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 0.97, 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
Key characteristics
GSPKX:
1.37
UPRO:
1.66
GSPKX:
1.71
UPRO:
2.10
GSPKX:
1.29
UPRO:
1.28
GSPKX:
1.98
UPRO:
2.45
GSPKX:
6.37
UPRO:
9.67
GSPKX:
2.51%
UPRO:
6.60%
GSPKX:
11.68%
UPRO:
38.55%
GSPKX:
-55.29%
UPRO:
-76.82%
GSPKX:
-4.88%
UPRO:
-4.55%
Returns By Period
In the year-to-date period, GSPKX achieves a 2.29% return, which is significantly lower than UPRO's 6.83% return. Over the past 10 years, GSPKX has underperformed UPRO with an annualized return of 6.30%, while UPRO has yielded a comparatively higher 25.81% annualized return.
GSPKX
2.29%
1.99%
3.99%
15.53%
7.17%
6.30%
UPRO
6.83%
5.61%
21.69%
60.67%
23.01%
25.81%
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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.
Dividends
GSPKX vs. UPRO - Dividend Comparison
GSPKX's dividend yield for the trailing twelve months is around 1.25%, more than UPRO's 0.87% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
GSPKX Goldman Sachs U.S. Equity Dividend and Premium Fund | 1.25% | 1.28% | 1.55% | 1.69% | 1.27% | 1.67% | 1.97% | 2.88% | 2.82% | 1.92% | 2.14% | 1.90% |
UPRO ProShares UltraPro S&P 500 | 0.87% | 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.
Volatility
GSPKX vs. UPRO - Volatility Comparison
The current volatility for Goldman Sachs U.S. Equity Dividend and Premium Fund (GSPKX) is 3.37%, while ProShares UltraPro S&P 500 (UPRO) has a volatility of 12.61%. 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.