UCC vs. UPRO
Compare and contrast key facts about ProShares Ultra Consumer Services (UCC) and ProShares UltraPro S&P 500 (UPRO).
UCC and UPRO are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. UCC is a passively managed fund by ProShares that tracks the performance of the Dow Jones U.S. Consumer Services Index (200%). It was launched on Jan 30, 2007. 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. Both UCC and UPRO are passive ETFs, meaning that they are not actively managed but aim to replicate the performance of the underlying index as closely as possible.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: UCC or UPRO.
Correlation
The correlation between UCC and UPRO is 0.78, 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
UCC vs. UPRO - Performance Comparison
Key characteristics
UCC:
1.31
UPRO:
1.87
UCC:
1.81
UPRO:
2.31
UCC:
1.22
UPRO:
1.32
UCC:
1.05
UPRO:
2.17
UCC:
6.02
UPRO:
11.27
UCC:
7.98%
UPRO:
6.20%
UCC:
36.72%
UPRO:
37.45%
UCC:
-83.05%
UPRO:
-76.82%
UCC:
-8.37%
UPRO:
-6.34%
Returns By Period
In the year-to-date period, UCC achieves a 51.31% return, which is significantly lower than UPRO's 71.45% return. Over the past 10 years, UCC has underperformed UPRO with an annualized return of 17.15%, while UPRO has yielded a comparatively higher 23.93% annualized return.
UCC
51.31%
8.23%
50.88%
49.15%
12.73%
17.15%
UPRO
71.45%
-2.33%
21.56%
69.96%
22.03%
23.93%
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UCC vs. UPRO - Expense Ratio Comparison
UCC has a 0.95% expense ratio, which is higher than UPRO's 0.92% expense ratio.
Risk-Adjusted Performance
UCC vs. UPRO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for ProShares Ultra Consumer Services (UCC) 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
UCC vs. UPRO - Dividend Comparison
UCC's dividend yield for the trailing twelve months is around 0.16%, less than UPRO's 0.88% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
UCC ProShares Ultra Consumer Services | 0.16% | 0.04% | 0.25% | 0.00% | 0.02% | 0.17% | 0.18% | 0.14% | 0.21% | 0.14% | 0.13% | 0.17% |
UPRO ProShares UltraPro S&P 500 | 0.88% | 0.74% | 0.52% | 0.06% | 0.11% | 0.41% | 0.63% | 0.00% | 0.12% | 0.34% | 0.22% | 0.07% |
Drawdowns
UCC vs. UPRO - Drawdown Comparison
The maximum UCC drawdown since its inception was -83.05%, which is greater than UPRO's maximum drawdown of -76.82%. Use the drawdown chart below to compare losses from any high point for UCC and UPRO. For additional features, visit the drawdowns tool.
Volatility
UCC vs. UPRO - Volatility Comparison
ProShares Ultra Consumer Services (UCC) has a higher volatility of 13.12% compared to ProShares UltraPro S&P 500 (UPRO) at 12.26%. This indicates that UCC's price experiences larger fluctuations and is considered to be riskier than UPRO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.