URTY vs SPY
Comparison between PROSHARES ULTRAPRO RUSSELL2000 (URTY, ETF) and SPDR S&P 500 ETF Trust (SPY, ETF).
5-Year PerformanceSPY has outperformed URTY, delivering a return of +13.3% compared to -8.0%
URTY vs SPY - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
URTY
$347M
Winner
SPY
$735B
Expense Ratio
URTY
N/A
SPY
0.09%
Max Drawdown
URTY
88.15%
Winner
SPY
56.47%
Sharpe Ratio
URTY
1.46
Winner
SPY
1.62
5Y Beta
URTY
3.31
Winner
SPY
1.00
P/E Ratio
Winner
URTY
-245.21
SPY
28.99
Forward P/E
URTY
N/A
SPY
22.37
5Y Dividends CAGR
Winner
URTY
197.36%
SPY
5.43%
5Y EPS CAGR
URTY
N/A
SPY
26.05%
Debt to Equity
URTY
53.21%
Winner
SPY
32.40%
P/S Ratio
Winner
URTY
1.22
SPY
3.74
P/B Ratio
Winner
URTY
2.03
SPY
5.61
URTY vs SPY - Holdings Comparison
URTY and SPY have 2 common holdings. Overlap is -5.41%
URTY's top 25 holdings weight is 21.26%. SPY's top 25 holdings weight is 52.37%.
| Rank | URTY | SPY |
|---|---|---|
| #1 | CASH (n/a) - 16.67% | NVIDIA CORP (NVDA) - 8.10% |
| #2 | n/a (n/a) - 0.39% | APPLE INC (AAPL) - 7.02% |
| #3 | CREDO TECHNOLOGY GROUP HOLDING LTD (CRDO) - 0.31% | MICROSOFT CORP (MSFT) - 4.79% |
| #4 | FABRINET (FN) - 0.25% | AMAZON.COM INC (AMZN) - 4.02% |
| #5 | IONQ INC CLASS A (IONQ) - 0.23% | ALPHABET INC CLASS A (GOOGL) - 3.51% |
| #6 | n/a (HIMS) - 0.22% | BROADCOM INC (AVGO) - 3.10% |
| #7 | ENSIGN GROUP INC (ENSG) - 0.21% | ALPHABET INC CLASS C (GOOG) - 2.79% |
| #8 | HEALTHEQUITY INC (HQY) - 0.21% | META PLATFORMS INC CLASS A (META) - 2.08% |
| #9 | BRINKER INTERNATIONAL INC (EAT) - 0.20% | TESLA INC (TSLA) - 1.89% |
| #10 | BLUEPRINT MEDICINES CORP (BPMC) - 0.20% | MICRON TECHNOLOGY INC (MU) - 1.56% |
| #11 | NEXTRACKER INC ORDINARY SHARES CLASS A (NXT) - 0.20% | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.37% |
| #12 | FLUOR CORP (FLR) - 0.20% | ELI LILLY AND CO (LLY) - 1.31% |
| #13 | COMMVAULT SYSTEMS INC (CVLT) - 0.19% | JPMORGAN CHASE & CO (JPM) - 1.28% |
| #14 | UMB FINANCIAL CORP (UMBF) - 0.19% | ADVANCED MICRO DEVICES INC (AMD) - 1.27% |
| #15 | SPX TECHNOLOGIES INC (SPXC) - 0.19% | EXXON MOBIL CORP (XOM) - 0.97% |
| #16 | CHART INDUSTRIES INC (GTLS) - 0.18% | INTEL CORP (INTC) - 0.90% |
| #17 | CASELLA WASTE SYSTEMS INC CLASS A (CWST) - 0.18% | JOHNSON & JOHNSON (JNJ) - 0.86% |
| #18 | OKLO INC CLASS A SHARES (OKLO) - 0.13% | VISA INC CLASS A (V) - 0.85% |
| #19 | BALCHEM CORP (BCPC) - 0.13% | WALMART INC (WMT) - 0.81% |
| #20 | RADIAN GROUP INC (RDN) - 0.13% | CISCO SYSTEMS INC (CSCO) - 0.72% |
| #21 | QUALYS INC (QLYS) - 0.13% | COSTCO WHOLESALE CORP (COST) - 0.69% |
| #22 | VARONIS SYSTEMS INC (VRNS) - 0.13% | CATERPILLAR INC (CAT) - 0.66% |
| #23 | TXNM ENERGY INC (TXNM) - 0.13% | MASTERCARD INC CLASS A (MA) - 0.62% |
| #24 | UNITED BANKSHARES INC (UBSI) - 0.13% | LAM RESEARCH CORP (LRCX) - 0.62% |
| #25 | SPS COMMERCE INC (SPSC) - 0.13% | ABBVIE INC (ABBV) - 0.58% |
| Total Holdings | 1956 | 505 |
URTY vs SPY - Historical Returns
Returns include dividend reinvestment.
1M
URTY
-3.07%
Winner
SPY
+1.90%
3M
Winner
URTY
+24.84%
SPY
+8.55%
6M
Winner
URTY
+29.37%
SPY
+8.18%
1Y
Winner
URTY
+105.08%
SPY
+25.79%
5Y(CAGR)
URTY
-7.97%
Winner
SPY
+13.32%
10Y(CAGR)
URTY
+6.63%
Winner
SPY
+15.19%
Max(CAGR)
Winner
URTY
+12.91%
SPY
+8.47%
URTY vs SPY - Annual Returns (1999 - 2026)
Returns include dividend reinvestment.
| Year | URTY | SPY |
|---|---|---|
| 2026 | +32.65% | +8.26% |
| 2025 | +9.04% | +18.00% |
| 2024 | +9.38% | +25.59% |
| 2023 | +26.63% | +26.72% |
| 2022 | -64.17% | -18.64% |
| 2021 | +34.00% | +30.52% |
| 2020 | -7.86% | +17.28% |
| 2019 | +69.16% | +31.09% |
| 2018 | -41.46% | -5.24% |
| 2017 | +37.13% | +20.78% |
| 2016 | +71.95% | +13.59% |
| 2015 | -19.62% | +1.31% |
| 2014 | +9.42% | +14.56% |
| 2013 | +127.08% | +29.00% |
| 2012 | +37.89% | +14.17% |
| 2011 | -40.72% | +0.85% |
| 2010 | +90.12% | +13.14% |
| 2009 | N/A | +22.67% |
| 2008 | N/A | -36.25% |
| 2007 | N/A | +5.32% |
| 2006 | N/A | +13.85% |
| 2005 | N/A | +5.32% |
| 2004 | N/A | +10.75% |
| 2003 | N/A | +24.18% |
| 2002 | N/A | -22.42% |
| 2001 | N/A | -10.13% |
| 2000 | N/A | -8.84% |
| 1999 | N/A | +8.61% |
URTY vs SPY Drawdown Comparison
The maximum drawdown for URTY was -88.09%, occurring on Mar 23, 2020. Recovery took 612 trading sessions.
The maximum drawdown for SPY was -55.20%, occurring on Mar 9, 2009. Recovery took 1224 trading sessions.
The current URTY drawdown is -43.70%. The current SPY drawdown is -2.90%.
| Rank | URTY | SPY |
|---|---|---|
| #1 | -88.09% Aug 31, 2018 - Feb 8, 2021 | -55.20% Oct 9, 2007 - Aug 16, 2012 |
| #2 | -82.75% Nov 8, 2021 - Apr 8, 2025 | -47.50% Mar 24, 2000 - Oct 26, 2006 |
| #3 | -70.32% Apr 29, 2011 - May 7, 2013 | -33.70% Feb 19, 2020 - Aug 10, 2020 |
| #4 | -62.50% Jun 23, 2015 - Nov 25, 2016 | -24.50% Jan 3, 2022 - Dec 13, 2023 |
| #5 | -53.59% Apr 23, 2010 - Dec 17, 2010 | -19.34% Sep 20, 2018 - Apr 12, 2019 |
| #6 | -35.61% Mar 5, 2014 - Feb 17, 2015 | -18.76% Feb 19, 2025 - Jun 26, 2025 |
| #7 | -29.94% Mar 15, 2021 - Nov 5, 2021 | -13.02% Jul 20, 2015 - Apr 18, 2016 |
| #8 | -25.98% Jan 23, 2018 - May 21, 2018 | -10.10% Jan 26, 2018 - Aug 6, 2018 |
| #9 | -21.04% Jan 22, 2014 - Feb 27, 2014 | -9.44% Sep 2, 2020 - Nov 11, 2020 |
| #10 | -19.92% Feb 9, 2021 - Mar 11, 2021 | -9.30% Jan 19, 2000 - Mar 17, 2000 |
| #11 | -18.56% Feb 18, 2011 - Mar 30, 2011 | -9.05% Jul 19, 2007 - Oct 5, 2007 |
| #12 | -18.31% Jul 25, 2017 - Sep 25, 2017 | -8.88% Jan 27, 2026 - Apr 14, 2026 |
| #13 | -14.33% Aug 5, 2013 - Sep 17, 2013 | -8.41% Jul 16, 2024 - Sep 19, 2024 |
| #14 | -14.04% May 21, 2013 - Jul 5, 2013 | -7.35% Sep 14, 2012 - Jan 2, 2013 |
| #15 | -13.87% Mar 1, 2017 - Apr 26, 2017 | -7.27% Sep 18, 2014 - Oct 31, 2014 |
Correlation
Correlation between URTY and SPY is 0.42 which considered as a weak positive correlation - the stocks show a slight tendency to move together.
0.42
-101
Dividend Comparison (1999 - 2026)
URTY vs SPY dividend yield comparison.
| Year | URTY | SPY |
|---|---|---|
| 2026 | 0.12% | 0.24% |
| 2025 | 1.02% | 1.07% |
| 2024 | 1.16% | 1.21% |
| 2023 | 0.55% | 1.40% |
| 2022 | 0.28% | 1.65% |
| 2021 | 0.00% | 1.20% |
| 2020 | 0.00% | 1.52% |
| 2019 | 0.18% | 1.75% |
| 2018 | 0.28% | 2.04% |
| 2017 | 0.00% | 1.80% |
| 2016 | 0.03% | 2.03% |
| 2015 | 0.00% | 2.06% |
| 2014 | 0.00% | 1.87% |
| 2013 | 0.00% | 1.81% |
| 2012 | 0.02% | 2.18% |
| 2011 | 0.00% | 2.05% |
| 2010 | 0.00% | 1.80% |
| 2009 | 0.00% | 1.95% |
| 2008 | 0.00% | 3.02% |
| 2007 | 0.00% | 1.85% |
| 2006 | 0.00% | 1.73% |
| 2005 | 0.00% | 1.73% |
| 2004 | 0.00% | 1.82% |
| 2003 | 0.00% | 1.47% |
| 2002 | 0.00% | 1.70% |
| 2001 | 0.00% | 1.25% |
| 2000 | 0.00% | 1.15% |
| 1999 | 0.00% | 0.24% |
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