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SPDV vs. YCS
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

SPDV vs. YCS - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in AAM S&P 500 High Dividend Value ETF (SPDV) and ProShares UltraShort Yen (YCS). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, SPDV achieves a 14.19% return, which is significantly higher than YCS's 7.17% return.


SPDV

1D
-0.38%
1M
3.73%
YTD
14.19%
6M
14.91%
1Y
27.39%
3Y*
16.86%
5Y*
8.17%
10Y*

YCS

1D
0.17%
1M
4.42%
YTD
7.17%
6M
10.05%
1Y
32.82%
3Y*
19.84%
5Y*
23.54%
10Y*
12.34%
*Multi-year figures are annualized to reflect compound growth (CAGR)

SPDV vs. YCS - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
SPDV
AAM S&P 500 High Dividend Value ETF
14.19%10.90%14.40%5.45%-2.27%29.54%-6.09%20.46%-6.59%3.65%
YCS
ProShares UltraShort Yen
7.17%9.04%35.41%28.70%29.09%22.38%-11.18%3.37%-1.49%1.93%

Correlation

The correlation between SPDV and YCS is -0.17, meaning they tend to move in opposite directions. This is especially valuable for risk management - when one declines, the other has historically tended to hold steady or rise.


Correlation
Correlation (1Y)
Calculated over the trailing 1-year period

-0.17

Correlation (3Y)
Calculated over the trailing 3-year period

-0.08

Correlation (5Y)
Calculated over the trailing 5-year period

-0.05

Correlation (All Time)
Calculated using the full available price history since Nov 30, 2017

0.07

The correlation between SPDV and YCS shifts across timeframes, from -0.17 (1 year) to 0.07 (all time), reflecting how their relationship changes across market environments.

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Return for Risk

SPDV vs. YCS — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

SPDV
SPDV Risk / Return Rank: 7373
Overall Rank
SPDV Sharpe Ratio Rank: 6868
Sharpe Ratio Rank
SPDV Sortino Ratio Rank: 7373
Sortino Ratio Rank
SPDV Omega Ratio Rank: 6565
Omega Ratio Rank
SPDV Calmar Ratio Rank: 8585
Calmar Ratio Rank
SPDV Martin Ratio Rank: 7272
Martin Ratio Rank

YCS
YCS Risk / Return Rank: 6161
Overall Rank
YCS Sharpe Ratio Rank: 5656
Sharpe Ratio Rank
YCS Sortino Ratio Rank: 4949
Sortino Ratio Rank
YCS Omega Ratio Rank: 5656
Omega Ratio Rank
YCS Calmar Ratio Rank: 7878
Calmar Ratio Rank
YCS Martin Ratio Rank: 6767
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

SPDV vs. YCS - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for AAM S&P 500 High Dividend Value ETF (SPDV) and ProShares UltraShort Yen (YCS). 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.


SPDVYCSDifference

Sharpe ratio

Return per unit of total volatility

2.26

1.92

+0.34

Sortino ratio

Return per unit of downside risk

3.35

2.44

+0.91

Omega ratio

Gain probability vs. loss probability

1.40

1.35

+0.05

Calmar ratio

Return relative to maximum drawdown

4.74

3.97

+0.77

Martin ratio

Return relative to average drawdown

13.66

12.40

+1.27

SPDV vs. YCS - Sharpe Ratio Comparison

The current SPDV Sharpe Ratio is 2.26, which is comparable to the YCS Sharpe Ratio of 1.92. The chart below compares the historical Sharpe Ratios of SPDV and YCS, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.


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Sharpe Ratios by Period


SPDVYCSDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

2.26

1.92

+0.34

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.50

1.12

-0.62

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.65

Sharpe Ratio (All Time)

Calculated using the full available price history

0.46

0.33

+0.13

Drawdowns

SPDV vs. YCS - Drawdown Comparison

The maximum SPDV drawdown since its inception was -43.81%, smaller than the maximum YCS drawdown of -49.56%. Use the drawdown chart below to compare losses from any high point for SPDV and YCS.


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Drawdown Indicators


SPDVYCSDifference

Max Drawdown

Largest peak-to-trough decline

-43.81%

-49.56%

+5.75%

Max Drawdown (1Y)

Largest decline over 1 year

-5.80%

-8.30%

+2.50%

Max Drawdown (3Y)

Largest decline over 3 years

-18.62%

-23.05%

+4.43%

Max Drawdown (5Y)

Largest decline over 5 years

-21.31%

-27.32%

+6.01%

Max Drawdown (10Y)

Largest decline over 10 years

-27.32%

Current Drawdown

Current decline from peak

-0.62%

0.00%

-0.62%

Average Drawdown

Average peak-to-trough decline

-6.57%

-19.93%

+13.36%

Ulcer Index

Depth and duration of drawdowns from previous peaks

2.01%

2.66%

-0.65%

Volatility

SPDV vs. YCS - Volatility Comparison

AAM S&P 500 High Dividend Value ETF (SPDV) and ProShares UltraShort Yen (YCS) have volatilities of 2.76% and 2.75%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


SPDVYCSDifference

Volatility (1M)

Calculated over the trailing 1-month period

2.76%

2.75%

+0.01%

Volatility (6M)

Calculated over the trailing 6-month period

8.16%

12.32%

-4.16%

Volatility (1Y)

Calculated over the trailing 1-year period

12.18%

17.27%

-5.09%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

16.30%

21.10%

-4.80%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

20.31%

19.01%

+1.30%

SPDV vs. YCS - Expense Ratio Comparison

SPDV has a 0.29% expense ratio, which is lower than YCS's 1.00% expense ratio.


Dividends

SPDV vs. YCS - Dividend Comparison

SPDV's dividend yield for the trailing twelve months is around 3.31%, while YCS has not paid dividends to shareholders.


PositionTTM202520242023202220212020201920182017
SPDV
AAM S&P 500 High Dividend Value ETF
3.31%3.85%3.54%3.95%3.73%3.08%3.90%3.54%3.63%0.28%
YCS
ProShares UltraShort Yen
0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%

Frequently Asked Questions


SPDV and YCS have a correlation of -0.17, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

SPDV has higher volatility (2.76%) compared to YCS (2.75%). In terms of maximum drawdown, SPDV dropped -43.81% vs YCS's -49.56%.

On 5-year performance, YCS leads with 23.54% vs 8.17% for SPDV. On fees, SPDV is cheaper at 0.29% per year. Their volatility is very similar. The better choice depends on whether you care most about return, fees, risk, or income.

Over the 5-year period, YCS has performed better with a 23.54% return vs 8.17%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.

SPDV is cheaper with a 0.29% expense ratio, compared with 1.00% for YCS.

SPDV has the higher dividend yield at 3.31%, compared with 0.00% for YCS.

SPDV is categorized as Dividend, while YCS is Leveraged Currency. SPDV tracks S&P 500 Dividend and Free Cash Flow Yield Index, while YCS tracks USD/JPY Exchange Rate (-200%). They also come from different issuers: Advisors Asset Management and ProShares. Their fees differ too: 0.29% for SPDV and 1.00% for YCS.

SPDV currently has the higher Sharpe Ratio (2.26 vs 1.92), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.

Portfolio Optimizer

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