SMPNY vs. UPRO

Last updated Apr 2, 2026

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.

Performance

SMPNY vs. UPRO - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Sompo Holdings Inc ADR (SMPNY) and ProShares UltraPro S&P 500 (UPRO). The values are adjusted to include any dividend payments, if applicable.

SMPNY vs. UPRO - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022	2021	2020	2019	2018
SMPNY Sompo Holdings Inc ADR	17.13%	30.07%	65.00%	12.88%	3.41%	13.57%	-6.63%	10.20%	-11.88%
UPRO ProShares UltraPro S&P 500	-14.14%	31.88%	63.57%	68.53%	-56.84%	98.64%	10.09%	102.30%	-27.04%

Returns By Period

In the year-to-date period, SMPNY achieves a 17.13% return, which is significantly higher than UPRO's -14.14% return.

SMPNY

• 1D: 1.63%
• 1M: 3.65%
• YTD: 17.13%
• 6M: 30.65%
• 1Y: 30.12%
• 3Y*: 46.61%
• 5Y*: 27.01%
• 10Y*: —

UPRO

• 1D: 2.26%
• 1M: -13.81%
• YTD: -14.14%
• 6M: -11.56%
• 1Y: 34.19%
• 3Y*: 38.31%
• 5Y*: 17.16%
• 10Y*: 25.53%

*Multi-year figures are annualized to reflect compound growth (CAGR)

Return for Risk

SMPNY vs. UPRO — Risk / Return Rank

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

SMPNY

SMPNY Risk / Return Rank: 69
SMPNY Sharpe Ratio Rank: 72
SMPNY Sortino Ratio Rank: 64
SMPNY Omega Ratio Rank: 64
SMPNY Calmar Ratio Rank: 75
SMPNY Martin Ratio Rank: 72

UPRO

UPRO Risk / Return Rank: 40
UPRO Sharpe Ratio Rank: 32
UPRO Sortino Ratio Rank: 41
UPRO Omega Ratio Rank: 45
UPRO Calmar Ratio Rank: 39
UPRO Martin Ratio Rank: 43

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.

SMPNY vs. UPRO - Risk-Adjusted Trends 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.

	SMPNY	UPRO	Difference
Sharpe ratio Return per unit of total volatility	0.97	0.63	+0.34
Sortino ratio Return per unit of downside risk	1.41	1.21	+0.19
Omega ratio Gain probability vs. loss probability	1.19	1.18	+0.01
Calmar ratio Return relative to maximum drawdown	1.93	1.06	+0.86
Martin ratio Return relative to average drawdown	4.17	4.22	-0.04
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

SMPNY vs. UPRO - Sharpe Ratio Comparison

The current SMPNY Sharpe Ratio is 0.97, which is higher than the UPRO Sharpe Ratio of 0.63. The chart below compares the historical Sharpe Ratios of SMPNY and UPRO, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

Sharpe Ratios by Period

	SMPNY	UPRO	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	0.97	0.63	+0.34
Sharpe Ratio (5Y) Calculated over the trailing 5-year period	0.88	0.34	+0.54
Sharpe Ratio (10Y) Calculated over the trailing 10-year period	—	0.48	—
Sharpe Ratio (All Time) Calculated using the full available price history	0.52	0.60	-0.08

Correlation

The correlation between SMPNY and UPRO is 0.19, 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.

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 1.02%.

	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
SMPNY Sompo Holdings Inc ADR	0.00%	1.55%	1.41%	2.09%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%
UPRO ProShares UltraPro S&P 500	1.02%	0.84%	0.93%	0.74%	0.52%	0.06%	0.11%	0.41%	0.63%	0.00%	0.12%	0.34%

Drawdowns

SMPNY vs. UPRO - Drawdown Comparison

The maximum SMPNY drawdown since its inception was -43.80%, 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.

Drawdown Indicators

	SMPNY	UPRO	Difference
Max Drawdown Largest peak-to-trough decline	-43.80%	-76.82%	+33.02%
Max Drawdown (1Y) Largest decline over 1 year	-15.38%	-33.38%	+18.00%
Max Drawdown (5Y) Largest decline over 5 years	-22.06%	-63.94%	+41.88%
Max Drawdown (10Y) Largest decline over 10 years	—	-76.82%	—
Current Drawdown Current decline from peak	0.00%	-18.68%	+18.68%
Average Drawdown Average peak-to-trough decline	-9.07%	-14.53%	+5.46%
Ulcer Index Depth and duration of drawdowns from previous peaks	7.10%	8.41%	-1.31%

Volatility

SMPNY vs. UPRO - Volatility Comparison

The current volatility for Sompo Holdings Inc ADR (SMPNY) is 9.57%, while ProShares UltraPro S&P 500 (UPRO) has a volatility of 16.04%. 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.

Volatility by Period

	SMPNY	UPRO	Difference
Volatility (1M) Calculated over the trailing 1-month period	9.57%	16.04%	-6.47%
Volatility (6M) Calculated over the trailing 6-month period	19.05%	28.48%	-9.43%
Volatility (1Y) Calculated over the trailing 1-year period	31.13%	54.36%	-23.23%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	30.67%	50.34%	-19.67%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	39.45%	53.69%	-14.24%