SPE ETF

$13.37

Returns Overview

1 Month
-3.32%
3 Months
-1.11%
6 Months
-9.08%
YTD
-5.13%
1 Year
+4.48%
3 Years
+15.88%
5 Years
+7.68%
10 Years
+11.86%

Risk Metrics (1-Year)

No risk data available for this ETF

Stress Test Scenarios

How would SPE have held up?
🦠COVID-19 Crash33 days
Market peak to trough during pandemic sell-off
Run Analysis
📈2022 Rate Hikes9 months
Fed aggressive rate hiking cycle bear market
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📉2018 Q4 Selloff3 months
Trade war fears and Fed tightening
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🏦SVB / Banking Crisis5 days
Regional banking contagion fears
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1 Month Performance

-3.32%

3 Months Performance

-1.11%

6 Months Performance

-9.08%

1 Year Performance

+4.48%

Benchmark & Peers

Benchmark
S&P 500 Total Return Index(^SP500TR:SP)
This ETF (YTD)
-5.13%
Peer Avg (YTD)
+5.10%
vs Peers
-10.23%

SPE ETF Performance

SPE performance across multiple time periods: 1-month -3.32%, YTD -5.13%, 1-year 4.48%, 3-year 15.88%, 5-year 7.68%, 10-year 11.86%.

SPE returns trail the peer average of 5.10% YTD. With an expense ratio of 4.89%, investors should weigh costs against performance when evaluating this ETF.

SPE performance comparison shows side-by-side returns with another fund. SPE alternatives are available in the ETF Screener.

Performance & Returns

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Performance Returns

PeriodTotal ReturnDate Range
1 Month-3.32%May 22, 2026 to Jun 22, 2026
3 Months-1.11%Mar 23, 2026 to Jun 22, 2026
6 Months-9.08%Dec 22, 2025 to Jun 22, 2026
1 Year+4.48%N/A
3 Years+15.88%N/A
5 Years+7.68%N/A

All returns shown are total returns, not annualized