UPRO vs. BRK-B
Compare and contrast key facts about ProShares UltraPro S&P 500 (UPRO) and Berkshire Hathaway Inc. (BRK-B).
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: UPRO or BRK-B.
Correlation
The correlation between UPRO and BRK-B is 0.71, 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
UPRO vs. BRK-B - Performance Comparison
Key characteristics
UPRO:
0.23
BRK-B:
1.74
UPRO:
0.58
BRK-B:
2.54
UPRO:
1.07
BRK-B:
1.32
UPRO:
0.33
BRK-B:
3.34
UPRO:
1.01
BRK-B:
7.94
UPRO:
9.40%
BRK-B:
3.52%
UPRO:
41.46%
BRK-B:
16.08%
UPRO:
-76.82%
BRK-B:
-53.86%
UPRO:
-23.25%
BRK-B:
0.00%
Returns By Period
In the year-to-date period, UPRO achieves a -14.03% return, which is significantly lower than BRK-B's 18.63% return. Over the past 10 years, UPRO has outperformed BRK-B with an annualized return of 21.79%, while BRK-B has yielded a comparatively lower 14.15% annualized return.
UPRO
-14.03%
-10.61%
-8.82%
11.73%
45.08%
21.79%
BRK-B
18.63%
5.42%
17.75%
28.36%
24.81%
14.15%
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Risk-Adjusted Performance
UPRO vs. BRK-B — Risk-Adjusted Performance Rank
UPRO
BRK-B
UPRO vs. BRK-B - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for ProShares UltraPro S&P 500 (UPRO) and Berkshire Hathaway Inc. (BRK-B). 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
UPRO vs. BRK-B - Dividend Comparison
UPRO's dividend yield for the trailing twelve months is around 1.17%, while BRK-B has not paid dividends to shareholders.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
UPRO ProShares UltraPro S&P 500 | 1.17% | 0.93% | 0.74% | 0.52% | 0.06% | 0.11% | 0.41% | 0.63% | 0.00% | 0.12% | 0.34% | 0.22% |
BRK-B Berkshire Hathaway Inc. | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
UPRO vs. BRK-B - Drawdown Comparison
The maximum UPRO drawdown since its inception was -76.82%, which is greater than BRK-B's maximum drawdown of -53.86%. Use the drawdown chart below to compare losses from any high point for UPRO and BRK-B. For additional features, visit the drawdowns tool.
Volatility
UPRO vs. BRK-B - Volatility Comparison
ProShares UltraPro S&P 500 (UPRO) has a higher volatility of 17.02% compared to Berkshire Hathaway Inc. (BRK-B) at 4.03%. This indicates that UPRO's price experiences larger fluctuations and is considered to be riskier than BRK-B based on this measure. The chart below showcases a comparison of their rolling one-month volatility.