SMPNY vs. UPRO
Compare and contrast key facts about Sompo Holdings Inc ADR (SMPNY) and ProShares UltraPro S&P 500 (UPRO).
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: SMPNY or UPRO.
Correlation
The correlation between SMPNY and UPRO is 0.05, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Performance
SMPNY vs. UPRO - Performance Comparison
Key characteristics
SMPNY:
1.71
UPRO:
0.13
SMPNY:
2.23
UPRO:
0.59
SMPNY:
1.32
UPRO:
1.09
SMPNY:
2.85
UPRO:
0.16
SMPNY:
12.21
UPRO:
0.58
SMPNY:
5.48%
UPRO:
13.43%
SMPNY:
39.15%
UPRO:
57.46%
SMPNY:
-45.81%
UPRO:
-76.82%
SMPNY:
0.00%
UPRO:
-34.61%
Returns By Period
In the year-to-date period, SMPNY achieves a 23.98% return, which is significantly higher than UPRO's -26.76% return.
SMPNY
23.98%
4.13%
56.54%
63.80%
35.07%
N/A
UPRO
-26.76%
-19.85%
-25.78%
4.10%
30.60%
19.13%
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Risk-Adjusted Performance
SMPNY vs. UPRO — Risk-Adjusted Performance Rank
SMPNY
UPRO
SMPNY vs. UPRO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Sompo Holdings Inc ADR (SMPNY) 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
SMPNY vs. UPRO - Dividend Comparison
SMPNY has not paid dividends to shareholders, while UPRO's dividend yield for the trailing twelve months is around 1.37%.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SMPNY Sompo Holdings Inc ADR | 0.00% | 1.18% | 3.93% | 3.87% | 4.11% | 10.94% | 9.81% | 9.36% | 0.00% | 0.00% | 0.00% | 0.00% |
UPRO ProShares UltraPro S&P 500 | 1.37% | 0.93% | 0.74% | 0.52% | 0.06% | 0.11% | 0.41% | 0.63% | 0.00% | 0.12% | 0.34% | 0.22% |
Drawdowns
SMPNY vs. UPRO - Drawdown Comparison
The maximum SMPNY drawdown since its inception was -45.81%, smaller than the maximum UPRO drawdown of -76.82%. Use the drawdown chart below to compare losses from any high point for SMPNY and UPRO. For additional features, visit the drawdowns tool.
Volatility
SMPNY vs. UPRO - Volatility Comparison
The current volatility for Sompo Holdings Inc ADR (SMPNY) is 16.09%, while ProShares UltraPro S&P 500 (UPRO) has a volatility of 41.49%. This indicates that SMPNY 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.