S Ratio
Winner
MVV
1.53
SPY
3.74
P/B Ratio
Winner
MVV
2.56
SPY
5.61

MVV vs SPY - Holdings Comparison

MVV and SPY have 1 common holdings. Overlap is -0.80%

MVV's top 25 holdings weight is 33.65%. SPY's top 25 holdings weight is 52.37%.

RankMVVSPY
#1
CASH (n/a) - 8.76%
NVIDIA CORP (NVDA) - 8.10%
#2
S&P MIDCAP 400 INDEX SWAP (n/a) - 7.68%
APPLE INC (AAPL) - 7.02%
#3
PROSHARES GENIUS MONEY MARKET ETF (IQMM) - 3.13%
MICROSOFT CORP (MSFT) - 4.79%
#4
CTE PROSHARES TRUST M (n/a) - 3.06%
AMAZON.COM INC (AMZN) - 4.02%
#5
E-MINI S&P MIDCAP 400 FUTURE JUNE 26 (n/a) - 1.42%
ALPHABET INC CLASS A (GOOGL) - 3.51%
#6
FLEX LTD (FLEX) - 1.14%
BROADCOM INC (AVGO) - 3.10%
#7
TECHNIPFMC PLC (n/a) - 0.62%
ALPHABET INC CLASS C (GOOG) - 2.79%
#8
TWILIO INC CLASS A (TWLO) - 0.62%
META PLATFORMS INC CLASS A (META) - 2.08%
#9
CURTISS-WRIGHT CORP (CW) - 0.60%
TESLA INC (TSLA) - 1.89%
#10
EVERPURE INC CLASS A (P) - 0.60%
MICRON TECHNOLOGY INC (MU) - 1.56%
#11
NVENT ELECTRIC PLC (NVT) - 0.59%
BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.37%
#12
MACOM TECHNOLOGY SOLUTIONS HOLDINGS INC (MTSI) - 0.57%
ELI LILLY AND CO (LLY) - 1.31%
#13
UNITED THERAPEUTICS CORP (UTHR) - 0.54%
JPMORGAN CHASE & CO (JPM) - 1.28%
#14
FABRINET (FN) - 0.53%
ADVANCED MICRO DEVICES INC (AMD) - 1.27%
#15
XPO INC (XPO) - 0.53%
EXXON MOBIL CORP (XOM) - 0.97%
#16
STERLING INFRASTRUCTURE INC (STRL) - 0.52%
INTEL CORP (INTC) - 0.90%
#17
JAZZ PHARMACEUTICALS PLC (JAZZ) - 0.31%
JOHNSON & JOHNSON (JNJ) - 0.86%
#18
CLEAN HARBORS INC (CLH) - 0.31%
VISA INC CLASS A (V) - 0.85%
#19
PERMIAN RESOURCES CORP CLASS A (PR) - 0.31%
WALMART INC (WMT) - 0.81%
#20
BORGWARNER INC (BWA) - 0.31%
CISCO SYSTEMS INC (CSCO) - 0.72%
#21
ARAMARK (ARMK) - 0.30%
COSTCO WHOLESALE CORP (COST) - 0.69%
#22
REGAL REXNORD CORP (RRX) - 0.30%
CATERPILLAR INC (CAT) - 0.66%
#23
JONES LANG LASALLE INC (JLL) - 0.30%
MASTERCARD INC CLASS A (MA) - 0.62%
#24
CARLISLE COMPANIES INC (CSL) - 0.30%
LAM RESEARCH CORP (LRCX) - 0.62%
#25
REINSURANCE GROUP OF AMERICA INC (RGA) - 0.30%
ABBVIE INC (ABBV) - 0.58%
Total Holdings366505

MVV vs SPY - Historical Returns

Returns include dividend reinvestment.

1M
MVV
+1.33%
Winner
SPY
+1.90%
3M
Winner
MVV
+10.20%
SPY
+8.55%
6M
Winner
MVV
+20.56%
SPY
+8.18%
1Y
Winner
MVV
+41.41%
SPY
+25.79%
5Y(CAGR)
MVV
+5.91%
Winner
SPY
+13.32%
10Y(CAGR)
MVV
+13.11%
Winner
SPY
+15.19%
Max(CAGR)
Winner
MVV
+11.27%
SPY
+8.47%

MVV vs SPY - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearMVVSPY
2026+18.84%+8.26%
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 -3.94%. The current SPY drawdown is -2.90%.

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 0.96 which considered as a very strong positive correlation - the stocks move almost identically together.

0.96
-101

Dividend Comparison (1999 - 2026)

MVV vs SPY dividend yield comparison.

YearMVVSPY
20260.13%0.24%
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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