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TWM vs. IWM
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Performance

TWM vs. IWM - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in ProShares UltraShort Russell2000 (TWM) and iShares Russell 2000 ETF (IWM). The values are adjusted to include any dividend payments, if applicable.

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TWM vs. IWM - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
TWM
ProShares UltraShort Russell2000
-2.77%-24.71%-19.35%-26.84%28.43%-35.43%-60.01%-38.40%19.15%-26.36%
IWM
iShares Russell 2000 ETF
0.93%12.66%11.38%16.83%-20.48%14.54%20.03%25.39%-11.12%14.58%

Returns By Period

In the year-to-date period, TWM achieves a -2.77% return, which is significantly lower than IWM's 0.93% return. Over the past 10 years, TWM has underperformed IWM with an annualized return of -26.22%, while IWM has yielded a comparatively higher 9.76% annualized return.


TWM

1D
-7.08%
1M
9.64%
YTD
-2.77%
6M
-7.03%
1Y
-40.09%
3Y*
-22.79%
5Y*
-12.98%
10Y*
-26.22%

IWM

1D
3.50%
1M
-4.96%
YTD
0.93%
6M
3.02%
1Y
25.66%
3Y*
12.94%
5Y*
3.34%
10Y*
9.76%
*Multi-year figures are annualized to reflect compound growth (CAGR)

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TWM vs. IWM - Expense Ratio Comparison

TWM has a 0.95% expense ratio, which is higher than IWM's 0.19% expense ratio.


Return for Risk

TWM vs. IWM — Risk / Return Rank

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

TWM
TWM Risk / Return Rank: 22
Overall Rank
TWM Sharpe Ratio Rank: 11
Sharpe Ratio Rank
TWM Sortino Ratio Rank: 11
Sortino Ratio Rank
TWM Omega Ratio Rank: 11
Omega Ratio Rank
TWM Calmar Ratio Rank: 22
Calmar Ratio Rank
TWM Martin Ratio Rank: 55
Martin Ratio Rank

IWM
IWM Risk / Return Rank: 6969
Overall Rank
IWM Sharpe Ratio Rank: 6767
Sharpe Ratio Rank
IWM Sortino Ratio Rank: 6969
Sortino Ratio Rank
IWM Omega Ratio Rank: 6161
Omega Ratio Rank
IWM Calmar Ratio Rank: 7575
Calmar Ratio Rank
IWM Martin Ratio Rank: 7171
Martin Ratio Rank
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.

TWM vs. IWM - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for ProShares UltraShort Russell2000 (TWM) and iShares Russell 2000 ETF (IWM). 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.


TWMIWMDifference

Sharpe ratio

Return per unit of total volatility

-0.86

1.11

-1.98

Sortino ratio

Return per unit of downside risk

-1.17

1.66

-2.83

Omega ratio

Gain probability vs. loss probability

0.86

1.21

-0.35

Calmar ratio

Return relative to maximum drawdown

-0.66

1.82

-2.48

Martin ratio

Return relative to average drawdown

-0.86

6.76

-7.62

TWM vs. IWM - Sharpe Ratio Comparison

The current TWM Sharpe Ratio is -0.86, which is lower than the IWM Sharpe Ratio of 1.11. The chart below compares the historical Sharpe Ratios of TWM and IWM, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


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Sharpe Ratios by Period


TWMIWMDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

-0.86

1.11

-1.98

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

-0.29

0.15

-0.44

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

-0.58

0.43

-1.00

Sharpe Ratio (All Time)

Calculated using the full available price history

-0.55

0.34

-0.89

Correlation

The correlation between TWM and IWM is -1.00. This indicates that the assets' prices tend to move in opposite directions. Negative correlation can be particularly beneficial for diversification and risk management, as one asset may offset the losses of the other during market fluctuations.


Dividends

TWM vs. IWM - Dividend Comparison

TWM's dividend yield for the trailing twelve months is around 4.66%, more than IWM's 1.02% yield.


TTM20252024202320222021202020192018201720162015
TWM
ProShares UltraShort Russell2000
4.66%5.36%6.21%4.72%0.17%0.00%0.41%1.49%0.73%0.05%0.00%0.00%
IWM
iShares Russell 2000 ETF
1.02%1.04%1.15%1.35%1.48%0.94%1.04%1.26%1.40%1.26%1.38%1.54%

Drawdowns

TWM vs. IWM - Drawdown Comparison

The maximum TWM drawdown since its inception was -99.92%, which is greater than IWM's maximum drawdown of -59.05%. Use the drawdown chart below to compare losses from any high point for TWM and IWM.


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Drawdown Indicators


TWMIWMDifference

Max Drawdown

Largest peak-to-trough decline

-99.92%

-59.05%

-40.87%

Max Drawdown (1Y)

Largest decline over 1 year

-59.88%

-13.74%

-46.14%

Max Drawdown (5Y)

Largest decline over 5 years

-70.51%

-31.91%

-38.60%

Max Drawdown (10Y)

Largest decline over 10 years

-96.07%

-41.13%

-54.94%

Current Drawdown

Current decline from peak

-99.91%

-7.91%

-92.00%

Average Drawdown

Average peak-to-trough decline

-87.16%

-10.83%

-76.33%

Ulcer Index

Depth and duration of drawdowns from previous peaks

45.89%

3.70%

+42.19%

Volatility

TWM vs. IWM - Volatility Comparison

ProShares UltraShort Russell2000 (TWM) has a higher volatility of 15.08% compared to iShares Russell 2000 ETF (IWM) at 7.47%. This indicates that TWM's price experiences larger fluctuations and is considered to be riskier than IWM based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


TWMIWMDifference

Volatility (1M)

Calculated over the trailing 1-month period

15.08%

7.47%

+7.61%

Volatility (6M)

Calculated over the trailing 6-month period

28.97%

14.47%

+14.50%

Volatility (1Y)

Calculated over the trailing 1-year period

46.52%

23.18%

+23.34%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

45.14%

22.55%

+22.59%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

45.69%

22.99%

+22.70%