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UPW vs. GEMG
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

UPW vs. GEMG - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in ProShares Ultra Utilities (UPW) and Leverage Shares 2X Long GEMI Daily ETF (GEMG). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, UPW achieves a 10.19% return, which is significantly higher than GEMG's -89.02% return.


UPW

1D
1.77%
1M
-0.06%
YTD
10.19%
6M
10.66%
1Y
20.48%
3Y*
20.05%
5Y*
12.26%
10Y*
10.32%

GEMG

1D
-6.14%
1M
-33.52%
YTD
-89.02%
6M
-91.24%
1Y
3Y*
5Y*
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

UPW vs. GEMG - Yearly Performance Comparison


2026 (YTD)2025
UPW
ProShares Ultra Utilities
10.19%-7.18%
GEMG
Leverage Shares 2X Long GEMI Daily ETF
-89.02%-71.91%

Correlation

The correlation between UPW and GEMG is -0.01, meaning there is essentially no relationship between their price movements. Each responds to its own set of market drivers, making them strong candidates for combining in a diversified portfolio.


Correlation
Correlation (All Time)
Calculated using the full available price history since Nov 5, 2025

-0.01

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Return for Risk

UPW vs. GEMG — Risk / Return Rank

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

UPW
UPW Risk / Return Rank: 2121
Overall Rank
UPW Sharpe Ratio Rank: 2121
Sharpe Ratio Rank
UPW Sortino Ratio Rank: 2121
Sortino Ratio Rank
UPW Omega Ratio Rank: 2020
Omega Ratio Rank
UPW Calmar Ratio Rank: 2323
Calmar Ratio Rank
UPW Martin Ratio Rank: 2020
Martin Ratio Rank

GEMG

Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.

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.

UPW vs. GEMG - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for ProShares Ultra Utilities (UPW) and Leverage Shares 2X Long GEMI Daily ETF (GEMG). 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.

Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.


UPWGEMGDifference
Sharpe ratioReturn per unit of total volatility

Sortino ratioReturn per unit of downside risk

Omega ratioGain probability vs. loss probability

1.14

Calmar ratioReturn relative to maximum drawdown

1.07

Martin ratioReturn relative to average drawdown

2.20

UPW vs. GEMG - Sharpe Ratio Comparison


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Drawdowns

UPW vs. GEMG - Drawdown Comparison

The maximum UPW drawdown since its inception was -77.75%, smaller than the maximum GEMG drawdown of -97.26%. Use the drawdown chart below to compare losses from any high point for UPW and GEMG.


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Drawdown Indicators


UPWGEMGDifference

Max Drawdown

Largest peak-to-trough decline

-77.75%

-97.26%

+19.51%

Max Drawdown (1Y)

Largest decline over 1 year

-19.15%

Max Drawdown (3Y)

Largest decline over 3 years

-33.16%

Max Drawdown (5Y)

Largest decline over 5 years

-49.42%

Max Drawdown (10Y)

Largest decline over 10 years

-62.67%

Current Drawdown

Current decline from peak

-10.63%

-97.10%

+86.47%

Average Drawdown

Average peak-to-trough decline

-22.57%

-81.17%

+58.60%

Ulcer Index

Depth and duration of drawdowns from previous peaks

9.35%

Volatility

UPW vs. GEMG - Volatility Comparison


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Volatility by Period


UPWGEMGDifference

Volatility (1M)

Calculated over the trailing 1-month period

10.08%

Volatility (6M)

Calculated over the trailing 6-month period

23.61%

Volatility (1Y)

Calculated over the trailing 1-year period

29.31%

219.33%

-190.02%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

34.38%

219.33%

-184.95%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

37.23%

219.33%

-182.10%

UPW vs. GEMG - Expense Ratio Comparison

UPW has a 0.95% expense ratio, which is higher than GEMG's 0.75% expense ratio.


Dividends

UPW vs. GEMG - Dividend Comparison

UPW's dividend yield for the trailing twelve months is around 1.45%, while GEMG has not paid dividends to shareholders.


PositionTTM20252024202320222021202020192018201720162015
GEMG
Leverage Shares 2X Long GEMI Daily ETF
0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%
UPW
ProShares Ultra Utilities
1.45%1.67%1.83%2.40%1.55%1.30%0.83%0.83%1.98%1.51%1.70%2.16%

Frequently Asked Questions


UPW and GEMG have a correlation of -0.01, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

On fees, GEMG is cheaper at 0.75% per year. The better choice depends on whether you care most about return, fees, risk, or income.

GEMG is cheaper with a 0.75% expense ratio, compared with 0.95% for UPW.

UPW has the higher dividend yield at 1.45%, compared with 0.00% for GEMG.

They also come from different issuers: ProShares and Leverage Shares. Their fees differ too: 0.95% for UPW and 0.75% for GEMG.

Portfolio Optimizer

Find the right allocation for UPW and GEMG

Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.

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