SPY vs UCO

Both SPY and UCO are ETFs. SPY has a higher 5-year return than UCO (13.38% vs -49.46%). SPY has a lower expense ratio than UCO (0.09% vs 0.95%). Below is the comparison between SPY and UCO.

SPY UCO
Segment Equity: U.S. - Large Cap Leveraged Commodities: Energy Crude Oil
Issuer State Street Global Advisors ProShares
Net Assets $252.39B $962.85M
Expense Ratio 0.09% 0.95%
Management Style passive (index-based) passive (index-based)
Dividend Yield 1.99% 0.00%
Underlying Index S&P 500 Bloomberg WTI Crude Oil Subindex Total Return
YTD Return 12.02% -94.30%
1-Year Return 16.59% -93.45%
3-Year Return 13.36% -61.66%
5-Year Return 13.38% -49.46%
10-Year Return 13.70% -44.31%

SPY description

The Trust seeks investment results that, before expenses, generally correspond to the price and yield performance of the component common stocks of the S&P 500 Index.

SPY performance & returns

YTD Return 12.02%
1-Month Return 3.48%
3-Month Return 5.47%
1-Year Return 16.59%
3-Year Return 13.36%
5-Year Return 13.38%
10-Year Return 13.70%
SPY expense ratio is 0.09%.

SPY holdings

Top 10 Holdings (27.86% of Total Assets)

Name Symbol % Assets
Apple Inc AAPL 6.66%
Microsoft Corp MSFT 5.69%
Amazon.com Inc AMZN 4.79%
Facebook Inc A FB 2.25%
Alphabet Inc A GOOGL 1.57%
Alphabet Inc Class C GOOG 1.54%
Berkshire Hathaway Inc Class B BRK.B 1.51%
Johnson & Johnson JNJ 1.40%
Procter & Gamble Co PG 1.24%
Visa Inc Class A V 1.21%

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UCO description

The Fund seeks daily investment results (before fees and expenses) that correspond to twice (200%) the daily performance, whether positive or negative, of its corresponding benchmark, the Dow Jones - AIG Crude Oil Sub-Index. The Underlying Index is designed to track crude oil futures prices.

UCO performance & returns

YTD Return -94.30%
1-Month Return -0.31%
3-Month Return -12.72%
1-Year Return -93.45%
3-Year Return -61.66%
5-Year Return -49.46%
10-Year Return -44.31%
UCO expense ratio is 0.95%.

UCO holdings

Top 10 Holdings (200.10% of Total Assets)

Name Symbol % Assets
WTI Crude Future Dec 20 WBSF0.L 66.70%
WTI Crude Future Oct 20 WBSX0.L 58.11%
WTI Crude Future Sept 20 WBSV0.L 44.68%
Bloomberg Wti Crude Oil Subindex Swap - Gs N/A 14.92%
MORGAN STANLEY 3 WTI CRUDE OIL INDES (MSCY3WV) N/A 8.59%
Bloomberg Wti Crude Oil Subindex Swap - Societe Ge N/A 7.10%

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