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:
1.76
BRK-B:
1.66
UPRO:
2.20
BRK-B:
2.37
UPRO:
1.30
BRK-B:
1.30
UPRO:
2.04
BRK-B:
3.19
UPRO:
10.75
BRK-B:
7.87
UPRO:
6.12%
BRK-B:
3.07%
UPRO:
37.42%
BRK-B:
14.59%
UPRO:
-76.82%
BRK-B:
-53.86%
UPRO:
-10.80%
BRK-B:
-6.98%
Returns By Period
In the year-to-date period, UPRO achieves a 63.29% return, which is significantly higher than BRK-B's 25.99% return. Over the past 10 years, UPRO has outperformed BRK-B with an annualized return of 23.54%, while BRK-B has yielded a comparatively lower 11.48% annualized return.
UPRO
63.29%
-2.17%
13.75%
62.97%
21.28%
23.54%
BRK-B
25.99%
-4.16%
9.82%
26.45%
14.74%
11.48%
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Risk-Adjusted Performance
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 0.77%, while BRK-B has not paid dividends to shareholders.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
UPRO ProShares UltraPro S&P 500 | 0.64% | 0.74% | 0.52% | 0.06% | 0.11% | 0.53% | 0.63% | 0.00% | 0.12% | 0.34% | 0.22% | 0.07% |
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 10.98% compared to Berkshire Hathaway Inc. (BRK-B) at 3.68%. 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.