ULPIX vs. VTI
Compare and contrast key facts about ProFunds UltraBull Fund (ULPIX) and Vanguard Total Stock Market ETF (VTI).
ULPIX is managed by ProFunds. It was launched on Nov 25, 1997. VTI is a passively managed fund by Vanguard that tracks the performance of the CRSP US Total Market Index. It was launched on May 24, 2001.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: ULPIX or VTI.
Key characteristics
| ULPIX | VTI | |
|---|---|---|
| YTD Return | 49.11% | 26.35% |
| 1Y Return | 78.20% | 40.48% |
| 3Y Return (Ann) | 7.29% | 8.68% |
| 5Y Return (Ann) | 15.57% | 15.37% |
| 10Y Return (Ann) | 16.14% | 12.90% |
| Sharpe Ratio | 2.95 | 3.10 |
| Sortino Ratio | 3.41 | 4.13 |
| Omega Ratio | 1.51 | 1.58 |
| Calmar Ratio | 2.23 | 4.21 |
| Martin Ratio | 19.08 | 20.25 |
| Ulcer Index | 3.95% | 1.94% |
| Daily Std Dev | 25.53% | 12.68% |
| Max Drawdown | -89.55% | -55.45% |
| Current Drawdown | 0.00% | 0.00% |
Correlation
The correlation between ULPIX and VTI 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
ULPIX vs. VTI - Performance Comparison
In the year-to-date period, ULPIX achieves a 49.11% return, which is significantly higher than VTI's 26.35% return. Over the past 10 years, ULPIX has outperformed VTI with an annualized return of 16.14%, while VTI has yielded a comparatively lower 12.90% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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ULPIX vs. VTI - Expense Ratio Comparison
ULPIX has a 1.46% expense ratio, which is higher than VTI's 0.03% expense ratio.
Risk-Adjusted Performance
ULPIX vs. VTI - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for ProFunds UltraBull Fund (ULPIX) and Vanguard Total Stock Market ETF (VTI). 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
ULPIX vs. VTI - Dividend Comparison
ULPIX's dividend yield for the trailing twelve months is around 0.60%, less than VTI's 1.26% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
ULPIX ProFunds UltraBull Fund | 0.60% | 0.02% | 0.00% | 0.00% | 0.49% | 0.42% | 0.13% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
VTI Vanguard Total Stock Market ETF | 1.26% | 1.44% | 1.67% | 1.21% | 1.42% | 1.78% | 2.04% | 1.71% | 1.92% | 1.98% | 1.76% | 1.74% |
Drawdowns
ULPIX vs. VTI - Drawdown Comparison
The maximum ULPIX drawdown since its inception was -89.55%, which is greater than VTI's maximum drawdown of -55.45%. Use the drawdown chart below to compare losses from any high point for ULPIX and VTI. For additional features, visit the drawdowns tool.
Volatility
ULPIX vs. VTI - Volatility Comparison
ProFunds UltraBull Fund (ULPIX) has a higher volatility of 7.82% compared to Vanguard Total Stock Market ETF (VTI) at 4.11%. This indicates that ULPIX's price experiences larger fluctuations and is considered to be riskier than VTI based on this measure. The chart below showcases a comparison of their rolling one-month volatility.