SMLV vs SPUU
Comparison between STATE STREET(R) SPDR(R) US SMALL CAP LOW VOLATILITY INDEX ETF (SMLV, ETF) and DIREXION DAILY S&P 500(R) BULL 2X SHARES (SPUU, ETF).
5-Year PerformanceSPUU has outperformed SMLV, delivering a return of +18.3% compared to +10.3%
SMLV vs SPUU - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
SMLV
$255M
SPUU
$255M
Expense Ratio
SMLV
0.12%
SPUU
N/A
Max Drawdown
Winner
SMLV
42.87%
SPUU
59.35%
Sharpe Ratio
Winner
SMLV
1.48
SPUU
1.20
5Y Beta
Winner
SMLV
0.73
SPUU
1.93
P/E Ratio
SMLV
32.73
Winner
SPUU
27.80
Forward P/E
Winner
SMLV
14.25
SPUU
20.31
5Y Dividends CAGR
Winner
SMLV
12.18%
SPUU
-12.38%
5Y EPS CAGR
SMLV
4.74%
Winner
SPUU
28.68%
Debt to Equity
SMLV
62.20%
Winner
SPUU
24.20%
P/S Ratio
Winner
SMLV
1.62
SPUU
3.66
P/B Ratio
Winner
SMLV
1.74
SPUU
5.45
SMLV vs SPUU - Holdings Comparison
SMLV and SPUU have 1 common holdings. Overlap is 0.00%
SMLV's top 25 holdings weight is 12.91%. SPUU's top 25 holdings weight is 61.19%.
| Rank | SMLV | SPUU |
|---|---|---|
| #1 | E-MINI RUSS 2000 SEP26 XCME 20260918 (n/a) - 0.70% | S&P 500 INDEX SWAP (n/a) - 9.60% |
| #2 | n/a (PECO) - 0.64% | DREYFUS GOVT CASH MAN INS (n/a) - 8.66% |
| #3 | HORACE MANN EDUCATORS CORP (HMN) - 0.63% | NVIDIA CORP (NVDA) - 7.10% |
| #4 | CITY HOLDING CO (CHCO) - 0.59% | APPLE INC (AAPL) - 6.40% |
| #5 | NORTHWESTERN ENERGY GROUP INC (NWE) - 0.58% | MICROSOFT CORP (MSFT) - 3.96% |
| #6 | AMERICAN STATES WATER CO (AWR) - 0.58% | AMAZON.COM INC (AMZN) - 3.35% |
| #7 | ATLANTA BRAVES HOLDINGS INC CLASS C (BATRK) - 0.55% | ALPHABET INC CLASS A (GOOGL) - 2.92% |
| #8 | LANDSTAR SYSTEM INC (LSTR) - 0.55% | BROADCOM INC (AVGO) - 2.55% |
| #9 | CHEMED CORP (CHE) - 0.51% | ALPHABET INC CLASS C (GOOG) - 2.34% |
| #10 | MCGRATH RENTCORP (MGRC) - 0.51% | META PLATFORMS INC CLASS A (META) - 2.01% |
| #11 | COMMUNITY TRUST BANCORP INC (CTBI) - 0.51% | TESLA INC (TSLA) - 1.54% |
| #12 | SELECTIVE INSURANCE GROUP INC (SIGI) - 0.51% | MICRON TECHNOLOGY INC (MU) - 1.53% |
| #13 | MSC INDUSTRIAL DIRECT CO INC CLASS A (MSM) - 0.51% | JPMORGAN CHASE & CO (JPM) - 1.27% |
| #14 | APPLE HOSPITALITY REIT INC (APLE) - 0.50% | ELI LILLY AND CO (LLY) - 1.26% |
| #15 | TFS FINANCIAL CORP (TFSL) - 0.49% | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.25% |
| #16 | NEW JERSEY RESOURCES CORP (NJR) - 0.48% | ADVANCED MICRO DEVICES INC (AMD) - 1.24% |
| #17 | FOUR CORNERS PROPERTY TRUST INC (FCPT) - 0.48% | CASH (n/a) - 0.94% |
| #18 | BRADY CORP CLASS A (BRC) - 0.47% | JOHNSON & JOHNSON (JNJ) - 0.85% |
| #19 | SAFETY INSURANCE GROUP INC (SAFT) - 0.46% | EXXONMOBIL HOLDINGS CORP (XOM) - 0.83% |
| #20 | NELNET INC CLASS A (NNI) - 0.46% | WESTERN DIGITAL CORP (WDC) - 0.27% |
| #21 | FLOWERS FOODS INC (FLO) - 0.45% | SEAGATE TECHNOLOGY HOLDINGS PLC (STX) - 0.27% |
| #22 | NORTHWEST BANCSHARES INC (NWBI) - 0.44% | THERMO FISHER SCIENTIFIC INC (TMO) - 0.27% |
| #23 | POSTAL REALTY TRUST INC (PSTL) - 0.44% | QUALCOMM INC (QCOM) - 0.26% |
| #24 | AVISTA CORP (AVA) - 0.44% | ARISTA NETWORKS INC (ANET) - 0.26% |
| #25 | BANK FIRST CORP (BFC) - 0.43% | AMERICAN EXPRESS CO (AXP) - 0.26% |
| Total Holdings | 400 | 470 |
SMLV vs SPUU - Historical Returns
Returns include dividend reinvestment.
1M
Winner
SMLV
+4.95%
SPUU
+0.63%
3M
SMLV
+9.64%
Winner
SPUU
+11.92%
6M
SMLV
+14.54%
Winner
SPUU
+16.47%
1Y
SMLV
+28.89%
Winner
SPUU
+35.61%
5Y(CAGR)
SMLV
+10.29%
Winner
SPUU
+18.28%
10Y(CAGR)
SMLV
+10.61%
Winner
SPUU
+23.79%
Max(CAGR)
SMLV
+11.13%
Winner
SPUU
+21.44%
SMLV vs SPUU - Annual Returns (2013 - 2026)
Returns include dividend reinvestment.
| Year | SMLV | SPUU |
|---|---|---|
| 2026 | +22.58% | +16.89% |
| 2025 | +6.66% | +27.32% |
| 2024 | +17.20% | +46.08% |
| 2023 | +7.45% | +48.60% |
| 2022 | -8.11% | -39.31% |
| 2021 | +29.84% | +65.73% |
| 2020 | -1.27% | +19.70% |
| 2019 | +23.87% | +64.87% |
| 2018 | -6.82% | -15.82% |
| 2017 | +4.97% | +43.41% |
| 2016 | +33.71% | +25.28% |
| 2015 | -0.90% | -1.08% |
| 2014 | +15.16% | +12.35% |
| 2013 | +23.62% | N/A |
SMLV vs SPUU Drawdown Comparison
The maximum drawdown for SMLV was -42.43%, occurring on Mar 23, 2020. Recovery took 245 trading sessions.
The maximum drawdown for SPUU was -59.35%, occurring on Mar 23, 2020. Recovery took 137 trading sessions.
The current SMLV drawdown is -1.26%. The current SPUU drawdown is -3.23%.
| Rank | SMLV | SPUU |
|---|---|---|
| #1 | -42.43% Jan 16, 2020 - Jan 6, 2021 | -59.35% Feb 19, 2020 - Sep 2, 2020 |
| #2 | -20.42% Nov 25, 2024 - Jan 12, 2026 | -46.59% Dec 29, 2021 - Feb 22, 2024 |
| #3 | -18.95% Jan 4, 2022 - Jul 11, 2024 | -36.11% Sep 21, 2018 - Jun 20, 2019 |
| #4 | -18.82% Aug 31, 2018 - Sep 13, 2019 | -35.18% Feb 19, 2025 - Jul 3, 2025 |
| #5 | -14.30% Dec 1, 2015 - Apr 27, 2016 | -26.42% May 21, 2015 - Jul 11, 2016 |
| #6 | -9.84% Apr 2, 2015 - Nov 27, 2015 | -20.78% Jan 26, 2018 - Aug 27, 2018 |
| #7 | -8.94% Jul 26, 2024 - Sep 19, 2024 | -18.66% Sep 2, 2020 - Nov 16, 2020 |
| #8 | -8.39% Nov 29, 2017 - May 25, 2018 | -18.19% Jan 12, 2026 - Apr 15, 2026 |
| #9 | -7.34% Feb 6, 2026 - Apr 9, 2026 | -16.82% Jul 16, 2024 - Sep 19, 2024 |
| #10 | -7.13% Sep 3, 2014 - Oct 29, 2014 | -14.36% Sep 18, 2014 - Oct 31, 2014 |
| #11 | -7.06% Nov 5, 2021 - Jan 4, 2022 | -11.81% Jul 26, 2019 - Oct 28, 2019 |
| #12 | -6.76% Mar 12, 2021 - Jun 8, 2021 | -10.80% Mar 28, 2024 - May 15, 2024 |
| #13 | -6.75% Jun 8, 2021 - Oct 20, 2021 | -10.22% Oct 29, 2025 - Dec 24, 2025 |
| #14 | -6.43% Jun 8, 2016 - Jul 11, 2016 | -10.20% Sep 2, 2021 - Oct 21, 2021 |
| #15 | -6.29% Jan 4, 2017 - Apr 26, 2017 | -9.48% Dec 3, 2014 - Dec 23, 2014 |
Correlation
Correlation between SMLV and SPUU is 0.97 which considered as a very strong positive correlation - the stocks move almost identically together.
0.97
-101
Dividend Comparison (2013 - 2026)
SMLV vs SPUU dividend yield comparison.
| Year | SMLV | SPUU |
|---|---|---|
| 2026 | 1.02% | 0.29% |
| 2025 | 2.74% | 1.63% |
| 2024 | 2.68% | 0.55% |
| 2023 | 2.68% | 0.83% |
| 2022 | 2.40% | 0.88% |
| 2021 | 2.12% | 3.04% |
| 2020 | 2.47% | 8.03% |
| 2019 | 2.62% | 1.80% |
| 2018 | 3.15% | 5.50% |
| 2017 | 7.92% | 6.96% |
| 2016 | 3.04% | 8.08% |
| 2015 | 2.63% | 4.42% |
| 2014 | 2.76% | 0.00% |
| 2013 | 3.68% | 0.00% |
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