UPW vs. VPU
Compare and contrast key facts about ProShares Ultra Utilities (UPW) and Vanguard Utilities ETF (VPU).
UPW and VPU are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. UPW is a passively managed fund by ProShares that tracks the performance of the Dow Jones U.S. Utilities Index (200%). It was launched on Jan 30, 2007. VPU is a passively managed fund by Vanguard that tracks the performance of the MSCI US Investable Market Utilities 25/50 Index. It was launched on Jan 26, 2004. Both UPW and VPU 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: UPW or VPU.
Correlation
The correlation between UPW and VPU is 0.94, 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
UPW vs. VPU - Performance Comparison
Key characteristics
UPW:
1.06
VPU:
1.36
UPW:
1.54
VPU:
1.92
UPW:
1.19
VPU:
1.24
UPW:
0.74
VPU:
1.06
UPW:
4.33
VPU:
5.90
UPW:
7.47%
VPU:
3.52%
UPW:
30.59%
VPU:
15.20%
UPW:
-77.75%
VPU:
-46.31%
UPW:
-15.50%
VPU:
-7.63%
Returns By Period
In the year-to-date period, UPW achieves a 1.03% return, which is significantly higher than VPU's 0.46% return. Over the past 10 years, UPW has outperformed VPU with an annualized return of 9.24%, while VPU has yielded a comparatively lower 8.23% annualized return.
UPW
1.03%
-5.74%
18.28%
34.41%
2.76%
9.24%
VPU
0.46%
-2.78%
10.89%
21.67%
6.29%
8.23%
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UPW vs. VPU - Expense Ratio Comparison
UPW has a 0.95% expense ratio, which is higher than VPU's 0.10% expense ratio.
Risk-Adjusted Performance
UPW vs. VPU — Risk-Adjusted Performance Rank
UPW
VPU
UPW vs. VPU - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for ProShares Ultra Utilities (UPW) and Vanguard Utilities ETF (VPU). 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
UPW vs. VPU - Dividend Comparison
UPW's dividend yield for the trailing twelve months is around 1.81%, less than VPU's 3.00% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
UPW ProShares Ultra Utilities | 1.81% | 1.83% | 2.40% | 1.55% | 1.30% | 0.83% | 0.83% | 1.98% | 1.51% | 1.70% | 2.16% | 1.69% |
VPU Vanguard Utilities ETF | 3.00% | 3.02% | 3.49% | 2.98% | 2.70% | 3.17% | 2.83% | 3.23% | 3.18% | 3.19% | 3.63% | 3.02% |
Drawdowns
UPW vs. VPU - Drawdown Comparison
The maximum UPW drawdown since its inception was -77.75%, which is greater than VPU's maximum drawdown of -46.31%. Use the drawdown chart below to compare losses from any high point for UPW and VPU. For additional features, visit the drawdowns tool.
Volatility
UPW vs. VPU - Volatility Comparison
ProShares Ultra Utilities (UPW) has a higher volatility of 7.52% compared to Vanguard Utilities ETF (VPU) at 3.86%. This indicates that UPW's price experiences larger fluctuations and is considered to be riskier than VPU based on this measure. The chart below showcases a comparison of their rolling one-month volatility.