SPE vs MVV

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

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

SPE vs MVV - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

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

Net Assets

SPE

$168M

Winner

MVV

$168M

Max Drawdown

Winner

SPE

58.53%

MVV

86.35%

Sharpe Ratio

SPE

-0.12

Winner

MVV

0.98

5Y Beta

Winner

SPE

0.55

MVV

2.01

P/E Ratio

SPE

N/A

MVV

25.54

Forward P/E

SPE

N/A

MVV

16.84

5Y Dividends CAGR

SPE

14.96%

Winner

MVV

48.42%

5Y EPS CAGR

SPE

N/A

MVV

13.20%

Debt to Equity

SPE

N/A

MVV

45.99%

P/S Ratio

SPE

N/A

MVV

1.66

P/B Ratio

SPE

N/A

MVV

2.81

SPE vs MVV - Historical Returns

Returns include dividend reinvestment.

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

Winner

SPE

+1.86%

MVV

-1.59%

SPE

-1.17%

Winner

MVV

+6.27%

SPE

-3.98%

Winner

MVV

+12.37%

SPE

+1.08%

Winner

MVV

+36.43%

5Y(CAGR)

Winner

SPE

+8.95%

MVV

+7.68%

10Y(CAGR)

SPE

+11.08%

Winner

MVV

+13.18%

Max(CAGR)

SPE

+8.96%

Winner

MVV

+11.43%

SPE vs MVV - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

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

SPE vs MVV Drawdown Comparison

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

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

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

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

Correlation

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

0.96

-101

Dividend Comparison (1999 - 2026)

SPE vs MVV dividend yield comparison.

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