Skip to content
Beacon
Screener

SPXE vs OEF

ProShares S&P 500 ex-Energy ETF vs iShares S&P 100 ETF

SPXE

ProShares S&P 500 ex-Energy ETF

ProShares

Annual cost

0.09%

Fund size

$80M

OEF

iShares S&P 100 ETF

iShares

Annual cost

0.20%

Fund size

$19.6B

Key differences

  • SPXE costs 0.11% less per year.
  • OEF is significantly larger than SPXE — larger funds tend to be more liquid and less likely to close.
  • Over the last 3 years, OEF has delivered higher annualized returns.
  • OEF has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

SPXEOEF
Annual cost (TER)0.09%0.20%
Fund size (AUM)$80M$19.6B
Since20152000
Dividend yield0.96%0.88%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+28.6%+31.9%
CAGR 3Y+23.3%+25.8%
CAGR 5Y+13.7%+15.9%
Sharpe 3Y1.231.31
Volatility 1Y12.59%12.88%
Max drawdown-32.27%-31.44%

Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.

Similar to SPXE and OEF