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SPXV vs SPXE

ProShares S&P 500 ex-Health Care ETF vs ProShares S&P 500 ex-Energy ETF

SPXV

ProShares S&P 500 ex-Health Care ETF

ProShares

Annual cost

0.09%

Fund size

$38M

SPXE

ProShares S&P 500 ex-Energy ETF

ProShares

Annual cost

0.09%

Fund size

$80M

Key differences

  • Over the last 3 years, SPXV has delivered higher annualized returns.

Side-by-side comparison

SPXVSPXE
Annual cost (TER)0.09%0.09%
Fund size (AUM)$38M$80M
Since20152015
Dividend yield0.94%0.96%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+30.7%+28.6%
CAGR 3Y+25.4%+23.3%
CAGR 5Y+15.0%+13.7%
Sharpe 3Y1.291.23
Volatility 1Y12.82%12.59%
Max drawdown-34.34%-32.27%

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

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