EQRR vs. SDY
Compare and contrast key facts about ProShares Equities for Rising Rates ETF (EQRR) and SPDR S&P Dividend ETF (SDY).
EQRR and SDY are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. EQRR is a passively managed fund by ProShares that tracks the performance of the Nasdaq US Large Cap Equity Rising Rates Index. It was launched on Jul 24, 2017. SDY is a passively managed fund by State Street that tracks the performance of the S&P High Yield Dividend Aristocrats Index. It was launched on Nov 15, 2005. Both EQRR and SDY are passive ETFs, meaning that they are not actively managed but aim to replicate the performance of the underlying index as closely as possible.
Performance
EQRR vs. SDY - Performance Comparison
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EQRR vs. SDY - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
EQRR ProShares Equities for Rising Rates ETF | 7.59% | 15.49% | 7.69% | 9.19% | 2.20% | 36.11% | -10.14% | 19.57% | -18.60% | 15.64% |
SDY SPDR S&P Dividend ETF | 5.44% | 8.18% | 8.45% | 2.61% | -0.54% | 25.32% | 1.71% | 23.29% | -2.74% | 8.37% |
Returns By Period
In the year-to-date period, EQRR achieves a 7.59% return, which is significantly higher than SDY's 5.44% return.
EQRR
- 1D
- -0.72%
- 1M
- 0.35%
- YTD
- 7.59%
- 6M
- 10.49%
- 1Y
- 18.38%
- 3Y*
- 14.32%
- 5Y*
- 10.76%
- 10Y*
- —
SDY
- 1D
- -0.07%
- 1M
- -5.88%
- YTD
- 5.44%
- 6M
- 5.59%
- 1Y
- 10.47%
- 3Y*
- 8.47%
- 5Y*
- 6.99%
- 10Y*
- 9.36%
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EQRR vs. SDY - Expense Ratio Comparison
Both EQRR and SDY have an expense ratio of 0.35%.
Return for Risk
EQRR vs. SDY — Risk / Return Rank
EQRR
SDY
EQRR vs. SDY - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for ProShares Equities for Rising Rates ETF (EQRR) and SPDR S&P Dividend ETF (SDY). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
| EQRR | SDY | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.02 | 0.76 | +0.26 |
Sortino ratioReturn per unit of downside risk | 1.42 | 1.17 | +0.26 |
Omega ratioGain probability vs. loss probability | 1.22 | 1.15 | +0.07 |
Calmar ratioReturn relative to maximum drawdown | 1.30 | 0.97 | +0.33 |
Martin ratioReturn relative to average drawdown | 6.15 | 3.80 | +2.35 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| EQRR | SDY | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.02 | 0.76 | +0.26 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.50 | 0.50 | 0.00 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.55 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.35 | 0.47 | -0.12 |
Correlation
The correlation between EQRR and SDY is 0.64, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Dividends
EQRR vs. SDY - Dividend Comparison
EQRR's dividend yield for the trailing twelve months is around 1.43%, less than SDY's 2.53% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
EQRR ProShares Equities for Rising Rates ETF | 1.43% | 1.70% | 2.17% | 2.77% | 2.34% | 1.71% | 2.17% | 2.05% | 2.47% | 0.69% | 0.00% | 0.00% |
SDY SPDR S&P Dividend ETF | 2.53% | 2.61% | 2.56% | 2.64% | 2.55% | 2.63% | 2.85% | 2.45% | 2.73% | 4.69% | 3.30% | 6.20% |
Drawdowns
EQRR vs. SDY - Drawdown Comparison
The maximum EQRR drawdown since its inception was -57.93%, which is greater than SDY's maximum drawdown of -54.75%. Use the drawdown chart below to compare losses from any high point for EQRR and SDY.
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Drawdown Indicators
| EQRR | SDY | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -57.93% | -54.75% | -3.18% |
Max Drawdown (1Y)Largest decline over 1 year | -14.30% | -10.66% | -3.64% |
Max Drawdown (5Y)Largest decline over 5 years | -21.75% | -15.21% | -6.54% |
Max Drawdown (10Y)Largest decline over 10 years | — | -36.70% | — |
Current DrawdownCurrent decline from peak | -1.03% | -5.90% | +4.87% |
Average DrawdownAverage peak-to-trough decline | -10.27% | -6.22% | -4.05% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.03% | 2.73% | +0.30% |
Volatility
EQRR vs. SDY - Volatility Comparison
ProShares Equities for Rising Rates ETF (EQRR) has a higher volatility of 3.97% compared to SPDR S&P Dividend ETF (SDY) at 3.11%. This indicates that EQRR's price experiences larger fluctuations and is considered to be riskier than SDY based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| EQRR | SDY | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.97% | 3.11% | +0.86% |
Volatility (6M)Calculated over the trailing 6-month period | 10.70% | 7.33% | +3.37% |
Volatility (1Y)Calculated over the trailing 1-year period | 18.15% | 13.87% | +4.28% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 21.49% | 14.06% | +7.43% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 25.03% | 17.07% | +7.96% |