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ISPY vs SPXN
ProShares S&P 500 High Income ETF vs ProShares S&P 500 ex-Financials ETF
Key differences
ISPY is an alternative ETF, while SPXN is an equity ETF. ISPY charges 0.56% a year and SPXN 0.09%.
- ISPY is an alternative fund, while SPXN is an equity fund. They carry different risk/return profiles.
- ISPY follows a option income strategy; SPXN uses index tracking.
- SPXN costs 0.47% less per year.
- ISPY is much larger than SPXN. Larger funds are usually more liquid and less likely to close.
- SPXN has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| ISPY | SPXN | |
|---|---|---|
| Annual cost (TER) | 0.56% | 0.09% |
| Fund size (AUM) | $1.3B | $79M |
| Since | 2023 | 2015 |
| Dividend yield | 4.62% | 0.87% |
| Asset class | alternative | equity |
| Region | north america | north america |
| Strategy | option income | index tracking |
| CAGR 1Y | +22.3% | +29.0% |
| CAGR 3Y | N/A | +23.0% |
| CAGR 5Y | N/A | +14.3% |
| Sharpe 3Y | N/A | 1.18 |
| Volatility 1Y | 11.84% | 13.06% |
| Max drawdown | -16.88% | -32.10% |
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