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ISPY vs XOEF

ProShares S&P 500 High Income ETF vs iShares S&P 500 ex S&P 100 ETF

ISPY

ProShares S&P 500 High Income ETF

Annual cost

0.56%

Fund size

$1.3B

XOEF

iShares S&P 500 ex S&P 100 ETF

Annual cost

0.20%

Fund size

$21M

Key differences

ISPY is an alternative ETF, while XOEF is an equity ETF. ISPY charges 0.56% a year and XOEF 0.20%.

  • ISPY is an alternative fund, while XOEF is an equity fund. They carry different risk/return profiles.
  • ISPY follows a option income strategy; XOEF uses index tracking.
  • XOEF costs 0.36% less per year.
  • ISPY is much larger than XOEF. Larger funds are usually more liquid and less likely to close.

Side-by-side comparison

ISPYXOEF
Annual cost (TER)0.56%0.20%
Fund size (AUM)$1.3B$21M
Since20232025
Dividend yield4.62%
Asset classalternativeequity
Regionnorth americanorth america
Strategyoption incomeindex tracking
CAGR 1Y+22.3%N/A
CAGR 3YN/AN/A
CAGR 5YN/AN/A
Sharpe 3YN/AN/A
Volatility 1Y11.84%
Max drawdown-16.88%-7.66%

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