GSPKX vs. UPRO
Compare and contrast key facts about Goldman Sachs U.S. Equity Dividend and Premium Fund (GSPKX) and ProShares UltraPro S&P 500 (UPRO).
GSPKX is managed by Goldman Sachs. It was launched on Aug 31, 2005. UPRO is a passively managed fund by ProShares that tracks the performance of the S&P 500 Index (300%). It was launched on Jun 23, 2009.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: GSPKX or UPRO.
Correlation
The correlation between GSPKX and UPRO is 0.98, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Performance
GSPKX vs. UPRO - Performance Comparison
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Key characteristics
GSPKX:
0.35
UPRO:
0.29
GSPKX:
0.59
UPRO:
0.80
GSPKX:
1.10
UPRO:
1.12
GSPKX:
0.31
UPRO:
0.34
GSPKX:
1.03
UPRO:
1.09
GSPKX:
6.20%
UPRO:
15.12%
GSPKX:
18.74%
UPRO:
58.15%
GSPKX:
-55.29%
UPRO:
-76.82%
GSPKX:
-6.49%
UPRO:
-16.67%
Returns By Period
In the year-to-date period, GSPKX achieves a 0.56% return, which is significantly higher than UPRO's -6.65% return. Over the past 10 years, GSPKX has underperformed UPRO with an annualized return of 5.25%, while UPRO has yielded a comparatively higher 21.66% annualized return.
GSPKX
0.56%
11.30%
-4.25%
6.43%
8.44%
8.55%
5.25%
UPRO
-6.65%
41.64%
-8.53%
16.78%
29.23%
33.47%
21.66%
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GSPKX vs. UPRO - Expense Ratio Comparison
GSPKX has a 0.71% expense ratio, which is lower than UPRO's 0.92% expense ratio.
Risk-Adjusted Performance
GSPKX vs. UPRO — Risk-Adjusted Performance Rank
GSPKX
UPRO
GSPKX vs. UPRO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Goldman Sachs U.S. Equity Dividend and Premium Fund (GSPKX) and ProShares UltraPro S&P 500 (UPRO). 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.
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Dividends
GSPKX vs. UPRO - Dividend Comparison
GSPKX's dividend yield for the trailing twelve months is around 1.29%, more than UPRO's 1.07% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
GSPKX Goldman Sachs U.S. Equity Dividend and Premium Fund | 1.29% | 1.28% | 1.55% | 1.69% | 1.27% | 1.67% | 1.97% | 2.32% | 1.86% | 1.92% | 2.14% | 1.90% |
UPRO ProShares UltraPro S&P 500 | 1.07% | 0.93% | 0.74% | 0.52% | 0.06% | 0.11% | 0.41% | 0.63% | 0.00% | 0.12% | 0.34% | 0.22% |
Drawdowns
GSPKX vs. UPRO - Drawdown Comparison
The maximum GSPKX drawdown since its inception was -55.29%, smaller than the maximum UPRO drawdown of -76.82%. Use the drawdown chart below to compare losses from any high point for GSPKX and UPRO. For additional features, visit the drawdowns tool.
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Volatility
GSPKX vs. UPRO - Volatility Comparison
The current volatility for Goldman Sachs U.S. Equity Dividend and Premium Fund (GSPKX) is 5.26%, while ProShares UltraPro S&P 500 (UPRO) has a volatility of 16.17%. This indicates that GSPKX experiences smaller price fluctuations and is considered to be less risky than UPRO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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